Solaris Energy Infrastructure Adds 900 MW Natural Gas Capacity
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 17 2026
0mins
Should l Buy SEI?
Solaris Energy Infrastructure last night announced it has closed two transactions which will add 900 MW of new, natural gas-fueled turbine capacity between 2026 and 2029. The company will now operate approximately 3,100 MW of total power generation capacity by the end of 2029, it said in a statement. Solaris said it also closed a new $300M credit facility "to support ongoing growth." On March 16, Solaris closed on the acquisition of Genco Power Solutions, a distributed power generation company that will add 400 MW of incremental power generation capacity to Solaris between 2026 and 2028, inclusive of approximately 100 MW of currently operated and contracted capacity. On March 13, Solaris purchased 30 turbine delivery slots from a private party which will provide approximately 500 MW of incremental power generation capacity between early 2027 and 2029. At closing, Solaris paid approximately $240M of cash, issued 4M Solaris class A shares, and assumed $165M of indebtedness. Over the next three and a half years, Solaris expects additional payments of $935M. Shares of Solaris are up 13%, or $7.56, to $64.55 in midday trading.
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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: 52.840
Low
61.00
Averages
67.00
High
71.00
Current: 52.840
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.
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- Market Reaction: The underperformance of the Sprott Silver ETF amidst market volatility may prompt investors to reassess their allocations in precious metal portfolios, potentially affecting capital flows.
- Investor Focus: As the ETF's performance declines, investors might shift their attention to other more promising investment vehicles, which could impact future inflows into the Sprott Silver Miners ETF.
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- Turbine Delivery Slots Purchase: The company purchased 30 turbine delivery slots, expected to provide an additional 500 MW of generation capacity between 2027 and 2029, which will accelerate time-to-power for customers and meet the growing market demand.
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- Management Confidence: Executives stated that the new generation capacity will deliver immediate value to both existing and new customers, further solidifying Solaris's leadership position in the rapidly growing market while addressing strong demand for power generation solutions.
See More
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- 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
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- 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
