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
QuarterlyIQ Insights · BRUN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 124 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Worth watching into the next print: this name has been missing across recent quarters and missed its most recent quarter. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 21 industry peers · Company calendar date is not available
BRUN — litigation filed
Dated 2026-10-06
Entry into a Material Definitive Agreement. On September 30, 2026, Boost Run LLC (“Boost Run”), a wholly owned subsidiary of Boost Run Inc. (the “Company”), entered into a Service Agreement (together with the order form thereunder, the “Agreement”) with Cohere Inc (“Cohere”), pursuant to which Boost Run will provide Cohere with access to dedicated GPU cloud computing infrastructure and related services. The term for each rack of infrastructure delivered under the Agreement is approximately fi…
Why it matters: GPU cloud revenue rose from $8.4M in 2025-Q2 to $31.1M in 2026-Q2. Another rise would show this growth is continuing.
Supportive ifA reported quarter shows GPU compute and cloud services revenue above $31.1M.
Worry ifA reported quarter shows GPU compute and cloud services revenue at or below $31.1M.
Why it matters: The Cohere deal adds a named customer to Boost Run's GPU cloud business. Rack delivery and service start would show the deal is moving forward.
Supportive ifA company filing or release confirms that the first Cohere GPU rack is delivered and in service.
Worry ifA company filing says rack delivery or service start is late, canceled, or not complete.
Why it matters: The August 14 release covered results for the quarter ended June 30, 2026. The next results can show whether the miss was followed by weaker performance.
Watch forThe next reported quarter shows GPU cloud revenue above $31.1M and an operating loss smaller than $12.9M.
Also watch forThe next reported quarter shows GPU cloud revenue at or below $31.1M and an operating loss of $12.9M or more.
Why it matters: Warrant exercises brought in over $45M since May 2026. More cash may support spending, but more shares can dilute owners.
Watch forA company filing reports more than $45M in gross cash proceeds from warrant exercises since May 2026.
Also watch forA company filing says no more cash came from warrant exercises. Or it reports new shares issued without extra cash.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$539 on $10,000 · ±5.4% | How much price usually moves either way. |
| Bad day | $1,415 loss on $10,000 · 14.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,305 loss on $10,000 · 83.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.