Boost Run Inc. Class A Common Stock

The stock is still in a post-IPO reset after a sharp run from the 52-week low, but it remains well below the 52-week high and under its 50-day average. The longer-term trend is constructive versus the 200-day average, yet the recent move shows a volatile digestion phase rather than a clean breakout.

Street sentiment is constructive: consensus is Buy, with two Buy ratings and no Holds or Sells. The price target cluster sits at $45, above the last close and unchanged across the recent initiations and target raises, which keeps the setup tilted positive despite the stock’s choppy trading.

The next print follows a very weak first reported quarter, when EPS came in at -0.48 versus a 0.99 estimate. Full-year estimates point to a rebound toward $0.67 EPS on $199.1 million of revenue in 2026, so shareholders should watch whether growth can translate into margin recovery.

Recent activity is dominated by non-discretionary filings tied to ownership and post-IPO mechanics, not clear open-market conviction. The only clear sale signal is a pair of director/10% owner dispositions from Sean Goodrich and Luke Weil, while the rest is largely exempt or other-code activity around the listing.

Gross margin is strong at 85.9%, but profitability remains negative with a -24.4% operating margin and -60.6% net margin. Revenue growth is rapid at 164.6% year over year, and free cash flow was positive at $36.5 million for fiscal 2025, giving the story real operating leverage if execution holds.

As a GPU cloud and AI infrastructure name, BRUN sits in a high-growth niche where revenue expansion matters more than current earnings. The valuation is rich versus the broader software group, with a market cap near $1.85 billion and a target price of $45 implying substantial upside if growth persists.