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Home/Stocks/285A.T
TSE · Japan

285A.T Kioxia

NAND flash and enterprise SSDs

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥12,550
−1.61% today
1W
−7.7%
1M
−31.0%
3M
−41.4%
YTD
+260.8%
1Y
+511.2%
Off 52w high
−65.4%
Next earnings (est.): 2026-10-30
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

285A.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

0 events

No dated commentary yet for this stock.

AI training data and inference logs need exabytes of storage. Two companies make nearly all hard drives and a few make NAND, so supply is slow to follow demand.

NAND / platters→Drive→Storage server→Cluster

What would prove us wrong. Weakens if NAND and HDD makers add capacity faster than AI storage demand grows.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
SNDK
SanDisk
NAND flash and enterprise SSDs $1,272.0+2.74%−28.4%+435.9%
WDC
Western Digital
Hard drives for AI data storage $360.8+4.98%−21.0%+109.7%
STX
Seagate Technology
Hard drives (HAMR) for AI data storage $660.7+4.79%−27.9%+140.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.