Our Stock of the Week is Solaris Energy Infrastructure (SEI), a Houston-based company that previously traded under the ticker SOI, providing logistics services for oil and gas well completion. However, in July 2024, the company pivoted into the AI data center power space after announcing a $200 million acquisition of Mobile Energy Rentals (MER), a Houston-based provider of mobile natural gas-powered turbines and distributed power solutions. The strategic shift put the stock on traders’ radar screens, and when the deal closed later that year the company rebranded to Solaris Energy Infrastructure.
SEI has enjoyed rapid growth since then, and for the full year 2025, the company posted revenue growth of 99% with adjusted EBITDA rising 137%, driven by the rapid expansion of its contracted power portfolio with some of the world’s largest technology companies. In late April, meanwhile, SEI reported Q126 results, with revenues growing 55% to $196.2 million (vs. est. $182.2 million) with earnings coming in at $0.44 per share (vs. est. $0.26) and adjusted EBITDA margins expanded to 43.9% (from 36.7% a year earlier). Concurrently, the company announced a third long-term contract with a major hyperscaler for 600 megawatts, lifting total secured generation capacity to 3.10 gigawatts (roughly the output of three large nuclear reactors). As management noted on the earnings call, the “contracted capacity we have in place provide line of sight into earnings and cash flow for the next 10 to 15 years.” In response, Stifel raised its price target to $93 and Barclays moved to $86, both citing the strength of execution and the expanding contracted base.
Technically, SEI has been a solid trender since that July 2024 breakout, and after spending the latter part of 2025 and early 2026 carving out a base at highs, shares broke out again on March 17th on the strength of the full-year 2025 earnings report. After digesting those gains, shares bounced off support, hitting fresh highs last week and has since been flagging down to prior resistance around $70. As always, we will not chase any early strength on Monday morning, but will look to aggressively trade the stock as the chart develops.
Interested in learning about how we help clients build long-term wealth and not end up being a charity to the IRS in the process? Click here to invest with RevShark, and let’s explore the how we can to make a significant impact on your results.
This post is for educational purposes only! This is not advice or a recommendation. We do not give investment advice. Do not act on this post. Do not buy, sell, or trade the stocks mentioned herein. We WILL actively trade this stock differently than discussed herein. We will sell into strength and buy or sell at any time for any reason. We will actively trade into any unusual activity. At the time of this post, principals, employees, and affiliates of Shark Investing, Inc. and/or principals, clients, employees, and affiliates of Hammerhead Financial Strategies, LLC, directly or indirectly, controlled investment and/or trading accounts containing positions in SEI at the time this was published. To accommodate the objectives of these investing and/or trading accounts, the trading in these shares will be contrary to and/or inconsistent with the information contained in this posting.
