Galaxy Digital Inc

GLXY

Market cap $4.87B

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Galaxy Digital is fundamentally undervalued, trading at $25 despite a fair value estimate of $50-$70 per share for its data center infrastructure business. Galaxy acquired Helios for $65M in 2022, securing 1,500+ acres with 345kV infrastructure that would take competitors 5-8 years to replicate. 800 MW contracted capacity with CoreWeave for 15 years generates $1.2B annual revenue at 90% margins, with first revenue expected in H1 2026.

New York-based Seven Grand Managers added 750,000 shares of Galaxy Digital for $40.2 million in the third quarter. The transaction value equals about 1.6% of assets at quarter-end.

Galaxy Digital has received a bullish endorsement from Morgan Stanley, which sees significant upside for the company as it strengthens its dual focus on artificial intelligence and digital assets. The investment bank initiated coverage of the stock with an overweight rating and a $42 price target, implying roughly 34% potential upside from Wednesday's closing price.

This integration combines Galaxy's robust staking infrastructure with Coinbase's trusted custody, powering the next wave of institutional adoption NEW YORK , Oct. 29, 2025 /PRNewswire/ -  Galaxy Digital Inc. (NASDAQ: GLXY) (TSX: GLXY) today announced its integration with Coinbase Prime (NASDAQ: COIN) – a secure, full service platform that combines deep liquidity and institutional-grade custody supporting institutions by powering their staking solutions. Through this collaboration, Coinbase Prime clients can seamlessly access Galaxy's high-performance staking infrastructure – placing Galaxy among the short list of carefully selected staking providers Coinbase has integrated directly into its platform.

NEW YORK , Oct. 28, 2025 /PRNewswire/ - Galaxy Digital Inc. ("GDI") (NASDAQ/TSX: GLXY) today announced that Galaxy Digital Holdings LP (the "Issuer" and, together with GDI, the "Company" or "Galaxy") priced the offering of $1.15 billion aggregate principal amount of its 0.50% exchangeable senior notes due 2031 (the "Notes") in a private offering. The offering size was increased from the previously announced offering size of $1.0 billion aggregate principal amount of Notes.

NEW YORK , Oct. 27, 2025 /PRNewswire/ - Galaxy Digital Inc. ("GDI") (NASDAQ: GLXY) (TSX: GLXY) today announced the intention of Galaxy Digital Holdings LP (the "Issuer" and, together with GDI, the "Company" or "Galaxy") to offer, subject to market and other conditions, $1.0 billion aggregate principal amount of exchangeable senior notes due 2031 (the "Notes") in a private offering. The Issuer also intends to grant the initial purchasers of the Notes an option to purchase, during the 13-day period beginning on, and including, the date the Issuer first issues the Notes, up to an additional $150.0 million aggregate principal amount of Notes.

GLXY posted soaring Q3 earnings and 231% revenue growth, but shares slid 14% as crypto market weakness weighed.

In today's video, I discuss recent updates impacting Galaxy Digital (GLXY 12.88%) and its Q3 2025 earnings. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Galaxy Digital Inc. (NASDAQ:GLXY ) Q3 2025 Earnings Call October 21, 2025 11:35 AM EDT Company Participants Michael Novogratz - Founder, CEO & Director Jonathan Goldowsky - Head of Investor Relations Zac Prince Conference Call Participants Tyler Michetti Presentation Michael Novogratz Founder, CEO & Director Hey, guys, it's Mike Novogratz. Are we on?