Solaris Energy Infrastructure 配当と自社株買い
配当金 基準チェック /06
Solaris Energy Infrastructure配当を支払う会社であり、現在の利回りは0.63%です。
主要情報
0.6%
配当利回り
0.3%
バイバック利回り
| 総株主利回り | 0.9% |
| 将来の配当利回り | 0.7% |
| 配当成長 | 6.6% |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 49% |
最近の配当と自社株買いの更新
Recent updates
ナラティブの更新 • 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.分析記事 • 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...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...決済の安定と成長
配当データの取得
安定した配当: SEIはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。
増加する配当: SEIはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。
配当利回り対市場
| Solaris Energy Infrastructure 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (SEI) | 0.6% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Energy Services) | 2.1% |
| アナリスト予想 (SEI) (最長3年) | 0.7% |
注目すべき配当: SEIの配当金 ( 0.63% ) はUS市場の配当金支払者の下位 25% ( 1.38% ) と比べると目立ったものではありません。
高配当: SEIの配当金 ( 0.63% ) はUS市場の配当金支払者の上位 25% ( 4.2% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: SEI US市場において目立った配当金を支払っていません。
株主配当金
キャッシュフローカバレッジ: SEIは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。
高配当企業の発掘
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 | 2026/06/24 13:42 |
| 終値 | 2026/06/24 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 |
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* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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. |