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Citi Cuts Crypto Targets, Only Boosts Galaxy

Wall Street turns bearish on crypto stocks except for standout performer Galaxy Digital.

  • Wall Street analyst sentiment for crypto stocks has turned notably bearish in March, with Citigroup leading several price target reductions for firms like Strategy and Coinbase.
  • Galaxy Digital (GLXY) was the singular exception, seeing its 12-month price target raised by Citi from $25 to $28 amidst a wave of downward revisions.
  • The company’s standout Q3 2025 performance was driven by a 1,500% sequential increase in net income to $505 million and record digital asset trading volumes.

In a stark reversal from last year’s optimism, Wall Street giants have executed a series of bearish price forecast revisions for cryptocurrency stocks throughout March 2025. Citigroup notably lowered its 12-month targets for Bitcoin and Ether on March 19, citing regulatory delays with the CLARITY Act.
Consequently, the bank also cut its outlook for a swath of crypto-focused companies, including Strategy (MSTR) and Bullish (BLSH). However, Galaxy Digital emerged as the sole beneficiary, with Citi increasing its stock price target to $28, data shows.
This bullish adjustment follows the firm’s remarkable third-quarter 2025 financial report. Galaxy reported net income of $505 million, a massive sequential surge attributable to its Global Markets division.
Meanwhile, its Asset Management & Infrastructure Solutions business secured over $2 billion in net inflows, ending the quarter with nearly $9 billion in assets under management. The company is also securing long-term agreements with digital asset treasury firms, solidifying its core operations.
Given its financial outperformance and unique positive analyst stance, GLXY presents a distinct investment profile in the current crypto stock landscape. When the broader sector potentially recovers, GLXY is positioned as an early leader.

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