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.
October 23, 2026
APH: The Best Port in a Tech Tape Storm
We reiterate our Outperform and $100 target on the shares of Amphenol (APH; $73.97; O/P) ahead of its Q3 print, scheduled for Wednesday (10/28 before market), since we expect a fairly broad “beat and raise”…
October 23, 2026
WDC: Tech Roadmap Drives More Pricing Power
We are raising our F2027/2028 (Jun) EPS from $20.00/$30.00 to $24.75/$38.75 for WD Corporation (WDC; $344.36; E/W) after the company produced a healthy “beat and raise”. Specifically, FQ1 (Sept) EPS of $4.64 comfortably exceeded our…
October 23, 2026
MU: Making Its Technical Case; Stick with Outperform
Earlier this week, Micron (MU; $856.49; O/P) hosted a Technology and Products webinar, led by Scott DeBoer, President and CTO, which we think added a cogent support for how the company’s DRAM, high bandwidth memory…
October 23, 2026
TEL: Some Incremental Auto Concerns into Print
We expect TE Connectivity (TEL; $208.42; O/P) to post a solid “beat” when it reports FQ4 (Sept) results on Wednesday (10/28 before market) especially since the company produced FQ3 orders of $5.69B (+27% YoY) and…
