Solaris Energy Infrastructure Signs Major Rental Agreement with Hatchbo
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SEI?
Source: seekingalpha
Solaris Energy Infrastructure Inc. (NYSE:SEI) hit a 5-day low, closing down 5.04% amid a broader market increase with the Nasdaq-100 up 0.33% and the S&P 500 up 0.17%.
The stock's decline comes despite the recent announcement of a master equipment rental agreement with Hatchbo, where Solaris will provide over 500 MW of power generation equipment to support AI computing needs. This long-term agreement, starting in January 2027, is expected to enhance Solaris's revenue streams significantly. However, the market's current positive sentiment towards tech stocks may not be enough to offset the recent price drop.
Investors are closely watching Solaris's upcoming Q4 2025 earnings report on February 24, which could further influence stock volatility. The company's strong financial performance and strategic agreements position it well for future growth, but current market conditions have led to a temporary setback.
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Analyst Views on SEI
Wall Street analysts forecast SEI stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 52.540
Low
61.00
Averages
67.00
High
71.00
Current: 52.540
Low
61.00
Averages
67.00
High
71.00
About SEI
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment offers configurable sets of natural gas-powered mobile turbines and ancillary equipment. This segment leases equipment to data center and oilfield customers and is focused on continuing to grow its services with these customers as well as across multiple commercial and industrial end-markets. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Solaris Energy Infrastructure Stock Soars Following AI Data Center Deal
- Stock Surge: Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced a 9.79% increase in share price between February 6 and February 13, 2026, marking it as one of the top-performing energy stocks this week, indicating strong market confidence in its growth potential.
- Major Rental Agreement: On February 13, the company revealed in a regulatory filing that it signed a master equipment rental agreement with Hatchbo to provide over 500 MW of power generation equipment to support AI computing needs at Hatchbo's data centers, which is expected to significantly enhance its revenue streams and market position.
- Rental Term: The rental agreement commences in January 2027 and lasts for 10 years or until a power purchase agreement (PPA) is signed, providing Solaris with a long-term stable revenue flow that strengthens its financial stability.
- Earnings Announcement: Solaris is set to announce its Q4 2025 results after the market closes on February 24, and investor anticipation for this earnings report may further drive stock price volatility, reflecting the market's focus on the company's future performance.
See More
Ranger Investment Management Increases Solaris Holdings
- Share Increase: On February 13, 2026, Ranger Investment Management disclosed an increase of 197,073 shares in Solaris Energy Infrastructure, representing an estimated $9.53 million trade, indicating strong confidence in the company.
- Market Value Growth: The quarter-end value of Solaris increased by $11.62 million due to both the share addition and stock price movement, reflecting robust performance and market recognition in the energy infrastructure sector.
- Financial Performance: Solaris reported $167 million in third-quarter revenue, a 12% sequential increase, with net income of $25 million, showcasing strong growth potential in energy infrastructure tied to electrification and data centers.
- Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance, demonstrating confidence in future growth and an aggressive capital expenditure plan.
See More
Ranger Investment Management Increases Solaris Shares
- Share Increase: Ranger Investment Management acquired 197,073 shares of Solaris in Q4 2026, with an estimated trade value of $9.53 million, reflecting the firm's confidence in Solaris's growth potential.
- Position Value Growth: The quarter-end value of Solaris's position rose by $11.62 million, indicating not only an increase in shares but also a positive impact from stock price appreciation, further solidifying Ranger's investment strategy.
- Strong Financial Performance: Solaris reported $167 million in revenue for Q3, a 12% sequential increase, with a net income of $25 million, showcasing its robust performance and growth potential in the energy infrastructure market.
- Optimistic Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance of $70 million to $75 million, indicating strong confidence in future performance.
See More
Solaris Energy Infrastructure Enters Major Equipment Rental Agreement with Hatchbo
- Equipment Rental Agreement: Solaris Energy Infrastructure has entered into a master equipment rental agreement with Hatchbo to provide over 500 MW of power generation equipment, strategically positioning the company to meet the growing AI computing needs at Hatchbo's data centers.
- Rental Term: The initial rental term starts in January 2027 and lasts for 10 years or until a power purchase agreement is established, providing Solaris with a long-term revenue stream that enhances its financial stability.
- Equity Investment: Voya Financial disclosed a 5.2% ownership stake in Solaris Energy Infrastructure, holding approximately 2.54 million shares, indicating market confidence in Solaris's growth potential and business model.
- Market Reaction: Following this announcement, Solaris Energy Infrastructure's stock surged 13.6% in pre-market trading, reflecting investor optimism about the company's future, particularly in light of the increasing demand for AI computing solutions.
See More
Solaris Energy Infrastructure Stock Surges After New Equipment Rental Agreement
- Significant Stock Movement: Solaris Energy Infrastructure Inc. (NYSE:SEI) surged 12.26% to $57.78 in after-hours trading on Thursday, following a regular session close at $51.47, down 4.21%, indicating strong market reaction to its new agreement.
- Equipment Rental Agreement: Solaris Power Solutions LLC entered into a Master Equipment Rental Agreement with Delaware-based Hatchbo LLC to provide over 500 megawatts of power generation equipment, which is expected to enhance revenue streams by supporting Hatchbo's AI computing needs at its data centers.
- Lease Terms Details: The initial rental term starts on January 1, 2027, lasting ten years or until a power purchase agreement is signed, with early termination requiring 30 days' notice and 50% payment of remaining rental fees, providing flexibility for the company.
- Market Performance Analysis: Solaris Energy Infrastructure has a market capitalization of $3.52 billion and has gained 88.74% over the past 12 months, with its stock currently positioned approximately 81.7% above its 52-week low, indicating a strong market trend and potential for future growth.
See More
Solaris Energy Infrastructure Schedules 2025 Q4 Earnings Call
- Earnings Call Announcement: Solaris Energy Infrastructure, Inc. will host a conference call on February 25, 2026, at 8:00 a.m. Central Time to discuss its full year and Q4 2025 results, with the earnings release scheduled for after market close on February 24, 2026, aiming to provide detailed insights into the company's performance.
- Participation Details: Participants in the U.S. can join by calling (844) 413-3978, while international participants can dial (412) 317-6594, referencing Solaris Energy Infrastructure, ensuring smooth access to this significant financial discussion for investors.
- Live Webcast and Replay: Investors can listen to the live webcast via the Investor Relations section of the company's website, and an audio replay will be available shortly after the call, accessible by dialing (855) 669-9658 within the U.S. or (412) 317-0088 internationally, with the replay lasting approximately seven days.
- Company Background: Solaris Energy Infrastructure, Inc., headquartered in Houston, Texas, provides mobile and scalable equipment-based solutions for distributed power generation and raw material management in oil and gas well completions, showcasing its diversified presence in the energy sector across multiple U.S. end markets.
See More
Solaris Energy Infrastructure Stock Soars Following AI Data Center Deal
- Stock Surge: Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced a 9.79% increase in share price between February 6 and February 13, 2026, marking it as one of the top-performing energy stocks this week, indicating strong market confidence in its growth potential.
- Major Rental Agreement: On February 13, the company revealed in a regulatory filing that it signed a master equipment rental agreement with Hatchbo to provide over 500 MW of power generation equipment to support AI computing needs at Hatchbo's data centers, which is expected to significantly enhance its revenue streams and market position.
- Rental Term: The rental agreement commences in January 2027 and lasts for 10 years or until a power purchase agreement (PPA) is signed, providing Solaris with a long-term stable revenue flow that strengthens its financial stability.
- Earnings Announcement: Solaris is set to announce its Q4 2025 results after the market closes on February 24, and investor anticipation for this earnings report may further drive stock price volatility, reflecting the market's focus on the company's future performance.
See More
Ranger Investment Management Increases Solaris Holdings
- Share Increase: On February 13, 2026, Ranger Investment Management disclosed an increase of 197,073 shares in Solaris Energy Infrastructure, representing an estimated $9.53 million trade, indicating strong confidence in the company.
- Market Value Growth: The quarter-end value of Solaris increased by $11.62 million due to both the share addition and stock price movement, reflecting robust performance and market recognition in the energy infrastructure sector.
- Financial Performance: Solaris reported $167 million in third-quarter revenue, a 12% sequential increase, with net income of $25 million, showcasing strong growth potential in energy infrastructure tied to electrification and data centers.
- Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance, demonstrating confidence in future growth and an aggressive capital expenditure plan.
See More
Ranger Investment Management Increases Solaris Shares
- Share Increase: Ranger Investment Management acquired 197,073 shares of Solaris in Q4 2026, with an estimated trade value of $9.53 million, reflecting the firm's confidence in Solaris's growth potential.
- Position Value Growth: The quarter-end value of Solaris's position rose by $11.62 million, indicating not only an increase in shares but also a positive impact from stock price appreciation, further solidifying Ranger's investment strategy.
- Strong Financial Performance: Solaris reported $167 million in revenue for Q3, a 12% sequential increase, with a net income of $25 million, showcasing its robust performance and growth potential in the energy infrastructure market.
- Optimistic Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance of $70 million to $75 million, indicating strong confidence in future performance.
See More
Solaris Energy Infrastructure Enters Major Equipment Rental Agreement with Hatchbo
- Equipment Rental Agreement: Solaris Energy Infrastructure has entered into a master equipment rental agreement with Hatchbo to provide over 500 MW of power generation equipment, strategically positioning the company to meet the growing AI computing needs at Hatchbo's data centers.
- Rental Term: The initial rental term starts in January 2027 and lasts for 10 years or until a power purchase agreement is established, providing Solaris with a long-term revenue stream that enhances its financial stability.
- Equity Investment: Voya Financial disclosed a 5.2% ownership stake in Solaris Energy Infrastructure, holding approximately 2.54 million shares, indicating market confidence in Solaris's growth potential and business model.
- Market Reaction: Following this announcement, Solaris Energy Infrastructure's stock surged 13.6% in pre-market trading, reflecting investor optimism about the company's future, particularly in light of the increasing demand for AI computing solutions.
See More
Solaris Energy Infrastructure Stock Surges After New Equipment Rental Agreement
- Significant Stock Movement: Solaris Energy Infrastructure Inc. (NYSE:SEI) surged 12.26% to $57.78 in after-hours trading on Thursday, following a regular session close at $51.47, down 4.21%, indicating strong market reaction to its new agreement.
- Equipment Rental Agreement: Solaris Power Solutions LLC entered into a Master Equipment Rental Agreement with Delaware-based Hatchbo LLC to provide over 500 megawatts of power generation equipment, which is expected to enhance revenue streams by supporting Hatchbo's AI computing needs at its data centers.
- Lease Terms Details: The initial rental term starts on January 1, 2027, lasting ten years or until a power purchase agreement is signed, with early termination requiring 30 days' notice and 50% payment of remaining rental fees, providing flexibility for the company.
- Market Performance Analysis: Solaris Energy Infrastructure has a market capitalization of $3.52 billion and has gained 88.74% over the past 12 months, with its stock currently positioned approximately 81.7% above its 52-week low, indicating a strong market trend and potential for future growth.
See More
Solaris Energy Infrastructure Schedules 2025 Q4 Earnings Call
- Earnings Call Announcement: Solaris Energy Infrastructure, Inc. will host a conference call on February 25, 2026, at 8:00 a.m. Central Time to discuss its full year and Q4 2025 results, with the earnings release scheduled for after market close on February 24, 2026, aiming to provide detailed insights into the company's performance.
- Participation Details: Participants in the U.S. can join by calling (844) 413-3978, while international participants can dial (412) 317-6594, referencing Solaris Energy Infrastructure, ensuring smooth access to this significant financial discussion for investors.
- Live Webcast and Replay: Investors can listen to the live webcast via the Investor Relations section of the company's website, and an audio replay will be available shortly after the call, accessible by dialing (855) 669-9658 within the U.S. or (412) 317-0088 internationally, with the replay lasting approximately seven days.
- Company Background: Solaris Energy Infrastructure, Inc., headquartered in Houston, Texas, provides mobile and scalable equipment-based solutions for distributed power generation and raw material management in oil and gas well completions, showcasing its diversified presence in the energy sector across multiple U.S. end markets.
See More
