Added to YB: 2025-07-01
Pitch date: 2025-06-27
GLXY [bullish]
Galaxy Digital Inc.
Author Info
No bio for this author
Company Info
Galaxy Digital Inc. engages in the digital asset and blockchain businesses. It operates through three segments: Global Markets, Asset Management, and Digital Infrastructure Solutions.
Market Cap
$3.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Capital Markets
Category
growth
GLXY Ain't Built in a Day
GLXY: Galaxy Digital evolving from crypto player to data center behemoth. Helios campus w/800MW (600MW to CoreWeave) generating ~$20bn rev @90% EBITDA margin. Additional 1.7GW under study. CEO Novogratz sold 3% but holds 52%. Stock underperforming Circle/CoreWeave despite $2.7bn balance sheet. Catalysts: increased visibility, Phase I financing, Board refresh.
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