Solaris Energy Infrastructure Gestione
Criteri Gestione verificati 2/4
Solaris Energy Infrastructure Il CEO è Bill Zartler, nominato in Oct2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 13.87M, composta da 3.2% di stipendio e 96.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.25% delle azioni della società, per un valore di $ 112.99M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7 anni e 8.5 anni.
Informazioni chiave
Bill Zartler
Amministratore delegato
US$13.9m
Compenso totale
| Percentuale dello stipendio del CEO | 3.24% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 2.3% |
| Durata media del management | 7yrs |
| Durata media del Consiglio di amministrazione | 8.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$45m |
| Dec 31 2025 | US$14m | US$450k | US$29m |
| Sep 30 2025 | n/a | n/a | US$36m |
| Jun 30 2025 | n/a | n/a | US$21m |
| Mar 31 2025 | n/a | n/a | US$16m |
| Dec 31 2024 | US$4m | US$321k | US$15m |
| Sep 30 2024 | n/a | n/a | US$13m |
| Jun 30 2024 | n/a | n/a | US$19m |
| Mar 31 2024 | n/a | n/a | US$20m |
| Dec 31 2023 | US$2m | US$321k | US$23m |
| Sep 30 2023 | n/a | n/a | US$24m |
| Jun 30 2023 | n/a | n/a | US$26m |
| Mar 31 2023 | n/a | n/a | US$24m |
| Dec 31 2022 | US$3m | US$305k | US$20m |
| Sep 30 2022 | n/a | n/a | US$16m |
| Jun 30 2022 | n/a | n/a | US$10m |
| Mar 31 2022 | n/a | n/a | US$3m |
| Dec 31 2021 | US$2m | US$250k | -US$1m |
| Sep 30 2021 | n/a | n/a | -US$3m |
| Jun 30 2021 | n/a | n/a | -US$8m |
| Mar 31 2021 | n/a | n/a | -US$12m |
| Dec 31 2020 | US$1m | US$238k | -US$30m |
| Sep 30 2020 | n/a | n/a | -US$13m |
| Jun 30 2020 | n/a | n/a | US$1m |
| Mar 31 2020 | n/a | n/a | US$20m |
| Dec 31 2019 | US$2m | US$250k | US$51m |
Compensazione vs Mercato: La retribuzione totale di Bill ($USD 13.87M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Bill è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Bill Zartler (61 yo)
less than a year
Mandato
US$13,870,354
Compensazione
Mr. William A. Zartler, also known as Bill, had been Chief Operating Officer of Solaris Energy Infrastructure, Inc. since December 31, 2024. He founded Solaris Energy Infrastructure, Inc. (formerly known a...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-CEO, Founder & Chairman | less than a year | US$13.87m | 2.25% $ 113.0m | |
| Co-CEO & Director | less than a year | US$7.05m | 0.47% $ 23.7m | |
| President & Head of Power Solutions | 7.9yrs | US$4.65m | 0.70% $ 35.0m | |
| Chief Administrative Officer & Director | 9.3yrs | US$2.70m | 0.26% $ 13.3m | |
| Chief Legal Officer & Corporate Secretary | 8.8yrs | US$2.52m | 0.20% $ 9.8m | |
| CFO & Principal Financial Officer | less than a year | Nessun dato | 0.051% $ 2.6m | |
| Senior Vice President of Finance & Investor Relations | 7.8yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Commercial & Logistics Solutions | no data | Nessun dato | Nessun dato | |
| Executive VP & GM of Logistics Solutions | 6.1yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Power Solutions | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Commercial & Power Solutions | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Power Solutions Operation | no data | Nessun dato | Nessun dato |
7.0yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di SEI è esperto e expertise (durata media dell'incarico 7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-CEO, Founder & Chairman | 9.3yrs | US$13.87m | 2.25% $ 113.0m | |
| Co-CEO & Director | less than a year | US$7.05m | 0.47% $ 23.7m | |
| Chief Administrative Officer & Director | 7.3yrs | US$2.70m | 0.26% $ 13.3m | |
| Independent Director | 9.1yrs | US$225.00k | 0.15% $ 7.7m | |
| Independent Director | 9.1yrs | US$230.00k | 0.21% $ 10.4m | |
| Independent Director | 9.1yrs | US$230.00k | 0.011% $ 558.1k | |
| Independent Director | 1.4yrs | US$299.59k | 0.014% $ 715.1k | |
| Independent Director | 7.8yrs | US$239.17k | 0.0099% $ 494.8k | |
| Independent Director | 4.3yrs | US$255.00k | 0.077% $ 3.9m | |
| Independent Director | 9.1yrs | US$277.50k | 0.16% $ 7.8m |
8.5yrs
Durata media
66.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SEI sono considerati esperti (durata media dell'incarico 8.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/11 12:40 |
| Prezzo dell'azione a fine giornata | 2026/06/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Solaris Energy Infrastructure, Inc. è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| J. David Anderson | Barclays |
| Thomas Curran | B. Riley Securities, Inc. |
| Luke Lemoine | Capital One Securities, Inc. |