Boost Run (NASDAQ:BRUN) Posts Earnings Results

Boost Run (NASDAQ:BRUN) posted its quarterly earnings results 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 Performance

Shares of NASDAQ BRUN opened at $22.93 on Friday. Boost Run has a 52-week low of $15.58 and a 52-week high of $42.00. The stock has a 50 day moving average price of $27.26.

Institutional Inflows and Outflows

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on BRUN. DA Davidson lifted their price target on Boost Run from $25.00 to $45.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Craig Hallum reiterated a “buy” rating on shares of Boost Run in a research report on Wednesday, July 1st. Wall Street Zen lowered shares of Boost Run from a “hold” rating to a “sell” rating in a report on Saturday, July 25th. BTIG Research restated a “buy” rating and issued a $45.00 price target on shares of Boost Run in a research report on Friday. Finally, Weiss Ratings started coverage on shares of Boost Run in a research note on Tuesday, June 23rd. They set a “sell (d)” rating for the company. Three research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Boost Run presently has a consensus rating of “Moderate Buy” and a consensus target price of $45.00.

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