Added to YB: 2026-07-23
Pitch date: 2026-05-20
GLXY [bullish]
Galaxy Digital Inc.
-11.72%
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
$4.9B
Pitch Price
$28.08
Price Target
75.00 (+203%)
Dividend
N/A
EV/EBITDA
0.16
P/E
-14.70
EV/Sales
0.15
Sector
Capital Markets
Category
value
Galaxy Digital - $GLXY
GLXY: Long, FV $45-75 (50-150% upside). Crypto-hate obscures Helios—1-of-1 W.Texas data center w/ land, water, 1.63GW ERCOT power, 3.4GW planned, 800MW CRWV 15yr deal (~$1B/yr, 90%+ flow-through) ramping Q2. Digital Assets ($8B AUM, $629M 3Q EBITDA) is optionality. Catalysts: Russell add (~7-8M shares May 22), 830MW customer by YE, Phase 1 delivery. Risks: execution, CRWV counterparty, crypto.
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