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.
November 12, 2026
MBLY: Still A Lot of Questions
We are fine tuning our sales and profit estimates for Mobileye (MBLY; $5.58; E/W) after the company recently produced some upside to Q3 results, while basically maintaining full year guidance. We still model 2026E operating…
November 11, 2026
SANM: Hitting the New Fiscal Year with Lots of Momentum
We raise F2027E (Sept) EPS for Sanmina (SANM; $162.81; O/P) from $14 to $16.80 (+27% YoY vs. +120% YoY in F2026 and its F2020-2025 EPS CAGR of 15%) after its big FQ4 “beat and raise”,…
November 11, 2026
APTV: A Challenging Year Ahead
We are cutting our 2027E EPS for Aptiv (APTV; $39.57; E/W) from $6.30 to $5.70, which is flat with our latest 2026E EPS despite the company posting a relatively solid set of Q3 results last…
November 9, 2026
UBER: Leaning Into a Breadth of Scale Advantages
We are trimming our 2026/2027E adjusted EPS on Uber Technologies (UBER; $68.59; O/P) from $3.40/$4.40 to $3.36/$4.30 after last week’s solid Q3 print (see variance table). We note this is inclusive of adjusted EBITDA of…
