5 Energy Stocks That Crushed Earnings Estimates in the First Quarter

In this article, we will take a look at the 5 Energy Stocks That Crushed Earnings Estimates in the First Quarter. For a deeper discussion and analysis, please refer to the 10 Energy Stocks That Crushed Earnings Estimates in the First Quarter.

5. Solaris Energy Infrastructure, Inc. (NYSE:SEI)

Number of Hedge Fund Holders: 65

Solaris Energy Infrastructure, Inc. (NYSE:SEI) delivers proprietary power generation and distribution solutions, as well as logistics equipment and services, to clients in the data center, energy, commercial, and industrial sectors.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) soared to an all-time high after reporting strong results for its Q1 2026. The company grew its adjusted earnings by 120% YoY and 26% sequentially to $0.44 per share, topping consensus by $0.18. At the same time, its revenue of $196 million was also up by over 55% compared to last year and beat forecasts by $11 million.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) has emerged as a strong beneficiary of the strong power demand from the AI data centers, as it is a supplier of modular, gas-powered turbines that power these facilities. As a result, the company’s Power Solutions segment delivered a sequential adjusted EBITDA growth of 24% during the first quarter, driven primarily by the increased activity.

Additionally, Solaris Energy Infrastructure, Inc. (NYSE:SEI) announced over 2 GW of long-term contracted power with three different leading technology companies in Q1, in addition to expanding its generation capacity by over 40% to 3.1 GW.

Following the impressive start to the year, Solaris Energy Infrastructure, Inc. (NYSE:SEI) raised its total adjusted EBITDA guidance for Q2 by 10% to $83 million to $93 million. Moreover, the company introduced a Q3 guidance of $80 million to $95 million, tied to a shift from temporary to permanent power at the Stateline JV and deliveries of new equipment.