Craig-Hallum bullish on Boost Run, initiates with a Buy

As previously reported, Craig-Hallum initiated coverage of Boost Run (BRUN) with a Buy rating and $30 price target. Following a successful de-SPAC, the firm sees this as a great opportunity for clients to play the AI industry and rapidly growing inference compute demand. Craig-Hallum highlights Boost Run’s unique features including its recent Exemplar Cloud status, $1.4B OEM relationship with Dell (DELL), and access to 125 MW of data center capacity as key differentiators that it believes will help this become a leading cloud provider in the years ahead. The firm thinks the growth ready to take place remains misunderstood and notes that the stock currently trades at a nice discount to both Nebius (NBIS) and CoreWeave (CRWV). Craig-Hallum ultimately views this as a great addition to his AI coverage and expects a continuation of positive updates throughout 2026.

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