Galaxy Digital's Helios IV Estimated Value at $11.57 a Share Following Additional Computing Demand, Morgan Stanley Says

MT Newswires Live01-17

Galaxy Digital's (GLXY) Helios IV data center is now estimated to be worth $11.57 per share following the company's regulatory approval for an additional 830 megawatts of computing demand, as Morgan Stanley adjusted the facility's probability of energization to 100% from 90%, the investment firm's analysts said Friday.

Following this regulatory approval, Morgan Stanley said the timeline of future approvals is "opaque," given the size and congestion of the queue at the Electric Reliability Council of Texas, or ERCOT.

"However, since ERCOT approvals are not publicly announced, there is no way to be certain this is the case," Morgan Stanley analysts added.

Seeing a weaker crypto market, Morgan Stanley lowered its base case high, mid, and low points for 2027 digital assets gross profit estimates to $489 million, $413 million, and $326 million from $519 million, $419 million, and $327 million, respectively.

Morgan Stanley raised its price target on Galaxy Digital to $43 from $42 and maintained its overweight rating.

Price: 33.69, Change: +1.70, Percent Change: +5.31

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