Solaris Stock Soars 100% in Past Year, Prompting $29M Bet by Fund

Ranger Investment Management increases stake in energy infrastructure company Solaris Energy Infrastructure.

Published on Feb. 14, 2026

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Solaris Energy Infrastructure, a Houston-based provider of automation and logistics solutions for the oil and gas industry, has seen its stock price surge nearly 100% over the past year. This growth has prompted Ranger Investment Management to increase its position in the company by 197,073 shares, a trade valued at an estimated $9.53 million based on quarterly average pricing.

Why it matters

The investment in Solaris by Ranger Investment Management highlights the growing interest in energy infrastructure companies focused on automation and electrification. As the energy sector evolves, specialized providers like Solaris that can deliver innovative technologies and services to upstream operators are attracting increased investor attention.

The details

Solaris Energy Infrastructure designs and manufactures specialized equipment for oil and natural gas operators, including all-electric well completion systems and inventory management software. The company generates revenue through the sale of equipment, technician support, logistics services, and transloading and storage solutions. In its most recent quarter, Solaris reported a 12% sequential increase in revenue to $167 million and a 12% rise in Adjusted EBITDA to $68 million, driven by strong performance in its Power Solutions segment.

  • On February 13, 2026, Ranger Investment Management, L.P. disclosed a buy of 197,073 shares of Solaris Energy Infrastructure.
  • As of February 12, 2026, Solaris shares were priced at $51.47, up 92.6% over the past year.

The players

Ranger Investment Management, L.P.

An investment management firm that increased its holding in Solaris Energy Infrastructure by 197,073 shares, a trade valued at an estimated $9.53 million.

Solaris Energy Infrastructure

A Houston-based provider of automation and logistics solutions to U.S. oil and gas operators using proprietary technologies.

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What’s next

Investors will be watching to see if Solaris can maintain its strong financial performance and cash generation as it expands its fleet toward 2,200 MW.

The takeaway

Solaris Energy Infrastructure's success in delivering innovative automation and electrification solutions to the oil and gas industry has attracted significant investor interest, underscoring the growing importance of energy infrastructure plays in the evolving energy landscape.