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Solaris Energy Infrastructure (SEI) Stock Price & Analysis

642 Followers

SEI Stock Chart & Stats

$63.81-$0.69(-1.07%)
At close: 4:00 PM EST
$50$60$70$80Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$61.26 - $66.70
52-Week Range
$38.50 - $86.19
Previous Close
$64.50
Volume
N/A
Average Volume (3M)
3.10M
Market Cap
$5.12B
Enterprise Value
$8.49B
Total Cash (Recent Filing)
$399.46M
Total Debt (Recent Filing)
$2.63B
Price to Earnings (P/E)
51.8
Beta
2.00
Next Earnings
Feb 24, 2027 (Est.)
EPS Estimate
0.64
Next Dividend Ex-Date
Dec 08, 2026
Dividend Yield
0.75%

Bulls Say, Bears Say

Bulls Say

Long-term Contracted Backlog

The large, long-duration backlog provides substantial revenue visibility and reduces dependence on near-term customer activity. Investment-grade counterparties and multi-year power contracts can support recurring cash generation, improve planning confidence, and strengthen Solaris’s position in a growing infrastructure market.

Scaling Revenue And Profitability

Solaris is demonstrating meaningful operating scale, with rapid revenue growth accompanied by strong profitability. If execution remains consistent, the combination of higher volume and healthy margins can expand earnings capacity, support reinvestment, and improve the economics of its infrastructure platform.

Integrated Infrastructure Platform

Broader in-house capabilities allow Solaris to offer turnkey solutions rather than isolated services, potentially improving project coordination, customer retention, and execution control. This integrated model can help capture more value across complex power projects and create a stronger competitive position over time.

Bears Say

Higher Leverage And Capital Needs

High debt combined with materially greater planned investment increases the company’s financial commitments as it expands. Although growth projects may produce future returns, additional borrowing and spending can constrain flexibility, raise financing exposure, and make execution more important to long-term balance-sheet resilience.

Regulatory And Permitting Barriers

Interconnection and permitting delays can extend project timelines, postpone revenue commencement, and increase development complexity across Solaris’s power pipeline. Regulatory uncertainty may also limit where customers can secure grid capacity, creating a structural execution risk for the company’s planned infrastructure expansion.

Uneven Services And Logistics Visibility

The decline in logistics activity and variable construction services create less predictable results outside Solaris’s contracted power portfolio. Lower visibility can produce uneven quarterly utilization and cash generation, making overall earnings more sensitive to project timing, customer activity, and execution across newer businesses.

Solaris Energy Infrastructure News

SEI FAQ

What was Solaris Energy Infrastructure’s price range in the past 12 months?
Solaris Energy Infrastructure lowest stock price was $38.50 and its highest was $86.19 in the past 12 months.
What is Solaris Energy Infrastructure’s market cap?
Solaris Energy Infrastructure’s market cap is $5.12B.
When is Solaris Energy Infrastructure’s upcoming earnings report date?
Solaris Energy Infrastructure’s next earnings report is estimated for Feb 24, 2027 (not yet confirmed), which is in 101 days.
How were Solaris Energy Infrastructure’s earnings last quarter?
Solaris Energy Infrastructure released its earnings results on Nov 04, 2026. The company reported $0.42 earnings per share for the quarter, beating the consensus estimate of $0.295 by $0.125.
Is Solaris Energy Infrastructure overvalued?
According to Wall Street analysts Solaris Energy Infrastructure’s price is currently Undervalued.
Does Solaris Energy Infrastructure pay dividends?
Solaris Energy Infrastructure pays a quarterly dividend of $0.12 which represents an annual dividend yield of 0.75%. See more information on Solaris Energy Infrastructure dividends here
What is Solaris Energy Infrastructure’s EPS estimate?
Solaris Energy Infrastructure’s EPS estimate is 0.64.
How many shares outstanding does Solaris Energy Infrastructure have?
Solaris Energy Infrastructure has 69,470,960 shares outstanding.
What happened to Solaris Energy Infrastructure’s price movement after its last earnings report?
Solaris Energy Infrastructure reported an EPS of $0.42 in its last earnings report, beating expectations of $0.295. Following the earnings report the stock price went down -12.3%.
Which hedge fund is a major shareholder of Solaris Energy Infrastructure?
Hedge funds hold Solaris Energy Infrastructure shares: the largest hedge-fund position in Solaris Energy Infrastructure is 71,886,584 shares, and hedge funds increased their holdings by 912.9K shares last quarter.
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