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.
April 30, 2026
BHE: Hits a Major Inflection Point; Raise Target to $100
We reiterate our Outperform and raise our target from $75 to $100 on the shares of Benchmark Electronics (BHE; $72.40) after the company produced a solid Q1 beat that was accompanied by a significantly more…
April 30, 2026
APH: A Broad Beat and Raise; Up Target to $190
We reiterate our Outperform and raise our target from $180 to $190 on the shares of Amphenol (APH; $148.38) as we also increase EPS estimates meaningfully after the company’s especially healthy “beat and raise”. From…
April 29, 2026
STX: In the Sweetest of Sweet Spots; Raise Target to $800
We reiterate our Outperform and raise our price target to $800 on the shares of Seagate (STX; $672.62) after the company produced a substantial FQ3 (Mar) “beat and raise” last night, which further highlighted to…
April 29, 2026
CLS: Adds Further to Growth Profile
We raise our 2026/2027E EPS for Celestica (CLS; $361.54; O/P) from an already robust $8.75/$12.50 to now assume at least $10.15/$14.55, after the company produced a healthy Q1 EPS “beat and raise”. Admittedly, Q1 upside…
