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TickerTalks›$BRUN
BRBRUN

Boost Run Inc. Class A Common Stock

$BRUN·$707M·Software - Infrastructure·Technology
$8.89-11.8%YTD-20.9%1Y-36.0%
Price updated 7h ago·X counts updated 5d ago
BRBRUN
$BRUNBoost Run Inc. Class A Common Stock
$8.89-11.81%262 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BRUN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

262X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $BRUN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

BRUN posters pitch it as PLTR x NBIS-style hiding-in-plain-sight setup, with $19 as tough resistance (20EMA + 200EMA convergence) and Chart Bros Discord swing setups already printing. Debt/Cap ratio framing sees BRUN as a survivor in a rate shock.

Read what X is saying about $BRUN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BRUN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

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

A newly-listed AI/HPC cloud infrastructure name on the Russell inclusion list, with real GPU revenue and a 10% insider shedding shares.

Boost Run is one of the handful of pure-play AI cloud infrastructure listings competing with Nebius and Applied Digital for mindshare, and the September Russell 2000 preliminary inclusion plus a 42% year-over-year gain has it on the radar.

  • Q2 revenue jumped to $31.1M from $10.9M in Q1 — a 3x sequential step confirming the GPU-as-a-service capacity is being filled, even as EPS missed badly ($-1.06 vs $0.13 expected) on ramp costs.
  • Director Sean Goodrich filed a 13D/A reducing his position from 10.2% to 8.88%, with a 500K-share sale at $14 on September 14 — the holder knows the company best, and the shed is a mild overhang while GPU capex burns cash.
  • Sell-side has 2026 revenue at $175M, 2027 at $551M, and 2028 at $866M with a swing from -$1.33 EPS to $1.46 — those numbers price in a lot of GPU-growth-stays-easy, and the beta of 3.9 means any sector-wide repricing hits BRUN first.

At $16.51 and $1.33B market cap this trades on narrative plus Russell flows rather than near-term earnings; the model works if the 2027 revenue ramp lands, and that is still two prints away.

Agrees with X sentimentX is bullish framing BRUN as hiding-in-plain-sight with chart setups into $19 resistance; the TickerTalks read agrees on the revenue acceleration but is more cautious on the Goodrich sales and the three-year-out valuation dependency.

What to watch: The next 10-Q and whether Q3 revenue holds the sequential ramp pace; final Russell inclusion confirmation and the index-related buying flow; any new GPU-capacity or contract disclosure from the Erik Guckel-led team.

On the calendar: Earnings date not yet announced

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 - Infrastructure sits in its cycle right now — and what that implies for $BRUN.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $BRUN

Direct beneficiary — GPU-cloud infrastructure provider delivering compute, managed Kubernetes, and storage for enterprise AI and HPC workloads.; cloud-native tooling is the operational layer for AI infrastructure deployments, sustaining enterprise capex alignment.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

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

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$-1.06$0.13-915.4%
Q1 2026Jun 1, 2026$-0.48$0.05-1060.0%
Q4 2025Feb 19, 2026$-0.19——
Q3 2025Nov 12, 2025$0.07——
Next earningsMon, Nov 16·consensus EPS $-0.14

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$174.9M$168.5M – $183.3M-$1.33-$1.42 – -$1.273
FY27$550.9M$530.7M – $577.2M$0.47$0.44 – $0.493
FY28$866.0M$834.4M – $907.5M$1.46$1.39 – $1.551

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.1.6×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.0%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.-46.7%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.-51.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 34.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.875-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

SellSep 14Sean GoodrichDirector500.0K sh$7.0MSellAug 27Sean GoodrichDirector198.2K sh$4.0M
+ 9 other (5 exempts · 2 awards · 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
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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

3New insider — initial holdingsOct 63
8-KMaterial agreementOct 68-K — Item 1.01: Material agreement
8-KOfficer or director changeOct 58-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentSep 16SC 13D/A
AI summary

Sean Goodrich filed Amendment No. 2 to his Schedule 13D for Boost Run Inc. (BRUN), reporting sole beneficial ownership of 4,437,921 Class A common shares representing 8.88% of the class as of September 14, 2026, funded from personal funds. Goodrich holds sole voting and dispositive power over all reported shares with no shared positions. The filing is a routine update to an existing individual holder position; intent and changes since the prior amendment are not detailed in the excerpt.

SC 13D/AActivist amendmentAug 28SC 13D/A
AI summary

Sean Goodrich (via Goodrich ILMJS LLC SPV) filed Amendment No. 1 to his Schedule 13D for Boost Run Inc. on August 19, 2026, reporting 5,136,121 shares of Class A Common Stock (10.28%) based on 49,954,423 total shares as of August 17, 2026. There was no change in the number of shares held; the amendment was triggered by a change in the company's outstanding share count. Goodrich appears to be a significant insider/strategic holder rather than an activist; position remains unchanged at just over 10%.

424B5Prospectus supplement (offering)Aug 19424B5
AI summary

Boost Run Inc. (BRUN) filed a 424B5 Prospectus Supplement No. 1 on August 19, 2026, registering the resale of approximately 58.7 million shares of Class A common stock. This includes shares held by selling holders, shares underlying private warrants (~4M shares), shares from Class B conversion (~29.5M shares), and ~11M earnout shares. As a post-SPAC company, this resale registration is a standard housekeeping step to enable existing shareholders to sell into the public market. The filing creates supply overhang risk; however, the warrants and earnout shares add dilution monitoring complexity. Investors should note that this is a selling shareholder registration — no new capital is raised by the company.

8-KPress release / Reg FDAug 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Boost Run Inc. announced Q2 2026 financial and operational results for the quarter ended June 30, 2026 via press release on August 14, 2026. The company held an earnings conference call and furnished presentation materials as a concurrent Reg FD disclosure (Exhibit 99.2). Specific financial figures are in Exhibit 99.1. Routine quarterly earnings disclosure for an emerging growth company.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

BOOST RUN INC. (BRUN) filed a Reg FD disclosure (Item 7.01) on 2026-08-10, furnishing conference call on August 14, 2026 at 8:00 a. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

+ 38 other (9 3s · 7 SC 13Ds · 5 8-Ks · 3 10-Qs) in window

Recent news

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

Why Boost Run Stock Popped by Nearly 6% Todayfool.com·10d agoBoost Run Announces Five-Year, $525.6 Million AI Cloud Services Compute Agreementbusinesswire.com·11d agoBoost Run: Betting On Further AI Expansionseekingalpha.com·25d agoWhat's Going On with Boost Run Shares Friday?benzinga.com·29d agoSean Goodrich Sells 500,000 Shares of Boost Run (NASDAQ:BRUN) Stockdefenseworld.net·29d 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 5 · 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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