Kioxia Holdings Corporation Just Missed Earnings - But Analysts Have Updated Their Models

It's been a pretty great week for Kioxia Holdings Corporation (TSE:285A) shareholders, with its shares surging 18% to JP¥22,300 in the week since its latest third-quarter results. Revenues of JP¥544b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥162, missing estimates by 8.1%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.TSE:285A Earnings and Revenue Growth February 16th 2026 After the latest results, the 14 analysts covering Kioxia Holdings are now predicting revenues of JP¥3.94t in 2027. If met, this would reflect a major 134% improvement in revenue compared to the last 12 months. Per-share earnings are expected to soar 855% to JP¥2,928. In the lead-up to this report, the analysts had been modelling revenues of JP¥2.96t and earnings per share (EPS) of JP¥1,656 in 2027. So we can see there's been a pretty clear increase in sentiment following the latest results, with both revenues and earnings per share receiving a decent lift in the latest estimates. See our latest analysis for Kioxia Holdings It will come as no surprise to learn that the analysts have increased their price target for Kioxia Holdings 59% to JP¥26,525on the back of these upgrades. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Kioxia Holdings, with the most bullish analyst valuing it at JP¥42,600 and the most bearish at JP¥7,000 per share. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. With this in mind, we wouldn't rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business. Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Kioxia Holdings' growth to accelerate, with the forecast 97% annualised growth to the end of 2027 ranking favourably alongside historical growth of 4.7% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 13% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Kioxia Holdings is expected to grow much faster than its industry. The Bottom Line The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Kioxia Holdings following these results. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving. Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Kioxia Holdings going out to 2028, and you can see them free on our platform here.. You still need to take note of risks, for example - Kioxia Holdings has 3 warning signs (and 1 which is a bit concerning) we think you should know about. Valuation is complex, but we're here to simplify it.Discover if Kioxia Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free Analysis