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 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…
November 2, 2026
VRT: Scaled Growth Momentum Continues
We raise our 2026/2027E EPS on Vertiv (VRT; $232.50; O/P) from $6.70/$8.90 to $7.15/$9.35 after the company’s robust Q3 beat more than made up for some Q2 manufacturing missteps that have weighed on the stock…
November 2, 2026
APH: Still Lapping the Field
We reiterate our Outperform and $100 target on the shares of Amphenol (APH; $79.30; O/P) as we raise 2026/2027E EPS from $2.67/$3.20 to $2.83/$3.40 (+70% and +20% YoY) for last week’s “beat and raise”. APH’s…
