Solaris Energy Infrastructure Raises EBITDA Guidance Amid Data Center Expansion
Solaris Energy Infrastructure, Inc. (NYSE:SEI) has raised its adjusted EBITDA guidance for Q3 and Q4 of 2026 as well as provided initial expectations for Q1 2027. The updated forecasts reflect stronger performance from the company's core power services business and recent acquisitions, including Omega Foundation Services. Solaris now expects $110 million to $130 million in adjusted EBITDA for Q3 (up from $90–$105 million), $145 million to $180 million for Q4 (previously $100–$120 million), and a projected range of $200 million to $240 million in the first quarter of 2027. The stock has surged over the past year, returning about 150%, with more than 25% gains so far this year. Despite these positive developments, Solaris' valuation remains a concern for investors. As of September 8, it traded at around 86 times trailing earnings—well above industry averages—which suggests that much of the future growth is already priced in. The company's high short interest (23.76% as of August 14) and increased hedge fund activity also highlight market uncertainty.
Tickers: $SEI
Topics: data center market shift EBITDA guidance stock valuation