Solaris Energy Infrastructure, Inc.

NYSE:SEI Lagerbericht

Marktkapitalisierung: US$5.1b

Solaris Energy Infrastructure Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 4/6

Solaris Energy Infrastructure verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 40.7%, während die Gewinne der Branche Energy Services jährlich um gewachsen und zwar um 44.6%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 28.1%. Die Eigenkapitalrendite von Solaris Energy Infrastructure beträgt 7% und die Nettomargen betragen 6.4%.

Wichtige Informationen

40.75%

Wachstumsrate der Gewinne

36.19%

EPS-Wachstumsrate

Energy Services Wachstum der Industrie23.71%
Wachstumsrate der Einnahmen28.09%
Eigenkapitalrendite7.01%
Netto-Marge6.43%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Analyseartikel • 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...

Recent updates

Narrativ-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.
Analyseartikel • 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...
Analyseartikel • 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...
Narrativ-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.
Seeking Alpha • May 01

Solaris Energy Infrastructure: Expensive, But Growing Fast

Summary Solaris Energy Infrastructure, Inc. benefits from explosive AI data center demand but faces long-term risks due to a lack of a tech moat and small-operator status. Q1 '26 revenue surged 55% YoY, with Power Solutions sales up 160% and pro forma capacity pipeline reaching 3100 MW through 2029. Adjusted net income margin rose to 21.2% YoY, though free cash flow remains deeply negative due to capital-intensive growth and increased leverage. SEI risks include potential customer contract non-renewals as supply constraints ease and aggressive accounting that may mask operational vulnerabilities. Read the full article on Seeking Alpha
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Analyseartikel • 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...
Narrativ-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.
Narrativ-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.
Narrativ-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.
Narrativ-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.
Analyseartikel • 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...
Narrativ-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.
Narrativ-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.
Narrativ-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.
Analyseartikel • 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...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Solaris Energy Infrastructure Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NYSE:SEI Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 2669245680
31 Dec 2562229620
30 Sep 2553936630
30 Jun 2544721560
31 Mar 2537216430
31 Dec 2431315360
30 Sep 2428013340
30 Jun 2427519310
31 Mar 2427820300
31 Dec 2329323270
30 Sep 2331424260
30 Jun 2333626250
31 Mar 2334624240
31 Dec 2232020230
30 Sep 2228216230
30 Jun 2223910210
31 Mar 221873200
31 Dec 21159-1190
30 Sep 21139-3190
30 Jun 21110-8180
31 Mar 2184-12170
31 Dec 20103-30160
30 Sep 20141-13170
30 Jun 201801180
31 Mar 2023420190
31 Dec 1924251190
30 Sep 1923649180
30 Jun 1923350170
31 Mar 1921648160
31 Dec 1819741170
30 Sep 1816523180
30 Jun 1812711180
31 Mar 18931170
31 Dec 1767-4140
30 Sep 17494110
30 Jun 1736480
31 Mar 1725360
31 Dec 1618350
30 Sep 1613-150
31 Dec 1514-160

Qualität der Erträge: SEI einen hohen Anteil an unbarem Gewinn hat.

Wachsende Gewinnspanne: SEIDie aktuellen Gewinnspannen (6.4%) sind höher als im letzten Jahr (4.3%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: SEI ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 40.7% pro Jahr gesteigert.

Beschleunigtes Wachstum: SEIDas Gewinnwachstum des Unternehmens im letzten Jahr (182%) übertrifft seinen 5-Jahres-Durchschnitt (40.7% pro Jahr).

Erträge im Vergleich zur Industrie: SEI Das Gewinnwachstum im vergangenen Jahr (182%) übertraf das der Branche Energy Services -26.2% .

Eigenkapitalrendite

Hohe Eigenkapitalrendite: SEIDie Eigenkapitalrendite des Unternehmens (7%) wird als niedrig angesehen.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/29 22:22
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Solaris Energy Infrastructure, Inc. wird von 21 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
J. David AndersonBarclays
J. David AndersonBarclays
Thomas CurranB. Riley Securities, Inc.