Research Reports 24 reports
Fundamental valuations with explicit USD price targets.
2 reports in Treasury
Galaxy Digital
GLXY
Treasury
Galaxy Digital is a full-service crypto financial institution operating asset management, trading, investment banking, and mining businesses. With $11B+ in AUM, deep institutional relationships, and significant BTC/ETH holdings on its balance sheet, Galaxy is the crypto merchant bank positioned to benefit from institutional adoption.
Crypto Investment / Financial Services
Current Price LIVE
$26.80
Target
$XX,XXX
Upside
+XX.X%
Mkt Cap
$7.0B
MicroStrategy
MSTR
Treasury
MicroStrategy holds 214,246 BTC ($18.1B) acquired at an average cost of $35,160 per coin. The stock trades at a 1.55x NAV premium justified by its unique "BTC yield" strategy -- using capital markets to accretively increase BTC per share. Our $2,400 target assumes BTC at $140K and a sustained 1.3x NAV premium.
Bitcoin Treasury / Enterprise Software
Current Price LIVE
$170.81
Target
$XX,XXX
Upside
+XX.X%
Mkt Cap
$28.0B