u/Lower-Letterhead206 · 78d agono track record yet
“holds shares & options”
BRUN valutation walkthrough, using Nebius as the comp
BRUN's 2025-2026 growth multiple (13.3x) mirrors Nebius's 2024-2025 multiple (13.9x) at similar ARR scale, suggesting 2026 guided $400M ARR could reach $1.2-2.5B by 2027, implying 6-10x forward multiples and share prices of $60-238. Current 3.4x forward multiple on 2026 guidance is compressed relative to comparable AI infrastructure providers, with upside conditional on Q3 delivering quantified 2027 guidance and favorable $4-5B procurement terms.
At post $22.63Now $7.12-68.5% since postedas of Oct 30, 4:45 PM ET
1d—
3d-11.0%
1w-13.8%
1m-35.6%
3m—
6m—
1y—