SEI

In the past six months, Solaris Energy Infrastructure's stock increased by 44.53% in the past month and 68.29% over the last 12 months, with a year-to-date return of 55.12% as of October 1, 2026. The stock reached an all-time high of $86.19 on June 18, 2026, but subsequently pulled back due to litigation, insider-selling headlines, and a Memphis City Council data center moratorium. Key events include the transformative acquisition of Mobile Energy Rentals (MER) in September 2024, the Stateline Power joint venture in 2025, and bolt-on acquisitions in 2026 (Genco Power Solutions, Global Energy Services Alliance, and Omega Foundation Services) to expand its power solutions segment. In May 2026, Solaris completed a $1.3 billion offering of senior unsecured notes and secured a new $650 million revolving credit facility, totaling $2 billion in growth financing. The company reported strong Q2 2026 results, exceeding revenue and non-GAAP profit per share expectations, leading to its third consecutive quarter of raised earnings guidance. Analyst ratings have been bullish, with several firms raising price targets in September 2026, though there has been notable insider selling activity.