February 6, 2026
Finance

Galaxy Digital Unveils $200 Million Share Buyback Plan Amid Stock Price Volatility

Firm's Repurchase Program Signals Confidence Despite Recent Downtrend and Bearish Indicators

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Summary

Shares of Galaxy Digital Inc. saw a notable rise after the company announced a $200 million share repurchase initiative. The buyback program underscores the company's robust financial position and its confidence in long-term value amid prevailing market challenges. While technical indicators point to bearish momentum and the stock trades below key moving averages, the buyback aims to realign share valuation with intrinsic worth over the coming 12 months.

Key Points

Galaxy Digital announced a $200 million share repurchase program authorized by its board, reflecting confidence in its financial health and future outlook.
The buyback strategy will be implemented over 12 months, complying with securities laws, signaling flexibility in timing and scale of share purchases.
Technical indicators show the stock trading significantly below its 20-day and 100-day SMAs, with a 31.4% and 36.4% deficit respectively, indicating bearish momentum.
Despite a 15.66% decline over the past year, the stock is currently oversold according to RSI (27.54), but bearish MACD signals advise caution.

Galaxy Digital Inc. (NASDAQ:GLXY) experienced a significant uptick in its stock price on Friday following the rollout of a substantial share repurchase program totaling $200 million. This upward movement occurred in the context of broader market gains, with leading indices such as the Dow Jones Industrial Average climbing 1.64% and the S&P 500 Index increasing 0.98% on the same trading day.

The company's board of directors sanctioned the buyback initiative, authorizing Galaxy Digital to repurchase up to $200 million of its Class A common shares. This decision highlights the firm's solid balance sheet and management's assurance in the company's enduring prospects. CEO Mike Novogratz emphasized that the repurchase would be executed in adherence to relevant securities regulations and stock exchange requirements, affording the company flexibility in determining the timing and volume of shares to be bought back.

The share buyback program is planned to span a duration of 12 months. This timeline grants the firm the latitude to return capital to shareholders strategically, particularly in scenarios when the market price may inadequately reflect Galaxy Digital's intrinsic value.

Despite this positive corporate action, Galaxy Digital's recent technical stock indicators suggest caution. Currently, the stock price is trading approximately 31.4% below its 20-day simple moving average (SMA) and 36.4% below its 100-day SMA, signaling a prevailing bearish trend over short-to-medium term horizons. Over the past 12 months, the stock has declined by 15.66%, positioning it nearer to its 52-week low rather than its high, indicating sustained challenges.

The stock's Relative Strength Index (RSI) registers at 27.54, which is indicative of an oversold condition. This metric often suggests potential undervaluation, presenting an opening for value-oriented investors. However, the Moving Average Convergence Divergence (MACD) indicator currently rests below its signal line, reflecting continued bearish sentiment and momentum pressure on the shares.

This juxtaposition between an oversold RSI and a bearish MACD implies mixed momentum dynamics. While the oversold RSI could point toward potential undervaluation, the prevailing bearish MACD urges caution for prospective buyers considering immediate entry.

Analytically, key technical reference points have been identified for Galaxy Digital's shares. Resistance is noted near $21.50, while support levels are established around $17.50, defining the primary trading band for market participants to monitor.

Looking ahead, the market anticipates Galaxy Digital's forthcoming earnings report scheduled for release on May 23, 2026. Analysts have projected an earnings per share (EPS) loss of approximately 26 cents for the period, alongside revenue estimates around $14.49 billion. These estimates provide a framework for investors evaluating the company's near-term financial performance.

From an analyst perspective, Galaxy Digital maintains a Buy rating consensus with an average price target of $44. Recent adjustments by major firms include Morgan Stanley lowering its price target to $36 with an Overweight rating, Goldman Sachs reducing its target to $24 while assigning a Neutral rating, and Citizens retaining a Market Outperform stance with a target price of $60. These divergent analyst views illustrate varied expectations of the company's valuation and growth trajectory within the investment community.

In response to the buyback announcement, Galaxy Digital's stock gained approximately 16.98% on the trading day, reaching a price near $19.70 as per Benzinga Pro data at the time of reporting. This surge reflects market approval of the company's capital return strategy amid technical headwinds and broader market movements.

Risks
  • The stock is trading notably below important moving averages, indicating persistent bearish trends over both short and medium terms.
  • Galaxy Digital's upcoming earnings forecast an EPS loss of $0.26, which may influence investor sentiment negatively.
  • Mixed technical signals, including a bearish MACD despite an oversold RSI, create uncertainty around the stock's near-term trajectory.
  • Divergent analyst price targets and ratings suggest variability in market expectations and potential volatility.
Disclosure
Education only / not financial advice
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