SharonAI contracted run-rate peer valuation

SharonAI Holdings Inc. (SHAZ)
By@hypertonx
Assumptions as of 2026-08-06
USD
Updated Aug 6, 2026 · Revised 2 times
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SharonAI contracted run-rate peer valuation

Equity market-cap-to-contracted-run-rate valuation updated for Q2 2026. The $1.345B annualized base sums disclosed multi-year contracts, including the new six-year NVIDIA compute collaboration. A 35% execution and financing discount and 10% dilution cushion reflect the gap between $1.9M of quarterly revenue and the capital-intensive deployment required to realize the $8.8B contracted backlog.

as of 2026-08-06

Fair value per share
$81.31
Upside or downside
43.7%
Implied equity value ($B)
$3.41
Fully ramped contracted annualized revenue ($B)
$1.345
Applied market cap to run-rate multiple
2.53
CRWV-NBIS-BRUN peer blend
3.89
Economic common-equivalent shares (M)
38.1
Current economic market capitalization ($B)
$2.15
Current market cap to run-rate
1.60
Undiscounted peer value per share
$137.59
Fully ramped public run-rate anchor ($B)
$0.734

Capital structure

35.804M shares
10%
2.276M shares

Market data

$56.58$/share
Latest SHAZ quote · updated Aug 11, 2026 2:00 PM MDT

Peer inputs

$0.40$B
$1.4$B
$18.5$B
$46.6$B
$8.0$B
$45.6$B

SharonAI assumptions

$1.345$B

Valuation

35%

Sources

  1. Q2 2026 revenue was $1.9M; contracted TCV reached $8.8B; disclosed projects imply about $1.345B of fully ramped annualized revenue; cash was $1.861B and convertible notes were about $1.007B. — storage.googleapis.com (accessed 2026-08-06)
  2. Peer market capitalizations and SHAZ price were refreshed in a single August 6, 2026 market-data snapshot. — modeledge.ai (accessed 2026-08-06)

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