Galaxy Digital Gestione
Criteri Gestione verificati 3/4
Galaxy Digital Il CEO è Mike Novogratz, nominato in Dec2017, e ha un mandato di 8.75 anni. la retribuzione annua totale è $ 7.65M, composta da 6.5% di stipendio e 93.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.058% delle azioni della società, per un valore di $ 5.50M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 4.7 anni.
Informazioni chiave
Mike Novogratz
Amministratore delegato
US$7.7m
Compenso totale
| Percentuale dello stipendio del CEO | 6.53% |
| Mandato del CEO | 8.8yrs |
| Proprietà del CEO | 0.06% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 4.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 05
GLXY: AI Data Centers And Crypto Ties Will Shape Future Risk Balance
Analysts have nudged their Galaxy Digital fair value estimate higher to $25.00 per share from $23.50, pointing to a mix of revised price targets that include Morgan Stanley lifting its view to $48, BTIG adjusting to $45, Citi trimming to $26, and other recent commentary that highlights new sites, crypto exposure, and AI or high performance computing positioning as key drivers in current models. Analyst Commentary Recent Street research on Galaxy Digital shows a mix of confidence in new growth projects and caution around execution risk, valuation and crypto exposure.Seeking Alpha • Aug 28
Galaxy Digital: I Found Two Market Caps, But Only One Belongs In My Valuation
Summary Galaxy looked cheap at a $4.61 billion market cap until I found 391.4 million economic interests, putting the full economic value closer to $9.25 billion. Helios Phase I is operating and could produce more than $288 million in annualized project level adjusted EBITDA, but the debt and single tenant risk matter. I value Galaxy at about $21 per economic interest, below the $23.64 share price, which leaves me at Hold despite Helios's long term potential. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 22
GLXY: AI Data Centers And Crypto Partnerships Will Shape Balanced Future Prospects
Analysts have trimmed their average fair value estimate for Galaxy Digital from $26.0 to $23.5, reflecting lower price targets from several firms while still pointing to what some view as attractive valuation support, as well as crypto and AI/HPC exposure. Analyst Commentary Recent Street research on Galaxy Digital shows a mix of optimism on crypto and AI or high performance computing exposure alongside more cautious adjustments to price targets.
Aggiornamento narrativa • Aug 08
GLXY: Future Upside Will Rely On Texas AI Data Center Expansion
Galaxy Digital's updated analyst price target has eased to about $40 from roughly $41.70, as analysts factor in a higher discount rate, more conservative revenue growth and profit margin assumptions, and a very high future P/E, alongside recent target cuts from BTIG to $45 and Piper Sandler to $33, even as some still see the stock as attractive after recent weakness tied to CoreWeave exposure. Analyst Commentary Recent research on Galaxy Digital highlights a mix of optimism around valuation and growth optionality and some caution on execution risk, especially around its AI and high performance computing exposure and crypto linked businesses.Articolo di analisi • Aug 06
Things Look Grim For Galaxy Digital Inc. (NASDAQ:GLXY) After Today's Downgrade
Today is shaping up negative for Galaxy Digital Inc. ( NASDAQ:GLXY ) shareholders, with the analysts delivering a...Aggiornamento narrativa • Jul 20
GLXY: Future AI Data Centers And CoreWeave Exposure Will Drive Rerating Potential
Analysts have reduced their fair value estimate for Galaxy Digital from $29.18 to $26.00, reflecting updated views on its AI and high performance computing exposure, crypto related activities, and relative performance versus peers. Analyst Commentary Recent Street research on Galaxy Digital points to a mix of optimism around its AI and high performance computing positioning and caution about execution and risk.
Aggiornamento narrativa • Jul 06
GLXY: Helios Data Center Expansion Will Drive Future High Performance Computing Upside
Analysts have adjusted their fair value estimate for Galaxy Digital from $60.00 to $57.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following a combination of recent price target increases and cuts across the Street. Analyst Commentary Recent Street research on Galaxy Digital has centered on how short term sentiment swings are intersecting with the stock's valuation, execution against growth initiatives, and exposure to high performance computing and digital infrastructure trends.Aggiornamento narrativa • Jun 22
GLXY: Future Upside Will Rely On AI Data Centers And Tokenization
Galaxy Digital’s latest Narrative Update reflects a modestly higher blended analyst price target, with upward revisions such as Morgan Stanley’s move to $37 and Goldman Sachs adding $3 to its target, partially offset by reductions from other firms, as analysts reassess assumptions around discount rate, profitability, and valuation multiples. Analyst Commentary Recent Street research on Galaxy Digital shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they revisit assumptions around discount rates, profitability, and the valuation framework for the stock.Articolo di analisi • Jun 19
Galaxy Digital (GLXY) Stock Could Be 18% Undervalued as AI and Crypto Interest Builds
Galaxy Digital (GLXY) is drawing fresh attention after recent commentary on US debt and inflation, as founder Mike Novogratz linked long term inflation risks to growing interest in Bitcoin and other digital assets. See our latest analysis for Galaxy Digital. Recent trading reflects growing interest in Galaxy Digital, with the share price at $34.20 and a 30 day share price return of 24.14%. The 1 year total shareholder return of 79.62% and very large 3 year total shareholder return suggest...Aggiornamento narrativa • Jun 07
GLXY: Onchain Alliances And Index Inclusion Are Expected To Drive Future Upside
Galaxy Digital's analyst price target has been nudged higher to $41.69 from $41.44, with analysts pointing to updated assumptions around discount rate, revenue growth, profit margin and future P/E as they refine their views following a mix of recent target increases and cuts across the Street. Analyst Commentary Street research on Galaxy Digital has been mixed, with some firms lifting targets and others trimming them as they refresh models around discount rates, growth expectations, margins and future P/E assumptions.Aggiornamento narrativa • May 24
GLXY: Broader Platform And Onchain Alliances Will Drive Future Upside
Galaxy Digital's analyst price target has been revised higher from $39.42 to $41.44. Analysts cite updates in revenue growth, profit margin assumptions, discount rate and future P/E inputs, along with recent mixed target changes from major brokerages.Aggiornamento narrativa • Apr 23
GLXY: Broad Platform Breadth And Staking Expansion Will Drive Future Upside
Analysts have trimmed their average price target for Galaxy Digital by about $2.67 to $39.42 as a series of firms reset expectations, citing updated views on fair value, discount rates and long dated P/E assumptions while keeping core revenue growth and profit margin inputs broadly unchanged. Analyst Commentary Street research on Galaxy Digital has been active, with several firms revisiting their models, price targets and assumptions around risk, growth and complexity.Aggiornamento narrativa • Apr 07
GLXY: Broad Crypto Platform And Helios Buildout Will Drive Future Upside
Galaxy Digital's updated analyst price target reflects a modest adjustment of fair value to about $42.08, as analysts weigh recent mixed target changes in relation to the company's broad exposure to crypto markets and evolving regulatory clarity. Analyst Commentary Recent research on Galaxy Digital reflects a mix of optimism and caution, with several firms adjusting price targets and one major bank initiating coverage at Neutral.Aggiornamento narrativa • Mar 24
GLXY: Multi Segment Platform And Helios Expansion Will Support Future Upside
Analysts have nudged the Galaxy Digital fair value estimate modestly higher from $42.00 to $42.25, citing recent price target revisions that balance its broad, complex business mix with potential longer term benefits from clearer regulation and institutional demand. Analyst Commentary Street research around Galaxy Digital has been active, with recent price target moves in both directions as analysts weigh the benefits of the company’s broad business mix against execution risk and market sensitivity.Aggiornamento narrativa • Mar 10
GLXY: Multi Segment Platform And AI Power Capacity Will Support Upside
The updated analyst price target for Galaxy Digital has moved modestly lower to $42.00. This reflects recent target trims from firms that are now emphasizing the complexity of the business mix and the potential for the stock to trail simpler crypto plays when markets are driven more by short term narratives rather than steady institutional activity.Aggiornamento narrativa • Feb 23
GLXY: AI Data Center Expansion Will Support Future Earnings Upside
Galaxy Digital's updated analyst price target edges lower by about $5 to roughly $40, as analysts factor in modest tweaks to the discount rate, profit margin and future P/E expectations following recent Street research updates. Analyst Commentary Recent Street research on Galaxy Digital has centered on fine tuning price targets around the US$40 mark, with several firms updating their models for discount rates, profit margins and forward P/E assumptions.Aggiornamento narrativa • Feb 07
GLXY: AI Data Center Expansion Will Drive Future Earnings Upside
Analysts have trimmed their fair value estimate for Galaxy Digital to about $43 from roughly $48, citing updated assumptions around revenue growth, discount rates, and expected future P/E multiples reflected in recent price target changes across the Street. Analyst Commentary Recent Street research on Galaxy Digital points to a more cautious stance on valuation, with several price targets revised to reflect updated assumptions around growth, risk, and market multiples.Aggiornamento narrativa • Jan 24
GLXY: AI Data Center Buildout And Margin Expansion Will Drive Upside
Narrative Update: Galaxy Digital Analyst Price Target Shift The analyst price target for Galaxy Digital has moved modestly higher to approximately $47.82 from about $47.64, as analysts point to a more favorable discount rate, a sharply higher profit margin assumption of 25.59%, and a materially lower future P/E estimate supported by recent research highlighting the company’s AI data center plans and blockchain enabled investment banking platform. Analyst Commentary Recent Street research on Galaxy Digital focuses on its dual identity as an AI data center developer and a blockchain enabled investment bank, and how effectively the company can turn these platforms into sustainable earnings that support the updated price targets.Aggiornamento narrativa • Jan 10
GLXY: AI Data Center Power And Staking Platform Will Drive Next Upside
The updated analyst price target for Galaxy Digital has moved slightly lower to about US$47.64 from roughly US$47.82 as analysts refine their views around the company’s large high performance computing data center plans and its broader digital asset and investment banking mix in light of recent research highlighting both AI power assets and record quarterly execution. Analyst Commentary Recent Street research on Galaxy Digital centers on two main themes: its potential as a high performance computing, or HPC, power asset owner and developer, and its broader digital asset and investment banking platform.Aggiornamento narrativa • Dec 15
GLXY: High-Performance Data Center Monetization Will Drive Next Phase Of Upside
Analysts have nudged their price target for Galaxy Digital higher to approximately $47.82 from about $45.91, citing stronger expected revenue growth, improving profitability, and increasing confidence in the company’s combined AI data center and digital assets franchise. Analyst Commentary Bullish analysts frame Galaxy Digital as a differentiated play on the convergence of artificial intelligence infrastructure and digital assets, with recent estimate revisions and price target increases reflecting greater confidence in both earnings power and strategic positioning.Articolo di analisi • Dec 02
Take Care Before Jumping Onto Galaxy Digital Inc. (NASDAQ:GLXY) Even Though It's 29% Cheaper
Galaxy Digital Inc. ( NASDAQ:GLXY ) shares have retraced a considerable 29% in the last month, reversing a fair amount...Aggiornamento narrativa • Nov 28
GLXY: Monetizing High-Performance Data Centers Will Fuel Next Wave of Upside
The analyst price target for Galaxy Digital has been revised slightly downward from $46.73 to $45.91 per share. Analysts cite cautious updates in fair value, discount rate, and growth assumptions, even as recent Street research continues to highlight the company's AI and high-performance data center potential.Aggiornamento narrativa • Nov 14
GLXY: Accelerating Demand for AI Data Centers Will Drive Next Phase
Galaxy Digital's analyst price target has been modestly revised downward to $46.73 from $46.90 as analysts weigh robust revenue growth prospects and industry tailwinds against recent declines in profit margin and higher discount rates. Analyst Commentary Recent street research reflects a dynamic outlook for Galaxy Digital, as analysts adjust targets and ratings to account for industry shifts, company execution, and broader AI and data center trends.Aggiornamento narrativa • Oct 31
GLXY: Expanding Role In Power Assets Will Drive AI Infrastructure Market Leadership
Analysts have raised their price target for Galaxy Digital from $37.78 to $46.90. They cite a series of strong quarterly results and optimism about the company's expanding role beyond high-performance computing as key reasons for the upgrade.Aggiornamento narrativa • Oct 17
Digital Asset Adoption And Tokenization Will Expand Market Opportunities
Analysts have increased their price target on Galaxy Digital from $36.78 to $37.78. This reflects optimism about the firm's evolving data center strategy and sector-wide benefits from recent AI infrastructure deals.Articolo di analisi • Oct 06
Galaxy Digital Inc.'s (NASDAQ:GLXY) Shares Leap 54% Yet They're Still Not Telling The Full Story
Galaxy Digital Inc. ( NASDAQ:GLXY ) shares have continued their recent momentum with a 54% gain in the last month...Aggiornamento narrativa • Oct 03
Digital Asset Adoption And Tokenization Will Expand Market Opportunities
Galaxy Digital's analyst price target has increased from approximately $35.33 to $36.78 per share. This adjustment is driven by analysts' recognition of stronger projected revenue growth and an evolving business strategy, despite a lower profit margin outlook.Nuova narrativa • Aug 10
Digital Asset Adoption And Tokenization Will Expand Market Opportunities
Accelerating institutional adoption and regulatory progress are driving demand for Galaxy's services, unlocking new product offerings and larger client pools for sustained growth.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$86m |
| Mar 31 2026 | n/a | n/a | -US$6m |
| Dec 31 2025 | US$8m | US$500k | -US$85m |
| Sep 30 2025 | n/a | n/a | -US$48m |
| Jun 30 2025 | n/a | n/a | -US$269m |
| Mar 31 2025 | n/a | n/a | -US$310m |
| Dec 31 2024 | US$6m | US$500k | US$116m |
| Sep 30 2024 | n/a | n/a | US$444m |
| Jun 30 2024 | n/a | n/a | US$388m |
| Mar 31 2024 | n/a | n/a | US$493m |
| Dec 31 2023 | US$3k | n/a | US$76m |
| Sep 30 2023 | n/a | n/a | -US$107m |
| Jun 30 2023 | n/a | n/a | -US$195m |
| Mar 31 2023 | n/a | n/a | -US$409m |
| Dec 31 2022 | US$3k | n/a | -US$523m |
| Sep 30 2022 | n/a | n/a | -US$193m |
| Jun 30 2022 | n/a | n/a | US$73m |
| Mar 31 2022 | n/a | n/a | US$178m |
| Dec 31 2021 | US$5k | n/a | US$402m |
Compensazione vs Mercato: La retribuzione totale di Mike ($USD 7.65M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.42M ).
Compensazione vs guadagni: La retribuzione di Mike è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Mike Novogratz (61 yo)
8.8yrs
Mandato
US$7,651,727
Compensazione
Mr. Michael Edward Novogratz, also known as Mike, is Founder of Galaxy Digital Inc. He is Director at since Galaxy Digital Inc. July 31, 2018. He is also a Director at Candy Digital, Inc. He serves as Chie...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board & Senior Advisor | 5yrs | US$187.50k | 0.77% $ 72.8m | |
| Founder | 8.8yrs | US$7.65m | 0.058% $ 5.5m | |
| President & Chief Investment Officer | 3.6yrs | US$7.54m | 0.34% $ 32.5m | |
| Chief Financial Officer | 1.7yrs | US$13.60m | 0.065% $ 6.2m | |
| Chief Operating Officer | 5.3yrs | US$5.08m | 0.038% $ 3.6m | |
| Chief Legal Officer | 1yr | US$12.55m | 0.013% $ 1.2m | |
| Chief Accounting Officer & Group Controller | no data | Nessun dato | 0.027% $ 2.6m | |
| Chief Technology Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | no data | Nessun dato | Nessun dato | |
| Global Co-Head of Digital Assets | 8.8yrs | US$1.25m | Nessun dato | |
| Chief Strategy Officer | no data | US$5.00m | Nessun dato |
3.6yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di GLXY è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board & Senior Advisor | 5yrs | US$187.50k | 0.77% $ 72.8m | |
| Founder | 8.2yrs | US$7.65m | 0.058% $ 5.5m | |
| Independent Director | 4.5yrs | US$242.50k | Nessun dato | |
| Independent Director | 1.2yrs | US$690.00k | 0.037% $ 3.4m | |
| Lead Independent Director | 8.2yrs | US$275.00k | 0.051% $ 4.9m | |
| Independent Director | less than a year | Nessun dato | 0.0026% $ 247.1k | |
| Senior Advisor & Chairman of Advisory Board | 4.8yrs | Nessun dato | Nessun dato | |
| Independent Director | 1.3yrs | US$235.00k | 0.025% $ 2.4m |
4.7yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GLXY sono considerati esperti (durata media dell'incarico 4.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/15 04:43 |
| Prezzo dell'azione a fine giornata | 2026/09/15 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Galaxy Digital Inc. è coperta da 21 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Martin Toner | ATB Cormark |
| Deepak Kaushal | BMO Capital Markets Equity Research |
| Gregory Lewis | BTIG |