Galaxy Digital Inc. (GLXY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Galaxy Digital Inc. (GLXY) Q2 2026 Earnings Call Transcript
Galaxy Digital Inc. (GLXY) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.36. This compares to earnings of $0.08 per share a year ago.
Galaxy Digital Inc. (GLXY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Galaxy Digital is mischaracterized as merely a crypto proxy, but recent innovations challenge this view. GLXY has launched institutional OTC prediction markets, targeting hedge funds and family offices with unique liquidity and discretion. I see significant growth prospects and an attractive valuation, supporting a bullish stance on GLXY.
Galaxy Digital is transitioning from a crypto-focused firm to a leading AI/HPC data center operator, with Helios as a core value driver. GLXY's 15-year CoreWeave lease is expected to generate $1B annual revenue and 90% EBITDA margins, with significant upside from an additional 830 MW capacity. I assign a BUY rating and a 12-month price target of $39.90, reflecting undervalued data center optionality and resilient digital asset operations.
Galaxy Digital had a decent Q1, but it's still not profitable and has plenty to execute ahead of it. Asset tokenization is a growing market that offers welcome upside and would be a welcome, capital-light addition. Data centers started making revenue in April through Helios, but this is more capital-intensive and not as easy.
Galaxy Digital, the cryptocurrency company run by billionaire Michael Novogratz, on Tuesday reported a $482 million loss in the fourth quarter as the value of bitcoin and other digital assets fell.
The average of price targets set by Wall Street analysts indicates a potential upside of 52% in Galaxy Digital Inc. (GLXY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
2025 was a tumultuous year for digital asset and diversified financial services company Galaxy Digital Holdings Ltd. NASDAQ: GLXY.
Galaxy Digital is aggressively transitioning from digital assets to a diversified financial and AI infrastructure platform, offering significant upside potential. GLXY's integrated model—spanning global markets, asset management, and AI-driven data centers—supports robust revenue growth and operational efficiency. The Helios data center provides a unique moat, positioning GLXY for decades of expansion and premium AI infrastructure multiples.
Galaxy Digital is expanding into AI infrastructure while maintaining its core cryptocurrency business. GLXY differentiates itself from peers like IREN and CoreWeave by not abandoning crypto amid its AI pivot. Recent performance has lagged since October despite solid earnings, with investor concerns persisting.