Bernstein kept Sell rating and set JPY 49,000 target for Kioxia stock

Published on 10/09/2026 at 12:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kioxia stock costs EUR 99.18 on October 9, 2026, up 3.41 percent versus EUR 95.91. First-quarter revenue reached JPY 1.77 trillion.

Key points in brief

Bernstein kept a Sell rating and set a JPY 49,000 target for Kioxia stock on September 29, 2026.
Kioxia stock was trading at EUR 99.18 at Lang & Schwarz on October 9, 2026, plus 3.41 percent versus EUR 95.91.
Kioxia reported JPY 1.77 trillion in revenue and JPY 842.17 billion in net income for the first quarter of fiscal 2026.
Second-quarter fiscal 2026 results are scheduled for October 30, 2026.

Kioxia, JP3236330001, Illustration mit AI erstellt.

Kioxia stock (JP3236330001) was trading at EUR 99.18 at Lang & Schwarz on October 9, 2026, up 3.41 percent from the prior close of EUR 95.91. On September 29, 2026, Bernstein maintained a Sell rating and set a JPY 49,000 price target, according to Markets Insider.

Three dated signals for Kioxia

On July 31, 2026, Kioxia reported JPY 1.77 trillion in revenue and JPY 842.17 billion in net income for the first quarter of fiscal 2026, according to Markets Insider. On August 27, 2026, Kioxia and Sandisk announced an investment plan exceeding USD 31.00 billion in Japan, according to Kioxia. On September 29, 2026, Bernstein's JPY 49,000 target accompanied its Sell rating, according to Markets Insider.

What does the earnings base show?

The first-quarter revenue figure of JPY 1.77 trillion and net income of JPY 842.17 billion give the target a powerful operating base ahead of the next report. The contrast is visible in the analyst view: Bernstein's JPY 49,000 target is paired with a Sell rating, while Goldman Sachs reiterated Buy with a JPY 116,000 target on the same September 29, 2026 date, according to Markets Insider. The wide gap between JPY 49,000 and JPY 116,000 shows that NAND pricing and competitive assumptions remain central to valuation.

Next results arrive October 30

Kioxia has scheduled second-quarter fiscal 2026 results for October 30, 2026 at 6:45 p.m. JST, according to Kioxia. That report will test whether the first-quarter revenue of JPY 1.77 trillion and net income of JPY 842.17 billion can provide a stronger basis for the more optimistic target view.

EUR 99.18 at Lang & Schwarz

Kioxia stock was trading at EUR 99.18 at Lang & Schwarz on October 9, 2026 at 12:20 p.m. CEST, plus 3.41 percent versus the prior close of EUR 95.91 on October 8, 2026. The Tokyo Stock Exchange quote was JPY 17,505.00 at 3:30 p.m. JST on October 9, 2026, while the 52-week range was JPY 1,950.00 to JPY 37,566.67 and market capitalization was JPY 28.7 trillion on that date. The further course of trading is shown by the continuously updated real-time quote of Kioxia stock.