BRUN

BRUN's customer commitments give its AI infrastructure expansion a commercial foundation, with meaningful growth potential as more capacity becomes productive. Their customer prepayments help finance deployments, while colocation partnerships let BRUN expand without building its own data centers. The recent pullback also makes the stock much more interesting at these levels. This is especially true if they hit their ARR targets by yearend.

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.

Boost Run, Inc. (BRUN) Q2 2026 Earnings Call Transcript

NORTHBROOK, Ill.--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced its financial results for the second quarter ended June 30, 2026. Second Quarter and Year to Date 2026 Financial Highlights Total revenue for the three months ended June 30, 2026, was $31.1 million, a 270% increase compared to $8.4 million in the prior year period. Total long-term contracted revenue (TCV) stands.

NORTHBROOK, Ill. & NEW YORK--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, plans to release its financial results for the second quarter ended June 30, 2026, pre-market on Friday, August 14, 2026. The company plans to host a conference call at 8:00 a.m. Eastern Time to discuss its second quarter 2026 results. A press release highlighting the Company's results along with supplemental financi.

NORTHBROOK, Ill. & NEW YORK--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN) (“Boost Run” or the “Company”) today announced that, on July 21, 2026, it delivered a notice of redemption to the registered holders of all of the Company's outstanding warrants to purchase shares of the Company's Class A common stock, par value $0.0001 per share, issued under the Warrant Agreement, dated as of November 7, 2024, by and between Willow Lane Acquisition Corp. and Continental Stock Transfer & Trust Com.

Boost Run, Inc. is rated a buy, driven by strong AI infrastructure demand and credible revenue ramp guidance for 2026. BRUN's 2026 revenue guidance of $170–180 million is underpinned by substantial prepaid contracts and customer deposits, supporting visibility into future growth. Customer concentration and execution risks exist, but recent GPU agreements and exposure to major AI clients like Thinking Machines Lab bolster the investment case.

NORTHBROOK, Ill. & NEW YORK--(BUSINESS WIRE)--Boost Run, Inc. (Nasdaq: BRUN) (“Boost Run” or the “Company”), an NVIDIA Preferred Cloud Partner and provider of AI cloud infrastructure and high-performance compute (“HPC”) solutions, today provided an update on its capital markets initiatives, including recent activity under its public warrant exercise program. Since the closing of its business combination on May 8, 2026, the Company has received over $45 million in gross cash proceeds from the ex.

NORTHBROOK, Ill., May 11, 2026 (GLOBE NEWSWIRE) -- Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today provided an operational and financial update reflecting continued commercial momentum, expanding deployment capacity and disciplined execution.