Solaris Oilfield Infra. A

Solaris Energy Infrastructure's stock rose about 6% after raising forecasts for adjusted EBITDA for Q3 and Q4 2026 and issuing a first projection for Q1 2027. For Q3 2026 the company now expects $110–130m (previously $90–105m), for Q4 $145–180m (previously $100–120m) and for Q1 2027 it projects $200–240m for the first time. Solaris cited stronger contributions from its core energy services business and better-than-expected results from acquired units as reasons. » Więcej na de.investing.com

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. » Więcej na 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. » Więcej na de.investing.com