Citi just upgraded $GLXY to BUY with a $28 price target — 41% upside from here.
The thesis? Galaxy's positioned to rip if:
• Crypto bounces back from the Oct liquidation cascade
• Tokenization/stablecoin infrastructure gets repriced
• Helios II lands a tenant in the next 6 months
• US regulatory clarity finally arrives
Stock's down 50% YoY but rallied 3% premarket on the news.
Citi's bullish on infrastructure plays over pure beta — they like the AI data center pivot and the long-term earnings visibility from Helios ops.
14 out of 16 analysts already have BUY ratings. Street's been positioned for this.
If you're long infrastructure over degen plays, this one's on the radar.
The thesis? Galaxy's positioned to rip if:
• Crypto bounces back from the Oct liquidation cascade
• Tokenization/stablecoin infrastructure gets repriced
• Helios II lands a tenant in the next 6 months
• US regulatory clarity finally arrives
Stock's down 50% YoY but rallied 3% premarket on the news.
Citi's bullish on infrastructure plays over pure beta — they like the AI data center pivot and the long-term earnings visibility from Helios ops.
14 out of 16 analysts already have BUY ratings. Street's been positioned for this.
If you're long infrastructure over degen plays, this one's on the radar.