Solaris Energy Infrastructure

Expanding Capacity And Flexibility Will Drive Growth In Next Cycle

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

10 Dec 25

Views

199

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

67.3%

7D

-2.4%

Loading

1Y

67.3%

7D

-2.4%

You can edit this narrative until Dec 11 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$64.630.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Increased 0.59%

SEI: Expanded 2.2GW Capacity Will Support Second Data Center Contract

Analysts have nudged their price target on Solaris Energy Infrastructure slightly higher to approximately $64.60 per share. This reflects incremental increases in projected fair value, profitability, and future valuation multiples as the company scales capacity and secures data center opportunities.

Shared on 26 Nov 25

Fair value Increased 3.58%

SEI: Expanding Capacity To 2.2GW Will Accelerate Demand From Key Contracts

The analyst price target for Solaris Energy Infrastructure has increased from $62 to approximately $64.22 per share, as analysts cite capacity expansion and improved growth outlook as key reasons for the upward revision. Analyst Commentary Recent analyst reports highlight a series of upward price target revisions for Solaris Energy Infrastructure, reflecting both increased optimism and some lingering caution regarding the company's prospects.

Shared on 07 Nov 25

Fair value Increased 11%

SEI: Doubling Power Capacity Will Drive Market Upside This Year

Analysts have raised their average price target for Solaris Energy Infrastructure from $55.89 to $62.00. They cite increased profit margin forecasts, a lower discount rate, and recent expansions in the company’s power capacity as key factors supporting the higher valuation.

Shared on 24 Oct 25

Fair value Increased 13%

Analysts have raised their price target for Solaris Energy Infrastructure from $49.56 to $55.89, citing the company's increased power capacity and greater financial flexibility as drivers of further potential upside. Analyst Commentary Bullish Takeaways Analysts point to Solaris Energy Infrastructure's recent doubling of power capacity as a primary catalyst for raising price targets.

Shared on 09 Oct 25

Fair value Increased 9.85%

Analysts have raised their fair value price target for Solaris Energy Infrastructure from $45.11 to $49.56, citing improved profit margins, reduced discount rates, and stronger revenue growth forecasts as key drivers behind the updated outlook. Analyst Commentary Recent Street research on Solaris Energy Infrastructure has highlighted both positive momentum and lingering risks impacting the company's share price outlook and execution.

Shared on 01 May 25

Fair value Decreased 17%

Shared on 23 Apr 25

Fair value Decreased 42%

AnalystConsensusTarget has decreased profit margin from 26.8% to 8.5%, increased future PE multiple from 21.7x to 67.0x and increased shares outstanding growth rate from 0.1% to 0.3%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has decreased discount rate from 8.5% to 7.6%.

Shared on 02 Apr 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 1.05%

AnalystConsensusTarget Fair Value

US$64.6

30.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

25.88%

Energy Services revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.30%

Calculation

US$230.92m

Earnings '28

x

20.38x

PE Ratio '28

=

US$4.71b

Market Cap '28

US$4.71b

Market Cap '28

/

59.79m

No. shares '28

=

US$78.73

Share Price '28

US$78.73 Share Price '28

Discounted to 2025 @ 7.29% p.a.

=

US$63.75

Fair Value '25