Galaxy Digital Stock: Analyst Forecast Points to Significant Upside

Galaxy Digital US36317J2096

Shares of Galaxy Digital are experiencing heightened volatility as institutional analysts release bullish price targets ahead of the company's upcoming financial report. A prominent research firm, Benchmark, maintains a $57.00 price target, suggesting the stock could appreciate by approximately 80% from current trading levels.

Market attention is now firmly fixed on February 3, 2026, when Galaxy Digital is scheduled to release its fourth quarter and full-year 2025 results before the market opens. According to consensus estimates from Zacks Investment Research, the company is projected to report a quarterly loss per share (EPS) of -$1.26. However, historical performance suggests potential for a positive surprise. In Q3 2025, Galaxy Digital reported an adjusted EPS of $1.12, dramatically surpassing the analyst estimate of $0.25 and representing a 348% earnings beat. The market is watching closely to see if a surprise of similar magnitude will occur with the forthcoming announcement.

Infrastructure Expansion Seen as Key Value Driver

Benchmark's analysis indicates that the current market valuation of Galaxy Digital fails to fully account for the company's growing infrastructure assets. A primary highlight is the Helios data center campus, which analysts view as a significantly undervalued catalyst. The company recently secured regulatory approval for an additional 830 megawatts of capacity at its Texas site. This expansion brings the total approved power capacity to 1.6 gigawatts, positioning the infrastructure to meet rising demand for high-performance computing and artificial intelligence workloads. Market experts contend that the monetary potential of this 1.6 GW capacity is not yet reflected in the share price.

Strategic Moves in Venture Capital and Digital Assets

Recent operational milestones in the digital asset sector are also influencing investor sentiment. On January 27, 2026, Galaxy Ventures, the firm's investment arm, confirmed it led a $7 million seed funding round for Tenbin Labs. This startup specializes in tokenized gold and forex products utilizing futures-based pricing models.

In a separate landmark transaction, Galaxy Digital recently completed the first closing of the Galaxy CLO 2025-1. This $75 million deal represents a pioneering shift as a fully tokenized collateralized loan obligation issued on the Avalanche blockchain. The structure provides real-time transparency and is designed to scale up to $200 million as new loans are added to the portfolio.

Institutional Activity Signals Growing Confidence

Galaxy Digital's equity has rallied nearly 30% from its lows in late 2025, a move attributed to resurgent institutional interest. Recent filings show notable activity: both Vanguard and Invesco increased their holdings, while company director Douglas Deason purchased 10,000 shares at an average price of $29.59. These movements point to strong conviction in the underlying asset value as the earnings date approaches.

Key Data Points for Investors:
* Benchmark's price target: $57.00 (implying ~80% upside potential).
* Total approved power capacity at Helios campus: 1.6 gigawatts.
* Value of tokenized CLO on Avalanche: $75 million.
* Q4/FY 2025 earnings release date: February 3, 2026.
* Galaxy Ventures' seed funding round for Tenbin Labs: $7 million.