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 30, 2026
CLS: Winning Bigger on Multiple Levels; Reiterate Outperform
We reiterate our Outperform and raise our 2026/2027E EPS from $10.15/$14.55 to $11.35/$19.30 on the share of Celestica (CLS; $352.59) after yet another emphatic Q2 “beat and raise” earlier in the week that highlighted further…
July 30, 2026
FLEX: Way Oversold Anyway You Look at It; Reiterate Outperform
The shares of Flex (FLEX; $111.91; O/P) are still down a remarkable 31% since the end of June, which is even after the company posted a solid FQ1 (Jun) “beat and raise” that comes on…
July 30, 2026
BHE: Momentum Picks Up; Reiterate Outperform
We are raising our 2026/2027E EPS from $2.80/$3.25 to $3.00/$3.45 on the shares of still oversold Benchmark Electronics (BHE; $79.42; O/P) after the company produced a healthy “beat and raise” that suggested significant and broad…
July 29, 2026
SANM: Proceeding to Plan and Way Oversold
The shares of Sanmina (SANM; $172.43; O/P) plunged 17% yesterday on the heels of what we think was a highly encouraging FQ3 (Jun) “beat and raise”. In fact, the stock is now down 39% from…
