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 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…
May 28, 2026
Constructive European Auto Demand Data
The European Automotive Manufacturers Association recently released car registration data from the region for the month of April, which provided further support for the idea that global vehicle production can remain relatively stable with a…
May 28, 2026
TTMI: Investor Day Highlights Roadmap Monetization Momentum
We reiterate our Outperform and raise our target from $190 to $225 on the shares of TTM Technologies (TTMI; $190.67) after attending its Investor Day in New York where we heard presentations from and had…
