All Reports

This morning, Volta (VLTA; $0.85; NR) announced it signed a definitive agreement to be acquired by Shell (SHEL; $58.64; NR) for $169mm in cash. VLTA is a Level 2 AC and DC fast charger network…

This morning, Tritium (DCFC; $1.76; O/P) provided a business update ahead of its Analyst Day on Thursday (1/19), which will be hosted at its new manufacturing facility in Lebanon, TN. The press release highlighted continued…

We reduce our 2023E EPS for Corning (GLW; $36.07; E/W) from $2.20 to $1.95 (vs. consensus of $2.28) to better account for ongoing seasonal pressures facing the company in most of its businesses during Q1E,…

We continue to envision a meaningful growth vector from global re-shoring for a range of electronics manufacturing service (EMS) providers. In fact, based on our most recent industry conversations, we think EMS opportunities in India…

We raise our target on the shares of Flex (FLEX; $24.03; O/P) to $30 after the company announced on Friday (1/13 after the close) that its Nextracker subsidiary filed an S-1 as part of plans…

Due to a reallocation of resources, Fox Advisors is discontinuing coverage of Swvl Holdings (SWVL – $0.24 – Last Rating: Not Rated – Price Target: NA). Effective immediately, our rating, price target, disclosures and estimates…

We think some recent “proof points” out of Uber Technologies (UBER; $28.92; O/P) further support the idea that the company is making progress towards achieving its goal to fully electrify its global rideshare and delivery…

Our trip to the Consumer Electronics Show (CES) raised more questions in our minds about Aptiv’s (APTV; $99.49; E/W) just completed acquisition of Wind River and the company’s need to “own” so many sub-system pieces…

This morning, Raven SR offered up in a press release some additional details on its previously announced plans to partner with Chevron New Energies, a subsidiary of Chevron (CVX; $175.46; NR) and Hyzon Motors (HYZN;…

Last Thursday (1/5), we hosted an investor meeting at the Consumer Electronics Show (CES) in Las Vegas with members of Dell Technologies’ (DELL; $42.42; E/W) IR team, including Paul Frantz, VP of IR, and Christopher…

We reiterate our Outperform on the shares of Jabil (JBL; $67.98) after hosting an investor meeting at the Consumer Electronics Show (CES) in Las Vegas with Kenny Wilson, who takes over as CEO in May,…

We see recent news flow tied to new auto display innovations out of the Consumer Electronics Show (CES) in Las Vegas, along with our own checks at the tradeshow, boding well for Corning’s (GLW; $35.38;…

Our visit last week to the Consumer Electronics Show (CES) in Las Vegas added to our belief that ChargePoint shares (CHPT; $9.01; O/P) are significantly oversold. We think this is especially the case after CHPT…

We still see favorable risk/reward around the shares of Lyft (LYFT; $11.94; O/P), especially with tax loss selling season in the rear-view mirror and current valuations even after the stock’s 7% jump last week (e.g.,…

Last week, we attended the Consumer Electronics Show (CES) in Las Vegas, which provided more support for the incremental value that Sensata’s (ST; $43.34; O/P) Insights can generate for investors in coming years. Specifically, we…