Added to YB: 2026-07-06
Pitch date: 2026-07-03
KXIAY [bullish]
Kioxia Holdings Corporation
-41.1%
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 33.9T
Pitch Price
JPY 84.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.12
P/E
24.77
EV/Sales
9.02
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.
Read full article (12 min)