Solaris Q3 Earnings Call Highlights Power Deals and Raised Outlook

Impact · against what's priced in

Solaris (SEI) provides a material catalyst by converting its pipeline into realized capacity, specifically moving from 2.2GW to 3.2GW of contracted generation. While the market already assumed the transition to a power platform, it had explicitly declined to pay for the expansion to multi-gigawatt capacity, which this 900MW agreement now validates.

SEI+0.60

Challenges what's priced in

The price assumes

The expansion from 2.2GW to multi-gigawatt contracted capacity

The new 15-year agreement for 900MW brings total contracted capacity to 3.2GW, directly validating the expansion the market had previously declined to price in.

What SEI's price assumes · Sep 22

• guidance▲3%
• earnings
• data centers
• SEI
• energy infrastructure
• generation capacity
• power contracts

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