Why Analysts Believe Boost Run’s (BRUN) Growth Story May Still Be Early

Sajjl Nooranne

Tue, May 19, 2026 at 6:57 AM EDT 2 min read

With a one-month return of 116.85%, Boost Run, Inc. (NASDAQ:BRUN) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds.

On May 13, DA Davidson raised its price target on Boost Run, Inc. (NASDAQ:BRUN) to $25 from $20 while reiterating a Buy rating on the shares. The firm cited the company’s continued commercial momentum, expanding deployment capacity, and operational execution as key drivers behind its bullish outlook. According to the analyst, Boost Run currently holds approximately $940 million in long-term contracted revenue and is expected to exit fiscal year 2026 with more than $375 million in Annualized Recurring Revenue. DA Davidson also identified the company’s ongoing capacity expansion initiatives as a major catalyst for future share appreciation, particularly as demand for AI infrastructure and inference computing continues to accelerate globally.

A day earlier, Craig-Hallum initiated coverage of Boost Run, Inc. (NASDAQ:BRUN) with a Buy rating and a $30 price target. The firm stated that following the company’s successful de-SPAC transaction, investors now have an attractive opportunity to gain exposure to the rapidly expanding AI compute market. Craig-Hallum highlighted several differentiators supporting its thesis, including Boost Run’s Exemplar Cloud designation, a reported $1.4 billion OEM relationship with Dell Technologies, and access to 125 megawatts of data center capacity. The analyst also argued that the company’s valuation remains discounted relative to AI infrastructure peers such as Nebius Group and CoreWeave despite what the firm believes is substantial growth potential heading into 2026.

Founded in 2023 and headquartered in Northbrook, Boost Run, Inc. (NASDAQ:BRUN) provides enterprise-grade AI cloud infrastructure solutions, including on-demand bare-metal GPU compute, CPU nodes, and managed Kubernetes services for high-performance computing workloads. The company focuses on delivering scalable infrastructure solutions tailored to the growing computational requirements of artificial intelligence applications and enterprise AI deployments.

While we acknowledge the potential of BRUN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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