Solaris Oilfield Infra. A

Solaris Energy Infrastructure’s stock fell intraday about 9% to $53.49, driven by negative reports about a lawsuit over temporary turbines at the Stateline plant and a moratorium on new data centers in Memphis. Needham analysts emphasize the disputed turbines are temporary and already slated for removal, the 900-megawatt Stateline project is protected by a Title V air-quality permit and lies outside Memphis city limits. Despite these clarifications, the sell-off continued, amplified by large insider sales, a historically high valuation and a weak market backdrop, pushing the stock well below yesterday’s price and far under its 52-week high. » More on de.investing.com

Solaris reported adjusted earnings of $0.39 per share and revenues of $219.4 million for Q2 2026, beating analyst estimates. Adjusted EBITDA rose sequentially by 30% to $108 million, driven by stronger growth in the Power Solutions segment; logistics revenues fell slightly. The company raised its near-term EBITDA guidance, citing the GESA acquisition and growing contract renewals as drivers, and ended the quarter with over $800 million in cash and about $1.4 billion in total liquidity. The stock reacted positively, rising about 9.9% in after-hours trading; analysts see further upside. » More on de.investing.com

Solaris Energy Infrastructure announces a private placement of USD 1.3 billion senior notes (coupon 6.375%, maturity May 15, 2031) and simultaneously closes a USD 650 million revolving credit facility with MUFG. Net proceeds of about USD 1.28 billion will be used partly to repay existing liabilities and for general corporate purposes, including growth capital. The new financing refinances two older loans, raises total debt to roughly USD 1.62 billion with a leverage ratio of 2.07, and contains option and change-of-control clauses; analysts have raised price targets following quarterly results. » More on de.investing.com