Solaris Energy Boosts 2026 Guidance, Stock +6%

Overview

On 8 September 2026, Solaris Energy Infrastructure Inc. (NYSE: SEI) reported that its shares rose approximately 6% after the company announced an upward revision to its Adjusted EBITDA guidance for the latter half of 2026 and issued its first outlook for the first quarter of 2027.

Revised 2026 Guidance

• For the third quarter of 2026, the company now expects Adjusted EBITDA in the range of $110 million to $130 million, compared with the prior range of $90 million to $105 million. The midpoint of the new range ($120 million) represents a 23 % increase over the midpoint of the previous range ($97.5 million).
• For the fourth quarter of 2026, the revised guidance is $145 million to $180 million, up from the earlier $100 million to $120 million range. The midpoint of $162.5 million is 48 % higher than the prior midpoint of $110 million.

New 2027 Outlook

• Solaris provided its inaugural guidance for the first quarter of 2027, projecting Adjusted EBITDA between $200 million and $240 million.

Market Reaction

• The announcement triggered a 6 % increase in SEI’s share price on the trading day following the release.