Solaris Energy Infrastructure (SEI) Stock Overview
Provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 6/6 |
| Past Performance | 4/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
SEI Community Fair Values
Create NarrativeSee what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Solaris Energy Infrastructure, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$82.17 |
| 52 Week High | US$86.19 |
| 52 Week Low | US$24.57 |
| Beta | 1.21 |
| 1 Month Change | 10.64% |
| 3 Month Change | 34.70% |
| 1 Year Change | 196.54% |
| 3 Year Change | 920.75% |
| 5 Year Change | 759.52% |
| Change since IPO | 611.43% |
Recent News & Updates
Narrative Update • Jun 22
SEI: Data Center Contracts And New Debt Will Shape Balanced Outlook
Solaris Energy Infrastructure's analyst price targets have moved higher, with several firms lifting their views by between $5 and $23 as analysts factor in recent debt financing, expanded contracted megawatts, new data center agreements, and updated deployment timelines. Analyst Commentary Recent research on Solaris Energy Infrastructure points to a cluster of higher price targets, with analysts updating models around new debt financing, contracted megawatts, and fresh data center agreements.Analysis Article • Jun 21
Solaris Energy Infrastructure (SEI) Stock Could Be 7.6% Undervalued On AI Power Demand
Solaris Energy Infrastructure (SEI) is back in the spotlight as investors focus on how expanding data center and AI electricity demand could influence earnings and growth opportunities across its power and logistics businesses. See our latest analysis for Solaris Energy Infrastructure. At a share price of $82.88, Solaris Energy Infrastructure has seen strong momentum recently, with a 34.09% 3 month share price return and a very large 3 year total shareholder return. This reflects how...Recent updates
Narrative Update • Jun 22
SEI: Data Center Contracts And New Debt Will Shape Balanced Outlook
Solaris Energy Infrastructure's analyst price targets have moved higher, with several firms lifting their views by between $5 and $23 as analysts factor in recent debt financing, expanded contracted megawatts, new data center agreements, and updated deployment timelines. Analyst Commentary Recent research on Solaris Energy Infrastructure points to a cluster of higher price targets, with analysts updating models around new debt financing, contracted megawatts, and fresh data center agreements.Analysis Article • Jun 21
Solaris Energy Infrastructure (SEI) Stock Could Be 7.6% Undervalued On AI Power Demand
Solaris Energy Infrastructure (SEI) is back in the spotlight as investors focus on how expanding data center and AI electricity demand could influence earnings and growth opportunities across its power and logistics businesses. See our latest analysis for Solaris Energy Infrastructure. At a share price of $82.88, Solaris Energy Infrastructure has seen strong momentum recently, with a 34.09% 3 month share price return and a very large 3 year total shareholder return. This reflects how...Narrative Update • Jun 04
SEI: Data Center Contracts And New Capacity Will Shape Balanced Outlook
Solaris Energy Infrastructure's analyst fair value estimate has been increased from $61.14 to $80.00 as analysts incorporate higher expected profit margins, updated P/E assumptions, and the effects of recently cited long-term data center and capacity expansion contracts in their research. Analyst Commentary Recent Street research on Solaris Energy Infrastructure has leaned constructive on the long-term contract pipeline and capacity additions, with several firms lifting price targets as they update models for new data center deals and natural gas turbine projects.Seeking Alpha • Jun 04
Solaris Energy: Renting Generators Has More Risk Than Priced In Shares
Summary Solaris Energy is rated a sell due to significant execution and funding risks not reflected in its current valuation. SEI’s business model centers on renting mobile gas-fired turbines to data centers, with high revenue growth but negative free cash flow until 2028. The company’s growth is heavily driven by the successful ramp-up of leased MW capacity, but it faces operational and capital challenges. Consensus price targets appear optimistic; I assign a 35x adjusted PE for 2028, reflecting limited upside versus sector peers with stronger track records. Read the full article on Seeking Alpha
Narrative Update • May 21
SEI: Hyperscaler Power Contracts Will Drive Upcoming Natural Gas Capacity Expansion
Narrative Update on Solaris Energy Infrastructure The analyst price target for Solaris Energy Infrastructure has shifted higher by about $19, with analysts pointing to updated assumptions for fair value near $89.73, a lower implied future P/E multiple near 23.82, and refreshed expectations for revenue growth and profit margins as key drivers of the change. Analyst Commentary Recent Street research on Solaris Energy Infrastructure has been active, with several price target revisions and new initiations feeding into the updated fair value assumptions investors are watching.Analysis Article • May 14
Additional Considerations Required While Assessing Solaris Energy Infrastructure's (NYSE:SEI) Strong Earnings
Solaris Energy Infrastructure, Inc. ( NYSE:SEI ) announced strong profits, but the stock was stagnant. Our analysis...Analysis Article • May 06
Results: Solaris Energy Infrastructure, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
As you might know, Solaris Energy Infrastructure, Inc. ( NYSE:SEI ) just kicked off its latest quarterly results with...
Narrative Update • May 03
SEI: Expanded 900MW Capacity Will Support Future Hyperscaler Data Center Contracts
Analysts have raised the Solaris Energy Infrastructure fair value estimate from $71.00 to about $106.05, citing higher assumed revenue growth, a stronger profit margin profile, and updated P/E expectations in light of recent price target increases across the Street. Analyst Commentary Recent Street research on Solaris Energy Infrastructure has tilted clearly constructive, with multiple bullish analysts lifting price targets and highlighting what they view as solid execution on capacity additions and data center contracts.Narrative Update • Apr 19
SEI: Data Center Power Contracts And New Turbine Capacity Will Shape Outlook
Narrative Update The analyst price target for Solaris Energy Infrastructure has been raised by $0.04 to $61.14, as analysts factor in updated assumptions related to revenue growth, profit margins, and capacity expansion contracts cited in recent research. Analyst Commentary Recent research on Solaris Energy Infrastructure has been active, with several firms updating price targets and views as new contract details, capacity plans, and data center activity come through.Narrative Update • Apr 04
SEI: Hyperscaler Power Contracts Will Support Upcoming Natural Gas Capacity Additions
The analyst price target for Solaris Energy Infrastructure has been raised from $67.40 to about $70.45, with analysts citing higher assumed revenue growth, wider profit margins, and a lower discount rate, influenced by recent research that highlights capacity additions and continued hyperscaler demand. Analyst Commentary Recent research on Solaris Energy Infrastructure reflects a mix of optimism about growth opportunities and caution around execution and valuation, giving you a range of viewpoints to weigh.Narrative Update • Mar 21
SEI: Expanded Capacity And Hyperscaler Contracts Will Support Data Center Power Demand
Analysts have raised the Solaris Energy Infrastructure price target to about $61, up from $60, citing planned capacity additions, growing data center and hyperscaler demand, and updated P/E assumptions that incorporate recent Street research from firms across the sector. Analyst Commentary Recent Street research on Solaris Energy Infrastructure highlights a mix of optimism around capacity growth and data center demand, alongside a more cautious thread focused on valuation and execution risks.Narrative Update • Mar 07
SEI: Hyperscaler Power Contracts And Data Center Deals Will Drive Future Upside
Analysts have nudged their average price target for Solaris Energy Infrastructure higher to $67.40 from $66.10, reflecting recent coverage initiations and target increases that point to confidence in its hyperscaler power contracting model and new data center agreements. Analyst Commentary Bullish Takeaways Bullish analysts highlight Solaris Energy Infrastructure's "speed to power" capability as a key differentiator, seeing its ability to quickly bring power online for hyperscalers as central to the investment case and a core driver of their valuation work.Narrative Update • Feb 20
SEI: Long Term Data Center Power Rental Will Support Bullish Outlook
Analysts have adjusted their price target for Solaris Energy Infrastructure slightly higher to $66.10 from $65.50, citing updated assumptions around discount rates, revenue growth, profit margins, and a revised future P/E framework. What's in the News Solaris Energy Infrastructure appointed Stephan E.Narrative Update • Feb 06
SEI: Expanded Capacity And 900MW Availability Will Support Second Data Center Contract
Analysts have raised their Solaris Energy Infrastructure price target to $65 from $50, citing the expanded 2.2GW capacity and 900MW of available capacity as key support for the company’s efforts to secure a second data center contract. Analyst Commentary Recent research points to a more constructive tone around Solaris Energy Infrastructure, with bullish analysts highlighting how the current capacity profile could support future contract wins and frame the stock’s valuation debate.Narrative Update • Jan 23
SEI: Expanded 2.2GW Plan Will Support Second Data Center Contract
Narrative Update: Solaris Energy Infrastructure The analyst price target for Solaris Energy Infrastructure has shifted from US$64.60 to US$65.50 as analysts factor in recent target moves up to US$65 and US$61, alongside updated assumptions on discount rate, profit margin, and future P/E, after the company outlined plans for 2.2GW of capacity with 900MW available to support a potential second data center contract. Analyst Commentary Recent research updates give you a clearer picture of how the Street is framing Solaris Energy Infrastructure's risk and reward around its growing capacity plan and potential data center exposure.Analysis Article • Jan 22
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable
Solaris Energy Infrastructure, Inc. ( NYSE:SEI ) shareholders would be excited to see that the share price has had a...Narrative Update • Jan 09
SEI: Future Capacity Expansion May Support Second Data Center Contract Opportunity
Our analyst price target for Solaris Energy Infrastructure moves to US$71 from US$53, reflecting analysts' higher capacity assumptions and updated views on margins and future P/E based on recent Street research. Analyst Commentary Bullish analysts are increasingly aligning around a higher valuation framework for Solaris Energy Infrastructure, with a series of upward price target revisions clustered in recent research.Narrative Update • Dec 24
SEI Will Benefit From Expanded 2.2GW Capacity Supporting Next Data Center Contract
Analysts have raised their fair value estimate for Solaris Energy Infrastructure to approximately $60 from $32, citing a wave of higher Street price targets into the low to mid $60s, driven by expanding generation capacity, improved margins, and greater confidence in the company as an early stage growth story. Analyst Commentary Street research has turned incrementally more constructive on Solaris Energy Infrastructure as recent price target increases cluster in the low to mid $60s, reflecting greater confidence in the company’s expanding capacity, improving earnings visibility, and strengthening balance sheet.Narrative Update • Dec 10
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.Narrative Update • Nov 26
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.Analysis Article • Nov 07
Solaris Energy Infrastructure (NYSE:SEI) Has Affirmed Its Dividend Of $0.12
Solaris Energy Infrastructure, Inc.'s ( NYSE:SEI ) investors are due to receive a payment of $0.12 per share on 18th of...Narrative Update • Nov 07
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.Narrative Update • Oct 24
Expanding Capacity And Flexibility Will Drive Growth In Next Cycle
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.Narrative Update • Oct 09
Grid Resiliency And Electrification Will Drive Modular Power Generation
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.Analysis Article • Sep 19
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Looks Just Right With A 35% Price Jump
Solaris Energy Infrastructure, Inc. ( NYSE:SEI ) shares have had a really impressive month, gaining 35% after a shaky...Shareholder Returns
| SEI | US Energy Services | US Market | |
|---|---|---|---|
| 7D | 5.3% | -6.2% | -1.8% |
| 1Y | 196.5% | 60.3% | 23.3% |
Return vs Industry: SEI exceeded the US Energy Services industry which returned 51.8% over the past year.
Return vs Market: SEI exceeded the US Market which returned 25.7% over the past year.
Price Volatility
| SEI volatility | |
|---|---|
| SEI Average Weekly Movement | 8.9% |
| Energy Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: SEI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SEI's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2014 | 468 | Bill Zartler | www.solaris-energy.com |
Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector.
Solaris Energy Infrastructure, Inc. Fundamentals Summary
| SEI fundamental statistics | |
|---|---|
| Market cap | US$6.10b |
| Earnings (TTM) | US$44.53m |
| Revenue (TTM) | US$692.11m |
107.8x
P/E Ratio6.9x
P/S RatioIs SEI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SEI income statement (TTM) | |
|---|---|
| Revenue | US$692.11m |
| Cost of Revenue | US$367.35m |
| Gross Profit | US$324.76m |
| Other Expenses | US$280.23m |
| Earnings | US$44.53m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.76 |
| Gross Margin | 46.92% |
| Net Profit Margin | 6.43% |
| Debt/Equity Ratio | 144.5% |
How did SEI perform over the long term?
See historical performance and comparisonDividends
0.6%
Current Dividend Yield49%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/22 14:20 |
| End of Day Share Price | 2026/06/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Solaris Energy Infrastructure, Inc. is covered by 20 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| J. David Anderson | Barclays |
| Thomas Curran | B. Riley Securities, Inc. |
| Luke Lemoine | Capital One Securities, Inc. |