Galaxy Digital Inc. Reports Strong Expansion Plans and Upcoming Quarterly Results

Company Overview

Galaxy Digital Inc. (NASDAQ: GLXY) is a financial services firm focused on cryptocurrency and blockchain technology. As of 15 January 2026, its shares closed at $34.31. The company’s market capitalization is approximately $12.51 billion. In the past 12 months, the stock has ranged from a low of $8.20 to a high of $45.92. The price‑earnings ratio stands at –34.29, reflecting the company’s loss‑making status.

Recent Market Performance

  • January 16–17, 2026 – GLXY shares surged in the first two days of the month, rising 13.5 % on a Helios data‑center expansion announcement and 38 % in early trading on a separate report of strong financial activity. The stock was trading around $34 and had reached $35 on a 13 % rally the day before.
  • January 17, 2026 – The 38 % gain was reflected in a sharp rise in the broader financial‑sector index, with GLXY cited as one of the primary contributors to the sector’s upward momentum.

Expansion in Texas

Galaxy Digital has announced a massive expansion plan in Texas:

  • The firm has secured approval from the Electric Reliability Council of Texas (ERCOT) for an 830 MW connection to its new Helios facility. This would make Helios the largest single‑site data‑center in the United States, with a theoretical capacity of 1.6 GW.
  • CEO Michael Novogratz indicated that the company is actively seeking additional land in Texas to meet the anticipated demand from hyperscalers in the coming decade.
  • The expansion follows a similar trajectory in the bitcoin‑mining space, where peers such as Riot Platforms have entered into long‑term agreements with AMD to secure high‑capacity, high‑performance computing resources.

Upcoming Quarterly Results

Galaxy Digital is set to present its Q4 2025 earnings on 2 February 2026. Analysts have issued the following consensus estimates:

  • Earnings per Share (EPS): A loss of $0.49 per share is expected, a reversal from the $0.28 profit reported in the same quarter last year.
  • Revenue: Estimated at $13.03 billion, a dramatic increase from the $0.00 million recorded in the same period the previous year.
  • Full‑Year EPS: The consensus loss for the 2025 fiscal year is projected at $0.04 per share, versus a profit of $0.65 per share in the prior fiscal year.
  • Full‑Year Revenue: Analysts forecast $64.06 billion in revenue for 2025, compared with $0.00 million in the same period the previous year.

These figures indicate that while Galaxy Digital continues to post losses, its revenue trajectory is markedly upward, reflecting the firm’s expansion into large‑scale data‑center operations and increased activity in the cryptocurrency market.

Summary

Galaxy Digital’s recent market activity shows a strong positive reaction to its Texas expansion plans and sector‑wide enthusiasm for cryptocurrency‑related infrastructure. The company’s upcoming earnings release will provide further insight into its revenue growth and the sustainability of its loss‑making model as it scales its operations.