What did Kioxia guide for FY March 2026 profit?

Kioxia guided FY March 2026 net profit to a ¥453.7–¥513.7 billion range, about an 84% increase from the prior year. Management cited stronger NAND pricing, better mix, and demand recovery. The market will watch next-quarter guidance to see if results can track toward the top of that range.

How did 285A.T trade after the guidance?

The stock jumped to ¥22,870, up ¥4,025 or 21.36%, with heavy volume and a range of ¥22,050 to ¥24,420. It moved above the previous 1-year high of ¥21,610. Momentum indicators, including RSI at 65.36 and ADX at 32.16, point to a strong trend with elevated volatility.

Is valuation stretched after the rally?

Valuation looks demanding with P/E at 73.44, P/S at 7.21, P/B at 13.95, and EV/EBITDA at 20.44. This assumes Kioxia earnings keep improving. If NAND prices stay firm and procurement costs ease, the premium may hold. If not, multiples could compress quickly, raising downside risk.

What should investors monitor in the NAND memory cycle?

Watch spot and contract NAND prices, supplier capacity discipline, procurement costs, and inventory trends. For Kioxia earnings, the margin outcome hinges on the mix of internal output versus externally sourced chips and whether higher selling prices can outpace input costs through the next quarters.

Global Market Insights

285A.T Stock Today: Kioxia Guides +84% FY Profit on Memory Upswing — February 13

ByDanny Kontos February 13, 2026February 13, 2026

Kioxia earnings took center stage today as the company projected FY March 2026 net profit to rise about 84%, with a ¥453.7–¥513.7 billion range. The outlook reflects a firmer NAND memory cycle and tighter supply. Shares of 285A.T have rallied on the news, drawing strong interest from Japan investors. We break down what the guidance implies, how pricing and procurement could shape margins, and what to watch next. Our goal is to help you act on Kioxia earnings with clear, timely insights.