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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
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Intellectia

Loading chart...

High
57.455
Open
53.630
VWAP
55.72
Vol
2.87M
Mkt Cap
3.87B
Low
53.210
Amount
159.73M
EV/EBITDA(TTM)
21.02
Total Shares
68.47M
EV
4.64B
EV/OCF(TTM)
22.19
P/S(TTM)
3.69
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)
2026-03-17
12:10:00
Solaris Energy Shares Rise 13.8% to $64.86
select
2026-03-17
11:50:00
Solaris Energy Infrastructure Adds 900 MW Natural Gas Capacity
select
2026-03-17
10:10:00
Solaris Energy Shares Rise 12.8% to $64.31
select

News

moomoo
8.5
03-20moomoo
SOLARIS ENERGY INFRASTRUCTURE INC SECURES $300 MILLION SENIOR SECURED TERM LOAN FROM GOLDMAN SACHS BANK USA ON MARCH 16, 2026 - SEC FILING
  • Loan Agreement: Solar Energy Infrastructure Inc. has entered into a $300 million senior secured term loan agreement with Goldman Sachs Bank USA.

  • Filing Date: The agreement was filed with the SEC on March 16, 2026.

stocktwits
8.5
03-17stocktwits
Solaris Energy Expands Capacity and Stock Price Surges
  • Capacity Expansion Plan: Solaris announced the closure of two transactions that will add approximately 900 MW of natural gas turbine capacity between 2026 and 2029, significantly accelerating the company's growth trajectory, with total generation capacity expected to reach 3,100 MW by the end of 2029.
  • Financial Details: To complete these transactions, Solaris paid approximately $240 million in cash and issued about 4 million Solaris Class A shares valued at approximately $215 million, while also assuming around $165 million in debt, demonstrating the company's financial maneuverability during its expansion.
  • Analyst Rating Upgrade: Barclays analyst raised Solaris's stock price target from $63 to $74 while maintaining an ‘Overweight’ rating, reflecting market confidence in Solaris's future growth potential, which led to SEI shares surging nearly 15% on Tuesday.
  • Market Sentiment Shift: Retail investor sentiment around SEI stock shifted from ‘bearish’ to ‘bullish’ in the past 24 hours, with message volume increasing from ‘low’ to ‘high’, indicating optimistic expectations for Solaris's future performance.
NASDAQ.COM
4.5
03-17NASDAQ.COM
Sprott Silver ETF Underperforms in Market
  • ETF Performance Decline: The Sprott Silver Miners & Physical Silver ETF fell approximately 1.2% in Tuesday afternoon trading, indicating a weak performance that may undermine investor confidence.
  • Stock Weakness: Among the ETF's components, First Majestic Silver shares dropped about 2.4%, while Silvercorp Metals fell by approximately 2%, reflecting overall pressure on silver mining stocks.
  • Market Reaction: The underperformance of the Sprott Silver ETF amidst market volatility may prompt investors to reassess their allocations in precious metal portfolios, potentially affecting capital flows.
  • Investor Focus: As the ETF's performance declines, investors might shift their attention to other more promising investment vehicles, which could impact future inflows into the Sprott Silver Miners ETF.
Newsfilter
8.5
03-16Newsfilter
Solaris Energy Infrastructure Closes Two Major Transactions
  • New Generation Capacity: Solaris Energy Infrastructure has acquired Genco Power Solutions, which will add 400 MW of generation capacity between 2026 and 2028, increasing its total capacity to approximately 3,100 MW and enhancing its competitive position in the market.
  • Turbine Delivery Slots Purchase: The company purchased 30 turbine delivery slots, expected to provide an additional 500 MW of generation capacity between 2027 and 2029, which will accelerate time-to-power for customers and meet the growing market demand.
  • Financing to Support Growth: Solaris successfully closed a $300 million credit facility provided by Goldman Sachs and Santander, ensuring liquidity for the next few years to support its capital structure optimization and operational needs.
  • Management Confidence: Executives stated that the new generation capacity will deliver immediate value to both existing and new customers, further solidifying Solaris's leadership position in the rapidly growing market while addressing strong demand for power generation solutions.
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.
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
Wells Fargo
Jerry Revich
Equal Weight
initiated
$71
AI Analysis
2026-03-20
Reason
Wells Fargo
Jerry Revich
Price Target
$71
AI Analysis
2026-03-20
initiated
Equal Weight
Reason
Wells Fargo analyst Jerry Revich initiated coverage of Solaris Energy with an Equal Weight rating and $71 price target. The firm is positive on the company's track record of bringing reliable power to enable U.S. AI investments. However, following the stock's 170% outperformance over the past year, Wells finds valuation Solaris Energy's risk/reward as balanced.
Barclays
NULL -> Overweight
maintain
$63 -> $74
2026-03-17
Reason
Barclays
Price Target
$63 -> $74
2026-03-17
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on Solaris Energy to $74 from $63 and keeps an Overweight rating on the shares.
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 -82.98. 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
-82.98
Current PE
35.73
Overvalued PE
397.65
Undervalued PE
-563.61

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
6.03
Current EV/EBITDA
9.64
Overvalued EV/EBITDA
8.46
Undervalued EV/EBITDA
3.60

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
1.40
Current PS
3.49
Overvalued PS
2.14
Undervalued PS
0.66

Financials

AI Analysis
Annual
Quarterly

Whales Holding SEI

E
Encompass Capital Advisors LLC
Holding
SEI
+27.01%
3M Return
A
Aventail Capital Group, LP
Holding
SEI
+13.89%
3M Return
S
Summit Partners Public Asset Management, LLC
Holding
SEI
+11.22%
3M Return
K
Kennedy Capital Management LLC
Holding
SEI
+9.52%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
SEI
+8.53%
3M Return
C
Ceredex Value Advisors LLC
Holding
SEI
+7.63%
3M Return

Trading Trends

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Frequently Asked Questions

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

The current price of SEI is 56.51 USD — it has increased 6.95

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 April 01 2026.

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

Today SEI has the market capitalization of 3.87B USD.