Boost Run (NASDAQ:BRUN) Announces Earnings Results

Boost Run (NASDAQ:BRUN) posted its quarterly earnings data on Friday. The company reported ($0.24) earnings per share for the quarter, FiscalAI reports.

Here are the key takeaways from Boost Run’s conference call:

• Rapid growth and expanding backlog: Q2 revenue rose 270% year over year to $31.1 million, while ARR increased to $145 million from $30 million at the end of 2025. Total contracted revenue value reached $1.9 billion, supported by approximately $1 billion of new Q2 contracts.
• 2026 outlook reaffirmed: Management continues to target approximately $400 million of exit ARR, with four projects expected to be handed over by year-end and additional capacity coming online through Q1 2027.
• Liquidity and customer prepayments support deployment: Boost Run reported $120.2 million of unrestricted cash at quarter-end, $134.7 million as of August 12, and $128.4 million in customer deposits. Management expects a sustainable 15%–20% net cash flow margin and cites average customer prepayments of 22% of TCV.
• Large hardware procurement under discussion: The $1.44 billion Dell purchase agreement is essentially allocated, and the company is pursuing an additional $4 billion–$5 billion of compute hardware from multiple OEMs. Executives said the procurement is tied to contracted demand and pipeline visibility, but the additional agreements have not yet been completed.
• GAAP losses remain substantial during the deployment phase: The company reported a $75 million GAAP net loss and $12.9 million operating loss, with results affected by $55.7 million of one-time deferred tax expense, $7.3 million of stock-based compensation, and $1.4 million of debt-extinguishment costs. Rapid expansion also drove quarterly depreciation and amortization to $18.1 million.

Boost Run Stock Up 1.7%

BRUN stock traded up $0.38 during midday trading on Friday, hitting $22.93. The stock had a trading volume of 6,363,885 shares, compared to its average volume of 1,996,732. The company’s fifty day moving average price is $27.26. Boost Run has a 1-year low of $15.58 and a 1-year high of $42.00.

Wall Street Analysts Forecast Growth

Several brokerages have commented on BRUN. Craig Hallum reaffirmed a “buy” rating on shares of Boost Run in a report on Wednesday, July 1st. BTIG Research restated a “buy” rating and set a $45.00 price objective on shares of Boost Run in a research report on Friday. Weiss Ratings assumed coverage on Boost Run in a research note on Tuesday, June 23rd. They issued a “sell (d)” rating on the stock. DA Davidson lifted their price objective on Boost Run from $25.00 to $45.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Finally, Wall Street Zen cut Boost Run from a “hold” rating to a “sell” rating in a report on Saturday, July 25th. Three analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $45.00.

Institutional Trading of Boost Run

A hedge fund recently bought a new position in Boost Run stock. AWM Investment Company Inc. acquired a new stake in Boost Run (NASDAQ:BRUN) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 813,739 shares of the company’s stock, valued at approximately $31,581,000. Boost Run accounts for 2.7% of AWM Investment Company Inc.’s investment portfolio, making the stock its 12th biggest holding.

Boost Run is a technology company in the Internet Services & Infrastructure industry.