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SEI Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

Loading chart...

High
57.290
Open
53.620
VWAP
55.23
Vol
2.28M
Mkt Cap
3.79B
Low
53.060
Amount
125.89M
EV/EBITDA(TTM)
21.19
Total Shares
68.47M
EV
4.68B
EV/OCF(TTM)
22.37
P/S(TTM)
3.78
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment offers configurable sets of natural gas-powered mobile turbines and ancillary equipment. This segment leases equipment to data center and oilfield customers and is focused on continuing to grow its services with these customers as well as across multiple commercial and industrial end-markets. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.
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Events Timeline

(ET)
2026-02-24
16:40:00
Solaris Reports Q4 Revenue of $180M, Exceeding Expectations
select
2026-02-13 (ET)
2026-02-13
09:00:00
Solaris Power Solutions Signs Equipment Rental Agreement with Hatchbo
select

News

moomoo
2.0
02-28moomoo
Cryptocurrency Values Drop Sharply Following Explosion in Tehran; Reports Indicate Israeli Strikes on Iran, BTC Falls Below $65,000
  • Market Reaction: Cryptocurrencies have experienced a significant decline, with Bitcoin dropping below $65,000 and Ethereum falling below $1,860 in the past 24 hours.

  • Geopolitical Impact: The decline in cryptocurrency values follows recent strikes launched by Israel against Iran, indicating a potential link between geopolitical tensions and market fluctuations.

seekingalpha
9.5
02-25seekingalpha
Solaris Energy Infrastructure Reports Strong Q4 2025 Earnings Growth
  • Significant Revenue Growth: Solaris reported full-year 2025 revenue of $622 million, nearly doubling year-over-year, with adjusted EBITDA reaching $244 million, showcasing strong performance in both Power and Logistics segments, thereby enhancing confidence in future expansion.
  • Long-Term Contract Expansion: The finalized 15-year joint venture and power agreement with a major data center customer for approximately 500 to 900 megawatts marks a significant advancement in Solaris' long-term partnerships, expected to provide stable revenue support in the future.
  • Operational Efficiency Improvement: The top-fill system utilization rate was in the mid-90% in Q4 and is expected to approach 100% in the first half of 2026, which will help maintain stable margins and generate cash flow for the company's growth initiatives.
  • Optimistic Outlook: Management anticipates first-quarter adjusted EBITDA guidance of $72 million to $77 million, reflecting confidence in future performance while emphasizing active negotiations for new customers and capacity expansions.
seekingalpha
8.0
02-25seekingalpha
Solaris Oilfield Infrastructure Declares Quarterly Dividend
  • Quarterly Dividend Maintained: Solaris Oilfield Infrastructure declares a quarterly dividend of $0.12 per share, consistent with previous announcements, reflecting the company's stable cash flow and profitability, which is likely to attract income-seeking investors.
  • Sustained Dividend Record: The company has now announced a dividend of $0.12 for ten consecutive quarters, indicating its financial robustness and commitment to shareholders in the current economic climate, which helps bolster market confidence.
  • Dividend Payment Schedule: This dividend will be payable on March 20, with a record date of March 10 and an ex-dividend date also on March 10, ensuring shareholders receive timely returns and enhancing the attractiveness of holding shares.
  • Forward Earnings Outlook: While the current dividend remains unchanged, the market maintains a cautious stance on Solaris's future earnings performance, particularly against a backdrop of execution risks and increasing market competition, prompting investors to closely monitor the company's strategic execution capabilities.
Newsfilter
9.5
02-24Newsfilter
Solaris Energy Infrastructure Reports Strong Q4 2025 Financial Results
  • Significant Revenue Growth: Q4 2025 revenue reached $180 million, an 8% increase from Q3 2025, indicating strong market performance and expected to enhance shareholder returns moving forward.
  • Substantial Increase in Adjusted Net Income: Adjusted net income for Q4 2025 was $30 million, with earnings per share at $0.35, reflecting a 278% year-over-year growth, which significantly boosts investor confidence in the company's profitability.
  • Continued EBITDA Growth: Adjusted EBITDA for Q4 2025 was $69 million, up 1% sequentially from Q3, demonstrating positive progress in cost control and operational efficiency, further solidifying the company's market position.
  • Shareholder Return Policy: The board approved a dividend of $0.12 per share for Q1 2026, marking Solaris' 30th consecutive dividend, showcasing the company's ongoing commitment to shareholders and stable cash flow.
seekingalpha
9.5
02-23seekingalpha
Solaris Oilfield Infrastructure Set to Announce Q4 Earnings on February 24
  • Earnings Announcement Date: Solaris Oilfield Infrastructure is set to release its Q4 earnings on February 24 after market close, with consensus EPS estimate at $0.27 and revenue expected to reach $163.52 million, reflecting a 70.3% year-over-year growth.
  • Performance Beat Record: Over the past two years, Solaris has exceeded EPS estimates 75% of the time and revenue estimates 88% of the time, indicating its strong profitability and competitive position in the market.
  • Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates experienced one upward and one downward revision, highlighting market uncertainty regarding the company's future performance.
  • Market Analysis Perspective: Despite Solaris's impressive performance in AI data center power deals, analysts maintain a “Hold” rating due to concerns over execution risks, reflecting a cautious outlook on the company's growth potential.
Fool
8.5
02-21Fool
GeoSphere Capital Acquires New Stake in Borr Drilling
  • New Investment Update: According to a SEC filing dated February 9, 2026, GeoSphere Capital Management acquired 1,385,000 shares of Borr Drilling during Q4 2022, valued at $5.58 million, indicating confidence in the company's prospects.
  • Asset Allocation Shift: This acquisition positions Borr Drilling to account for 1.8371% of GeoSphere's reportable assets under management, reflecting its growing significance in the investment portfolio and potential influence on future investment strategies.
  • Market Performance Review: As of February 20, 2026, Borr Drilling's shares were priced at $5.95, marking a 95% increase over the past year, indicating a recovery in market demand after years of underinvestment in offshore drilling.
  • Industry Outlook Analysis: Borr Drilling specializes in offshore drilling services for shallow-water oil and gas exploration, and as offshore activities recover, rising contract prices and rig utilization are expected to enhance cash flow, making it crucial for investors to monitor the sustainability of this industry rebound.
Wall Street analysts forecast SEI stock price to rise
5 Analyst Rating
Wall Street analysts forecast SEI stock price to rise
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
61.00
Averages
67.00
High
71.00
Current: 0.000
sliders
Low
61.00
Averages
67.00
High
71.00
Citi
Buy
to
Buy
downgrade
$62 -> $61
AI Analysis
2026-03-10
New
Reason
Citi
Price Target
$62 -> $61
AI Analysis
2026-03-10
New
downgrade
Buy
to
Buy
Reason
Citi lowered the firm's price target on Solaris Energy to $61 from $62 and keeps a Buy rating on the shares.
GLJ Research
Austin Wang
Buy
initiated
$60
2026-03-05
Reason
GLJ Research
Austin Wang
Price Target
$60
2026-03-05
initiated
Buy
Reason
GLJ Research analyst Austin Wang initiated coverage of Solaris Energy with a Buy rating and $60 price target. Speed-to-power continues to "resonate in industry conversations as the leading bottleneck" and Solaris' ability to contract co-located power on demand to hyperscalers continues to ensure access to OEM supply, the analyst tells investors.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SEI
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Valuation Metrics

The current forward P/E ratio for Solaris Energy Infrastructure Inc (SEI.N) is 35.73, compared to its 5-year average forward P/E of -86.06. For a more detailed relative valuation and DCF analysis to assess Solaris Energy Infrastructure Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-86.06
Current PE
35.73
Overvalued PE
396.54
Undervalued PE
-568.66

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
6.17
Current EV/EBITDA
9.64
Overvalued EV/EBITDA
8.89
Undervalued EV/EBITDA
3.46

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.42
Current PS
3.49
Overvalued PS
2.16
Undervalued PS
0.67

Financials

AI Analysis
Annual
Quarterly

Whales Holding SEI

E
Encompass Capital Advisors LLC
Holding
SEI
+28.01%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
SEI
+21.08%
3M Return
A
Aventail Capital Group, LP
Holding
SEI
+12.85%
3M Return
S
Situational Awareness LP
Holding
SEI
+12.69%
3M Return
S
Summit Partners Public Asset Management, LLC
Holding
SEI
+12.42%
3M Return
C
Ceredex Value Advisors LLC
Holding
SEI
+9.82%
3M Return

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Frequently Asked Questions

What is Solaris Energy Infrastructure Inc (SEI) stock price today?

The current price of SEI is 55.35 USD — it has increased 2.44

What is Solaris Energy Infrastructure Inc (SEI)'s business?

Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment offers configurable sets of natural gas-powered mobile turbines and ancillary equipment. This segment leases equipment to data center and oilfield customers and is focused on continuing to grow its services with these customers as well as across multiple commercial and industrial end-markets. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.

What is the price predicton of SEI Stock?

Wall Street analysts forecast SEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEI is67.00 USD with a low forecast of 61.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Solaris Energy Infrastructure Inc (SEI)'s revenue for the last quarter?

Solaris Energy Infrastructure Inc revenue for the last quarter amounts to 179.70M USD, increased 86.61

What is Solaris Energy Infrastructure Inc (SEI)'s earnings per share (EPS) for the last quarter?

Solaris Energy Infrastructure Inc. EPS for the last quarter amounts to -0.03 USD, decreased -115.00

How many employees does Solaris Energy Infrastructure Inc (SEI). have?

Solaris Energy Infrastructure Inc (SEI) has 468 emplpoyees as of March 12 2026.

What is Solaris Energy Infrastructure Inc (SEI) market cap?

Today SEI has the market capitalization of 3.79B USD.