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SEI Stock Chart & Stats
$54.03
-$6.35(-10.52%)
At close: 4:00 PM EDT
$54.03
-$6.35(-10.52%)
Day’s Range― - ―
52-Week Range$24.57 - $86.19
Previous CloseN/A
Volume4.22M
Average Volume (3M)2.75M
Market Cap
$4.59B
Enterprise Value$8.30K
Total Cash (Recent Filing)$824.10M
Total Debt (Recent Filing)$2.51B
Price to Earnings (P/E)61.9
Beta1.99
Next Earnings
Nov 02, 2026EPS Estimate
0.13Next Dividend Ex-DateN/A
Dividend Yield0.76%
Share Statistics
EPS (TTM)1.02
Shares Outstanding65,831,540
10 Day Avg. Volume3,728,360
30 Day Avg. Volume2,747,175
Financial Highlights & Ratios
PEG Ratio1.89
Price to Book (P/B)3.41
Price to Sales (P/S)3.09
P/FCF Ratio-4.40
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$94.13Price Target Upside74.21% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)1.07
Revenue Forecast (FY)$854.15M
Bulls Say, Bears Say
Bulls Say
Operating Profitability & Revenue GrowthSustained double-digit top-line growth and high EBITDA/operating margins indicate the core services and equipment mix generate durable operating leverage. Healthy margins and improving operating cash flow versus net income support reinvestment capacity and resilience across multi-quarter industry cycles.
Long-term Contracted BacklogA multi-GW contracted backlog provides multi-quarter revenue visibility and locked-in utilization for fleet and systems. Contract depth reduces short-term cyclicality in completions-linked demand and underpins predictable cash flows as energizations and scope expansions convert backlog to recurring revenue.
Strengthened Liquidity And RefinancingSignificant cash on hand plus extended credit capacity and a large note issuance materially lengthen funding runway. This financing flexibility supports capex, M&A and working-capital needs, lowering near-term refinancing pressure and enabling planned energizations and integration of acquisitions.
Bears Say
High Leverage & Negative Free Cash FlowA marked step-up in debt and persistently deeply negative free cash flow signal heavy cash consumption from capex, working capital or acquisitions. This raises financing dependence, increases interest and covenant risk, and constrains the company’s ability to self-fund growth or absorb demand shocks over multiple quarters.
Grid Interconnection And Permitting DelaysStructural interconnection and permitting bottlenecks create long, uncertain timelines for customer projects. Such delays can defer energizations, depress near-term utilization, increase contract renegotiation risk and raise operating and working-capital costs for an infrastructure-focused services provider.
Speculative‑grade Ratings And Covenant ExposureBelow-investment-grade ratings and covenanted credit facilities increase borrowing costs and reduce financial flexibility. As growth remains capex-intensive and free cash flow negative, covenant tests and higher spreads can constrain strategic optionality and raise the probability of refinancing stress during adverse cycles.
SEI FAQ
What was Solaris Energy Infrastructure, Inc.’s price range in the past 12 months?
Solaris Energy Infrastructure, Inc. lowest stock price was $24.57 and its highest was $86.19 in the past 12 months.
What is Solaris Energy Infrastructure, Inc.’s market cap?
Solaris Energy Infrastructure, Inc.’s market cap is $4.59B.
When is Solaris Energy Infrastructure, Inc.’s upcoming earnings report date?
Solaris Energy Infrastructure, Inc.’s upcoming earnings report date is Nov 02, 2026 which is in 78 days.
How were Solaris Energy Infrastructure, Inc.’s earnings last quarter?
Solaris Energy Infrastructure, Inc. released its earnings results on Aug 05, 2026. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.375 by -$0.115.
Is Solaris Energy Infrastructure, Inc. overvalued?
According to Wall Street analysts Solaris Energy Infrastructure, Inc.’s price is currently Undervalued.
Does Solaris Energy Infrastructure, Inc. pay dividends?
Solaris Energy Infrastructure, Inc. pays a Quarterly dividend of $0.12 which represents an annual dividend yield of 0.76%. See more information on Solaris Energy Infrastructure, Inc. dividends here
What is Solaris Energy Infrastructure, Inc.’s EPS estimate?
Solaris Energy Infrastructure, Inc.’s EPS estimate is 0.13.
How many shares outstanding does Solaris Energy Infrastructure, Inc. have?
Solaris Energy Infrastructure, Inc. has 65,831,540 shares outstanding.
What happened to Solaris Energy Infrastructure, Inc.’s price movement after its last earnings report?
Solaris Energy Infrastructure, Inc. reported an EPS of $0.26 in its last earnings report, missing expectations of $0.375. Following the earnings report the stock price went up 2.591%.
Which hedge fund is a major shareholder of Solaris Energy Infrastructure, Inc.?
Currently, no hedge funds are holding shares in SEI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Solaris Energy Infrastructure Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$94.13 (74.21% Upside)
$94.13 (74.21% Upside)
Blogger Sentiment
Bullish
SEI Sentiment 60%
Sector Average 56%
Sector Average 56%
Hedge Fund Trend
Decreased
By 395.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $433.0K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.5%
Last 30 Days ▲ 4.7%
Last 30 Days ▲ 4.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
61.28%
12-Months-Change
Fundamentals
Return on Equity
0.76%
Trailing 12-Months
Asset Growth
186.02%
Trailing 12-Months
Company Description
Solaris Energy Infrastructure, Inc.
Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing, Solaris delivers critical support services, including technician assistance, final-mile logistics, and mobilization solutions. Their operations also involve the transfer and secure storage of proppant and railcars at their dedicated transloading facility. Furthermore, Solaris innovates through technology development, offering Railtronix, an inventory management software, and pioneering all-electric equipment designed to automate the low-pressure stages of oil and gas well completion processes.
SEI Company Deck
SEI Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong operational execution, sequential revenue and EBITDA growth, multiple contract expansions, strategic acquisitions (notably GESA), improved liquidity and raised guidance — all clear positives. Management acknowledged industry-wide challenges including grid interconnection delays, some segment-specific revenue softness (Logistics revenue down 10%), forecasting uncertainty in ancillary services, and typical execution risks (permitting, supply chain, skilled labor). On balance the positive growth metrics, contract backlog (2.3 GW contracted), strengthened balance sheet, and accretive M&A materially outweigh the highlighted challenges.View all SEI earnings summariesSEI Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$94.13
▲(74.21% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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Ownership Overview
19.23% Insiders
19.10% Mutual Funds
19.94% Other Institutional Investors
20.48% Public Companies and Individual Investors







