Added to YB: 2025-07-01
Pitch date: 2025-06-27
GLXY [bullish]
Galaxy Digital Inc.
+28.49%
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
$20.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
63.36
EV/Sales
0.47
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.
Read full article (7 min)