US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.45 against a street estimate of 0.22 — a beat of 104.5%.
Analysts rate Solaris Energy Infrastructure, Inc. a strong buy (14 buy, 0 hold, 0 sell out of 14) with an average price target of $102.99.
CONFIDENT Record Q2 with $219M revenue (+12% QoQ), $108M adj. EBITDA (+30% QoQ). Three major tech customer contracts expanded. 2.3GW under long-term contract. GESA acquisition adds 600 skilled workers, aftermarket services, global footprint. Q2 2026 GESA acquisition brings 30+ country footprint and global aftermarket services visibility. Analysts pressed on balance-of-plant mix and margin impact—management clarified similar ROI to turbines, turnkey approach driving customer demand. GESA synergies questioned; leadership framed as early innings of flywheel, focusing on proprietary sourcing and labor arbitrage rather than specific cost targets. Data center turbine wear concerns noted; management cited design mitigations and clean fuel advantages over diesel alternatives. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.91% |
| Encompass Capital Advisors LLC | 3.83% |
| Vanguard Capital Management, LLC | 3.72% |
| Morgan Stanley - Brokerage Accounts | 3.07% |
| Two Sigma Investments LLC | 3.01% |
| Summit Partners Public Asset Management, LLC | 2.57% |
| Jennison Associates LLC | 2.57% |
| Valiant Capital Management LP | 2.44% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was approximately $341 million, up 55% sequentially from Q2 2026 and up from $166.843 million in Q3 2025. • GAAP | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Solaris Energy Infrastructure announced an agreement to provide approximately 900 megawatts of power generation capacity. • The a | 2026-10-29 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Solaris Energy Infrastructure issued $1.25 billion of 7.000% senior unsecured notes due 2032 on October 1, 2026. • The notes were | 2026-10-01 |
| Material agreement · Q3 2026 SOLARIS ENERGY INFRASTRUCTURE, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company issued $1.25 billion in Senior Notes due April 1, 2032, at 7.000% inter | 2026-09-23 |
| Reg FD disclosure · Q3 2026 SOLARIS ENERGY INFRASTRUCTURE, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company announced intention to offer $1.0 billion aggregate principal amount of | 2026-09-22 |
| Material agreement · Q3 2026 SOLARIS ENERGY INFRASTRUCTURE, INC. - 8-K SUMMARY HEADLINE NUMBERS • Acquisition price (cash component): approximately $77 million in cash paid to t | 2026-09-08 |
| Quarterly report · Q2 2026 SOLARIS ENERGY INFRASTRUCTURE, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q2 2026): $219.4 million, up 47% from $149.3 million in | 2026-08-06 |
| Results announced · Q3 2026 SOLARIS ENERGY INFRASTRUCTURE Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $219 million, up 12% sequentially from Q1 2026 ($196 milli | 2026-08-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Sep 15, 2026 · pay Sep 25, 2026 | 2026-09-15 |
| Dividend | $0.12 / share ex-date Jun 2, 2026 · pay Jun 12, 2026 | 2026-06-02 |
| Dividend | $0.12 / share ex-date Mar 10, 2026 · pay Mar 20, 2026 | 2026-03-10 |
| Dividend | $0.12 / share ex-date Dec 8, 2025 · pay Dec 18, 2025 | 2025-12-08 |
| Announcement | Date |
|---|---|
| 15-year agreement to provide approximately 900 MW of power generation and related services Solaris Energy Infrastructure announced that a subsidiary signed a long-term agreement with an existing customer that is described as a leading investment-grade industrial and technology com | 2026-10-29 |
| Entry into Merger Agreement and consummation of Acquisition completed Solaris Energy Infrastructure announced on September 2, 2026, that it completed an acquisition (referred to as the 'Acquisition') through a merger agreement with Omega Holdco. The company is | 2026-09-08 |
| Acquires Global Energy Services Alliance for full cycle power generation services Solaris Energy Infrastructure acquired Global Energy Services Alliance (GESA), a power generation services company formed by combining Baseload Power and Pro-Per Energy Services. This acquis | 2026-07-06 |
| Wholly owned subsidiary secures 600 MW power capacity agreement, 10-year term Solaris Energy Infrastructure announced on April 24, 2026 that its subsidiary signed a major 10-year power supply contract with an affiliate of an investment-grade technology company. The de | 2026-04-28 |
| Assumed 30 gas turbine generator delivery slots, 500 megawatts capacity On March 16, 2026, Solaris Energy Infrastructure completed a significant acquisition by assuming Colusa Power Infrastructure Partners' obligations under a turbine purchase agreement with Bak | 2026-03-20 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Solaris Energy Infrastructure, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.