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.
November 5, 2026
GLW: Still a Bright Light of Growth; Raise Rating to Outperform
We are raising our rating on the shares of Corning (GLW; $118.79; O/P) from Equal-Weight to Outperform. We believe that the 54% decline in shares, which brings the stock back to levels last seen in…
November 3, 2026
STX: Look for Downside Support with Free Cash Flow “Sweet Spot”
Last week, Seagate (STX; $602.01; E/W) posted FQ1 (Sept) non-GAAP EPS of $7.68, which was comfortably ahead of our estimate of $7.35 on sales of $4,233mm (+61% YoY) that also beat our $4,125mm and the…
November 3, 2026
FN: A Broad and Impressive Beat and Raise
We reiterate our Outperform on the shares of Fabrinet (FN; $314.70; O/P) as we raise our F2027/2028E (Jun) EPS from $18.25/$21.25 to $19.60/$21.30 after its big FQ1 (Sept) “beat and raise” demonstrated more of the…
November 2, 2026
SNDK: Reduce Rating to Equal-Weight
The line between value stock and value trap seems to be becoming harder to differentiate when it comes to Sandisk (SNDK; $1,113.52; E/W) right now despite the company looking like it is firmly into a…
