Kioxia Holdings Corp Ordinary Shares

285A: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Kioxia: NAND Demand Visibility Into 2027 Improves While Supply Stays Limited; Fair Value Up 13%

Jing Jie Yu

Feb 24, 2026

We are revising our estimates following our meeting with Kioxia's management after the company's fourth-quarter 2025 earnings.

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Kioxia Holdings Corp Ordinary Shares

Kioxia: NAND Demand Visibility Into 2027 Improves While Supply Stays Limited; Fair Value Up 13%

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