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Galaxy Digital price target raised to $36 from $34 at Piper Sandler

Piper Sandler raised the firm’s price target on Galaxy Digital (GLXY) to $36 from $34 and keeps an Overweight rating on the shares. The firm remains its favorite name in the crypto peer group. Piper’s sum of the parts analysis values the core crypto business at about $14/share, the estimated 800 MW deal with CoreWeave (CRWV) at $12/share, and the incremental 1.7 GW of power pending ERCOT approval at Helios at $16/share. This results in a hypothetical all-in valuation of $43/share at the high end of the firm’s potential valuation range.

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