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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
$3.97B
Enterprise Value$5.65K
Total Cash (Recent Filing)$344.47M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)55.0
Beta2.00
Next Earnings
Aug 05, 2026EPS Estimate
0.38Next Dividend Ex-DateN/A
Dividend Yield0.91%
Share Statistics
EPS (TTM)0.98
Shares Outstanding58,402,336
10 Day Avg. Volume3,728,360
30 Day Avg. Volume2,747,175
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$94.50Price Target Upside74.90% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)1.3
Revenue Forecast (FY)$841.96M
Bulls Say, Bears Say
Bulls Say
Profitability & MarginsSolaris has scaled revenue to nearly $700M with durable operating profitability (EBITDA margin ~36%). Strong operating margins and improving operating cash flow indicate the core logistics and power solutions business produces high-quality earnings that can support reinvestment and operational resilience over multiple cycles.
Long‑term Contracted RevenueMulti‑year, fixed‑term contracts (10–15 years) and over 2 GW already contracted materially lengthen revenue visibility. This structural backlog with investment‑grade counterparties converts volatile project revenues into long‑dated cash flows, lowering cyclicality and enabling longer horizon planning for capex and fleet deployment.
Vertical Integration & M&AThe GESA deal broadens Solaris’s service footprint into installation, commissioning and long‑term maintenance. Owning O&M capabilities and technical talent deepens competitive moat, raises service revenue capture, and creates higher‑margin, repeatable aftermarket cash flows that are durable as the installed base grows.
Bears Say
High LeverageElevated leverage (~1.9x debt/equity) increases financial rigidity and interest burden, reducing strategic flexibility. High absolute debt heightens covenant and refinancing risk if project schedules slip or demand softens, making operational execution and timing critical to avoid stress on the capital structure.
Negative Free Cash FlowDespite positive operating cash flow, deeply negative free cash flow reflects heavy capex and working‑capital needs to scale capacity. Persistent negative FCF forces reliance on external financing for growth and capex, raising execution and dilution risk if cash conversion lags or projects are delayed over the medium term.
Execution, Supply & Concentration RisksLarge near‑term capex needs, long lead times for turbines and concentrated customers amplify execution risk. Delays in equipment delivery or contract timing shifts can materially swing quarterly and multi‑quarter results, stressing liquidity and requiring careful project management and diversified customer growth to sustain durability.
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 $3.97B.
When is Solaris Energy Infrastructure, Inc.’s upcoming earnings report date?
Solaris Energy Infrastructure, Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 8 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 0.91%. 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 0.38.
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
Neutral
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9
10
Analyst Consensus
Strong Buy
Average Price Target:
$94.50 (74.90% Upside)
$94.50 (74.90% Upside)
Blogger Sentiment
Bullish
SEI Sentiment 100%
Sector Average 65%
Sector Average 65%
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
Neutral
Last 7 Days ▲ 0.1%
Last 30 Days ▼ 0.3%
Last 30 Days ▼ 0.3%
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
0.91%
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
$94.50
▲(74.90% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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Ownership Overview
21.68% Insiders
21.53% Mutual Funds
1.77% Other Institutional Investors
31.14% Public Companies and Individual Investors









