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Updated 1m ago
BRUN logo

Boost Run, Inc.NasdaqGM:BRUN Stock Report

Market Cap US$1.3b
Updated 1m ago
Share Price
n/a
1Y48.4%
7D3.8%
1D3.5%
Portfolio Value
​
View

Boost Run, Inc.

NasdaqGM:BRUN Stock Report

Market Cap: US$1.3b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Boost Run (BRUN) Stock Overview

Provides artificial intelligence cloud infrastructure and high-performance computing solutions. More details

BRUN fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance0/6
Financial Health3/6
Dividends0/6

Rewards

Trading at 90.7% below our estimate of its fair value

Revenue is forecast to grow 46.19% per year

Revenue grew by 233.5% over the past year

Analysts in good agreement that stock price will rise by 147.5%

Risk Analysis

Shareholders have been substantially diluted in the past year

Highly volatile share price over the past 3 months compared to the US market

Currently unprofitable and not forecast to become profitable over the next 3 years

Significant insider selling over the past 3 months


BRUN Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
61.6% undervalued intrinsic discount
AnalystConsensusTarget
•15d ago

Long-Term AI Inference Contracts And Colocation Capacity Will Underpin Future Performance

15
0
1

Top Analyst Narratives

BRUN logo
Boost Run
61.6% undervalued intrinsic discount

Long-Term AI Inference Contracts And Colocation Capacity Will Underpin Future Performance

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Published 3 Sep
Read Narrative
View all narratives

Boost Run, Inc. Competitors

VNET Group

Symbol: NasdaqGS:VNET
Market cap: US$1.7b

Rackspace Technology

Symbol: NasdaqGS:RXT
Market cap: US$999.1m

Backblaze

Symbol: NasdaqGM:BLZE
Market cap: US$853.6m

WhiteFiber

Symbol: NasdaqCM:WYFI
Market cap: US$693.8m

Price History & Performance

Summary of share price highs, lows and changes for Boost Run
Historical stock prices
Current Share PriceUS$17.27
52 Week HighUS$42.00
52 Week LowUS$10.59
Beta0
1 Month Change-9.15%
3 Month Change-52.94%
1 Year Change48.37%
3 Year Changen/a
5 Year Changen/a
Change since IPO74.62%

Recent News & Updates

Seeking Alpha • Sep 17

Boost Run: Execution Is The Whole Argument On Which Buy Thesis Rests

Summary Boost Run (BRUN) is rated Buy at ~$15, reflecting a compelling risk/reward after a 64% share price decline despite strong contract momentum. BRUN's model secures multi-year, prepaid customer contracts before hardware procurement, reducing capital intensity and aligning expansion with demand. Reported gross margins are misleadingly high; true economics hinge on cash returns from GPU systems and prudent contract structuring. Execution risk remains around customer concentration, hardware obsolescence, and the translation of $1.9B TCV into $500–$600M annual revenue by 2027. Read the full article on Seeking Alpha
User avatar
New Narrative • Sep 03

Long-Term AI Inference Contracts And Colocation Capacity Will Underpin Future Performance

Catalysts About Boost Run Boost Run provides GPU based AI compute capacity through colocation data centers for customers across sectors such as financial services and health care. What are the underlying business or industry changes driving this perspective?

Recent updates

Seeking Alpha • Sep 17

Boost Run: Execution Is The Whole Argument On Which Buy Thesis Rests

Summary Boost Run (BRUN) is rated Buy at ~$15, reflecting a compelling risk/reward after a 64% share price decline despite strong contract momentum. BRUN's model secures multi-year, prepaid customer contracts before hardware procurement, reducing capital intensity and aligning expansion with demand. Reported gross margins are misleadingly high; true economics hinge on cash returns from GPU systems and prudent contract structuring. Execution risk remains around customer concentration, hardware obsolescence, and the translation of $1.9B TCV into $500–$600M annual revenue by 2027. Read the full article on Seeking Alpha
User avatar
New Narrative • Sep 03

Long-Term AI Inference Contracts And Colocation Capacity Will Underpin Future Performance

Catalysts About Boost Run Boost Run provides GPU based AI compute capacity through colocation data centers for customers across sectors such as financial services and health care. What are the underlying business or industry changes driving this perspective?

Shareholder Returns

BRUNUS ITUS Market
7D3.8%3.1%0.5%
1Y48.4%0.9%12.0%

Return vs Industry: BRUN exceeded the US IT industry which returned 0.9% over the past year.

Return vs Market: BRUN exceeded the US Market which returned 12% over the past year.

Price Volatility

Is BRUN's price volatile compared to industry and market?
BRUN volatility
BRUN Average Weekly Movement18.3%
IT Industry Average Movement10.6%
Market Average Movement6.8%
10% most volatile stocks in US Market15.2%
10% least volatile stocks in US Market2.9%

Stable Share Price: BRUN's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: BRUN's weekly volatility has increased from 13% to 18% over the past year.

About the Company

FoundedEmployeesCEOWebsite
2023n/aAndrew Karosboostrun.com

Boost Run, Inc. provides artificial intelligence cloud infrastructure and high-performance computing solutions. The company offers a range of graphics processing unit (GPU) servers hosted within datacenter facilities. Its platform provides GPU compute, CPU nodes, manage Kubernetes orchestration, and shared storage.

Boost Run, Inc. Fundamentals Summary

How do Boost Run's earnings and revenue compare to its market cap?
BRUN fundamental statistics
Market capUS$1.33b
Earnings (TTM)-US$97.99m
Revenue (TTM)US$56.42m
24.3x
P/S Ratio
-14.0x
P/E Ratio

Is BRUN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BRUN income statement (TTM)
RevenueUS$56.42m
Cost of RevenueUS$5.94m
Gross ProfitUS$50.48m
Other ExpensesUS$148.47m
Earnings-US$97.99m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.23
Gross Margin89.47%
Net Profit Margin-173.69%
Debt/Equity Ratio78.4%

How did BRUN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/18 22:59
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Boost Run, Inc. is covered by 3 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gregory LewisBTIG
George SuttonCraig-Hallum Capital Group LLC
Gil LuriaD.A. Davidson & Co.

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