Added to YB: 2025-05-27
Pitch date: 2025-05-23
GLXY.TO [bullish]
Galaxy Digital Inc.
+16.09%
current return
Author Info
No bio for this author
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
$23.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
63.36
EV/Sales
0.47
Sector
Capital Markets
Category
growth
Bull Case for $GLXY
GLXY.TO: 800MW power at Helios, 1.7GW pending approval. 600MW CoreWeave deal = $900M annual rev at 90% EBITDA margins. If additional 800MW approved, potential $2.4B annual revenue by 2025. Upside beyond $8.5B cap if executed well. Also exploring 40+ BTC mining sites for AI conversion. Core crypto business includes trading, IB, $7B AUM. Risks: buildout timeline to 2029, $11-12B financing needs.
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