BRUNBoost Run Inc. Class A Common Stock
The schedule
- Thu15Oct
Management communication window around capital needs, including possible secondary equity or convertible debt financing, following elevated leverage and prior dilutive issuance, with the stock hypothetically at $15.00.
- Tue16Feb
Q3 2026 earnings and 2027 contract pipeline update for Boost Run with the stock hypothetically at $10.00 after financing concerns, focusing on whether AI infrastructure demand can re‑anchor the equity story.
- Tue17Aug
Past
- Tue18Aug
Q2 2026 earnings release and updated 2026 outlook for Boost Run at a time when the stock trades at $20.04 with very rich multiples, high leverage, and recent volatility after the de-SPAC and Q4 beat.
- Wed15Apr
Actual outcome: Bull · $24.49 at outcome
Boost Run delivered a substantial Q4 earnings beat and issued 2027 guidance that significantly exceeded Wall Street's profitability and revenue expectations. The stock surged over 80% as the robust forward outlook and proven margin expansion alleviated prior market concerns, prompting a massive positive recalibration of the company's long-term growth trajectory.
Boost Run delivered a substantial Q4 earnings beat and issued 2027 guidance that significantly exceeded Wall Street's profitability and revenue expectations. The stock surged over 80% as the robust forward outlook and proven margin expansion alleviated prior market concerns, prompting a massive positive recalibration of the company's long-term growth trajectory.
- Tue14Apr
Actual outcome: Bull · $34.05 at outcome
Boost Run completed its business combination with Willow Lane Acquisition Corp., allowing the AI cloud infrastructure provider to debut on the Nasdaq under the ticker BRUN. The company entered the public markets highlighting $940 million in contracted customer revenue and its status as an NVIDIA Preferred Cloud Partner, driving massive investor demand. [Market retrospective · Long-Term (31–75 days)] Updated observation 2026-05-29: +164.7% from 2026-02-06 (~5.5σ). Provisional target 2026-06-28 not yet reached.
Boost Run completed its business combination with Willow Lane Acquisition Corp., allowing the AI cloud infrastructure provider to debut on the Nasdaq under the ticker BRUN. The company entered the public markets highlighting $940 million in contracted customer revenue and its status as an NVIDIA Preferred Cloud Partner, driving massive investor demand. [Market retrospective · Long-Term (31–75 days)] Updated observation 2026-05-29: +164.7% from 2026-02-06 (~5.5σ). Provisional target 2026-06-28 not yet reached.
- Sat28Feb
Actual outcome: Bear · $10.65 at outcome
The bear case materialized as management initiated a highly dilutive secondary equity offering to raise additional growth capital. This sudden influx of new shares severely diluted the existing equity base, driving the stock well below the $21.50 bear floor by the outcome date before a partial recovery.
The bear case materialized as management initiated a highly dilutive secondary equity offering to raise additional growth capital. This sudden influx of new shares severely diluted the existing equity base, driving the stock well below the $21.50 bear floor by the outcome date before a partial recovery.
- Sat10Jan
Actual outcome: Bear · $11.22 at outcome
BRUN provided a disappointing holiday season update, revealing weaker-than-expected consumer demand and softer sales during the critical period. Furthermore, management scaled back its 2027 restaurant development pipeline to preserve capital amid the challenging operating environment. This combination of near-term sales pressure and a reduced long-term growth outlook drove the stock significantly below the bear floor.
BRUN provided a disappointing holiday season update, revealing weaker-than-expected consumer demand and softer sales during the critical period. Furthermore, management scaled back its 2027 restaurant development pipeline to preserve capital amid the challenging operating environment. This combination of near-term sales pressure and a reduced long-term growth outlook drove the stock significantly below the bear floor.
- Wed31Dec
Actual outcome: Bear · $11.67 at outcome
Entering 2026, a challenging macro environment marked by pressured consumer discretionary spending and unfavorable interest rate dynamics weighed heavily on restaurant and hospitality valuations. Concerns over sustained traffic declines and compressed multiples for Boost Run Inc. drove the stock well below the bear floor, aligning with the bear-case scenario.
Entering 2026, a challenging macro environment marked by pressured consumer discretionary spending and unfavorable interest rate dynamics weighed heavily on restaurant and hospitality valuations. Concerns over sustained traffic declines and compressed multiples for Boost Run Inc. drove the stock well below the bear floor, aligning with the bear-case scenario.
