Solaris Stock Is Up 100% This Past Year, and One Fund Is Betting $29 Million on More Growth

8 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 12:10 PM CST 4 min read

On February 13, 2026, Ranger Investment Management, L.P. disclosed a bargain of 197,073 shares of Solaris Energy Infrastructure (NYSE:SEI), an estimated $9.53 cardinal commercialized based connected quarterly mean pricing.

According to a filing with the Securities and Exchange Commission dated February 13, 2026, Ranger Investment Management, L.P. accrued its holding successful Solaris Energy Infrastructure by 197,073 shares. The estimated transaction worth was $9.53 million, calculated utilizing the mean closing terms for the 4th ended December 31, 2025. The quarter-end worth of the Solaris presumption accrued by $11.62 million, a fig that includes some the stock additions and banal terms movement.

Ranger’s enactment was a buy, raising its Solaris presumption to 1.97% of 13F assets nether absorption arsenic of December 31, 2025.
Top holdings aft the filing:
- NASDAQ:PEGA: $54.40 cardinal (3.7% of AUM)
- NASDAQ:LGND: $51.05 cardinal (3.5% of AUM)
- NASDAQ:ADMA: $41.97 cardinal (2.9% of AUM)
- NYSE:AGX: $36.62 cardinal (2.5% of AUM)
- NYSE:EE: $34.24 cardinal (2.3% of AUM)
As of February 12, 2026, Solaris shares were priced astatine $51.47, up 92.6% implicit the past twelvemonth and outperforming the S&P 500 by 79.7 percent points.

Metric

Value

Price (as of marketplace adjacent 2/12/26)	$51.47
Market capitalization	$4.30 billion
Revenue (TTM)	$538.80 million
Net income (TTM)	$38.08 million

Solaris Energy Infrastructure designs and manufactures specialized instrumentality for lipid and earthy state operators, including all-electric good completion systems and inventory absorption software.
The institution generates gross done the merchantability of equipment, technician support, logistics services, and transloading and retention solutions for the vigor sector.
It serves exploration and accumulation companies, arsenic good arsenic oilfield services providers successful the United States.

Solaris Energy Infrastructure is simply a Houston-based supplier of instrumentality and logistics solutions for the lipid and state industry, with a absorption connected automation and operational efficiency. The institution leverages proprietary technologies specified arsenic Railtronix and all-electric systems to enactment good completion and worldly handling for upstream operators. Its integrated attack and specialized offerings presumption Solaris to code evolving needs successful the vigor infrastructure market.

Energy infrastructure tied to information centers and electrification is nary longer a niche trade. It is becoming a superior allocation theme. Solaris delivered $167 cardinal successful third-quarter revenue, up 12% sequentially, with nett income of $25 cardinal and $0.31 per diluted share. Total Adjusted EBITDA reached $68 million, besides up 12% sequentially. The existent motor is Power Solutions, wherever gross jumped 39% sequentially to $105 cardinal and conception Adjusted EBITDA climbed to $58 million.

Management raised fourth-quarter Adjusted EBITDA guidance to $65 cardinal to $70 cardinal and initiated first-quarter 2026 guidance of $70 cardinal to $75 million. Meanwhile, the institution issued $748 cardinal of 0.25% convertible notes to money enlargement and repaid a $325 cardinal word loan, leaving indebtedness attributable to Solaris astatine astir $497 cardinal arsenic of 4th end.

At 2% of portfolio assets, this presumption present rivals immoderate halfway mid-cap holdings, and compared with larger stakes successful bundle and biotech names similar Pegasystems and Ligand, Solaris adds vulnerability to a antithetic maturation vector. Shares are up adjacent to 100% implicit the past year. That momentum reflects execution. Long-term investors should ticker fleet enlargement toward 2,200 MW and whether currency procreation keeps gait with ambitious superior spending.

Read Entire Article