Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
May 5, 2026
FN: Reduce Rating to Equal-Weight
We are reducing our rating on the shares of Fabrinet (FN; $717.80) from Outperform to Equal-Weight. We think upside on FN is now more limited for the time being after considering all the “puts and…
May 4, 2026
WDC: Robust Technology Driven Growth Continues
We reiterate our Outperform and raise our target to $550 on the shares of Western Digital (WDC; $431.52) after the company posted another robust “beat and raise” with its FQ3 (Mar) print on Thursday (4/30)….
May 4, 2026
ST: Building More Credibility
We believe last week’s Q1 results and Q2E guidance from Sensata (ST; $42.19; E/W) represented another incremental “proving point” on the company’s march towards providing investors with steady sales growth and margin expansion under still…
May 4, 2026
BDC: Making an Interesting M&A Ruckus with Solid Results
Belden (BDC; $114.15; E/W) posted a solid Q1 set of results on Thursday (4/30), including EPS of $1.77, which beat our $1.70, led by some broadly better than expected sales that led to solid operating…
