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.
August 26, 2026
BHE: Semi-Cap Story Overlooked in Recent Stock Price Decline
We believe the recent 25%+ decline in the shares of Benchmark Electronics (BHE; $72.63; O/P), which has occurred over just the past two months, proves overdone in coming months, if only for the ongoing upside…
August 26, 2026
One Tough Summer for EMS Stocks
The shares of the electronics manufacturing services (EMS) companies we follow have had a “tough summer” that has run in the face of robust “beat and raises” and a range of asymmetric business and capital…
August 20, 2026
UBER: Life in the Fast Physical AI Lane
The news flow over the past couple of weeks from Uber Technologies (UBER; $78.81; O/P) adds to our belief that the stock can work much better over the next 12 months than it has over…
August 19, 2026
FN: Stock Misses the Diversification Point; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform on the shares of Fabrinet (FN; $482.59) after its healthy FQ4 (Jun) “beat and raise” that was quickly dismissed by investors for ongoing weakness in datacom…
