Galaxy Digital rises as Helios data center hits revenue milestone and buyback details outweigh crypto-driven Q1 loss

Galaxy Digital Inc. (GLXY) is up 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s Q1 2026 results release and accompanying operational updates, where investors may have focused less on the quarter’s crypto-price-driven loss and more on Helios (its Texas data center campus) moving from construction into early revenue-generating operations. Continued progress on power capacity approvals, plus ongoing share repurchases, may also have helped sentiment.

Details:

Galaxy reported a Q1 2026 net loss of $216 million (EPS loss of $0.49), which the company attributed primarily to digital asset price declines during the quarter.

Galaxy delivered the first data hall to CoreWeave at the Helios campus, marking the transition toward revenue-generating operations, with substantially all 133 MW of critical IT load targeted for delivery by the end of Q2 2026.

Galaxy received ERCOT approval for an additional 830 MW of power capacity at Helios, lifting total approved capacity to over 1.6 GW.

During the quarter, Galaxy repurchased 3.2 million Class A shares for $65 million under its existing buyback program, and it also completed a voluntary delisting from the Toronto Stock Exchange to consolidate its listing on Nasdaq.

Sources:

Galaxy Investor Relations, U.S. SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GLXY Insider Trading Activity

$GLXY insiders have traded $GLXY stock on the open market 11 times in the past 6 months. Of those trades, 11 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $GLXY stock by insiders over the last 6 months:

DOUGLAS R DEASON has made 11 purchases buying 59,000 shares for an estimated $1,547,868 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$GLXY Hedge Fund Activity

We have seen 186 institutional investors add shares of $GLXY stock to their portfolio, and 121 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS added 18,161,998 shares (+inf%) to their portfolio in Q4 2025, for an estimated $406,102,275
VANGUARD GROUP INC added 4,463,782 shares (+27.5%) to their portfolio in Q4 2025, for an estimated $99,810,165
PRICE T ROWE ASSOCIATES INC /MD/ removed 4,441,006 shares (-56.1%) from their portfolio in Q4 2025, for an estimated $99,300,894
FMR LLC removed 4,083,937 shares (-17.0%) from their portfolio in Q4 2025, for an estimated $91,316,831
SITUATIONAL AWARENESS LP removed 2,737,500 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $61,210,500
BLACKROCK, INC. added 1,961,503 shares (+50.7%) to their portfolio in Q4 2025, for an estimated $43,859,207
QUBE RESEARCH & TECHNOLOGIES LTD added 1,648,723 shares (+inf%) to their portfolio in Q4 2025, for an estimated $36,865,446

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$GLXY Analyst Ratings

Wall Street analysts have issued reports on $GLXY in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

HC Wainwright & Co. issued a "Buy" rating on 02/04/2026
Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
Rosenblatt issued a "Buy" rating on 01/30/2026
Citizens issued a "Market Outperform" rating on 12/09/2025
Morgan Stanley issued a "Overweight" rating on 11/06/2025

To track analyst ratings and price targets for $GLXY, check out Quiver Quantitative's $GLXY forecast page.

$GLXY Price Targets

Multiple analysts have issued price targets for $GLXY recently. We have seen 11 analysts offer price targets for $GLXY in the last 6 months, with a median target of $36.0.

Here are some recent targets:

Gregory Lewis from BTIG set a target price of $50.0 on 04/28/2026
Bill Papanastasiou from Chardan Capital set a target price of $35.0 on 04/28/2026
Joseph Vafi from Canaccord Genuity set a target price of $50.0 on 04/27/2026
Chris Brendler from Rosenblatt set a target price of $39.0 on 04/23/2026
Patrick Moley from Piper Sandler set a target price of $36.0 on 04/21/2026
Devin Ryan from Citizens set a target price of $55.0 on 04/10/2026
Brett Knoblauch from Cantor Fitzgerald set a target price of $30.0 on 04/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.