New York, Feb 17, 2026, 09:21 ET — Premarket
- Solaris Energy Infrastructure shares down about 2% before the open
- Investors remain focused on the company’s recently disclosed 500-MW AI data-center power equipment agreement
- Next catalyst is earnings after the close on Feb. 24, with a conference call the following morning
Solaris Energy Infrastructure (SEI) shares slipped 2.1% to $55.45 in premarket trading on Tuesday. The stock ended Friday at $56.63 after swinging between $54.87 and $61.36, giving it a market value of about $3.9 billion. (Investing)
U.S. markets reopened after a long weekend, with Washington’s Birthday shutting NYSE trading on Monday, and stock futures pointing to a weaker open early Tuesday. The reset after the holiday puts the focus back on smaller, fast-moving names tied to data centers and power, a corner of the market that has drawn heavy attention around AI buildouts. (New York Stock Exchange)
A Feb. 12 SEC filing showed Solaris Power Solutions, an indirect unit, signed a master equipment rental agreement with Hatchbo to supply more than 500 megawatts (MW) of power generation equipment for AI data centers. The initial rental term is scheduled to begin on Jan. 1, 2027 and run for 10 years, or until the parties sign a power purchase agreement (PPA) — a long-term electricity contract — whichever comes first. The customer can terminate for convenience with 30 days’ notice, and Solaris said it expects to file the full agreement as an exhibit to its 2025 annual report. (SEC)
The next near-term test is earnings. Solaris is scheduled to release full-year and fourth-quarter 2025 results after the market closes on Feb. 24, followed by a conference call at 9 a.m. ET on Feb. 25. (Solaris Energy)
Solaris provides mobile, equipment-based solutions for distributed power generation, alongside equipment used in managing raw materials for the completion of oil and gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. (Reuters)
Investors are likely to press for more clarity on the company’s contract cadence and how quickly equipment moves from paper to the field. Timing matters here because the market has been paying up for anything that looks like recurring data-center-linked revenue.
But the path is not clean. The agreement’s start date sits out in 2027, and the customer has flexibility to walk away under certain conditions, which can make near-term forecasting messy. Any slip in delivery, commissioning, or cost assumptions could dull what has been a sharp momentum trade.
The broader tape may matter too. When futures are pointing lower, high-beta stocks that have run hard can get clipped early, even without fresh company news.
