Added to YB: 2026-07-06
Pitch date: 2026-07-03
KXIAY [bullish]
Kioxia Holdings Corporation
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.24
P/E
82.54
EV/Sales
19.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
KIOXIA $KXIAY: Investment Thesis
KXIAY: Japanese pure-play NAND/SSD maker, top-3 producer, 'SanDisk of Japan.' May 2026 inflection: FY25 rev +37%, op profit +93%; Q1 FY26 guide ¥1.75T rev (+74% QoQ), ¥1.3T op profit (74% margin). AI inference driving 86% CAGR demand. TTM ROIC >60%. ~$256B cap. Q1 results Jul 31.
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