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.
August 6, 2026
To our surprise, the shares of Uber Technologies (UBER; $68.96; O/P) continue to remain under pressure, even after the company again demonstrated that its platform “flywheel” continues to drive healthy growth in both gross bookings…
August 6, 2026
We are raising our 2026/2027E EPS from $4.00/$5.00 to $4.80/$7.00 on TTM Technologies (TTMI; $131.25; O/P) after the company produced a healthy Q2 beat that was accompanied by even better guidance from management for the…
August 5, 2026
We are reducing our rating on the shares of Aptiv (APTV; $47.72) from Outperform to Equal-Weight, which admittedly is a “horse has left the barn” call after the company’s moderately disappointing Q2 results and guidance…
August 5, 2026
We are reducing our rating on the shares of Versigent (VGNT; $45.78) from Outperform to Equal-Weight given the stock’s recent outperformance and since management is approaching its H2 outlook from a somewhat more conservative stance…