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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
$4.94B
Enterprise Value$7.11B
Total Cash (Recent Filing)$344.47M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)68.4
Beta1.89
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 Cap1.44
Enterprise Value/Revenue10.27
Enterprise Value/Gross Profit30.21
Enterprise Value/Ebitda33.38
Forecast
1Y Price Target
$92.00Price Target Upside40.20% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)1.36
Revenue Forecast (FY)$831.39M
Bulls Say, Bears Say
Bulls Say
Operating ProfitabilitySustained high operating margins and positive net income indicate durable unit economics across Solaris’s logistics and power businesses. Strong margins support reinvestment in fleet and generation assets, provide a cushion against commodity-related cost swings, and underpin multi‑period cash generation potential.
Multi‑Year Contracted CapacityMulti‑year contracts (10–15 year terms) and ~3.1 GW secured capacity provide durable revenue visibility and reduce dependence on spot completion activity. Long-duration agreements with large counterparties support predictable cash flows, justify incremental capital deployment, and enable longer planning horizons for asset turns.
Refinanced Liquidity And Financing AccessLarge note issuance and an expanded revolver extend maturities and increase near‑term funding capacity, lowering immediate refinancing pressure. Improved access to term financing gives the company runway to execute identified growth capex and staged turbine purchases while it scales contracted power operations.
Bears Say
Elevated LeverageHigh leverage materially raises financial risk and reduces strategic flexibility. With debt nearly double equity, interest and covenant constraints can limit the company’s ability to absorb project timing slips or pursue opportunistic investments, making execution and refinancing outcomes critical over the next 2–6 months.
Deeply Negative Free Cash FlowPersistent negative free cash flow reflects heavy capex and working capital needs to build generation capacity. Despite improving operating cash flow, sustained outflows necessitate external funding to support growth, elevating execution and credit risk while constraining the company’s ability to deleverage or return capital.
Supply Chain And Timing RiskLong lead times for critical equipment and staged deliveries create durable execution risk: delayed energization shifts revenue and EBITDA timing, complicates capital planning, and can increase project costs. This structural supply constraint increases sensitivity to schedule slips over multiple years.
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 $4.94B.
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 22 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:
$92.00 (40.20% Upside)
$92.00 (40.20% 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 >0.1%
Last 30 Days ▲ 6.8%
Last 30 Days ▲ 6.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
114.30%
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
$92.00
▲(40.20% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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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
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