Bearish Flow in Boost Run Inc. with 5,486 Puts Traded
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 21 hours ago
0mins
Bearish flow noted in Boost Run Inc. with 5,486 puts trading, or 6x expected. Most active are Aug-26 25 puts and Aug-26 45 calls, with total volume in those strikes near 5,800 contracts. The Put/Call Ratio is 1.61, while ATM IV is up over 7 points on the day.
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Analyst Views on BRUN
Wall Street analysts forecast BRUN stock price to rise
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 32.310
Low
Averages
High
Current: 32.310
Low
Averages
High
About BRUN
Boost Run, Inc. provides cloud infrastructure solutions for artificial intelligence (AI) workloads. The Company operates a platform that offers graphics processing unit (GPU) compute, central processing unit (CPU) nodes, managed Kubernetes orchestration, and shared storage through a management console and application programming interface. This enables customers to provision and scale computing resources across multiple nodes. The Company supports enterprise computing requirements by delivering infrastructure designed for deployment and management of artificial intelligence (AI) applications. The Company has collaboration with data center facilities and adherence to security and compliance standards, supported by certifications such as SOC 2 Type II, HIPAA, ISO 27001, and ISO 27701 at the operator level.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Boost Run Simplifies Capital Structure to Support AI Cloud Investment
- Financing Progress: Since the business combination on May 8, 2026, Boost Run has raised over $45 million in cash from public warrant exercises, indicating a proactive stance in capital markets that enhances financial flexibility.
- Warrant Exercise Status: To date, approximately 4 million of the 11.47 million public warrants have been exercised, leaving about 7.5 million outstanding, which helps simplify the company's capital structure and improve future trading liquidity.
- Strategic Investment Focus: The company intends to use the proceeds from warrant exercises for general corporate purposes, including ongoing investments in AI cloud infrastructure and high-performance computing (HPC) capacity to meet increasing customer demand.
- Long-term Growth Strategy: The CEO of Boost Run stated that reducing the number of outstanding warrants is a crucial step in simplifying the capital structure, which will lay the groundwork for the company's long-term growth and enhance its market competitiveness.
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- Positive Market Reaction: Jim Cramer's favorable comments on Xometry and Equinix could boost investor confidence, thereby enhancing the short-term stock performance of both companies and strengthening market expectations for their future developments.
- Industry Trend Impact: As demand for data centers increases, Equinix's market position may further solidify, while Xometry's growth potential could be further unleashed by trends within the industry.
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- Price Target Increase: DA Davidson raised Boost Run, Inc. (NASDAQ:BRUN) price target from $20 to $25 while reiterating a Buy rating, indicating that the company's ongoing commercial momentum and operational execution are key drivers behind its bullish outlook.
- Long-Term Contract Revenue: Boost Run currently holds approximately $940 million in long-term contracted revenue and is expected to exceed $375 million in Annualized Recurring Revenue by fiscal year 2026, showcasing the company's strong growth potential in the AI infrastructure market.
- Market Expansion Opportunity: Craig-Hallum initiated coverage with a Buy rating and a $30 price target, emphasizing that following the successful de-SPAC transaction, investors have an attractive opportunity to gain exposure to the rapidly expanding AI compute market, particularly through a $1.4 billion OEM relationship with Dell Technologies.
- Competitive Advantage: Boost Run provides enterprise-grade AI cloud infrastructure solutions tailored to meet the computational demands of AI applications, and while some analysts believe other AI stocks may offer greater upside potential, BRUN's valuation remains relatively low, indicating its strategic significance for future growth.
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See More
Boost Run Simplifies Capital Structure to Support AI Cloud Investment
- Financing Progress: Since the business combination on May 8, 2026, Boost Run has raised over $45 million in cash from public warrant exercises, indicating a proactive stance in capital markets that enhances financial flexibility.
- Warrant Exercise Status: To date, approximately 4 million of the 11.47 million public warrants have been exercised, leaving about 7.5 million outstanding, which helps simplify the company's capital structure and improve future trading liquidity.
- Strategic Investment Focus: The company intends to use the proceeds from warrant exercises for general corporate purposes, including ongoing investments in AI cloud infrastructure and high-performance computing (HPC) capacity to meet increasing customer demand.
- Long-term Growth Strategy: The CEO of Boost Run stated that reducing the number of outstanding warrants is a crucial step in simplifying the capital structure, which will lay the groundwork for the company's long-term growth and enhance its market competitiveness.
See More
Bank of America Upgrades Nomura to Buy Amid Earnings Improvements
- Rating Upgrade: Bank of America upgraded Nomura from neutral to buy, primarily based on improvements in earnings and return on equity, indicating the firm's performance is strengthening under market conditions, which is expected to drive stock price increases.
- Market Sensitivity: Despite Nomura's historically volatile earnings, recent performance improvements have widened the gap to its price objective, demonstrating the company's resilience in uncertain market environments, potentially attracting more investor attention.
- Tesla Fundamentals Analysis: Barclays reiterated Tesla as equal weight, noting that its stock price is almost entirely narrative-driven, with fundamentals like Q2 deliveries and margins increasingly overlooked, which could lead to misjudgments about future performance by investors.
- Emerging Market Opportunities: Benchmark initiated coverage of Pinnacle Financial Partners with a buy rating, believing that management's execution over the next few quarters will improve its relative valuation, showcasing the company's competitive advantages and growth potential in regional markets.
See More
Jim Cramer Stock Recommendations Analysis
- Stock Performance Analysis: Jim Cramer highlights Boost Run's impressive year-to-date stock performance, indicating strong market interest that could attract more speculative investors.
- DoorDash Investment Advice: Cramer sees DoorDash as a buy despite competition from hardware stocks, suggesting that its market potential remains significant and could appeal to investors seeking diversification.
- Leidos Stock Outlook: Although Leidos' stock is underperforming, Cramer believes its contributions to security are noteworthy, recommending investors consider buying during this downturn for potential future gains.
- Flex Stock Potential: Cramer expresses optimism about Flex's prospects, suggesting it could rise by 50% in the future, indicating strong market confidence in its business model that may draw more investor attention.
See More
Xometry and Equinix Market Performance Analysis
- Xometry Growth Potential: Xometry is recognized for its strong performance in a rapidly growing market, and while there is limited deep understanding, the outlook for its industry is widely regarded as positive, potentially attracting more investor interest.
- Equinix Data Center Investment: Jim Cramer recommends Equinix as a prime investment choice for the data center sector, indicating its robust performance and future growth potential, which may draw more capital inflows.
- Positive Market Reaction: Jim Cramer's favorable comments on Xometry and Equinix could boost investor confidence, thereby enhancing the short-term stock performance of both companies and strengthening market expectations for their future developments.
- Industry Trend Impact: As demand for data centers increases, Equinix's market position may further solidify, while Xometry's growth potential could be further unleashed by trends within the industry.
See More
Boost Run, Inc. Price Target Raised to $25 by DA Davidson
- Price Target Increase: DA Davidson raised Boost Run, Inc. (NASDAQ:BRUN) price target from $20 to $25 while reiterating a Buy rating, indicating that the company's ongoing commercial momentum and operational execution are key drivers behind its bullish outlook.
- Long-Term Contract Revenue: Boost Run currently holds approximately $940 million in long-term contracted revenue and is expected to exceed $375 million in Annualized Recurring Revenue by fiscal year 2026, showcasing the company's strong growth potential in the AI infrastructure market.
- Market Expansion Opportunity: Craig-Hallum initiated coverage with a Buy rating and a $30 price target, emphasizing that following the successful de-SPAC transaction, investors have an attractive opportunity to gain exposure to the rapidly expanding AI compute market, particularly through a $1.4 billion OEM relationship with Dell Technologies.
- Competitive Advantage: Boost Run provides enterprise-grade AI cloud infrastructure solutions tailored to meet the computational demands of AI applications, and while some analysts believe other AI stocks may offer greater upside potential, BRUN's valuation remains relatively low, indicating its strategic significance for future growth.
See More
Investors Bullish on Devon Energy's Outlook
- Devon Energy Buy Recommendation: Devon Energy is viewed as an ideal investment choice due to its strong position in the natural gas sector, with analysts suggesting that now is the best time to buy, anticipating substantial returns.
- Taiwan Semiconductor Outlook: While TSMC's stock may not skyrocket, analysts maintain an optimistic view on its future performance, believing that as the market is further observed, its stock price will gradually rise, reflecting the company's solid position in the semiconductor industry.
- USA Compression Partners Performance: After reaching a 52-week high, analysts believe that USA Compression Partners' strong yield will help maintain its stock price stability, even as market fluctuations may impact other stocks.
- STMicroelectronics Earnings Assessment: With a price-to-earnings ratio of 51, analysts express concerns about STMicroelectronics' current valuation, suggesting that even with good company performance, this valuation is insufficient to attract investors, indicating market caution regarding its future growth.
See More
