AI Data Center Power Stocks Surge 9% on Earnings Surprise

Solaris Energy Infrastructure Inc. (NYSE: SEI) surged 9.13% on the New York Stock Exchange on the 26th, closing at $79.02. Trading volume reached 1,955,614 shares. At an exchange rate of ₩1,400 to $1, its market capitalization rose to about $4.46 billion (roughly ₩6.2 trillion), an increase of approximately $450 million (₩630 billion) in a single day.

The jump followed the pre-market release of Q1 2026 results, in which SEI reported revenue of $196 million, net income of $32 million, and adjusted EBITDA of $84 million—each figure exceeding analyst expectations.

Analysts at Zacks and others highlight SEI’s strong momentum, naming it a top long-term pick, while some research notes that its high price-to-sales ratio may pose valuation concerns.

Headquartered in Houston, Texas, SEI started as a provider of logistics equipment for oil and gas drilling. It has since transitioned into an energy infrastructure company focused on modular power-generation and control solutions. Recently, SEI has acquired mobile power plants and secured a long-term power-supply contract for several hundred megawatts dedicated to AI data centers, positioning it as a key beneficiary of expanding investment in data center and AI infrastructure.