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 1, 2026
AMKR: More Moving Pieces to Consider
We are adjusting our 2026/2027E EPS for Amkor Technology (AMKR; $71.42; E/W) from $1.85/$2.10 to $2.05/$2.20 for a recent Q1 “beat and raise” as well as to consider initial margin and EPS dilution as the…
May 1, 2026
TTMI: Rising Momentum; Raise Target to $190
We reiterate our Outperform and raise our target from $135 to $190 on the shares of TTM Technologies (TTMI; $158.22) after the company delivered a healthy Q1 “beat and raise”. As a result, we also…
May 1, 2026
PLXS: Still Expanding Its Outsourcing Aperture
We are raising our F2026/2027E (Sept) EPS on Plexus (PLXS; $250.08; E/W) from $7.70/$8.70 to $8.05/$9.50, which equates to average EPS growth of 13% across these two fiscal years, albeit now positioned to generally accelerate…
April 30, 2026
BHE: Hits a Major Inflection Point; Raise Target to $100
We reiterate our Outperform and raise our target from $75 to $100 on the shares of Benchmark Electronics (BHE; $72.40) after the company produced a solid Q1 beat that was accompanied by a significantly more…
