Significant Options Trading on Tuesday: SEI, NET, WGS
CloudFlare Options Activity: CloudFlare Inc (NET) has seen a significant options volume of 24,267 contracts today, equating to 2.4 million underlying shares, which is 78.6% of its average daily trading volume over the past month. Notably, the $195 strike put option expiring on November 21, 2025, has recorded 1,936 contracts traded.
GeneDx Holdings Options Activity: GeneDx Holdings Corp (WGS) has reported an options volume of 4,651 contracts today, representing approximately 465,100 underlying shares, or 74.8% of its average daily trading volume. The $180 strike call option expiring on December 19, 2025, has seen particularly high activity with 2,500 contracts traded.
Options Trading Insights: The article provides insights into the trading history of both NET and WGS options, highlighting specific strike prices and their trading volumes.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
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- Share Increase: On February 13, 2026, Ranger Investment Management disclosed an increase of 197,073 shares in Solaris Energy Infrastructure, representing an estimated $9.53 million trade, indicating strong confidence in the company.
- Market Value Growth: The quarter-end value of Solaris increased by $11.62 million due to both the share addition and stock price movement, reflecting robust performance and market recognition in the energy infrastructure sector.
- Financial Performance: Solaris reported $167 million in third-quarter revenue, a 12% sequential increase, with net income of $25 million, showcasing strong growth potential in energy infrastructure tied to electrification and data centers.
- Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance, demonstrating confidence in future growth and an aggressive capital expenditure plan.
- Share Increase: Ranger Investment Management acquired 197,073 shares of Solaris in Q4 2026, with an estimated trade value of $9.53 million, reflecting the firm's confidence in Solaris's growth potential.
- Position Value Growth: The quarter-end value of Solaris's position rose by $11.62 million, indicating not only an increase in shares but also a positive impact from stock price appreciation, further solidifying Ranger's investment strategy.
- Strong Financial Performance: Solaris reported $167 million in revenue for Q3, a 12% sequential increase, with a net income of $25 million, showcasing its robust performance and growth potential in the energy infrastructure market.
- Optimistic Future Outlook: 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, indicating strong confidence in future performance.

- Equipment Rental Agreement: Solaris Energy Infrastructure has entered into a master equipment rental agreement with Hatchbo to provide over 500 MW of power generation equipment, strategically positioning the company to meet the growing AI computing needs at Hatchbo's data centers.
- Rental Term: The initial rental term starts in January 2027 and lasts for 10 years or until a power purchase agreement is established, providing Solaris with a long-term revenue stream that enhances its financial stability.
- Equity Investment: Voya Financial disclosed a 5.2% ownership stake in Solaris Energy Infrastructure, holding approximately 2.54 million shares, indicating market confidence in Solaris's growth potential and business model.
- Market Reaction: Following this announcement, Solaris Energy Infrastructure's stock surged 13.6% in pre-market trading, reflecting investor optimism about the company's future, particularly in light of the increasing demand for AI computing solutions.
- Significant Stock Movement: Solaris Energy Infrastructure Inc. (NYSE:SEI) surged 12.26% to $57.78 in after-hours trading on Thursday, following a regular session close at $51.47, down 4.21%, indicating strong market reaction to its new agreement.
- Equipment Rental Agreement: Solaris Power Solutions LLC entered into a Master Equipment Rental Agreement with Delaware-based Hatchbo LLC to provide over 500 megawatts of power generation equipment, which is expected to enhance revenue streams by supporting Hatchbo's AI computing needs at its data centers.
- Lease Terms Details: The initial rental term starts on January 1, 2027, lasting ten years or until a power purchase agreement is signed, with early termination requiring 30 days' notice and 50% payment of remaining rental fees, providing flexibility for the company.
- Market Performance Analysis: Solaris Energy Infrastructure has a market capitalization of $3.52 billion and has gained 88.74% over the past 12 months, with its stock currently positioned approximately 81.7% above its 52-week low, indicating a strong market trend and potential for future growth.
- Earnings Call Announcement: Solaris Energy Infrastructure, Inc. will host a conference call on February 25, 2026, at 8:00 a.m. Central Time to discuss its full year and Q4 2025 results, with the earnings release scheduled for after market close on February 24, 2026, aiming to provide detailed insights into the company's performance.
- Participation Details: Participants in the U.S. can join by calling (844) 413-3978, while international participants can dial (412) 317-6594, referencing Solaris Energy Infrastructure, ensuring smooth access to this significant financial discussion for investors.
- Live Webcast and Replay: Investors can listen to the live webcast via the Investor Relations section of the company's website, and an audio replay will be available shortly after the call, accessible by dialing (855) 669-9658 within the U.S. or (412) 317-0088 internationally, with the replay lasting approximately seven days.
- Company Background: Solaris Energy Infrastructure, Inc., headquartered in Houston, Texas, provides mobile and scalable equipment-based solutions for distributed power generation and raw material management in oil and gas well completions, showcasing its diversified presence in the energy sector across multiple U.S. end markets.
- Earnings Call Announcement: Solaris Energy Infrastructure, Inc. will host a conference call on February 25, 2026, at 8:00 a.m. CT to discuss its full year and Q4 2025 results, reflecting the company's commitment to transparency and investor communication.
- Participation Details: U.S. participants can dial (844) 413-3978, while international participants can call (412) 317-6594 to join the earnings call, ensuring that investors have convenient access to the latest financial information from Solaris.
- Webcast and Replay: The call will be available via live webcast on the company's investor relations website, and an audio replay will be accessible shortly after the call, with replay access provided through (855) 669-9658 (U.S.) or (412) 317-0088 (international), facilitating widespread information dissemination.
- Company Overview: Headquartered in Houston, Texas, Solaris Energy Infrastructure, Inc. specializes in mobile and scalable solutions for distributed power generation and raw material management in oil and gas wells, serving diverse U.S. markets including energy and data centers, highlighting its strategic positioning in various sectors.







