What Happened?
Shares of mobile power and logistics company Solaris Energy Infrastructure (NYSE: SEI) jumped 16.5% in the afternoon session after the company raised its Adjusted EBITDA guidance for the third and fourth quarters of 2026 and initiated guidance for the first quarter of 2027.
Per a company press release, Solaris Energy Infrastructure updated its Adjusted EBITDA expectations to between $110 million and $130 million for the third quarter of 2026, and between $145 million and $180 million for the fourth quarter of 2026. Additionally, the company initiated first-quarter 2027 Adjusted EBITDA guidance of $200 million to $240 million. The company highlighted that the higher expectations are supported by strength in core power services and recently acquired businesses.
Is now the time to buy Solaris Energy Infrastructure? Access our full analysis report here, it’s free.
What Is The Market Telling Us
Solaris Energy Infrastructure’s shares are extremely volatile and have had 71 moves greater than 5% over the last year. But moves this big are rare even for Solaris Energy Infrastructure and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 7 days ago when the stock dropped 3.3% on the news that a surge in crude oil prices offered a near-term lift, but broader market volatility and a sharp jump in benchmark Treasury yields ultimately outweighed that tailwind. WTI futures climbed to about $90 a barrel after the latest U.S. strikes against Iran, CNBC reported. At the same time, global bond yields surged as U.S.-Iran tension reinforced inflation expectations and raised the prospect of rate hikes, according to the Wall Street Journal. The near-term lift from higher crude was outweighed by concern that sustained inflation and tighter financial conditions could slow growth and, over time, cut oil and gas demand.
Solaris Energy Infrastructure is up 26.9% since the beginning of the year, but at $63.76 per share, it is still trading 23.1% below its 52-week high of $82.88 from June 2026. Investors who bought $1,000 worth of Solaris Energy Infrastructure’s shares 5 years ago would now be looking at an investment worth $8,771.
WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.
This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.
