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Goldman Sachs Reduces Target Price on Galaxy Digital (GLXY) to $24, due to Weak Q4 Numbers

Galaxy Digital Inc. (NASDAQ:GLXY) is one of the 13 High-Risk High-Reward Growth Stocks to Invest In.

On February 4, Goldman Sachs trimmed its target price on Galaxy Digital by 11.1% to $24 (from $27) and retained its Neutral call on the stock. Weaker-than-expected Q4-2025 results, mainly due to digital asset price depreciation, were the main trigger for this change in target price, according to James Yaro, the analyst from Goldman Sachs. He further added that despite the weak Q4, Galaxy Digital’s management remains positive about the company’s growth trajectory, in the long run, across the global markets and asset management segments.

This update from Goldman comes a day after GLXY released its 4th quarter 2025 results on February 3. The release showed that the company missed street estimates for both revenue ($10.37 billion actual vs. $16.60 billion analyst estimates) and loss per share ($1.08 actual vs. $0.92 analyst estimates). Falling crypto prices were the main culprit behind the weak quarter, as this decline affected two of the company’s major profit drivers (Digital Assets and Treasury & Corporate segments). For reference, Bitcoin prices fell 23.3% to $87,509 (from $114,056) from 30 September to 31 December 2025.

Gross profit from the digital assets segment dropped 84% quarter-on-quarter to $51 million in Q4 (from $318 million in Q3), as trading volume fell 40% QoQ and assets under management fell 25.6% QoQ to $11.40 billion (from $15.33 billion).

Gross profit from the treasury & corporate segment, meanwhile, swung to a loss of $454 million in Q4 (from a profit of $408 million in Q3), due to mark-to-market losses on the company’s net digital assets and investments. As of 31 December 2025, the company had $1.68 billion in these investments, consisting of $617 million in Venture & Fund Investments, $577 million in Bitcoin, $127 million in Ether, $88 million in Solana, and $273 million in other liquid investments and other token exposure.

Galaxy Digital Inc. (NASDAQ:GLXY) provides digital asset-related services (offering institutional trading, advisory, asset management, staking, self-custody, and tokenization) and data center infrastructure. The company is based in New York, New York, and was founded in 2018 by Michael Novogratz.

While we acknowledge the risk and potential of GLXY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GLXY and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Cheap Stocks to Buy Right Now and Cathie Wood’s Stock Portfolio: Top 10 Stocks to Buy.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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