Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum

Solaris Energy Infrastructure, Inc. SEI stock has experienced a gain of more than 12% since the company made an announcement yesterday, raising its Adjusted EBITDA guidance for the third and fourth quarters of 2026 while initiating its first-quarter 2027 outlook. The updated expectations reflect stronger contributions from Solaris Energy’s core power services business and better-than-expected performance from its recently acquired businesses.

The company now expects third-quarter 2026 Adjusted EBITDA of $110 million to $130 million, compared with its previous midpoint of $97.5 million. This represents a 23% increase in the midpoint versus the prior guidance. For the fourth quarter, Solaris Energy projects Adjusted EBITDA of $145 million to $180 million, up 48% from the previous midpoint of $110 million. The company also initiated first-quarter 2027 Adjusted EBITDA guidance of $200 million to $240 million, providing investors with an early view of its earnings trajectory entering next year.

Stronger Core Power Services Support the Upgrade

The guidance increase highlights the improving contribution from Solaris Energy’s core power services offerings. The company provides power infrastructure solutions spanning generation, distribution, installation and commissioning, aftermarket support, operations and maintenance. Its customer base includes data centers, energy companies and other commercial and industrial markets.

Solaris Energy’s behind-the-meter power model is particularly positioned to benefit from power shortages and grid delays affecting large electricity users, including data centers. In the second quarter of 2026, its Power Solutions business averaged approximately 950 MW in revenues, compared with 910 MW in the first quarter. Three long-term contract expansions announced in July also added more than $100 million of expected annual Adjusted EBITDA.

These developments suggest that the higher guidance is not solely dependent on acquisitions. Solaris Energy is also expanding its contracted power platform and benefiting from demand for reliable power infrastructure.

Acquisitions Broaden SEI’s Earnings Base

Recent acquisitions are another important factor behind the improved outlook. In July, Solaris Energy acquired Global Energy Services Alliance (GESA), which was created through the combination of Baseload Power and Pro-Per Energy Services. The transaction expanded SEI’s capabilities across power plant installation, commissioning, operations, maintenance and aftermarket services.

GESA also expanded Solaris Energy’s technical talent base across several generation technologies and opened additional domestic and international third-party opportunities. The company expected the acquisition to be accretive to earnings and free cash flow per share.

The acquisition of Omega Foundation Services in September further strengthened this strategy. Omega brings specialized engineering, procurement and construction capabilities, including heavy civil construction expertise for large-scale data centers. Solaris Energy said the deal expands its turnkey execution capabilities, improves control over project construction and provides access to opportunities across data centers, LNG, industrial and government markets.

A Broader Full-Cycle Power Platform

Together, these transactions are helping Solaris Energy move beyond a narrower power-generation offering toward a broader full-cycle infrastructure platform. Its capabilities now extend into areas such as balance-of-plant services, energy storage, gas management, distribution, installation, commissioning and maintenance.

This broader model could allow Solaris Energy to capture more value from each customer project while creating additional opportunities for recurring aftermarket and maintenance revenues. The company’s expanded platform also gives it greater exposure to the infrastructure requirements associated with rapidly growing power demand.

What the 2027 Guidance Signals

The initial first-quarter 2027 Adjusted EBITDA range of $200 million to $240 million is a significant development because it gives investors visibility into how management expects the recently expanded business platform to perform beyond 2026.

The outlook reflects the combination of stronger core operations, growing contracted power demand and contributions from recently acquired businesses. However, the guidance remains subject to execution risks, including the integration of acquisitions, equipment deliveries, commissioning and customer acceptance, as well as demand from data center, energy and industrial customers.

Looking Ahead

Solaris Energy’s update highlights that its growth strategy is translating into higher near-term earnings expectations. The 2026 guidance increases, combined with the newly initiated first-quarter 2027 outlook, point to a rapidly expanding Adjusted EBITDA base. At the same time, acquisitions such as GESA and Omega are broadening Solaris Energy’s capabilities and customer opportunities. Investors should nevertheless monitor integration and execution closely as the company works to convert its growing power infrastructure opportunity into sustained earnings growth.

SEI’s Zacks Rank & Key Picks

Houston, TX-based Solaris Energy provides equipment-based solutions focused on power generation and distribution, along with systems that support oil and gas well completion activities. Currently, SEI carries a Zacks Rank #4 (Sell).

Investors interested in the energy sector may consider some better-ranked stocks like Forum Energy Technologies, Inc. FET, PBF Energy Inc. PBF and Par Pacific Holdings, Inc. PARR, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Forum Energy Technologies is a global oilfield products company, serving the subsea, drilling, completion, production and infrastructure sectors of the oil and natural gas industry. The Zacks Consensus Estimate for FET’s 2026 earnings indicates 536.5% year-over-year growth.

PBF Energy is a leading independent refiner of crude oil that produces unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products. The Zacks Consensus Estimate for PBF’s 2026 earnings indicates 481.1% year-over-year growth.

Houston, TX-based Par Pacific Holdings is a growth-oriented energy company supplying conventional and renewable fuels across the Western United States. The Zacks Consensus Estimate for PARR’s 2026 earnings indicates 182.1% year-over-year growth.

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