Solaris Energy Infrastructure Inc Stock Price, News & Analysis

Solaris Energy Infrastructure (NYSE: SEI) priced an upsized $650.0 million 0.25% convertible senior notes offering due 2031, increased from $600.0 million, with settlement expected on October 8, 2025. Solaris granted underwriters a 13‑day option to purchase up to an additional $97.5 million. Estimated net proceeds are approximately $634.4 million (or ~$729.7 million if option exercised). Solaris will use ~$57.0 million to fund capped calls and transfer remaining proceeds to Solaris LLC to (i) repay ~$354 million term loan, (ii) buy ~80 MW of turbines (~$92 million), and (iii) fund growth capital.

The notes convert at an initial rate of 17.4825 shares per $1,000 principal (≈$57.20 per share) and mature on October 1, 2031. Capped calls carry an initial cap of $88.00 per share.

Solaris Energy Infrastructure (NYSE:SEI) announced a proposed underwritten public offering of $600,000,000 aggregate principal amount of convertible senior notes due 2031, plus an underwriter option for an additional $90,000,000. Concurrently, Morgan Stanley & Co. LLC plans a separate underwritten concurrent delta offering of Class A common stock borrowed from third parties to facilitate hedging by some purchasers of the notes.

No new Class A shares will be issued and Solaris will not receive proceeds from the concurrent delta offering; the two offerings are contingent on one another. Solaris filed a Form S-3 shelf registration and investors are directed to the prospectus supplement and accompanying prospectus for complete details.

Solaris Energy Infrastructure (NYSE: SEI) intends to offer $600,000,000 aggregate principal amount of convertible senior notes due October 1, 2031, with an underwriter option for up to $90,000,000 additional notes. Notes will be senior, unsecured, accrue interest semi-annually and will be convertible for cash, shares, or both. Solaris expects to use net proceeds to fund capped call transactions and to purchase a subordinated convertible note from its operating subsidiary, Solaris LLC.

Solaris LLC expects to use proceeds to repay a $320.9 million term loan (plus interest and fees) and to fund growth capital, including ~80 MW of turbine capacity expected late Q4 2025. Completion is contingent on a concurrent delta offering and final pricing.

Solaris Energy Infrastructure (NYSE:SEI) has announced the acquisition of HVMVLV, a specialized provider of electrical control and distribution equipment with technical design services. The strategic acquisition strengthens Solaris' Power-as-a-Service strategy by internalizing key capabilities in voltage regulation and power load distribution.

The deal brings significant advantages including expansion into high-growth markets such as hospitality, healthcare, data centers, utilities, and energy. HVMVLV's current management team will remain with Solaris, bringing their technical expertise and established partnership experience. The acquisition enables Solaris to offer comprehensive turnkey solutions and power source agnostic balance-of-plant solutions, expanding their total addressable market.

Solaris Energy Infrastructure (NYSE: SEI) has announced its dual listing on NYSE Texas, a new fully electronic equities exchange based in Dallas, while maintaining its primary listing on the New York Stock Exchange. The company will continue trading under the ticker symbol "SEI" on both exchanges.

As a Founding Member of NYSE Texas, Solaris emphasizes its strong Texas roots, where it was established and remains headquartered. The company's CEO, Bill Zartler, highlighted the significance of their Texas presence, noting the concentration of customers, suppliers, and employees in the region.

Solaris Energy Infrastructure (NYSE:SEI) reported strong Q2 2025 financial results, with revenue reaching $149 million, an 18% sequential increase. The company achieved net income of $24 million ($0.30 per diluted share) and Total Adjusted EBITDA of $61 million, up 29% from Q1.

SEI's Power Solutions segment showed remarkable growth with 600 MW average capacity earning revenue, up from 390 MW in Q1. The company raised Q3 2025 Adjusted EBITDA guidance to $58-63 million and announced Q4 guidance in the same range. SEI strengthened its financial position by closing $155 million of 4.75% senior convertible notes and approved a $0.12 per share dividend for Q3 2025.

Solaris Energy Infrastructure (NYSE:SEI) has scheduled its second quarter 2025 earnings conference call for July 24, 2025, at 8:00 a.m. Central Time. The company will release its Q2 2025 earnings report after market close on July 23, 2025.

Investors can participate by dialing (844) 413-3978 from within the US or (412) 317-6594 from outside the US. A live webcast will be available on the company's website at solaris-energy.com. An audio replay will be accessible for seven days using the replay code 6815511.

Solaris Energy Infrastructure (NYSE:SEI) has declared its quarterly dividend for Q2 2025. The company will pay a dividend of $0.12 per share to shareholders of record as of June 3, 2025, with the payment scheduled for June 13, 2025. Additionally, holders of units in Solaris Energy Infrastructure, LLC will receive a matching distribution of $0.12 per unit, following the same record and payment dates.

Solaris Energy Infrastructure (NYSE: SEI) has priced an upsized $135 million convertible senior notes offering due 2030, increased from the initially announced $110 million. The notes will carry a 4.75% interest rate, payable semi-annually, with an initial conversion price of $26.39 per share, representing a 35% premium over the concurrent delta offering price of $19.55. The company granted underwriters a 30-day option to purchase up to an additional $20 million in notes. The notes will mature on May 1, 2030, and will be convertible into cash, Class A common stock, or a combination thereof. Solaris plans to use the estimated net proceeds of $129 million to purchase a subordinated convertible note from Solaris LLC, which will fund growth capital for additional power generation equipment, including natural gas turbines and electrical equipment.