Galaxy Digital Analysts Predict 52% Upside as Shares Rally on Infrastructure Expansion
Wall Street analysts set an average price target implying 52% upside for Galaxy Digital, reflecting recent upward revisions to earnings estimates. Shares rallied January 15 on announced infrastructure expansion, highlighting growth drivers beyond cryptocurrency markets.
1. Analysts Forecast Significant Upside
A consensus of 12 Wall Street analysts has set an average price target implying a 52.02% upside for Galaxy Digital Inc. This projection is based on a range of targets from a low of a 15% rise to a high of 85% potential gain. Over the past three months, upward revisions to Galaxy Digital’s 2026 EPS estimates have outnumbered downgrades by a margin of 9 to 3, lifting the consensus estimate by 8%. The positive revisions reflect stronger-than-expected performance in the company’s digital asset trading and principal investments segments, where revenues climbed 22% year-over-year in Q4 2025.
2. Infrastructure Expansion Drives Rally
On January 15, shares of Galaxy Digital surged after the firm announced a series of infrastructure initiatives. Highlights include the opening of a new trading operations center in Singapore, marking the company’s third global hub, and a 20% increase in headcount across its blockchain engineering teams. Additionally, Galaxy Digital disclosed plans to expand its institutional custody offering by integrating two new stablecoin protocols by Q2 2026. Management expects these projects to boost institutional trading volumes by at least 30% this year, underpinning the recent rally in the stock.