Ranger Investment Management, L.P. made a significant move on February 13, 2026, by acquiring 197,073 shares of Solaris Energy Infrastructure (NYSE:SEI) for an estimated $9.53 million. This purchase was disclosed in a filing with the Securities and Exchange Commission. With this transaction, Ranger increased its holding in Solaris Energy Infrastructure to 1.97% of its 13F assets under management as of December 31, 2025.
Solaris Energy Infrastructure is a Houston-based company that specializes in designing and manufacturing equipment for oil and natural gas operators. Their offerings include all-electric well completion systems and inventory management software. The company generates revenue by providing equipment, technician support, logistics services, and storage solutions for the energy sector, serving exploration and production companies in the United States.
As of February 12, 2026, Solaris shares were priced at $51.47, marking a 92.6% increase over the past year. This outperformed the S&P 500 by 79.7 percentage points. The company reported third-quarter revenue of $167 million, with net income of $25 million and $0.31 per diluted share. Total Adjusted EBITDA reached $68 million, driven by strong performance in the Power Solutions segment.
Looking ahead, management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance of $70 million to $75 million. Solaris recently issued $748 million of 0.25% convertible notes to fund expansion and repaid a $325 million term loan, resulting in debt attributable to the company of about $497 million as of quarter end.
With this new position in Solaris Energy Infrastructure, Ranger Investment Management, L.P. has added exposure to a different growth vector compared to its existing holdings in software and biotech companies. The stock has shown strong momentum, with shares up nearly 100% over the past year. Investors should monitor the company’s fleet expansion plans and cash generation to ensure they align with ambitious capital spending goals.
In conclusion, Solaris Energy Infrastructure’s strategic focus on automation and operational efficiency positions it well in the energy infrastructure market. As the company continues to grow and expand, it presents an intriguing investment opportunity for those looking to capitalize on the evolving needs of the energy sector.
