<p>对于 <strong>Kioxia Holdings Corporation</strong> (TSE:285A) 的股东来说，这一周相当不错，其股价在最新的第三季度业绩发布后上涨了 18%，达到了 22,300 日元。5440 亿日元的收入符合预期，尽管法定每股收益（EPS）为 162 日元，低于预期，差距为 8.1%。分析师通常会在每次财报发布时更新他们的预测，我们可以通过他们的估计判断他们对公司的看法是否发生了变化，或者是否有新的关注点。因此，我们收集了最新的财报后预测，以了解明年的预期。</p>
<p>这项技术可能会取代计算机：发现 20 只正在努力使量子计算成为现实的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/605626628-earnings-and-revenue-growth-1-dark-2/1771280533153?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/605626628-earnings-and-revenue-growth-1-dark-2/1771280533153"/></p>
<p>TSE:285A 收益和收入增长 2026 年 2 月 16 日</p>
<p>在最新业绩发布后，覆盖 Kioxia Holdings 的 14 位分析师现在预测 2027 年的收入为 3.94 万亿日元。如果实现，这将比过去 12 个月的收入大幅增长 134%。每股收益预计将飙升 855%，达到 2,928 日元。在这份报告发布之前，分析师们曾预测 2027 年的收入为 2.96 万亿日元，每股收益（EPS）为 1,656 日元。因此，我们可以看到，在最新的业绩发布后，市场情绪明显改善，收入和每股收益的最新预测都有了相应的提升。</p>
<p>查看我们对 Kioxia Holdings 的最新分析</p>
<p>毫不奇怪，分析师们将 Kioxia Holdings 的目标股价上调了 59%，达到 26,525 日元，基于这些升级。然而，专注于单一目标股价可能是不明智的，因为共识目标实际上是分析师目标股价的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。对 Kioxia Holdings 的看法存在一些差异，最乐观的分析师将其估值为 42,600 日元，而最悲观的分析师则为每股 7,000 日元。正如您所见，估计范围很广，最低估值不到最乐观估计的一半，这表明分析师对该业务的表现存在明显分歧。考虑到这一点，我们不应过于依赖共识目标股价，因为这只是一个平均值，分析师显然对该业务有着深刻的分歧看法。</p>
<p>当然，另一种看待这些预测的方法是将其与行业本身进行对比。分析师们显然预计 Kioxia Holdings 的增长将加速，预计到 2027 年底年化增长率为 97%，与过去五年每年 4.7% 的历史增长相比，表现相当不错。与同一行业的其他公司相比，后者预计年收入增长 13%。考虑到收入的加速增长，显然 Kioxia Holdings 的增长速度预计将远快于其行业。</p>
<h2>结论</h2>
<p>这里最重要的是，分析师们上调了每股收益的预测，这表明在这些业绩发布后，市场对 Kioxia Holdings 的乐观情绪明显增加。令人欣慰的是，他们还上调了收入预测，预计该业务的增长速度将快于更广泛的行业。目标股价也有了不错的提升，分析师们显然认为该业务的内在价值正在改善。</p>
<p>基于这一思路，我们认为该业务的长期前景比明年的收益更为重要。在 Simply Wall St，我们提供了 Kioxia Holdings 到 2028 年的完整分析师预测，您可以在我们的平台上免费查看。</p>
<p>您仍然需要注意风险，例如 - Kioxia Holdings 有 <strong>3 个警告信号</strong>（其中 1 个令人有些担忧），我们认为您应该了解。</p>
<h3>估值复杂，但我们在这里为您简化。</h3>
<p>通过我们的详细分析，发现 Kioxia Holdings 是否可能被低估或高估，分析包括 <strong>公允价值估计、潜在风险、股息、内部交易和财务状况。</strong></p>
<p>访问免费分析</p>

<p>Kioxia Holdings Corporation 的股价在第三季度业绩公布后上涨了 18%，达到 22,300 日元，尽管每股收益（EPS）低于预期 8.1%。分析师将 2027 年的收入预测上调至 3.94 万亿日元，反映出 134% 的增长，同时将每股收益预测上调至 2,928 日元，增长幅度达到 855%。目标价也提高了 59%，达到 26,525 日元，尽管分析师之间的看法差异较大。预计 Kioxia 的增长速度将显著快于行业平均水平，年增长率预测为 97%。总体而言，分析师对该公司的长期前景表现出更强的乐观情绪</p>

<p>It's been a pretty great week for <strong>Kioxia Holdings Corporation</strong> (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.</p>
<div class="lb-trans"><p>对于 <strong>Kioxia Holdings Corporation</strong> (TSE:285A) 的股东来说，这一周相当不错，其股价在最新的第三季度业绩发布后上涨了 18%，达到了 22,300 日元。5440 亿日元的收入符合预期，尽管法定每股收益（EPS）为 162 日元，低于预期，差距为 8.1%。分析师通常会在每次财报发布时更新他们的预测，我们可以通过他们的估计判断他们对公司的看法是否发生了变化，或者是否有新的关注点。因此，我们收集了最新的财报后预测，以了解明年的预期。</p>
</div><p>This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.</p>
<div class="lb-trans"><p>这项技术可能会取代计算机：发现 20 只正在努力使量子计算成为现实的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/605626628-earnings-and-revenue-growth-1-dark-2/1771280533153" alt="" original-src="https://images.simplywall.st/asset/chart/605626628-earnings-and-revenue-growth-1-dark-2/1771280533153"/></p>
<p>TSE:285A Earnings and Revenue Growth February 16th 2026</p>
<div class="lb-trans"><p>TSE:285A 收益和收入增长 2026 年 2 月 16 日</p>
</div><p>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.</p>
<div class="lb-trans"><p>在最新业绩发布后，覆盖 Kioxia Holdings 的 14 位分析师现在预测 2027 年的收入为 3.94 万亿日元。如果实现，这将比过去 12 个月的收入大幅增长 134%。每股收益预计将飙升 855%，达到 2,928 日元。在这份报告发布之前，分析师们曾预测 2027 年的收入为 2.96 万亿日元，每股收益（EPS）为 1,656 日元。因此，我们可以看到，在最新的业绩发布后，市场情绪明显改善，收入和每股收益的最新预测都有了相应的提升。</p>
</div><p>See our latest analysis for Kioxia Holdings</p>
<div class="lb-trans"><p>查看我们对 Kioxia Holdings 的最新分析</p>
</div><p>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.</p>
<div class="lb-trans"><p>毫不奇怪，分析师们将 Kioxia Holdings 的目标股价上调了 59%，达到 26,525 日元，基于这些升级。然而，专注于单一目标股价可能是不明智的，因为共识目标实际上是分析师目标股价的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。对 Kioxia Holdings 的看法存在一些差异，最乐观的分析师将其估值为 42,600 日元，而最悲观的分析师则为每股 7,000 日元。正如您所见，估计范围很广，最低估值不到最乐观估计的一半，这表明分析师对该业务的表现存在明显分歧。考虑到这一点，我们不应过于依赖共识目标股价，因为这只是一个平均值，分析师显然对该业务有着深刻的分歧看法。</p>
</div><p>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.</p>
<div class="lb-trans"><p>当然，另一种看待这些预测的方法是将其与行业本身进行对比。分析师们显然预计 Kioxia Holdings 的增长将加速，预计到 2027 年底年化增长率为 97%，与过去五年每年 4.7% 的历史增长相比，表现相当不错。与同一行业的其他公司相比，后者预计年收入增长 13%。考虑到收入的加速增长，显然 Kioxia Holdings 的增长速度预计将远快于其行业。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>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.</p>
<div class="lb-trans"><p>这里最重要的是，分析师们上调了每股收益的预测，这表明在这些业绩发布后，市场对 Kioxia Holdings 的乐观情绪明显增加。令人欣慰的是，他们还上调了收入预测，预计该业务的增长速度将快于更广泛的行业。目标股价也有了不错的提升，分析师们显然认为该业务的内在价值正在改善。</p>
</div><p>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..</p>
<div class="lb-trans"><p>基于这一思路，我们认为该业务的长期前景比明年的收益更为重要。在 Simply Wall St，我们提供了 Kioxia Holdings 到 2028 年的完整分析师预测，您可以在我们的平台上免费查看。</p>
</div><p>You still need to take note of risks, for example - Kioxia Holdings has <strong>3 warning signs</strong> (and 1 which is a bit concerning) we think you should know about.</p>
<div class="lb-trans"><p>您仍然需要注意风险，例如 - Kioxia Holdings 有 <strong>3 个警告信号</strong>（其中 1 个令人有些担忧），我们认为您应该了解。</p>
</div><h3>Valuation is complex, but we're here to simplify it.</h3>
<div class="lb-trans"><h3>估值复杂，但我们在这里为您简化。</h3>
</div><p>Discover if Kioxia Holdings might be undervalued or overvalued with our detailed analysis, featuring <strong>fair value estimates, potential risks, dividends, insider trades, and its financial condition.</strong></p>
<div class="lb-trans"><p>通过我们的详细分析，发现 Kioxia Holdings 是否可能被低估或高估，分析包括 <strong>公允价值估计、潜在风险、股息、内部交易和财务状况。</strong></p>
</div><p>Access Free Analysis</p>
<div class="lb-trans"><p>访问免费分析</p>
</div>

铠侠控股公司刚刚未能达到预期收益，但分析师们已经更新了他们的模型