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.
June 16, 2026
MBLY: Taking Robotaxi Matters into Its Own Hands
This morning, Mobileye (MBLY; $9.62; E/W) announced another major departure from longer term strategic direction, in our view, when management announced it was expanding its Mobileye Drive self-driving system (SDS) product into a vertically integrated…
June 15, 2026
JBL: Some Potentially Big News from India
This morning, Jabil (JBL; $388.56; O/P) announced plans to form a strategic alliance with Adani Group, a major infrastructure conglomerate in India (e.g., renewable energy, public transport, logistics, defense), which is aimed at manufacturing “multi-Gigawatts…
June 11, 2026
JBL: Expecting a Positive FQ3 Heat Check
We expect upcoming FQ3 (May) results from Jabil (JBL; $352.26; O/P), scheduled for next Wednesday (6/17 before market), to support the idea that the company is a good place for tech investors to ride through…
June 5, 2026
APTV: More on Diversification Front; Raise Target to $85
We are raising our target from $70 to $85 on the shares of Aptiv (APTV; $72.92 O/P) given we continue to see its multiple as attractive, especially after value creating spin of Versigent (VGNT; $50.24;…
