Want to see SEI full AI Analyst Report?
SEI Stock Chart & Stats
$65.62
-$0.58(-1.98%)
At close: 4:00 PM EST
$65.62
-$0.58(-1.98%)
Day’s Range― - ―
52-Week Range$24.57 - $86.19
Previous CloseN/A
Volume146.94K
Average Volume (3M)2.26M
Market Cap
$5.92B
Enterprise Value$7.11B
Total Cash (Recent Filing)$344.47M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)82.0
Beta1.94
Next Earnings
Jul 29, 2026EPS Estimate
0.37Next Dividend Ex-DateN/A
Dividend Yield1.07%
Share Statistics
EPS (TTM)0.98
Shares Outstanding58,402,336
10 Day Avg. Volume2,234,166
30 Day Avg. Volume2,258,679
Financial Highlights & Ratios
PEG Ratio1.89
Price to Book (P/B)3.72
Price to Sales (P/S)3.38
P/FCF Ratio-4.80
Enterprise Value/Market Cap1.20
Enterprise Value/Revenue10.27
Enterprise Value/Gross Profit30.21
Enterprise Value/Ebitda33.38
Forecast
1Y Price Target
$88.50Price Target Upside34.87% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)1.36
Revenue Forecast (FY)$831.39M
Bulls Say, Bears Say
Bulls Say
Scaled Revenue And Strong MarginsScaled revenue and robust operating margins indicate Solaris's service model benefits from pricing power and operational leverage. Sustained gross, EBIT and EBITDA margins across a materially larger revenue base support durable profitability as the company scales equipment, services and long‑term contracts.
Multi-year Contracted CapacityMore than 2 GW of long‑term contracts and ~3.1 GW secured capacity provide multi‑year revenue visibility and reduce exposure to short‑term drilling cycles. This contracted cash flow profile supports project financing, long‑horizon planning and staged capital deployment tied to predictable customer commitments.
Refinancing And Expanded LiquidityIssuing $1.3B of senior notes and securing a revolver materially extends maturities and increases available liquidity, lowering immediate refinancing pressure. Improved access to term and revolver financing supports the company’s planned capex program to scale generation and execute long‑duration contracts.
Bears Say
Elevated LeverageTotal debt of $1.62B and a near‑2.0 debt/equity ratio materially raise financial leverage versus prior years. High leverage reduces flexibility, increases interest expense and covenant sensitivity, and amplifies downside risk if commercial timing slips or macro conditions weaken demand for incremental capacity.
Deeply Negative Free Cash Flow And Heavy CapexPersistent negative free cash flow (TTM -$583M) alongside more than $1B of identified near‑term capex means the business must rely on external financing to fund growth. This raises execution and refinancing risk, and delays in returns from new capacity could prolong cash burn and constrain reinvestment flexibility.
Supply Lead Times & Contract ConcentrationLong equipment lead times and staged turbine deliveries create scheduling and timing risk that can delay revenue recognition. Coupled with concentration among three large tech customers and acknowledged contract timing uncertainty, this amplifies revenue volatility and execution risk across multi‑year rollouts.
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 $5.92B.
When is Solaris Energy Infrastructure, Inc.’s upcoming earnings report date?
Solaris Energy Infrastructure, Inc.’s upcoming earnings report date is Jul 29, 2026 which is in 27 days.
How were Solaris Energy Infrastructure, Inc.’s earnings last quarter?
Solaris Energy Infrastructure, Inc. released its earnings results on Apr 27, 2026. The company reported $0.299 earnings per share for the quarter, missing the consensus estimate of $0.326 by -$0.027.
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 1.07%. 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 0.37.
How many shares outstanding does Solaris Energy Infrastructure, Inc. have?
Solaris Energy Infrastructure, Inc. has 58,402,336 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 $0.299 in its last earnings report, missing expectations of $0.326. Following the earnings report the stock price went up 5.394%.
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:
$88.50 (34.87% Upside)
$88.50 (34.87% Upside)
Blogger Sentiment
Bullish
SEI Sentiment 70%
Sector Average 69%
Sector Average 69%
Hedge Fund Trend
Decreased
By 395.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $297.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.1%
Last 30 Days ▲ 7.1%
Last 30 Days ▲ 7.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
187.29%
12-Months-Change
Fundamentals
Return on Equity
8.08%
Trailing 12-Months
Asset Growth
165.18%
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasizes strong commercial momentum, material sequential and year-over-year profitability gains, sizeable recent contract wins and strategic acquisitions that expand capacity to ~3.1 GW. Management raised near-term guidance and outlined a path to much larger pro forma adjusted EBITDA driven by integrated "molecule-to-electron" projects. Offsetting risks include supply chain and lead-time constraints, the need for significant additional capital, contract timing variability and customer concentration. Overall, the narrative is growth-oriented and confident but acknowledges meaningful operational and financing execution risks going forward.View all SEI earnings summariesSEI Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$88.50
▲(34.87% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Oceaneering International
―
Expro Group Holdings
―
Now
―
Liberty Energy
―
Flowco Holdings Inc Class A
―
Ownership Overview
21.68% Insiders
18.36% Mutual Funds
46.14% Other Institutional Investors
0.31% Public Companies and Individual Investors
Options Prices
Currently, No data available
---









