Why Solaris Energy Infrastructure (SEI) Is Up 9.8% After Major AI Data Center Power Deal And What’s Next

Simply Wall St

Mon, February 16, 2026 at 10:07 AM GMT+9 3 min read

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SEI

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On February 12, 2026, Solaris Power Solutions, an indirect subsidiary of Solaris Energy Infrastructure, entered into a long-term Master Equipment Rental Agreement with Hatchbo to supply over 500 megawatts of power generation equipment for AI data centers, starting January 1, 2027 and running for an initial ten-year term with extension and early-termination provisions.

The agreement’s scale, potential conversion to a power purchase arrangement, and support from a parent-company guaranty highlight Solaris’s deepening role in providing reliable power solutions to large AI and data center customers.

We will now examine how this long-duration AI data center power agreement might influence Solaris Energy Infrastructure’s existing investment narrative.

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Solaris Energy Infrastructure Investment Narrative Recap

To own Solaris Energy Infrastructure, you have to believe its Power Solutions segment can turn data center power demand into durable, contracted cash flows while managing balance sheet risk. The Hatchbo agreement supports that thesis by adding a long-duration AI data center anchor, but it also reinforces the key short term swing factor: how quickly these contracts translate into cash flow versus the ongoing risk of execution delays, high capital needs, and customer concentration.

Among recent developments, the October 2025 financing and capacity expansion stands out alongside the Hatchbo deal. Solaris raised roughly US$79.2 million in equity and lined up additional turbine capacity, targeting about 500 MW available by late 2026. That move looked ambitious before; viewed next to a 500+ MW Hatchbo commitment, it underlines how closely Solaris’s catalysts now depend on successfully building, funding, and deploying a much larger gas-fired power fleet.

Yet despite the apparent momentum, investors should be aware that customer concentration and fossil fuel exposure could still…

Read the full narrative on Solaris Energy Infrastructure (it’s free!)

Solaris Energy Infrastructure’s narrative projects $949.9 million revenue and $128.9 million earnings by 2028. This requires 28.6% yearly revenue growth and a $107.5 million earnings increase from $21.4 million today.

Uncover how Solaris Energy Infrastructure’s forecasts yield a $65.50 fair value, a 16% upside to its current price.

Exploring Other Perspectives

SEI 1-Year Stock Price Chart

Some of the most optimistic analysts were already assuming Solaris could lift revenue to about US$1.3 billion and earnings to roughly US$132.6 million by 2028, which paints a far more upbeat picture than the consensus view. The Hatchbo agreement may either support that higher growth path or highlight how much hinges on a few big AI data center customers and the durability of gas fired power in a changing policy backdrop.

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Explore 7 other fair value estimates on Solaris Energy Infrastructure - why the stock might be worth less than half the current price!

Build Your Own Solaris Energy Infrastructure Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Solaris Energy Infrastructure research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.

Our free Solaris Energy Infrastructure research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Solaris Energy Infrastructure's overall financial health at a glance.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include SEI.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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