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Solaris Energy Infrastructure (SEI) Stock News

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Welcome to our dedicated page for Solaris Energy Infrastructure news (Ticker: SEI), a resource for investors and traders seeking the latest updates and insights on Solaris Energy Infrastructure stock.

Solaris Energy Infrastructure, Inc. (NYSE: SEI) generates frequent news and updates through its activities in distributed power generation and oil and gas logistics. Headquartered in Houston, Texas, the company reports two operating segments, Solaris Power Solutions and Solaris Logistics Solutions, and serves U.S. end markets that include energy, data centers, and other commercial and industrial sectors.

News coverage for Solaris commonly includes quarterly earnings results, updated guidance, and segment performance details. The company regularly issues press releases summarizing revenue, net income, and Adjusted EBITDA, along with commentary on activity levels in its Solaris Power Solutions and Solaris Logistics Solutions segments. These releases often highlight trends in megawatts of power capacity earning revenue, utilization of logistics systems, and the mix of service and leasing revenue.

Investors following SEI news will also see announcements related to financing and capital structure, such as senior convertible notes offerings, capped call transactions, amendments to revolving credit facilities, and details on how proceeds are allocated to repay term loans, purchase additional turbine capacity, and fund growth capital for power generation equipment and related electrical infrastructure.

Corporate development news includes items such as the acquisition of HVMVLV, LLC, which Solaris describes as a specialty provider of electrical control and distribution equipment and associated engineering services, and updates on the company’s Stateline Power joint venture to provide primary power to a data center. Governance and leadership updates, including the appointment of a Co-Chief Executive Officer and dual listing of Solaris’ Class A common stock on NYSE Texas in addition to the New York Stock Exchange, are also disclosed through press releases and Form 8-K filings.

This SEI news page allows readers to track Solaris’ earnings announcements, financing transactions, acquisitions, joint ventures, and other material events as reported in company communications and SEC filings.

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Solaris Energy Infrastructure (NYSE:SEI) completed nearly $2 billion in growth financing and expanded a major power contract. The company issued $1.3 billion senior unsecured notes at 6.375%, retiring higher-cost debt and adding about $800 million in net proceeds, and arranged a new $650 million credit facility.

Combined with expected operating cash flow, these financings are expected to fully fund current capital expenditure commitments. Solaris also amended a >500 MW, 10-year contract (with 5-year extension option) to add 130 MW and significantly expand balance-of-plant scope, increasing total contracted project investment by over 60%.

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Solaris Energy Infrastructure (NYSE: SEI) priced an offering of $1.3 billion aggregate principal amount of 6.375% Senior Notes due May 15, 2031, issued at par. The offering is expected to close on May 12, 2026, subject to customary conditions.

The Notes will be guaranteed on a senior unsecured basis by Solaris and its existing and future restricted subsidiaries. Net proceeds are intended to repay certain outstanding borrowings, pay fees and expenses, and fund general corporate purposes, including growth capital expenditures. Notes offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.

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Solaris Energy Infrastructure (NYSE: SEI) on May 5, 2026 said its subsidiary intends to offer $1.3 billion aggregate principal amount of senior notes due 2031. The issuer plans to use net proceeds to repay certain borrowings, pay fees and expenses, and for general corporate purposes, including growth capital expenditures.

The notes will be fully guaranteed on a senior unsecured basis by Solaris and qualifying subsidiaries, will not be registered under the Securities Act, and are being offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.

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Solaris Energy Infrastructure (NYSE:SEI) reported Q1 2026 revenue of approximately $196 million (+9% sequential), net income of $32 million ($0.32 per diluted Class A share), and adjusted pro forma net income of $39 million ($0.44 per fully diluted share). Adjusted EBITDA was about $84 million (+22% sequential).

The company raised Q2 2026 Adjusted EBITDA guidance to $83–93 million and set Q3 2026 guidance at $80–95 million. Solaris signed a >600 MW, 10-year contract, expanded capacity to a pro forma 3,100 MW, upsized a term loan to $500 million, and declared a Q2 dividend of $0.12.

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Solaris Energy Infrastructure (NYSE:SEI) will host a conference call to discuss its first quarter 2026 results on Tuesday, April 28, 2026 at 7:30 a.m. Central Time (8:30 a.m. Eastern Time).

The company will issue its first quarter earnings release after the market closes on April 27, 2026. Domestic dial‑in: (844) 413-3978; international dial‑in: (412) 317-6594. A live webcast and an audio replay (available ~seven days) are accessible via the Investor Relations section at solaris-energy.com. Replay numbers: US (855) 669-9658, international (412) 317-0088; access code 4823945.

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Solaris Energy Infrastructure (NYSE:SEI) closed two transactions adding approximately 900 MW of natural gas turbine capacity and secured a $300 million credit facility to support growth.

The deals include acquisition of Genco (adds 400 MW) and purchase of 30 turbine slots (≈500 MW); closing consideration included ~$240M cash, ~4M Class A shares (~$215M), and assumed ~$165M debt. Solaris expects ~$935M of additional payments over 3.5 years and projects ~3,100 MW total capacity by end-2029.

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Solaris Energy Infrastructure (NYSE:SEI) reported Q4 2025 revenue of $180 million, a sequential increase of 8%, and a Q4 net loss of $4 million (loss of $0.04 per diluted Class A share). Adjusted EBITDA was $69 million; adjusted pro forma net income was $30 million ($0.35 per share).

For full year 2025, revenue grew 99% and adjusted EBITDA rose 137%. Guidance raised: Q1 2026 Adjusted EBITDA $72–77 million; Q2 2026 $76–84 million. Company announced a >500 MW, 10-year power contract starting Q1 2027 and a $0.12 dividend payable March 20, 2026.

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NYSE (NYSE:GS) launched the NYSE Texas Advisory Board to guide expansion and issuer support in the southwestern U.S.

Founding members include Amanda Brock (Solaris Energy Infrastructure), Scott Mueller (Goldman Sachs, NYSE: GS), and Edward Crawford. NYSE Texas hit 100 dual-listings in December 2025, marking a one-year growth milestone.

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Solaris Energy Infrastructure (NYSE:SEI) will host a conference call to discuss its full year and fourth quarter 2025 results on Wednesday, February 25, 2026 at 8:00 a.m. CT (9:00 a.m. ET). The company will issue the earnings release after market close on February 24, 2026.

Participants may dial domestic or international numbers or listen via live webcast in the Investor Relations section at solaris-energy.com. An audio replay will be available for approximately seven days with access code 1195904.

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Solaris Energy Infrastructure (NYSE:SEI) reported Q3 2025 revenue of $167 million, up 12% sequentially, with net income of $25 million or $0.31 per diluted Class A share and adjusted pro forma net income of $24 million or $0.32 per diluted share. Total Adjusted EBITDA was $68 million, up 12% sequentially. The company raised growth capital with $748 million of 0.25% convertible notes due 2031, repaid a $325 million term loan, and bought a capped call with an $88 cap to partially offset dilution. Solaris ordered ~500 MW of generation and expects ~2,200 MW pro forma by early 2028. The board declared a $0.12 Q4 2025 dividend payable Dec 18, 2025. The company closed the HVMVLV acquisition and appointed Amanda Brock as co-CEO.

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FAQ

What is the current stock price of Solaris Energy Infrastructure (SEI)?

The current stock price of Solaris Energy Infrastructure (SEI) is $73.43 as of May 21, 2026.

What is the market cap of Solaris Energy Infrastructure (SEI)?

The market cap of Solaris Energy Infrastructure (SEI) is approximately 4.2B.