Boost Run (BRUN)
Dedicated NVIDIA GPU cloud infrastructure for demanding AI and high-performance-computing workloads.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Northland Securities | Target | Target: — | Target: $36 |
| Jun 25, 2026 | BTIG | Initiate | Rating: —Target: — | Target: $45 |
| Jun 4, 2026 | Craig-Hallum | Target | Target: $30 | Target: $45 |
| Jun 1, 2026 | D.A. Davidson | Target | Target: $25 | Target: $45 |
| May 13, 2026 | D.A. Davidson | Target | Target: — | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $120.2M · Total debt $357.8M · Total assets $742.3M · Shareholders' equity $100.1M
- Revenue
- $31.1M
- Operating income
- −$12.9M
- Net income
- −$75.0M
No dividends on record.
| Institutions | 20.29% | 16.12M shares | |
|---|---|---|---|
| 97 holders · as of Jun 30, 2026 | |||
| Insiders | 47.65% | 37.88M shares | |
| 3 holders · as of Sep 16, 2026 | |||
| Other | 32.06% | 25.49M shares | |
| remainder | |||
79.49M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Andrew KarosInsider | 37.15% | 29.53M | filed May 15, 2026 |
Sean GoodrichInsiderdirector | 5.58% | 4.44M A | filed Sep 16, 2026 |
B. Luke WeilInsider | 4.91% | 3.91M | filed Jun 15, 2026 |
Toms Capital Investment Management LPInstitution | 3.93% | 3.13M A | as of Jun 30, 2026 |
FMR LLCInstitution | 2.24% | 1.78M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Sean Goodrich | director | −500,000 | $14.00 |
| Aug 27, 2026 | Sean Goodrich | director | −198,200 | $20.15 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Boost Run | $16.36 | −4.27% | $1.38B | — | — | 27.8 | — |
| CoreWeave | $88.08 | +1.52% | $47.33B | — | — | 6.2 | +112.3% |
| Amazon | $249.41 | −2.18% | $2.74T | 20.5 | 26.7 | 3.5 | +19.6% |
| Microsoft | $499.29 | +0.26% | $3.70T | 27.7 | 25.5 | 11.1 | +17.8% |
| Alphabet Class A | $342.27 | −2.53% | $4.25T | 17.6 | 25.5 | 9.5 | +24.2% |
| Nebius | $233.28 | −1.20% | $56.67B | — | — | 41.8 | +454.0% |
| WhiteFiber | $19.83 | −1.98% | $781.2M | — | — | 11.9 | +54.5% |
| Median | 20.5 | 25.5 | 10.3 | +39.4% |