BOOST RUN INC (BRUN)

NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04

$5.56-16.39%

Close 2026-11-05 · 1-day change

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge BOOST RUN INC’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 6, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

0.0%

+10% or more+5%0%−5%−10% or less

0.47 → 0.47 EPS · FY ending Dec 31, 2027 · 2 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	No revenue guidance available	83.06M
EPS	No EPS guidance available	-0.023
Annual ending 2026-12-31
Revenue	No revenue guidance available	174.91M
EPS	No EPS guidance available	-1.333
Annual ending 2027-12-31
Revenue	No revenue guidance available	550.87M
EPS	No EPS guidance available	0.465

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain effective capital management	A supporting condition in BOOST RUN INC's published investment case. The stated target is continue raising capital through warrant exercises.	Intact	fail to raise additional capital through warrants	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 of last 3 quarters. Management reported receiving over $45 million in gross cash proceeds from public warrant exercises since May 2026, supporting capital allocation efforts. This indicates active management of equity issuance consistent with stated priorities. Delivery assessment Oct 31, 2026
Reduce operating losses	A primary condition in BOOST RUN INC's published investment case. The stated target is operating income of -$12 million or better.	Under Pressure	operating income worsens beyond -$15 million next quarter	Operating income: $-12.904M FY2026-Q2; GAAP. Published target: operating income of -$12 million or better. Target period is not explicitly aligned with this observation. Aug 18, 2026-12,904,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Operating income declined from $3.0M in 2025-Q2 to -$12.9M in 2026-Q2 and net income declined from $2.5M to -$75M over the same period. Despite management focus, financial results show declining profitability, indicating limited progress on this priority. Delivery assessment Oct 31, 2026
Grow managed GPU compute revenue	Boost Run is expanding its managed GPU compute services.	Under Pressure	YoY revenue growth falls below 100% next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue grew from $8.4M in 2025-Q2 to $31.1M in 2026-Q2, reflecting expansion of managed GPU compute and cloud infrastructure services. Management has consistently emphasized this growth focus and the trajectory is delivering. Delivery assessment Oct 31, 2026

Stored thesis · Oct 6, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$0.47

$0.47 → $0.47 · observed estimates

FY2027 revenue$0.55B

$0.55B → $0.55B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-10-05	$0.47	$550,869,075	2 / 3
2026-10-06	$0.47	$550,869,075	2 / 3
2026-10-07	$0.47	$550,869,075	2 / 3
2026-10-08	$0.47	$550,869,075	2 / 3
2026-10-09	$0.47	$550,869,075	2 / 3
2026-10-10	$0.47	$550,869,075	2 / 3
2026-10-11	$0.47	$550,869,075	2 / 3
2026-10-12	$0.47	$550,869,075	2 / 3
2026-10-13	$0.47	$550,869,075	2 / 3
2026-10-14	$0.47	$550,869,075	2 / 3
2026-10-15	$0.47	$550,869,075	2 / 3
2026-10-16	$0.47	$550,869,075	2 / 3
2026-10-17	$0.47	$550,869,075	2 / 3
2026-10-18	$0.47	$550,869,075	2 / 3
2026-10-19	$0.47	$550,869,075	2 / 3
2026-10-20	$0.47	$550,869,075	2 / 3
2026-10-21	$0.47	$550,869,075	2 / 3
2026-10-22	$0.47	$550,869,075	2 / 3
2026-10-23	$0.47	$550,869,075	2 / 3
2026-10-24	$0.47	$550,869,075	2 / 3
2026-10-25	$0.47	$550,869,075	2 / 3
2026-10-26	$0.47	$550,869,075	2 / 3
2026-10-27	$0.47	$550,869,075	2 / 3
2026-10-28	$0.47	$550,869,075	2 / 3
2026-10-29	$0.47	$550,869,075	2 / 3
2026-10-30	$0.47	$550,869,075	2 / 3
2026-10-31	$0.47	$550,869,075	2 / 3
2026-11-01	$0.47	$550,869,075	2 / 3
2026-11-02	$0.47	$550,869,075	2 / 3
2026-11-03	$0.47	$550,869,075	2 / 3
2026-11-04	$0.47	$550,869,075	2 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	3	0	0
2026-07-01	3	0	0
2026-08-01	3	0	0
2026-09-01	4	0	0
2026-10-01	4	0	0
2026-11-01	4	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Oct 6–Nov 4 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain effective capital managementDirect metric needs a verified mapping
Reduce operating lossesPublished status: Under Pressure
Grow managed GPU compute revenuePublished status: Under Pressure

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

5.4%Typical daily move · historical

Downside history

-83.0%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

BOOST RUN INC outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

This is a high-risk, growth-oriented business rather than an established durable compounder. The long-term thesis is still insufficiently clear: service revenue is expanding, but profitability is weakening and the evidence snapshot has low confidence.

What's priced into BOOST RUN INC

Valuation and market expectations are not provided, so it is not possible to say whether BRUN is cheap, fair, or expensive versus peers, or how much growth is already assumed. The snapshot also does not give enough evidence to judge the expectations gap.

What the fundamentals likely do

Near term, earnings execution is a concern: BRUN missed its most recent quarter and has missed across recent quarters, with an elevated risk of another miss. Over the multi-year view, managed GPU and cloud services are growing quickly, but operating income and net income have deteriorated despite management's stated focus on improving them.

What BOOST RUN INC hinges on

The thesis depends on whether service growth can translate into stronger operating results, and whether management can control losses and equity issuance. Near-term conditions also matter: rate cuts or steadier results and guidance from major Tech companies could support the sector, while GDP growth slowing materially from 2.1% could weigh on growth-sensitive Tech names. Litigation is another recent negative event, though the evidence snapshot gives no detail on its potential effects.