Public signal · 1-minute delayed

Signal brief

Source-backed market context you can read and share without an account.

High materiality8/10

Boost Run reports strong Q2 revenue, $1.9B TCV, and $400M ARR target

Aug 14, 2026, 7:34 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong Q2 metrics (revenue +270%, $1.9B TCV), large upsellable backlog, and sizable ARR target underpin upside. Go-public transition and Dell/OEM supply commitments enhance credibility and visibility, a combination often triggering short-term upside for micro caps when execution aligns with guidance.

AI summary

What happened, with direct paths to the underlying reporting

Boost Run, an NVIDIA Preferred Cloud Partner, posted Q2 revenue of $31.1M (+270% YoY) and $1.9B TCV. The company added over $1B in contracts and targets roughly $400M ARR by fiscal year-end, supported by six data centers and a 125MW expansion to 253MW. A $1.44B Dell deal and ongoing $4–5B compute-hardware procurement underscore aggressive, funded growth.

Q2 revenue $31.1M, up 270% YoY; TCV $1.9B.
Added over $1B in contracts in Q2; ARR target ~ $400M.
Unrestricted cash $120.2M as of 6/30/2026; go-public completed May 8, 2026.
Six US data centers; 3 more sites online within six months; 253MW capacity.
Dell purchase agreement $1.44B; pursuing $4–5B in additional compute hardware.

How to read this signal

Transparent limits for an AI-generated research aid

StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.