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research · [1 source] · · 中文(ZH) 摩根大通将铠侠目标价从3.8万日元翻倍上调至8万日元
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Brokerages double Kioxia price targets amid strong revenue outlook

Multiple financial institutions have significantly raised their price targets for Kioxia, a major Japanese NAND flash memory manufacturer. JPMorgan Chase doubled its target to 80,000 yen, while Citigroup Global and Nomura Securities also issued substantial upward revisions. This positive outlook appears to be driven by Kioxia's projected strong revenue growth in the second quarter, with expectations of doubling its revenue compared to the previous quarter. AI

Summary written by gemini-2.5-flash-lite from 1 source. How we write summaries →

IMPACT NAND flash memory is a critical component for AI infrastructure, and positive outlooks for manufacturers like Kioxia suggest increased demand and potential for future AI development.

RANK_REASON Significant financial analyst actions and company performance outlook. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    JPMorgan doubles Kioxia target price to 80,000 yen from 38,000 yen

    多家券商大幅上调日本NAND巨头铠侠目标价。摩根大通将铠侠目标价从3.8万日元大幅上调至8万日元;花旗全球将其目标价从3.1万日元大幅上调7.3万日元;野村证券将其目标价从5.1万日元上调至6.8万日元。消息面上,铠侠预计今年二季度有望实现营收1.75万亿日元和1.298万亿日元,较一季度又翻一倍。(财联社)