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.
June 2, 2026
FLEX: Raise Target to $200 on SOTP Thinking
We are raising our target on the shares of Flex (FLEX; $159.43; O/P) from $160 to $200 to reflect how investors likely consider valuation in coming quarters on a sum-of-the-parts (SOTP) due to recently announced…
June 2, 2026
UBER: More Support for Our Recent Upgrade
We think recent news from Uber Technologies (UBER; $72.23; O/P) provides further support for our recent upgrade of the stock, which envisions the shares breaking out from its current 14-month trading range of relative underperformance…
June 1, 2026
DELL: A Remarkable FQ1 Print
We raise our F2027/2028E EPS from $13.00/$14.30 to $18.00/$19.80 on Dell Technologies (DELL; $420.91; E/W) after the company produced a remarkable set of FQ1 (Apr) results and guidance on Thursday night (5/28). We see this…
May 29, 2026
NTAP: Some Better Cyclical Trends as Inflation Math Kicks In
We are bumping up our F2027E (Apr) EPS for NetApp (NTAP; $187.75; E/W) from $8.80 to $9.10 (+10% YoY vs. +13% in F2026) and initiating an F2028E EPS of $9.90 (+10% YoY) after the company…
