Galaxy Digital Stock Surges, Retail Sentiment “Extremely Bullish”

Galaxy Digital Stock Poised to Finish Week Higher After Q3 Earnings Beat — What’s Next?

  • Galaxy Digital‘s stock rebounded strongly during the week after a sharp dip following its earnings report.
  • The company reported third-quarter earnings per share of $1.12, surpassing forecasts, with revenue more than tripling to $28.4 billion.
  • Retail investor sentiment remained highly positive despite a significant price drop earlier in the week.
  • Phase one of the Helios data center in Texas is fully funded and on track, backed by a major deal with CoreWeave and financing from Deutsche Bank.
  • Analysts raised price targets for the stock, citing strong performance in digital asset trading and expanding roles in AI and high-performance computing.

Galaxy Digital saw its stock recover after a volatile week marked by a steep decline of nearly 13% on Wednesday, which followed the latest earnings report. Despite short-term losses, the stock achieved a new all-time high during the week.

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The company reported third-quarter earnings per share (EPS) of $1.12, outperforming the predicted EPS of $0.38. Total revenue jumped to $28.4 billion, exceeding the previously estimated $17.25 billion. Galaxy Digital offers institutional trading of digital assets and operates data centers among its core services.

Retail investor interest continued to climb. The stock attracted a notable increase in followers and was viewed with optimism by individual traders, with the price action reflecting broader trends in the cryptocurrency market. One investor was quoted, “The game is simple: add as many shares as you can here. $50+ USD is coming quicker than you think.” Another user added, “Once Helios is on, it’s a money printer… once in a lifetime opportunity.”

A significant update during the quarter was cloud infrastructure provider CoreWeave‘s commitment to utilize the full 800-megawatt capacity at the company’s Helios data center in Texas. Funding for the first phase of this project is secured through a $1.4 billion financing arrangement from Deutsche Bank in August, with completion on schedule for opening.

Analysts highlighted the strength of Galaxy Digital‘s most recent digital asset trading quarter. Rosenblatt Securities raised its price target to $46, while Benchmark analysts increased theirs to $57, noting the company’s expansion into AI and high-performance computing.

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Meanwhile, CEO Mike Novogratz commented on ongoing U.S. legislative discussions regarding cryptocurrency regulation, stating on X, “Yes, there was some venting, but all in, there appears [to be] real interest on both sides for bipartisan legislation. Our industry needs to be bipartisan. I have faith this bill will get done.”

Bitcoin‘s value was around $111,407 at the last report, rebounding ahead of the U.S. September inflation data after prior market uncertainty.

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