Boost Run Q2 Revenue Jumps 270% to $31.1M, Sees $400M ARR by Year-End
BRUN has more than doubled off its 52-week low of $10.25 on elevated volume (1.9× avg).
Summary
Boost Run's first earnings as a public company show Q2 revenue of $31.1 million, up 270% year-over-year, and the company expects to exit FY2026 with $400 million in annual recurring revenue. Total contract value now stands at $1.9 billion, up from the $1.44 billion strategic purchasing agreement disclosed in the June 10-Q. This follows the recent 20 MW GPU capacity lease from 10X Capital and plans for 111 MW expansion, reinforcing the company's aggressive infrastructure buildout. The revenue growth and ARR guidance provide concrete financial validation of the contract pipeline that has been building since the SPAC merger. Investors will focus on whether the $400 million ARR target is achievable given the current $31 million quarterly revenue run-rate.
At the time of this announcement, BRUN was trading at $25.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $10.25 to $42.00. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.