Solaris Energy Infrastructure, Inc.

NYSE:SEI Rapport sur les actions

Capitalisation boursière : US$5.1b

Solaris Energy Infrastructure Dividendes et rachats

Dividende contrôle des critères 0/6

Solaris Energy Infrastructure est une société versant des dividendes avec un rendement actuel de 0.69%. La prochaine date de paiement est le 12th June, 2026 avec une date ex-dividende de 2nd June, 2026.

Informations clés

0.7%

Rendement du dividende

0.3%

Rendement des rachats

Rendement total pour l'actionnaire1.0%
Rendement futur des dividendes0.8%
Croissance des dividendes6.6%
Prochaine date de paiement du dividende12 Jun 26
Date ex-dividende02 Jun 26
Dividende par actionn/a
Ratio de distribution49%

Mises à jour récentes sur les dividendes et les rachats

Article d’analyse 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...

Recent updates

Mise à jour du récit 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
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: SEI ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements sont stables.

Dividende croissant: SEI ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements augmentent.


Rendement des dividendes par rapport au marché

Solaris Energy Infrastructure Rendement des dividendes par rapport au marché
Comment le rendement du dividende de SEI se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (SEI)0.7%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Energy Services)1.9%
Analyste prévisionnel (SEI) (jusqu'à 3 ans)0.8%

Dividende notable: Le dividende de SEI ( 0.69% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché US ( 1.42% ).

Dividende élevé: Le dividende de SEI ( 0.69% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.25% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: SEI ne verse pas de dividende notable pour le marché US.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: SEI verse un dividende mais la société ne dispose pas de flux de trésorerie disponibles.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/07 15:45
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Solaris Energy Infrastructure, Inc. est couverte par 20 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
J. David AndersonBarclays
Thomas CurranB. Riley Securities, Inc.
Luke LemoineCapital One Securities, Inc.