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Solaris Oilfield Infrastructure Stock Jumps on Sharply Upgraded Earnings Forecast
Solaris Oilfield Infrastructure (NYSE: SEI) stock surged 6.3% in pre-open trading on Tuesday after the company issued a substantially upgraded earnings outlook for the remainder of 2026 and provided strong initial guidance for early 2027.
Revised Outlook
In a pre-market update, the Houston-based company announced significant upward revisions to its adjusted EBITDA expectations, pointing to a stronger-than-anticipated performance. The new guidance follows a pattern of upward revisions in the first and second quarters of 2026.
- Q3 2026 Guidance: Lifted to a range of $110 million to $130 million, a 23% increase at the midpoint from the prior range of $90 million to $105 million.
- Q4 2026 Guidance: Raised to $145 million to $180 million, a dramatic 48% jump at the midpoint from the previous $100 million to $120 million forecast.
- Initial Q1 2027 Guidance: The company initiated its forecast for the first quarter of 2027 with an adjusted EBITDA range of $200 million to $240 million.
Business Drivers and Shareholder Returns
AdSolaris attributed the improved forecast to stronger contributions from its power services offerings and positive performance from recently acquired businesses. The company noted growing visibility into its long-term contracted revenue, partly driven by increasing power demand from data centers and artificial intelligence applications.
Separately, Solaris also declared a quarterly cash dividend of $0.12 per share, with an ex-dividend date of September 15, 2026, providing an additional return to shareholders.
Market Context
The stock's significant move higher came in defiance of a weaker broader market, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all trading lower on the day. The company-specific news provided investors with a clear fundamental reason for the rally, signaling renewed confidence that Solaris's power infrastructure growth is accelerating faster than previously anticipated.
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