Added to YB: 2026-06-25
Pitch date: 2026-04-19
285A.T [bullish]
Kioxia Holdings Corporation
+56.32%
current return
Author Info
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Company Info
Kioxia Holdings Corporation engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.
Market Cap
JPY 45.6T
Pitch Price
JPY 31.2K
Price Target
42.0K (-23%)
Dividend
N/A
EV/EBITDA
39.24
P/E
82.54
EV/Sales
19.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
KIOXIA HOLDINGS CORPORATION - $285A.T
285A.T: Long Kioxia, 3rd-largest pure-play NAND maker w/ rising datacenter exposure (58% SSD). Trades 6.1x FY27E P/E, 4.4x P/B. PT ¥42000 (~38% upside). Edge: BiCS-8 cost lead, Sandisk JV (~30% global bits), eSSD mix to 70%+, ICMS/HBF optionality (6x SSD/GPU). Bull +100%, bear -60% on AI capex rollover/YMTC supply. Catalyst: June 2026 Investor Day.
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