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.
July 7, 2026
The Politics of Data Centers
We believe “data center politics” in the U.S. are increasingly worth monitoring by supply chain investors, especially with mid-term elections on the horizon for four months from now and what seems to be shifting views…
July 6, 2026
FLEX: Investor Meetings Point to Buying Opportunity
We reiterate our $200 target, which continues to be based on a sum-of-the-parts (SOTP) analysis, and Outperform on the shares of Flex (FLEX; $136.85) after hosting investor meetings for management in New York last Tuesday…
July 1, 2026
SNDK: Raising Estimates and Target Yet Again
We are raising our price target to $2,750 on the shares of Sandisk (SNDK; $2,055.86; O/P) as we increase our F2026/2027E EPS from $63/$160 to $64/$180 to be more current with recent NAND pricing dynamics…
June 30, 2026
LYFT: Some Micro Thoughts for a Bigger Valuation
We think the pending IPO of Neutron Holdings, doing business as Lime, can provide further valuation support for the idea that the shares of Lyft (LYFT; $15.25; O/P) move higher. We think this proves especially…
