Why Solaris Energy Infrastructure Stock Soared Today
Why Solaris Energy Infrastructure Stock Soared Today
Eric Volkman, The Motley FoolTue, April 28, 2026 at 9:58 PM UTC
0
Key Points -
It also raised its EBITDA guidance.
It's doing well helping to equip AI data centers, while participating directly in a joint venture developing such a facility.
10 stocks we like better than Solaris Energy Infrastructure ›
Energy industry equipment specialist Solaris Energy Infrastructure (NYSE: SEI) might not be a well-known stock, but it sure was popular with market players on Tuesday. Investors piled into the company's equity after it published its latest quarterly earnings report. That response sent the shares more than 5% higher on the day.
A fine start to the year
Solaris took the wraps off its first-quarter results just after market close on Monday. These revealed that the company's revenue was a bit over $196 million, comparing very favorably to the $126 million and change it earned in the same period of 2025.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Person in a data center using a tablet computer.
Image source: Getty Images.
On the bottom line, net profit not under generally accepted accounting principles (GAAP) grew far more robustly, nearly tripling year over year to $39.4 million, or $0.44 per share.
Both results crushed analyst expectations. The consensus pundit forecast for revenue was under $183 million, while that for non-GAAP (adjusted) net income was $0.33 per share.
Solaris is benefiting from the heavy demand for the build-out of artificial intelligence (AI)-capable data centers, as it's a supplier of modular, gas-powered turbines that power many of these facilities. It's also directly involved in AI data centers through its controlling stake in Stateline Power, a joint venture building a massive facility in Texas.
Counting on future success
The first quarter was a beat-and-raise one for Solaris, as it lifted its guidance for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for its current quarter. It believes adjusted EBITDA will range from $83 million to $93 million in the second frame, well up from its previous estimate of $76 million to $84 million.
It also provided fresh guidance for the same metric in the third quarter, of $80 million to $95 million.
Advertisement
It did not provide revenue or bottom-line forecasts.
Solaris is an outlier in the white-hot AI data center segment as both a supplier and a developer. Anyone who believes in the future of these facilities should absolutely consider this stock for their portfolio.
Should you buy stock in Solaris Energy Infrastructure right now?
Before you buy stock in Solaris Energy Infrastructure, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Solaris Energy Infrastructure wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935!*
Now, it’s worth noting Stock Advisor’s total average return is 991% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of April 28, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Source: “AOL Money”
