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BRBRUN

Boost Run Inc. Class A Common Stock

$BRUN·$2.3B·Software - Application·Technology
$24.42+2.6%YTD+91.5%1Y+132.7%
Mentions · last 7 days
2026-07-10: 17 posts2026-07-11: 5 posts2026-07-12: 8 posts2026-07-13: 23 posts2026-07-14: 12 posts2026-07-15: 19 posts2026-07-16: 13 posts98+11%
Price updated 14m ago·X counts updated 1d ago
BRBRUN
$BRUNBoost Run Inc. Class A Common Stock
$24.42+2.56%98 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BRUN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Recent-SPAC neocloud with $45M in warrant proceeds and Thinking Machines Lab deal.

Boost Run is a recently-listed cloud-infrastructure company focused on AI/ML workloads — a specific neocloud play in the same competitive set as CoreWeave, IREN, and Nebius.

Where the setup nets out:

  • Business combination just closed May 8, 2026 — very early-stage listed history.
  • Consensus FY27 revenue is $199M against a $2.3B market cap — priced entirely on the growth ramp.
  • The July 6 disclosure of $45M in gross proceeds from public warrant exercises since the combination closed is real capital-structure event.
  • The community-cited Thinking Machines Lab deal (Mira Murati's post-OpenAI startup) is real narrative fuel.
  • NVDA Captive Financing commentary on BRUN adds strategic-partner speculation.
  • The July 2 S-1 filing suggests ongoing capital-structure or offering activity.
  • Position: 49% of 52-week range, YTD +101%, t12m +133%.

The forward view: the September 2 next earnings is the referee. A specific Thinking Machines Lab or NVIDIA-related contract disclosure combined with revenue-visibility commentary restarts the coil upward. What breaks it: another dilutive offering or a specific customer-defection headline. This is a narrative-plus-real-contracts neocloud play — position sizing matters.

Agrees with X sentimentThe bullish X read on the Thinking Machines Lab deal, NVDA backstop speculation, and 70% levered IRRs on B200s is directionally right on the narrative. Our take agrees the setup is real but flags the offering activity as a dilution overhang.

What to watch: September 2 next earnings and any Thinking Machines Lab or NVIDIA-related contract disclosure; another dilutive offering or customer-defection headline would break the coil the wrong way.

On the calendar: 2026-09-02 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-07-15

BoostRun chatter is bullish neocloud accumulation. Founders (ex-Galaxy Digital) landed a Thinking Machines Lab deal (Mira Murati's post-OpenAI startup). Speculation about $NVDA backstop given the head of NVDA Captive Financing publicly commenting. BRUN just filed S-1 on July 2 providing colour on structure though no new financial detail. Bulls describe BRUN generating '70% levered IRRs' on B200s - a bullish tape for the neocloud. Chart bulls describe holding golden pocket with bullish engulfing candle setup. Community DCA-ing at $28.50. Community broadly long.

Read the AI verdict + X sentiment for $BRUN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

GPU-cloud infrastructure provider delivering compute, managed Kubernetes, and storage for enterprise AI and HPC workloads.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BRUN.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $BRUN

Partial — GPU-cloud infrastructure provider delivering compute, managed Kubernetes, and storage for enterprise AI and HPC workloads; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 1, 2026$-0.48$0.05-1060.0%
Next earningsWed, Sep 2·consensus EPS $0.13

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$199.1M$189.3M – $208.9M$0.67$0.04 – $1.301
FY27$408.8M$352.6M – $465.0M$1.09$0.34 – $1.851
FY28$638.8M$566.8M – $710.9M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.49%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+56.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β3.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (3 exempts · 2 returns) in window

See when $BRUN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 68-K — Item 7.01: Press release / Reg FD
AI summary

Boost Run Inc. disclosed on July 6, 2026 that since its business combination closed on May 8, 2026, the company has received over $45 million in gross cash proceeds from the exercise of public warrants. This is a positive liquidity update for a recently de-SPAC'd company — warrant exercise proceeds are non-dilutive to existing stockholders in terms of pricing (strike price already set) and strengthen the company's cash position materially.

S-1Initial registrationJul 2S-1
3New insider — initial holdingsJun 163
AI summary

BRUN filed a Form 3 on June 16, 2026 reporting initial beneficial ownership for a new director, officer, or 10%+ holder. Body unavailable — excerpt contains only the SEC cover-page header without the reporting person's identity or share count.

SC 13DActivist position (5%+)Jun 15SC 13D
AI summary

A new significant holder (5%+ beneficial owner) filed an initial Schedule 13D on BRUN on June 15, 2026. Body unavailable — excerpt contains only the SEC cover-page header without the filer's name, stake percentage, or investment intent.

SC 13DActivist position (5%+)Jun 15SC 13D
AI summary

A new significant holder (5%+ beneficial owner) filed an initial Schedule 13D on BRUN on June 15, 2026. Body unavailable — excerpt contains only the SEC cover-page header without the filer's name, stake percentage, or investment intent.

8-KPress release / Reg FDJun 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Boost Run Inc. (BRUN) released an investor presentation with financial and operating metrics including annual recurring revenue and contracted revenue backlog; posted to the IR website and filed as Exhibit 99.1. Routine investor relations update.

8-KMaterial agreementMay 288-K — Item 1.01: Material agreement
AI summary

Boost Run Inc. entered into a Master Service Agreement (MSA) and two Order Forms with Thinking Machines Lab Inc. on May 21, 2026, under which Boost Run will provide high-performance managed GPU compute and cloud infrastructure services to the customer. No financial terms for the contract were included in the available excerpt. For a newly public GPU infrastructure company, this customer win validates its commercial traction and GPU-as-a-service model.

SC 13DActivist position (5%+)May 18SC 13D
AI summary

Goodrich ILMJS LLC (managed by Sean Goodrich, a Boost Run Inc. board director) filed an initial Schedule 13D for Boost Run Inc. (BRUN) reporting beneficial ownership of 2,065,385 shares (6.48%), consisting of 1,272,885 Class A shares and 1,101,986 warrants exercisable for additional shares. This is one of multiple 13D filings submitted by Boost Run insiders following the company's SPAC business combination closing in May 2026. The filing establishes the initial post-merger ownership record for this insider-affiliated entity.

+ 25 other (8 3s · 4 SC 13Ds · 3 S-4/As · 2 EFFECTs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Boost Run: 2026 Ramp Makes This SPAC Worth Buyingseekingalpha.com·9d agoBoost Run Receives Approximately $45 Million in Gross Proceeds from Public Warrant Exercisesbusinesswire.com·12d agoThe Big 3: MU, VLO, BRUNyoutube.com·36d agoCramer On DoorDash: 'They Just Want Semis' — Uber, Reddit, Zscaler Caught In The Same Rotationfeeds.benzinga.com·52d agoBoost Run (“BRUN”) Begins Trading on Nasdaq with $940 Million of Contracted Customer Revenueglobenewswire.com·68d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Neocloud & GPU Cloud

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Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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