View ValuationGalaxy Digital 将来の成長Future 基準チェック /36Galaxy Digital利益と収益がそれぞれ年間60.2%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.6% 85.3%なると予測されています。主要情報60.2%収益成長率85.29%EPS成長率Capital Markets 収益成長-1.5%収益成長率5.7%将来の株主資本利益率14.60%アナリストカバレッジGood最終更新日04 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • Jul 30New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €398k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€398k sold).お知らせ • Jul 22Galaxy Digital Inc. to Report Q2, 2026 Results on Aug 05, 2026Galaxy Digital Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026お知らせ • Jul 16Galaxy Digital Inc. Launches Galaxy Curator Institutional Vault OfferingGalaxy Digital Inc. announced the launch of Galaxy Curator, an institutional vault curation offering built on Morpho. Galaxy Curator vaults are accessible through Fireblocks Earn, giving more than 2,400 institutional clients access to curated onchain yield strategies from within the infrastructure they already operate on. Institutional stablecoin balances routinely sit idle between deployment cycles, settlement windows, and operational holds because the infrastructure required to put that capital to work has not existed at scale. Galaxy Curator changes that. Allocators, corporate treasuries, and other institutions can now access curated onchain yield strategies backed by Galaxy's institutional risk framework, with assets held at the protocol level and no delegation of control required. Through Fireblocks Earn, access runs through the same approval workflows, transaction signing, and policy controls institutions already use. There is no separate decentralized finance infrastructure to build or maintain. Galaxy Curator draws on the firm's broader institutional platform, including an average loan book of $1,400 million, over $3,000 million in staked assets across five custodian integrations, and a distribution network reaching more than 1,600 institutional counterparties globally. The collateral standards, exposure limits, and market monitoring that govern Galaxy's OTC trading and lending business are applied directly to its vault curation practice. Galaxy Curator launches with two vault configurations, both built on Morpho's open, modular architecture for implementing scalable, custom onchain strategies with systematic risk management. The vaults are designed for different risk and yield objectives: Quality Vaults allocate stablecoin liquidity across markets collateralized exclusively by blue-chip assets, selected and monitored on the basis of collateral quality, liquidity depth, and liquidation robustness. Structured for capital preservation, with yield treated as a secondary consideration. Enhanced Vaults extend allocation to higher-yielding collateral types, including liquid restaking tokens, Pendle principal tokens, and Ethena products, targeting incremental yield with a wider risk profile. Both vault configurations carry additional risk factors, including market, smart contract, and liquidity risk, and depositors should understand the tier and associated exposures before participating.お知らせ • Jul 14Galaxy Digital Inc. Appoints Steven Bandrowczak to Board of Directors, Effective July 13, 2026Galaxy Digital Inc. announced the appointment of Steven Bandrowczak,65, a veteran enterprise-technology and operations executive, to its Board of Directors as an Independent Director, effective July 13, 2026. Mr. Bandrowczak will also serve as a member of the Board's Audit Committee. Mr. Bandrowczak brings more than three decades of senior technology and operating leadership across global enterprises, spanning IT and data infrastructure, logistics, and enterprise services. He advises enterprise leaders on adopting and scaling artificial intelligence, experience that aligns directly with Galaxy's expansion in data center infrastructure and its growth across digital assets. He also brings deep public-company governance experience and a long record of large-scale M&A and capital allocation to the board. Mr. Bandrowczak has spent more than 30 years in senior operating and technology roles across global technology, logistics, and services companies, with a career built on large-scale M&A and enterprise transformation. As Chief Information Officer at DHL, he consolidated the logistics company's global data center operations; at Lenovo, he led the technology integration of IBM's personal computer business. He currently serves as a Senior Advisor at Sol Consulting, a technology consulting firm, and served as Chief Executive Officer of Xerox Holdings Corporation from 2022 to 2026, having joined the company in 2018 as President and Chief Operating Officer. Earlier in his career, he held senior operating and technology roles at Alight Solutions, Hewlett-Packard, Avaya, Nortel, and Avnet. Mr. Bandrowczak, who also developed an enterprise AI operating model built around autonomous agents, lectures on digital disruption and transformation at Northeastern University and previously served on the boards of Xerox and Fuji Xerox. He holds a B.S. in Computer Science from Long Island University and an M.S. in Technology Management from Columbia University.お知らせ • Jun 04Galaxy Digital Inc. Launches Institutional OTC Prediction Markets TradingGalaxy Digital Inc. announced the launch of institutional OTC prediction markets trading through its Global Markets trading desk. With this offering, Galaxy can now enable hedge funds, family offices, and other institutional clients to access prediction market liquidity at sizes and with a level of discretion not available through retail interfaces. The offering covers instruments referencing non-sports event contracts traded on Kalshi and Polymarket -- spanning economic, political, geopolitical, and other event-driven markets -- with plans to expand to additional platforms. Galaxy can also pair prediction market positions with hedges in equities, commodities, and other assets, giving clients the ability to build complete risk strategies around a single event rather than managing exposure in silos. Galaxy has already put the offering to work, executing a $10 million trade with Arca, a crypto-native hedge fund, on the outcomes associated with the passage of the CLARITY ACT. Galaxy's OTC desk facilitated Arca's trade, enabling them to take a precise position tied directly to the outcome, accessing institutional-scale liquidity and executing the trade efficiently on a bilateral basis. Galaxy's participation as a principal counterparty has a broader effect on these markets. As institutional capital flows into prediction markets through facilitators like Galaxy, Galaxy believes the prices on these platforms should become more reflective of professional analysis -- and more useful as signals for investors, policymakers, and corporates watching the same outcomes. Galaxy conducts this activity solely with institutional counterparties and evaluates offerings on a jurisdiction-by-jurisdiction basis in light of applicable legal and regulatory considerations.お知らせ • May 20GalaxyOne Prime NY Receives BitLicense and Money Transmission License from New York State Department of Financial ServicesGalaxy Digital Inc. announced that the New York State Department of Financial Services (NYDFS) granted GalaxyOne Prime NY, the Galaxy entity that will serve New York clients, a BitLicense and Money Transmission License, authorizing the Company to offer regulated digital asset services to institutions across the state. New York joins Galaxy's regulatory footprint of more than 50 global licenses. Institutions in the state -- including registered investment advisors, hedge funds, and family offices -- can now access Galaxy's full suite of trading and custody services, backed by a digital asset business managing $9 billion in client assets.New Risk • May 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (39% increase in shares outstanding).お知らせ • May 09Galaxy Digital Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Galaxy Digital Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Apr 16Galaxy Digital Inc. to Report Q1, 2026 Results on Apr 28, 2026Galaxy Digital Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026お知らせ • Apr 10Galaxy Digital Inc., Annual General Meeting, May 28, 2026Galaxy Digital Inc., Annual General Meeting, May 28, 2026.お知らせ • Apr 01Galaxy Digital Inc. Launches Solana Staking on GalaxyOne PlatformGalaxy Digital Inc. announced that GalaxyOne, a financial technology platform from Galaxy built for U.S. individual investors to manage high-yield cash products, equities, and crypto in a unified experience, has launched Solana ("SOL") staking for eligible clients. The new feature allows clients to earn up to an estimated 6.50% in variable rewards on crypto through staking, with no platform commission through December 31, 2026, allowing users to retain more network-generated rewards. The launch marks an expansion of GalaxyOne's digital asset capabilities, allowing clients participate in blockchain network validation while earning rewards directly within their broader financial portfolio. GalaxyOne Staking is powered by Galaxy's institutional validator infrastructure, which has been one of the largest Solana validator operations globally for several years. Unlike platforms that rely on third-party validators, every staked SOL on GalaxyOne is delegated to Galaxy's validator built to meet institutional standards for reliability, security, and performance — with Galaxy managing the full validator stack. Clients can get started by transferring SOL from an external wallet or purchasing SOL directly on the platform with GalaxyOne Crypto, which offers real-time execution and transparent pricing with no transaction spreads. Once successfully staked, rewards will start to accrue and compound automatically, and are tracked in real time alongside staked balances and full transaction history within a single interface, with integrated tax reporting and access to a dedicated U.S.-based client service team available to connect via in-app, email and by phone. GalaxyOne Staking is available to eligible clients in more than 40 U.S. states and jurisdictions. Existing clients can access staking directly within their GalaxyOne account, or open a new account at galaxy.app. GalaxyOne Staking is not available for clients in CA, LA, MD, NJ, NV, NY, PA, TN, WA, or WI. Availability is subject to change. Eligibility determined at the account level. Reward rate is estimated and not guaranteed. Rewards are variable and may increase or decrease. Actual returns depend on network conditions. Past performance is not indicative of future results. Crypto is not FDIC insured, not SIPC protected, and may lose value. 0% platform commission through December 31, 2026. Platform commission is defined as the fee GalaxyOne charges to access staking on GalaxyOne and applies to Inflation and eligible MEV rewards earned while assets remain actively staked. Validators may retain transaction fees and certain protocol-level rewards associated with block production. Residual MEV rewards that are distributed after your assets are unstaked will not be credited to your account. Network transaction fees for sending and receiving SOL still apply. Staking involves risks, including validator downtime, slash, loss of rewards, and Galaxy cannot guarantee validator performance. Other fees apply.お知らせ • Mar 25Soter Insure Issues Ethereum-Denominated Slashing Insurance PolicySoter Insure announced the launch of the world's first Ethereum-denominated slashing insurance product. Developed in collaboration with Galaxy Digital, this innovative policy provides a critical safety net for Ethereum validators and institutional stakers. As Ethereum staking becomes a cornerstone of institutional portfolios, 'slashing', or the penalization of a validator for protocol violations, remains a primary technical and operational risk. This penalty is denominated in ETH, while traditionally, insurance for such events was capped in fiat (USD), leaving institutions exposed if the price of ETH surged during the policy period. Soter's new product solves this by denominating both premiums and claims in ETH, ensuring that the protection scales perfectly with the value of the staked assets. The policy provides comprehensive coverage for ETH stakers, covering financial losses from both isolated and network-wide slashing events, settled entirely in native ETH. By settling claims directly in ETH, Soter removes the 'currency risk' associated with currency mismatch. This new slashing product complements Soter's existing suite of BTC-denominated crime policies and traditional fiat-denominated financial lines coverage. By addressing the specific nuances of Proof-of-Stake (PoS) mechanics, Soter is providing the necessary infrastructure for the next wave of institutional ETH adoption. The successful rollout of this product demonstrates that the insurance industry is no longer playing catch-up; it is now building bespoke solutions that enhance the robustness of the entire digital asset ecosystem. The launch of Soter's ETH-denominated slashing product arrives at a critical juncture as major asset managers look to evolve their spot ETH offerings into Staked ETH ETFs. By providing indemnity exclusively in ETH, Soter ensures that any insured slashing penalties are replaced in kind. This native settlement removes the basis risk inherent in fiat-denominated policies, where price fluctuations could prevent a full recovery of the insured principal.お知らせ • Feb 09Galaxy Digital Inc. (NasdaqGS:GLXY) announces an Equity Buyback for 5% of its issued share capital, for $200 million.Galaxy Digital Inc. (NasdaqGS:GLXY) announces a share repurchase program. Under the program, the company will repurchase $200 million worth of its Class A common stock, representing 5% of its issued share capital. The share repurchase program will have a term of 12 months.Recent Insider Transactions • Feb 07Independent Director recently bought €441k worth of stockOn the 4th of February, Douglas Deason bought around 25k shares on-market at roughly €17.63 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €629k. Despite this recent purchase, insiders have collectively sold €1.3m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to €19.00, the stock trades at a trailing P/E ratio of 42.7x. Average forward P/E is 12x in the Capital Markets industry in Italy.New Risk • Feb 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €26.40, the stock trades at a forward P/E ratio of 184x. Average forward P/E is 13x in the Capital Markets industry in Italy.お知らせ • Jan 15Galaxy Digital Inc. to Report Q4, 2025 Results on Feb 03, 2026Galaxy Digital Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 03, 2026Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €20.40, the stock trades at a forward P/E ratio of 178x. Average forward P/E is 12x in the Capital Markets industry in Italy.お知らせ • Dec 15Invesco Ltd. and Galaxy Asset Management Announces the Launch of the Invesco Galaxy Solana EtpInvesco Ltd. in partnership with Galaxy Asset Management announced the launch of the Invesco Galaxy Solana ETP (QSOL). QSOL offers investors direct exposure to Solana (SOL) within a regulated ETP structure by tracking its spot price-measured by the Lukka Prime Solana Reference Rate. Solana's high-performance architecture and low-cost transaction model make it a foundational layer in the evolving digital assets ecosystem. Its scalability and developer-friendly environment have positioned it as a key enabler of Web3 innovation-powering use cases from distributed data networks to AI-integrated applications and beyond. For Invesco and Galaxy, Solana represents a strategic opportunity to broaden access to next-generation blockchain infrastructure through investment vehicles-aligning with both firms' commitment to democratizing digital asset exposure and supporting the future of decentralized technologies. QSOL expands Invesco's existing digital assets ETP suite, together with the Invesco Galaxy Bitcoin ETP (BTCO), and the Invesco Galaxy Ethereum ETP (QETH). These three ETPs are supported by the collective experience of Invesco and Galaxy and designed to meet the evolving needs of digital asset investors. The collaborative mind, breadth of solutions and global scale mean company's well positioned to help retail and institutional investors rethink challenges and find new possibilities for success.お知らせ • Dec 05Galaxy Digital Inc. (NasdaqGS:GLXY) acquired Alluvial Finance Inc.Galaxy Digital Inc. (NasdaqGS:GLXY) acquired Alluvial Finance Inc. on December 4, 2025. Galaxy Digital Inc. (NasdaqGS:GLXY) completed the acquisition of Alluvial Finance Inc. on December 4, 2025.業績と収益の成長予測BIT:1GLXY - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202863,159106-3,171-201312/31/202751,35529-5271451012/31/202640,341-235-173644113/31/202658,713-67-1,998-559N/A12/31/202561,356-85-1,509-317N/A9/30/202523,726119-36566N/A6/30/20253,219-102-27789N/A3/31/202546,785-124-185-34N/A12/31/202443,758116-264-205N/A9/30/202427,405444140174N/A6/30/202418,693388190220N/A3/31/20249,828493-18-18N/A12/31/202352,21076-50-4N/A9/30/2023N/A-107-26-26N/A6/30/2023N/A-195-58-58N/A3/31/2023N/A-409-65-65N/A12/31/2022N/A-523-77-77N/A9/30/2022N/A-193-91-91N/A6/30/2022N/A73-60-60N/A3/31/2022N/A178-49-49N/A12/31/2021N/A402-20-20N/A9/30/2021N/A35544N/A6/30/2021N/A25466N/A3/31/2021N/A31277N/A12/31/2020N/A103N/AN/AN/A9/30/2020N/A-134N/AN/AN/A6/30/2020N/A-159N/AN/AN/A3/31/2020N/A-142N/AN/AN/A12/31/2019N/A-133N/A0N/A9/30/2019N/A-8N/A0N/A6/30/2019N/A-8N/A0N/A3/31/2019N/A-34N/A0N/A12/31/2018N/A-37N/A0N/A9/30/2018N/A-15N/A0N/A6/30/2018N/A-1N/A0N/A3/31/2018N/A0N/A0N/A12/31/2017N/A0N/A0N/A9/30/2017N/A0N/A0N/A6/30/2017N/A0N/A0N/A3/31/2017N/A0N/A0N/A12/31/2016N/A0N/A0N/A9/30/2016N/A0N/A0N/A6/30/2016N/A0N/A0N/A3/31/2016N/A0N/A0N/A12/31/2015N/A0N/A0N/A9/30/201500N/A0N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1GLXYは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。収益対市場: 1GLXY今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 1GLXY今後 3 年以内に収益を上げることが予想されます。収益対市場: 1GLXYの収益 ( 5.7% ) Italian市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: 1GLXYの収益 ( 5.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1GLXYの 自己資本利益率 は、3年後には低くなると予測されています ( 14.6 %)。成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 15:25終値2026/08/04 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Galaxy Digital Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Martin TonerATB CormarkMichael LeggBenchmark CompanyMark PalmerBenchmark Company18 その他のアナリストを表示
New Risk • Jul 30New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €398k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€398k sold).
お知らせ • Jul 22Galaxy Digital Inc. to Report Q2, 2026 Results on Aug 05, 2026Galaxy Digital Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026
お知らせ • Jul 16Galaxy Digital Inc. Launches Galaxy Curator Institutional Vault OfferingGalaxy Digital Inc. announced the launch of Galaxy Curator, an institutional vault curation offering built on Morpho. Galaxy Curator vaults are accessible through Fireblocks Earn, giving more than 2,400 institutional clients access to curated onchain yield strategies from within the infrastructure they already operate on. Institutional stablecoin balances routinely sit idle between deployment cycles, settlement windows, and operational holds because the infrastructure required to put that capital to work has not existed at scale. Galaxy Curator changes that. Allocators, corporate treasuries, and other institutions can now access curated onchain yield strategies backed by Galaxy's institutional risk framework, with assets held at the protocol level and no delegation of control required. Through Fireblocks Earn, access runs through the same approval workflows, transaction signing, and policy controls institutions already use. There is no separate decentralized finance infrastructure to build or maintain. Galaxy Curator draws on the firm's broader institutional platform, including an average loan book of $1,400 million, over $3,000 million in staked assets across five custodian integrations, and a distribution network reaching more than 1,600 institutional counterparties globally. The collateral standards, exposure limits, and market monitoring that govern Galaxy's OTC trading and lending business are applied directly to its vault curation practice. Galaxy Curator launches with two vault configurations, both built on Morpho's open, modular architecture for implementing scalable, custom onchain strategies with systematic risk management. The vaults are designed for different risk and yield objectives: Quality Vaults allocate stablecoin liquidity across markets collateralized exclusively by blue-chip assets, selected and monitored on the basis of collateral quality, liquidity depth, and liquidation robustness. Structured for capital preservation, with yield treated as a secondary consideration. Enhanced Vaults extend allocation to higher-yielding collateral types, including liquid restaking tokens, Pendle principal tokens, and Ethena products, targeting incremental yield with a wider risk profile. Both vault configurations carry additional risk factors, including market, smart contract, and liquidity risk, and depositors should understand the tier and associated exposures before participating.
お知らせ • Jul 14Galaxy Digital Inc. Appoints Steven Bandrowczak to Board of Directors, Effective July 13, 2026Galaxy Digital Inc. announced the appointment of Steven Bandrowczak,65, a veteran enterprise-technology and operations executive, to its Board of Directors as an Independent Director, effective July 13, 2026. Mr. Bandrowczak will also serve as a member of the Board's Audit Committee. Mr. Bandrowczak brings more than three decades of senior technology and operating leadership across global enterprises, spanning IT and data infrastructure, logistics, and enterprise services. He advises enterprise leaders on adopting and scaling artificial intelligence, experience that aligns directly with Galaxy's expansion in data center infrastructure and its growth across digital assets. He also brings deep public-company governance experience and a long record of large-scale M&A and capital allocation to the board. Mr. Bandrowczak has spent more than 30 years in senior operating and technology roles across global technology, logistics, and services companies, with a career built on large-scale M&A and enterprise transformation. As Chief Information Officer at DHL, he consolidated the logistics company's global data center operations; at Lenovo, he led the technology integration of IBM's personal computer business. He currently serves as a Senior Advisor at Sol Consulting, a technology consulting firm, and served as Chief Executive Officer of Xerox Holdings Corporation from 2022 to 2026, having joined the company in 2018 as President and Chief Operating Officer. Earlier in his career, he held senior operating and technology roles at Alight Solutions, Hewlett-Packard, Avaya, Nortel, and Avnet. Mr. Bandrowczak, who also developed an enterprise AI operating model built around autonomous agents, lectures on digital disruption and transformation at Northeastern University and previously served on the boards of Xerox and Fuji Xerox. He holds a B.S. in Computer Science from Long Island University and an M.S. in Technology Management from Columbia University.
お知らせ • Jun 04Galaxy Digital Inc. Launches Institutional OTC Prediction Markets TradingGalaxy Digital Inc. announced the launch of institutional OTC prediction markets trading through its Global Markets trading desk. With this offering, Galaxy can now enable hedge funds, family offices, and other institutional clients to access prediction market liquidity at sizes and with a level of discretion not available through retail interfaces. The offering covers instruments referencing non-sports event contracts traded on Kalshi and Polymarket -- spanning economic, political, geopolitical, and other event-driven markets -- with plans to expand to additional platforms. Galaxy can also pair prediction market positions with hedges in equities, commodities, and other assets, giving clients the ability to build complete risk strategies around a single event rather than managing exposure in silos. Galaxy has already put the offering to work, executing a $10 million trade with Arca, a crypto-native hedge fund, on the outcomes associated with the passage of the CLARITY ACT. Galaxy's OTC desk facilitated Arca's trade, enabling them to take a precise position tied directly to the outcome, accessing institutional-scale liquidity and executing the trade efficiently on a bilateral basis. Galaxy's participation as a principal counterparty has a broader effect on these markets. As institutional capital flows into prediction markets through facilitators like Galaxy, Galaxy believes the prices on these platforms should become more reflective of professional analysis -- and more useful as signals for investors, policymakers, and corporates watching the same outcomes. Galaxy conducts this activity solely with institutional counterparties and evaluates offerings on a jurisdiction-by-jurisdiction basis in light of applicable legal and regulatory considerations.
お知らせ • May 20GalaxyOne Prime NY Receives BitLicense and Money Transmission License from New York State Department of Financial ServicesGalaxy Digital Inc. announced that the New York State Department of Financial Services (NYDFS) granted GalaxyOne Prime NY, the Galaxy entity that will serve New York clients, a BitLicense and Money Transmission License, authorizing the Company to offer regulated digital asset services to institutions across the state. New York joins Galaxy's regulatory footprint of more than 50 global licenses. Institutions in the state -- including registered investment advisors, hedge funds, and family offices -- can now access Galaxy's full suite of trading and custody services, backed by a digital asset business managing $9 billion in client assets.
New Risk • May 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (39% increase in shares outstanding).
お知らせ • May 09Galaxy Digital Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Galaxy Digital Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Apr 16Galaxy Digital Inc. to Report Q1, 2026 Results on Apr 28, 2026Galaxy Digital Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026
お知らせ • Apr 10Galaxy Digital Inc., Annual General Meeting, May 28, 2026Galaxy Digital Inc., Annual General Meeting, May 28, 2026.
お知らせ • Apr 01Galaxy Digital Inc. Launches Solana Staking on GalaxyOne PlatformGalaxy Digital Inc. announced that GalaxyOne, a financial technology platform from Galaxy built for U.S. individual investors to manage high-yield cash products, equities, and crypto in a unified experience, has launched Solana ("SOL") staking for eligible clients. The new feature allows clients to earn up to an estimated 6.50% in variable rewards on crypto through staking, with no platform commission through December 31, 2026, allowing users to retain more network-generated rewards. The launch marks an expansion of GalaxyOne's digital asset capabilities, allowing clients participate in blockchain network validation while earning rewards directly within their broader financial portfolio. GalaxyOne Staking is powered by Galaxy's institutional validator infrastructure, which has been one of the largest Solana validator operations globally for several years. Unlike platforms that rely on third-party validators, every staked SOL on GalaxyOne is delegated to Galaxy's validator built to meet institutional standards for reliability, security, and performance — with Galaxy managing the full validator stack. Clients can get started by transferring SOL from an external wallet or purchasing SOL directly on the platform with GalaxyOne Crypto, which offers real-time execution and transparent pricing with no transaction spreads. Once successfully staked, rewards will start to accrue and compound automatically, and are tracked in real time alongside staked balances and full transaction history within a single interface, with integrated tax reporting and access to a dedicated U.S.-based client service team available to connect via in-app, email and by phone. GalaxyOne Staking is available to eligible clients in more than 40 U.S. states and jurisdictions. Existing clients can access staking directly within their GalaxyOne account, or open a new account at galaxy.app. GalaxyOne Staking is not available for clients in CA, LA, MD, NJ, NV, NY, PA, TN, WA, or WI. Availability is subject to change. Eligibility determined at the account level. Reward rate is estimated and not guaranteed. Rewards are variable and may increase or decrease. Actual returns depend on network conditions. Past performance is not indicative of future results. Crypto is not FDIC insured, not SIPC protected, and may lose value. 0% platform commission through December 31, 2026. Platform commission is defined as the fee GalaxyOne charges to access staking on GalaxyOne and applies to Inflation and eligible MEV rewards earned while assets remain actively staked. Validators may retain transaction fees and certain protocol-level rewards associated with block production. Residual MEV rewards that are distributed after your assets are unstaked will not be credited to your account. Network transaction fees for sending and receiving SOL still apply. Staking involves risks, including validator downtime, slash, loss of rewards, and Galaxy cannot guarantee validator performance. Other fees apply.
お知らせ • Mar 25Soter Insure Issues Ethereum-Denominated Slashing Insurance PolicySoter Insure announced the launch of the world's first Ethereum-denominated slashing insurance product. Developed in collaboration with Galaxy Digital, this innovative policy provides a critical safety net for Ethereum validators and institutional stakers. As Ethereum staking becomes a cornerstone of institutional portfolios, 'slashing', or the penalization of a validator for protocol violations, remains a primary technical and operational risk. This penalty is denominated in ETH, while traditionally, insurance for such events was capped in fiat (USD), leaving institutions exposed if the price of ETH surged during the policy period. Soter's new product solves this by denominating both premiums and claims in ETH, ensuring that the protection scales perfectly with the value of the staked assets. The policy provides comprehensive coverage for ETH stakers, covering financial losses from both isolated and network-wide slashing events, settled entirely in native ETH. By settling claims directly in ETH, Soter removes the 'currency risk' associated with currency mismatch. This new slashing product complements Soter's existing suite of BTC-denominated crime policies and traditional fiat-denominated financial lines coverage. By addressing the specific nuances of Proof-of-Stake (PoS) mechanics, Soter is providing the necessary infrastructure for the next wave of institutional ETH adoption. The successful rollout of this product demonstrates that the insurance industry is no longer playing catch-up; it is now building bespoke solutions that enhance the robustness of the entire digital asset ecosystem. The launch of Soter's ETH-denominated slashing product arrives at a critical juncture as major asset managers look to evolve their spot ETH offerings into Staked ETH ETFs. By providing indemnity exclusively in ETH, Soter ensures that any insured slashing penalties are replaced in kind. This native settlement removes the basis risk inherent in fiat-denominated policies, where price fluctuations could prevent a full recovery of the insured principal.
お知らせ • Feb 09Galaxy Digital Inc. (NasdaqGS:GLXY) announces an Equity Buyback for 5% of its issued share capital, for $200 million.Galaxy Digital Inc. (NasdaqGS:GLXY) announces a share repurchase program. Under the program, the company will repurchase $200 million worth of its Class A common stock, representing 5% of its issued share capital. The share repurchase program will have a term of 12 months.
Recent Insider Transactions • Feb 07Independent Director recently bought €441k worth of stockOn the 4th of February, Douglas Deason bought around 25k shares on-market at roughly €17.63 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €629k. Despite this recent purchase, insiders have collectively sold €1.3m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to €19.00, the stock trades at a trailing P/E ratio of 42.7x. Average forward P/E is 12x in the Capital Markets industry in Italy.
New Risk • Feb 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €26.40, the stock trades at a forward P/E ratio of 184x. Average forward P/E is 13x in the Capital Markets industry in Italy.
お知らせ • Jan 15Galaxy Digital Inc. to Report Q4, 2025 Results on Feb 03, 2026Galaxy Digital Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 03, 2026
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €20.40, the stock trades at a forward P/E ratio of 178x. Average forward P/E is 12x in the Capital Markets industry in Italy.
お知らせ • Dec 15Invesco Ltd. and Galaxy Asset Management Announces the Launch of the Invesco Galaxy Solana EtpInvesco Ltd. in partnership with Galaxy Asset Management announced the launch of the Invesco Galaxy Solana ETP (QSOL). QSOL offers investors direct exposure to Solana (SOL) within a regulated ETP structure by tracking its spot price-measured by the Lukka Prime Solana Reference Rate. Solana's high-performance architecture and low-cost transaction model make it a foundational layer in the evolving digital assets ecosystem. Its scalability and developer-friendly environment have positioned it as a key enabler of Web3 innovation-powering use cases from distributed data networks to AI-integrated applications and beyond. For Invesco and Galaxy, Solana represents a strategic opportunity to broaden access to next-generation blockchain infrastructure through investment vehicles-aligning with both firms' commitment to democratizing digital asset exposure and supporting the future of decentralized technologies. QSOL expands Invesco's existing digital assets ETP suite, together with the Invesco Galaxy Bitcoin ETP (BTCO), and the Invesco Galaxy Ethereum ETP (QETH). These three ETPs are supported by the collective experience of Invesco and Galaxy and designed to meet the evolving needs of digital asset investors. The collaborative mind, breadth of solutions and global scale mean company's well positioned to help retail and institutional investors rethink challenges and find new possibilities for success.
お知らせ • Dec 05Galaxy Digital Inc. (NasdaqGS:GLXY) acquired Alluvial Finance Inc.Galaxy Digital Inc. (NasdaqGS:GLXY) acquired Alluvial Finance Inc. on December 4, 2025. Galaxy Digital Inc. (NasdaqGS:GLXY) completed the acquisition of Alluvial Finance Inc. on December 4, 2025.