Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
$0.47 → $0.47 · observed estimates
BOOST RUN INC (BRUN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$6.64-13.14%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 6, 2026.
Next-FY EPS estimate change · 30 days
0.47 → 0.47 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BRUN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain effective capital management | A supporting condition in BOOST RUN INC's published investment case. The stated target is continue raising capital through warrant exercises. | Intact | fail to raise additional capital through warrants | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
$0.47 → $0.47 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, growth-oriented business rather than an established durable compounder. The long-term thesis is still insufficiently clear: service revenue is expanding, but profitability is weakening and the evidence snapshot has low confidence.
Valuation and market expectations are not provided, so it is not possible to say whether BRUN is cheap, fair, or expensive versus peers, or how much growth is already assumed. The snapshot also does not give enough evidence to judge the expectations gap.
Near term, earnings execution is a concern: BRUN missed its most recent quarter and has missed across recent quarters, with an elevated risk of another miss. Over the multi-year view, managed GPU and cloud services are growing quickly, but operating income and net income have deteriorated despite management's stated focus on improving them.
The thesis depends on whether service growth can translate into stronger operating results, and whether management can control losses and equity issuance. Near-term conditions also matter: rate cuts or steadier results and guidance from major Tech companies could support the sector, while GDP growth slowing materially from 2.1% could weigh on growth-sensitive Tech names. Litigation is another recent negative event, though the evidence snapshot gives no detail on its potential effects.
For the next 1 to 3 years, BRUN has a promising service-growth trend but a weak profitability record and elevated execution risk. The evidence is too limited to establish a clear long-term thesis or valuation view. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated as a priority in 2 of last 3 quarters. Management reported receiving over $45 million in gross cash proceeds from public warrant exercises since May 2026, supporting capital allocation efforts. This indicates active management of equity issuance consistent with stated priorities.
Reduce operating losses | A primary condition in BOOST RUN INC's published investment case. The stated target is operating income of -$12 million or better. | Under Pressure | operating income worsens beyond -$15 million next quarter | Operating income: $-12.904M FY2026-Q2; GAAP. Published target: operating income of -$12 million or better. Target period is not explicitly aligned with this observation. Aug 18, 2026-12,904,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. Operating income declined from $3.0M in 2025-Q2 to -$12.9M in 2026-Q2 and net income declined from $2.5M to -$75M over the same period. Despite management focus, financial results show declining profitability, indicating limited progress on this priority. Delivery assessment Oct 31, 2026 |
Grow managed GPU compute revenue | Boost Run is expanding its managed GPU compute services. | Under Pressure | YoY revenue growth falls below 100% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. Revenue grew from $8.4M in 2025-Q2 to $31.1M in 2026-Q2, reflecting expansion of managed GPU compute and cloud infrastructure services. Management has consistently emphasized this growth focus and the trajectory is delivering. Delivery assessment Oct 31, 2026 |
Stored thesis · Oct 6, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.55B → $0.55B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-10-05 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-06 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-07 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-08 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-09 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-10 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-11 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-12 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-13 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-14 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-15 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-16 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-17 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-18 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-19 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-20 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-21 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-22 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-23 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-24 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-25 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-26 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-27 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-28 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-29 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-30 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-10-31 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-11-01 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-11-02 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-11-03 | $0.47 | $550,869,075 | 2 / 3 |
| 2026-11-04 | $0.47 | $550,869,075 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.