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.
January 13, 2025
JBL: Takeaways from CES Meeting
We reiterate our Outperform on the shares of Jabil (JBL; $152.76) and bump up our price target from $175 to $180 after meeting with several of the company’s senior management team during the Consumer Electronics…
January 13, 2025
APTV: CES Takeaways
Last week, during our trip to the Consumer Electronics Show (CES) in Las Vegas we attended Aptiv’s (APTV; $59.35; E/W) Investor Event where we heard from a range of senior managers, including CEO Kevin Clark,…
January 9, 2025
MBLY: No New News Can Still Be Good News
This week during our visit to the Consumer Electronics Show (CES) in Las Vegas, we attended a press conference held by Mobileye Global’s (MBLY; $16.95; E/W) CEO Amnon Shashua, toured the company’s booth, listened in…
January 9, 2025
DELL: Set Up Well for Some Better Trends in 2025
We reiterate our Outperform on the shares of Dell Technologies’ (DELL; $119.31) after meeting this week with members of the IR team during our visit to the Consumer Electronics Show (CES) in Las Vegas. At…
