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.
April 16, 2026
TTMI: Some Underestimated A&D Tailwinds to Consider into Q1 Print
We reiterate our Outperform and $135 target on the shares of TTM Technologies (TTMI; $117.04) ahead of its Q1 results and guidance, scheduled for April 29th (after market). We expect management to produce a healthy…
April 15, 2026
GLW: How Much Upside is Enough for the Stock?
We think Corning (GLW; $168.14; E/W) produces a very solid set of Q1 results and guidance, which are scheduled for April 28th (before market), including healthy upside from Optical Communications (~40% of 2026E sales and…
April 15, 2026
APH: Looking for Across the Board Q1 Upside
We reiterate our $180 target and Outperform on the shares of Amphenol (APH; $145.54; O/P) ahead of its Q1 results and guidance, scheduled for April 29th (before market). We expect some broadly positive organic growth…
April 15, 2026
TEL: A Rewarding Setup into FQ2 (Mar) Print
We reiterate our Outperform and $290 target on the shares of TE Connectivity (TEL; $236.88) ahead of its FQ2 (Mar) results and guidance, scheduled for next Wednesday (4/22 before market). From our seat, TEL shares…
