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 4, 2026
VRT: A Small Misstep Presents a Buying Opportunity
We are reducing our target from $400 to $325 on the shares of Vertiv (VRT; $263.05; O/P) after the company’s Q2 results last week disappointed the Street on an unusual sales miss that we think…
August 3, 2026
PLXS: Painting a Picture of Some More Sustainable Growth
We are raising our F2026/F2027E (Sept) EPS from $8.05/$9.50 to $8.70/$10.30 on Plexus (PLXS; $260.77; E/W) after the company posted a healthy FQ3 (Jun) “beat and raise” last week where management also signaled confidence in…
August 3, 2026
ST: Making Some More Progress
We are bumping up our 2026/2027E EPS from $3.65/$4.00 to $3.75/$4.10 for Sensata Technologies (ST; $46.29; E/W) after the company produced some Q2 EPS upside with Q3E guidance that basically jibed with our and Street…
August 3, 2026
APH: Adds Further to Growth Trajectory; Raise Target to $200
We reiterate our Outperform and bump up our target from $190 to $200 on the shares of Amphenol (APH; $160.70) as we raise 2026/2027E EPS from $4.75/$5.25 to $5.35/$6.40, for average estimated EPS growth of…
