BRUN
Boost Run Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveBRUN reported exceptional Q2 revenue growth of 270% YoY to $31.1M with $1.9B in total contracted revenue and $400M ARR guidance for FY2026, backed by a major 111 MW GPU infrastructure expansion deal with 10X Capital. However, the stock trades 37% below its 52-week high amid regulatory filing delays, customer concentration risks, and a valuation characterized as 'rich' relative to current revenues.
Red flags
- •Form 12b-25 filing delays in both Q1 and Q2 2026 filings suggest potential operational or disclosure control issues
- •High customer concentration risk flagged by analysts as a material concern
- •Valuation described as 'rich on current revenue' with stock down 37% from 52-week high despite strong fundamentals, indicating execution/delivery risk is priced in
- •All Q2 revenue was pre-contracted with delivery obligations ahead; execution risk on $1B+ pipeline and 111 MW infrastructure scaling through 2027 is material
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G | NEW | 5.5% | -29.3% vs SPY -25.5% abs | 2026-05-21 | ↗ |