Added to YB: 2025-08-27
Pitch date: 2025-08-22
GLXY [bullish]
Galaxy Digital Inc.
-0.98%
current return
Author Info
Applied Conjectures is a former buy-side analyst sharing stock pitches. Sign up for the newsletter.
Company Info
Galaxy Digital Inc. engages in the digital asset and data center infrastructure businesses. The company’s digital assets platform offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology.
Market Cap
$7.1B
Pitch Price
$24.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
63.36
EV/Sales
0.47
Sector
Capital Markets
Category
growth
Galaxy Digital: They Got The Money
GLXY: Secured $1.75B financing (80/20 debt/equity) for Helios Phase 1 (133MW) removes major downside catalyst. True CapEx ~$17M/MW vs mgmt estimates, but execution risk manageable. 526MW contracted vs ~210MW needed to justify $10B market cap. 2.7GW pipeline up from 1.7GW. Risk/reward now skewed upside despite execution & CoreWeave counterparty risks.
Read full article (4 min)