All Reports

We assume the shares of Amphenol (APH; $69.86; E/W) continue to trade within the range we have seen from the stock for the past 10 months or so after the company offers up its Q4…

Last night, Western Digital (WDC; $64.25; O/P) filed an 8-K in which it disclosed that it expected FQ2 (Dec) sales to be at mid-point of its original guidance range of $4.2-4.4B but that adjusted EPS…

We reiterate our Outperform on the shares of TE Connectivity (TEL; $143.47) ahead of FQ1 (Dec) results and outlook, scheduled for next Wednesday (1/22 before market). Most importantly, we think TEL can at least live…

We think the shares of Seagate (STX; $94.34; O/P), which are down 16% since mid-October (vs. +2% for the S&P 500), remain oversold ahead of FQ2 (Dec) results and outlook, scheduled for Tuesday (1/21 after…

We expect the companies in our tech supply chain universe to point to a somewhat more volatile start to the New Year than is typically the case with the upcoming Q4 EPS season. More to…

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…

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,…

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…

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…

Earlier this week, Garmin (GRMN; $211.39; NR) introduced its next-generation auto infotainment system, the Unified Cabin 2025, at the Consumer Electronics Show (CES) in Las Vegas, which includes a new ultra-wide front display that uses…

The shares of Lyft (LYFT; $13.36; O/P) declined 7% on Wednesday after Uber Technologies (UBER; $64.91; O/P) announced a new and exclusive multi-year partnership with Delta Air Lines (DAL; $61.42; NR) that displaces Lyft’s prior…

This week, Uber Technologies (UBER; $64.94; O/P) announced a partnership with NVIDIA (NVDA; $140.17; NR) aimed at accelerating the development of artificial intelligence (AI) based autonomous driving technology. We think news of Uber’s partnership with…

This morning, Uber Technologies (UBER; $64.59; O/P) announced it entered into an accelerated share repurchase (ASR) agreement to buy back $1.5B of its stock (vs. the company’s $139B market cap), which it plans to be…

We formally initiate coverage on Vertiv Holdings (VRT; $125.67) with an Equal-Weight rating. We see VRT continuing to be well positioned to capitalize on the rising power and thermal management complexities of next gen data…

Due to a reallocation of resources, Fox Advisors is discontinuing coverage of ChargePoint (CHPT – $1.11 – Last Rating: Equal-Weight – Price Target: NA). Effective immediately, our rating, price target, disclosures and estimates are discontinued…