Solaris Energy Infrastructure（SEI）株式概要
ソラリス・エナジー・インフラストラクチャー社（Solaris Energy Infrastructure, Inc.）は、米国で発電、制御、配電、石油・天然ガス井の完成に使用される原材料の管理のためのモジュール式でスケーラブルな機器ベースのソリューションを提供している。 詳細
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Analyst Price Targets
Solaris Energy Infrastructure, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$69.39 |
| 52週高値 | US$81.24 |
| 52週安値 | US$24.57 |
| ベータ | 1.21 |
| 1ヶ月の変化 | -4.89% |
| 3ヶ月変化 | 40.32% |
| 1年変化 | 131.30% |
| 3年間の変化 | 730.02% |
| 5年間の変化 | 564.02% |
| IPOからの変化 | 500.78% |
最新ニュース
ナラティブの更新 • 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
ナラティブの更新 • 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.分析記事 • 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
ナラティブの更新 • 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ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...株主還元
| SEI | US Energy Services | US 市場 | |
|---|---|---|---|
| 7D | -0.2% | -0.8% | -2.8% |
| 1Y | 131.3% | 71.7% | 22.8% |
業界別リターン: SEI過去 1 年間で71.7 % の収益を上げたUS Energy Services業界を上回りました。
リターン対市場: SEI過去 1 年間で22.8 % の収益を上げたUS市場を上回りました。
価格変動
| SEI volatility | |
|---|---|
| SEI Average Weekly Movement | 9.6% |
| Energy Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SEI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SEIの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 468 | Bill Zartler | www.solaris-energy.com |
ソラリス・エナジー・インフラストラクチャー社（Solaris Energy Infrastructure, Inc.）は、米国で発電、制御、配電、石油・天然ガス井戸の完成に使用される原材料の管理のためのモジュール式で拡張可能な機器ベースのソリューションを提供している。ソラリス・パワー・ソリューションズ部門とソラリス・ロジスティクス・ソリューションズ部門で事業を展開している。ソラリス・パワー・ソリューションズ部門は、発電、制御、配電ソリューションを提供し、データセンター、エネルギー、その他の商業・産業部門にサポートを提供している。ソラリス・ロジスティクス・ソリューションズ部門は、特殊機器の設計・製造、現場技術者サポート、ラストワンマイル、動員ロジスティクスサービス、ソフトウェアソリューションを提供している。以前はSolaris Oilfield Infrastructure, Inc.として知られていたが、2024年9月にSolaris Energy Infrastructure, Inc.に社名変更した。ソラリス・エナジー・インフラストラクチャー・インクは2014年に設立され、テキサス州ヒューストンに本社を置いている。
Solaris Energy Infrastructure, Inc. 基礎のまとめ
| SEI 基礎統計学 | |
|---|---|
| 時価総額 | US$5.10b |
| 収益（TTM） | US$44.53m |
| 売上高(TTM) | US$692.11m |
91.0x
PER（株価収益率5.9x
P/SレシオSEI は割高か？
公正価値と評価分析を参照収益と収入
| SEI 損益計算書（TTM） | |
|---|---|
| 収益 | US$692.11m |
| 売上原価 | US$367.35m |
| 売上総利益 | US$324.76m |
| その他の費用 | US$280.23m |
| 収益 | US$44.53m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.76 |
| グロス・マージン | 46.92% |
| 純利益率 | 6.43% |
| 有利子負債／自己資本比率 | 144.5% |
SEI の長期的なパフォーマンスは？
過去の実績と比較を見る| Solaris Energy Infrastructure 配当日 | |
|---|---|
| 配当落ち日 | Jun 02 2026 |
| 配当支払日 | Jun 12 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 5 days |
SEI 配当は確実ですか？
SEI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/07 09:13 |
| 終値 | 2026/06/05 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Solaris Energy Infrastructure, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| J. David Anderson | Barclays |
| Thomas Curran | B. Riley Securities, Inc. |
| Luke Lemoine | Capital One Securities, Inc. |