Solaris Energy Infrastructure Surges on Index News

Solaris Energy Infrastructure, Inc. (SEI) experienced a 5% rise in after-hours trading on Thursday, July 10, 2026, following S&P Dow Jones Indices' announcement of its inclusion in the S&P SmallCap 600 Index. This change is effective prior to the market open on Wednesday, July 15, 2026. SEI will take the place of Catalyst Pharmaceuticals (CPRX) within the index. This move is a direct consequence of Angelini Pharma S.p.A.'s pending acquisition of Catalyst Pharmaceuticals, a transaction anticipated to conclude shortly, contingent upon final conditions.

Index inclusions typically prompt short-term buying activity from passive investment funds and ETFs that track the S&P SmallCap 600. SEI has demonstrated significant momentum throughout 2026, largely propelled by its expanding Power Solutions division. This segment specializes in supplying modular power generation equipment tailored for data centers and similar high-demand applications.

Further bolstering its capabilities, SEI acquired Global Energy Services Alliance (GESA) earlier in July for approximately $55 million in cash and stock. GESA brings expertise in operations, maintenance, and technical services to the company. In May 2026, SEI successfully raised approximately $2 billion through a senior notes offering.

Financially, Solaris reported a robust first quarter of 2026, with revenues reaching $196 million and adjusted core profit of around $84 million, marking a substantial 79% year-over-year increase. For the entirety of 2025, the company saw its revenue nearly double, while adjusted core profit surged by 137% to $244 million, indicating strong performance in securing and executing new power contracts. Solaris is slated to release its second-quarter 2026 financial results later this month.