Added to YB: 2026-07-02
Pitch date: 2026-06-29
GLXY [bullish]
Galaxy Digital Inc.
-6.1%
current return
Author Info
No bio for this author
Company Info
Galaxy Digital Inc. engages in the digital asset and data centre infrastructure businesses in North America and internationally.
Market Cap
$5.2B
Pitch Price
$27.54
Price Target
100.00 (+287%)
Dividend
N/A
EV/EBITDA
0.16
P/E
-15.81
EV/Sales
0.16
Sector
Capital Markets
Category
value
Run, Novo Run! - $GLXY
GLXY: SOTP thesis—digital assets (crypto B/S ~$3bn + IB/asset mgmt ~$2.5bn) justify ~½ mkt cap; Helios DC upside undervalued. Initial 800MW leased to CoreWeave ~$1bn/yr at 90% EBITDA margin 15yrs, delivered on time. Next 830MW leasing + 1.8GW under study → >$2bn stabilized rev. Fair value >$30bn (~3x today). Lags peers Nebius/IREN/TeraWulf on crypto-hate 'identity crisis.' Possible $100-handle if DC crystallizes multi-tenant.
Read full article (4 min)