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BRBRUN

Boost Run Inc. Class A Common Stock

Rising onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$BRUN·$1.5B·Software - Infrastructure·Technology
$17.43+2.2%YTD+75.8%1Y+69.9%
Mentions · last 7 days
2026-08-22: 7 posts2026-08-23: 10 posts142-15%
Price updated 6h ago·X counts updated 8d ago
BRBRUN
$BRUNBoost Run Inc. Class A Common Stock
$17.43+2.23%142 posts-15%
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 hypeSelling offAI verdict · as of 2026-08-30

Falling on heavy selling — points lower unless it turns around.

Newly-public AI infra name down 17% today on a fresh 58.7M share resale registration — $1.9B contract value can't offset that supply.

Boost Run is a newly-public AI inference-infrastructure company led by CEO Andrew Karos (background in low-latency HFT data centers). It's had a big run since IPO, and today's -17% is the market pricing a fresh resale registration.

What you're looking at:

  • The initial contract-value story is real: BRUN's first public earnings (Aug 14) reported $1.9B total contract value — a large number for a $1.47B-cap and why the stock ran to $17.
  • The August 19 424B5 changed the setup: 58.7M shares of Class A were registered for resale — a massive supply overhang against a mid-cap float; the tape is now pricing that dilution risk.
  • The insider event is enormous: director Sean Goodrich exercised for $25.3M and sold $4M — for a $1.5B cap, the founder-cluster tell that the run got ahead of itself.
  • Warrant redemption completed Aug 26 — cleans the capital structure but the resale is the market's concern.
  • Fundamentals unreported: no trailing P/S or EV/EBITDA in the bundle, beta 4.0 and a 1.67x baseline volume day — a story stock with contract-value plus supply anchoring the range.
  • Position confirms the crack: 30% below the 50-day, at the 21st percentile of the 52-week range on today's -17% — real repositioning as the resale overhang prices.

Watch two things: how the resale actually gets absorbed (a slow drip is manageable, a rush is not) and specific customer contract-value updates on the next print; without both, the tape keeps drifting toward the low-$14 range.

What to watch: Next earnings (date TBD) — how the resale supply is absorbed (slow drip = manageable, rush = not) and specific customer contract-value updates; without both, the tape drifts toward the low-$14 range.

float missing

X sentiment

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

Mixed sentiment43 posts analyzed · as of 2026-08-31

Bulls dominate but skeptics are unusually loud. The bull thesis rests on Boost Run's NVIDIA Exemplar Cloud status, a $1.9B contracted backlog, +270% YoY Q2 revenue and blue-chip customers like Thinking Machines locking up 5,000 B300s take-or-pay — plus rival Nebius reportedly renting from them. Bears counter that secondary neoclouds are structurally doomed, comparing it unfavorably to $NBIS, $CRWV and $IREN and pointing to the drop from $22 to $17 as proof.

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

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BRUN

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Boost Run, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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——

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$199.1M$189.3M – $208.9M$0.67$0.04 – $1.302
FY27$408.8M$352.6M – $465.0M$1.09$0.34 – $1.852
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.23%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.-28.0%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.-1.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β3.965-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

SellAug 27Sean GoodrichDirector198.2K sh$4.0M
+ 7 other (5 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

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.

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.

+ 34 other (8 3s · 5 SC 13Ds · 4 8-Ks · 3 10-Qs) in window

Recent news

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

Boost Run Announces Completion of Warrant Redemptionbusinesswire.com·6d agoBoost Run, Inc. (BRUN) Q2 2026 Earnings Call Transcriptseekingalpha.com·13d agoBoost Run Inc. Reports First Earnings as a Public Company, Reporting Second Quarter 2026 Results, Supported by $1.9 Billion Total Contract Valuebusinesswire.com·18d agoBoost Run Secures Long-Term Lease with 10X Capital to Expand GPU Compute Capacitybusinesswire.com·18d agoBoost Run Announces Date of Second Quarter 2026 Financial Results Conference Callbusinesswire.com·24d ago

In themes

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

AI InfrastructureAI Neocloud & GPU Cloud

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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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