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 6, 2023
STX: Meeting Highlights Near-Term Caution
Last Thursday (6/1), we hosted an investor meeting at Seagate’s (STX; $60.86; E/W) offices in San Jose, CA where we met with Rod Cooper, VP Finance, and IR, along with Jingjing Chen from the IR…
June 6, 2023
NTAP: CFO Meeting Details Controllables
Last Thursday (6/1), we hosted an investor meeting at NetApp’s (NTAP; $70.28; E/W) headquarters in San Jose, CA where we had the opportunity to follow up with the company’s CFO Mike Berry following its FQ4…
June 5, 2023
FLEX: CEO Meeting Highlights Big Margin Potential
We reiterate our Outperform and raise our target on the shares of Flex (FLEX; $26.13) from $30 to $32 after hosting an investor meeting with CEO Revathi Advaithi and David Rubin, VP of IR at…
June 5, 2023
UBER: Pulling on More Leverage Levers
Last week, a series of announcements out of Uber Technologies (UBER; $39.73; O/P) further highlighted all the “levers it can still pull” to drive an even more attractive mix of bookings and thus further operating…
