Analysts Bullish on GLXY, RIOT, and KEEL Amid AI Shift
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Source: stocktwits
- Analyst Ratings Boost: Chardan initiated 'Buy' ratings on GLXY, RIOT, and KEEL, reflecting confidence in their shift to high-performance computing, with GLXY's target price set at $35, indicating an upside of over 29%.
- Data Center Investment: KEEL's $5 billion data center project in Pennsylvania has received zoning approval and is set to begin construction in October, which will provide stable cash flows and enhance its competitive position in the market.
- Positive Market Reaction: Despite GLXY and RIOT's stocks dropping over 5% and 2% respectively in midday trading, retail sentiment on Stocktwits remained in the 'bullish' zone, indicating optimism about future growth prospects.
- Long-Term Cash Flow Potential: As mining firms transition to long-term data center leases, Chardan sees this as an opportunity to reassess valuations, anticipating significant growth in demand for computing as AI applications expand.
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Analyst Views on GLXY
Wall Street analysts forecast GLXY stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 29.620
Low
24.00
Averages
43.89
High
60.00
Current: 29.620
Low
24.00
Averages
43.89
High
60.00
About GLXY
Galaxy Digital Inc. is engaged in the business of digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence (AI). The Company's digital assets platform offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. In addition, it develops and operates data center infrastructure to power AI and high-performance computing workloads. The Company's segments include Digital Assets, Data Centers, and Treasury and Corporate. Its Digital Assets operating business segment provides new products and capabilities such as staking, margin-based financing and active exchange-traded funds. The Data Centers segment comprises the Helios infrastructure assets. The Company's Data Centers segment develops and operates High Performance Computing (HPC) infrastructure to meet the growing demand for large-scale, power-ready facilities in the AI/HPC industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Capacity Plans: The campus is expected to support 500 MW of power by the second half of 2028, with an additional 500 MW planned for 2030, indicating the company's proactive positioning in response to future AI market demands.
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