Added to YB: 2026-06-25
Pitch date: 2026-04-19
285A.T [bullish]
Kioxia Holdings Corporation
+203.78%
current return
Author Info
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Company Info
Kioxia Holdings Corporation manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.
Market Cap
JPY 50.4T
Pitch Price
JPY 31.2K
Price Target
42.0K (-56%)
Dividend
N/A
EV/EBITDA
43.22
P/E
91.45
EV/Sales
21.89
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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