Added to YB: 2026-08-19
Pitch date: 2026-08-17
BRUN [neutral]
Boost Run, Inc.
Author Info
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Company Info
Boost Run, Inc. provides artificial intelligence cloud infrastructure and high-performance computing solutions.
Market Cap
$1.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
193.31
P/E
N/A
EV/Sales
47.50
Sector
IT Services
Category
growth
Five More Earnings Updates! Boost Run, Inc.
BRUN (update): GPU cloud, invested pre-merger (ex-Willow Lane). Q2 rev +270% seq to $31.1M (13% miss vs proxy, better than Q1's 34%). ARR $145M, targets $400M+ exiting 2026 (needs 2.8x H2 vs 4.8x H1 delivered). $1.9B TCV soft (RPO+LOIs). Rents all colo capacity—speed but no ceiling control; 7yr rent vs cash-only customer commitments. NVIDIA B300 Exemplar cred (2nd after Oracle); Nebius is a customer. $75M net loss mostly non-cash tax. ~$2B EV = 5.0x target ARR, 13.9x current; was 7.3x at $40 in June.
Read full article (5 min)