BRUN · NASDAQ · Software - Infrastructure

Boost Run

Dedicated NVIDIA GPU cloud infrastructure for demanding AI and high-performance-computing workloads.

$17.25
After-hours close+0.23 (+1.35%)
At close$17.02(−17.42%)
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Profile

Boost Run Inc. Class A Common StockBRUNInformation Technology

Rents dedicated NVIDIA GPU compute and related cloud infrastructure for AI and high-performance-computing workloads through a proprietary platform, third-party platforms, and brokers. Its U.S. model pairs project-specific hardware financing and colocation capacity with non-cancelable customer orders.

Rents dedicated NVIDIA GPU servers for AI and high-performance-computing workloads through its Boost Run platform, third-party platforms, and brokers. The platform combines bare-metal compute with CPU nodes, managed Kubernetes, shared storage, isolated virtual private clouds, automated provisioning, private networking, and engineering support. Its service targets demanding and regulated workloads across financial services, health and life sciences, geospatial work, government, and AI companies.

Earns mainly from GPU rental services; orders run from hours to multiple years, with non-cancelable terms and non-refundable fees. Infrastructure is delivered from U.S. colocation sites rather than company-owned data centers. Customer commitments, hardware purchases, colocation capacity, and equipment financing are coordinated project by project.

Relies on NVIDIA hardware, third-party providers for power, cooling, connectivity, and physical security, and sufficient utilization to cover fixed equipment and colocation costs. Founder Andrew Karos controls voting power through Class B shares.

Company facts

CEOAndrew Karos
ListedMay 11, 2026
ExchangeNASDAQ
HeadquartersNorthbrook, IL
CountryUnited States
Employees3
CIK0002090646
ISINUS09940T1007

Key statistics

Market cap$1.38B
EPS (ttm)−$1.70
P/E (ttm)−10.04
ROE-262.3%
P/B7.67
P/S27.72
Dividend yield
Beta2.30vs XLK 3.09

Year to date +32.2% · Average volume (30d) 2.2M

Analysts

Price target, next 12 months$45.00+163.9%Median of 3 analysts · vs the Aug 28 close
ConsensusBuy3 of 3 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Jun 25, 2026BTIGInitiateBuy$45
Jun 4, 2026Craig-HallumTarget$30$45
Jun 1, 2026D.A. DavidsonTarget$25$45
May 13, 2026D.A. DavidsonTarget$25
May 12, 2026Craig-HallumTarget$30

Earnings

EPS

Estimate$0.13
Reported−$1.06−915.4%

Revenue

Estimate$34.3M
Reported$31.1M−9.4%

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 14, 2026Q2 FY26$0.13−$1.06−915.4%$34.3M$31.1M−9.4%+1.69%
Jun 1, 2026Q1 FY26$0.05−$0.48−1,060.0%$18.1M$11.0M−39.3%−6.28%
Feb 19, 2026Q4 FY25−$0.19$7.6M−1.00%
View details

Financial highlights

5 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$0$0$7.6M$11.0M$31.1M
Gross profit$0$0$6.1M$9.4M$11.3M
Operating income−$162.8K−$604.4K−$946.0K−$2.7M−$12.9M
Net income$1.2M$785.5K$197.2K−$4.1M−$75.0M
Diluted EPS$0.07$0.05$0.01−$0.08−$1.67
Gross margin80.5%85.6%36.2%
Operating margin-12.5%-24.4%-41.4%

Balance sheet, Jun 30, 2026Cash & short-term investments $120.2M · Total debt $357.8M · Total assets $742.3M · Shareholders' equity $100.1M

Dividends

No dividends on record.

Ownership

Institutions 19.96%16.12M sharesInsiders 6.11%4.94M sharesOther 73.93%59.71M shares

Shares outstanding 80.77M · Float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Andrew Karos29.53M48.08%13DMay 15, 2026
A23 Revocable Trust No.1, Dated January 26, 20268.02M25.13%13DMay 15, 2026
Goodrich ILMJS LLC5.14M10.28%13DAug 28, 2026
Sean Goodrich · director4.94M6.11%Form 4Aug 28, 2026
B. Luke Weil3.91M12.25%13DJun 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Sean Goodrichdirector−198,200$20.15
View details

Peers

  • CoreWeave

    Largest direct AI-cloud rival in dedicated GPU compute.

  • Amazon

    Hyperscale GPU-cloud rival with broad compute and AI services.

  • Microsoft

    Enterprise GPU-cloud rival with Azure and public-sector reach.

  • Alphabet Class A

    Hyperscale GPU-cloud rival through Google Cloud AI infrastructure.

  • Nebius

    Full-stack AI-cloud rival for dedicated GPU capacity.

  • WhiteFiber

    GPU-cloud and AI-infrastructure rival for high-density workloads.

CompareAfter-hours close

CompanyPriceChange
Boost Run$17.25+1.35%$1.38B26.527.7
CoreWeave$84.03−0.27%$45.95B6.1+112.3%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Nebius$208.64−0.26%$50.20B37.0+454.0%
WhiteFiber$17.95+1.13%$685.4M10.4+54.5%
Median21.426.29.9+39.4%