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.
September 2, 2026
DELL: Big Proof Points on Growth Durability; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform and establishing a target of $625 on the shares of Dell Technologies (DELL; $492.00) after the company produced another substantial “beat and raise” with its FQ2…
September 2, 2026
VRT: A Microgrid Deal with Macro Intentions
This morning, Vertiv (VRT; $256.67; O/P) announced an agreement to acquire Utility Innovation Group (UIG) for $1.45B in cash at closing before considering potential “earn out” payments of up to $1.15B over the next 12…
August 31, 2026
NTAP: A Conundrum of Mix and Margins into FQ1 Print
We think investors are looking for NetApp (NTAP; $187.02; E/W) to provide, with its FQ2 (July) results and guidance, more meaningful evidence that data center modernization trends can drive a “full throated” upturn in storage…
August 28, 2026
DELL: A Bell Weather Report Coming Up
We think investor optimism is high around the shares of Dell Technologies (DELL; $461.22; E/W) into its FQ2 (July) results and guidance, which are due on Tuesday (9/1 after market). Of course, the main reason…
