@burningbushcap · Long BRUN

The move in $BRUN has been incredibly frustrating, because the current price bakes in very little execution from here. On consensus EBITDA (~$300M), the stock trades at ~4x 2027 EBITDA. I think that consensus number is far too low: if the company hits its 1Q ARR target, the

Read asLong BRUN

Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Thu, Oct 1Tweeted

Fri, Oct 2 closeCounted from

60% of the basket · day 18fades out by Nov 12

Rank per close

#18

Oct 4

#114

Oct 5

#87

Oct 6

#377

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