$KIOXIA GOLDMAN SACHS RAISES TARGET TO 116,000 YEN ON AI STORAGE DEMAND 🚀
Target: 116,000 yen 🚀
NAND supply-demand tightness is exceeding market expectations, with the price uptrend expected to continue through mid-2027. Goldman Sachs raised operating profit forecasts by up to 29% for the next three fiscal years, and ASP growth is now projected at 38% in 2027, up from 27% previously.
Management is prioritizing price discipline over volume, signaling a structural shift in cycle behavior. The upcoming Q1 FY3/27 earnings on July 31 are expected to beat guidance by over 9%.
How long can this AI-driven supply squeeze last before capacity catches up?
Not financial advice. Always manage your risk.
#KIOXIA #NAND #PriceTarget #AIStorage
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Target: 116,000 yen 🚀
NAND supply-demand tightness is exceeding market expectations, with the price uptrend expected to continue through mid-2027. Goldman Sachs raised operating profit forecasts by up to 29% for the next three fiscal years, and ASP growth is now projected at 38% in 2027, up from 27% previously.
Management is prioritizing price discipline over volume, signaling a structural shift in cycle behavior. The upcoming Q1 FY3/27 earnings on July 31 are expected to beat guidance by over 9%.
How long can this AI-driven supply squeeze last before capacity catches up?
Not financial advice. Always manage your risk.
#KIOXIA #NAND #PriceTarget #AIStorage
🎯