Solaris Energy Infrastructure (SEI) Aandelenoverzicht
Solaris Energy Infrastructure, Inc. levert modulaire en schaalbare oplossingen op basis van apparatuur voor energieopwekking, -regeling en -distributie, en het beheer van grondstoffen die worden gebruikt bij de voltooiing van olie- en aardgasbronnen in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 6/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 1/6 |
Beloningen
Risicoanalyse
SEI Community Fair Values
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Analyst Price Targets
Solaris Energy Infrastructure, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$68.26 |
| 52 Week Hoogtepunt | US$86.19 |
| 52 Week Laag | US$24.57 |
| Bèta | 1.18 |
| 1 maand verandering | -0.51% |
| 3 maanden verandering | 9.41% |
| 1 Jaar Verandering | 122.35% |
| 3 jaar verandering | 644.38% |
| 5 jaar verandering | 648.46% |
| Verandering sinds IPO | 491.00% |
Recent nieuws en updates
Narratiefupdate • Jul 06
SEI: Contracted Gas Capacity Will Power Future AI Data Center Demand
The analyst price target for Solaris Energy Infrastructure has been raised from $106.05 to $110.80 as analysts factor in higher modeled revenue growth, wider profit margins, and updated P/E assumptions supported by a growing contracted data center pipeline and an improved balance sheet. Analyst Commentary on Solaris Energy Infrastructure Recent Street research on Solaris Energy Infrastructure points to a constructive view of the business model, with several bullish analysts updating their work after new contracts, balance sheet changes, and refreshed deployment assumptions.Seeking Alpha • Jun 30
Solaris Energy Infrastructure: A Bullish Case For The AI Power Bottleneck
Summary Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure. Key risks include customer and supplier concentration, execution/financing challenges, and sensitivity to shifts in AI data center demand or utility grid upgrades. Read the full article on Seeking Alpha
Narratiefupdate • 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.Recent updates
Narratiefupdate • Jul 06
SEI: Contracted Gas Capacity Will Power Future AI Data Center Demand
The analyst price target for Solaris Energy Infrastructure has been raised from $106.05 to $110.80 as analysts factor in higher modeled revenue growth, wider profit margins, and updated P/E assumptions supported by a growing contracted data center pipeline and an improved balance sheet. Analyst Commentary on Solaris Energy Infrastructure Recent Street research on Solaris Energy Infrastructure points to a constructive view of the business model, with several bullish analysts updating their work after new contracts, balance sheet changes, and refreshed deployment assumptions.Seeking Alpha • Jun 30
Solaris Energy Infrastructure: A Bullish Case For The AI Power Bottleneck
Summary Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure. Key risks include customer and supplier concentration, execution/financing challenges, and sensitivity to shifts in AI data center demand or utility grid upgrades. Read the full article on Seeking AlphaNarratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Rendement voor aandeelhouders
| SEI | US Energy Services | US Markt | |
|---|---|---|---|
| 7D | 1.6% | 5.3% | -0.4% |
| 1Y | 122.3% | 49.6% | 18.4% |
Rendement versus industrie: SEI overtrof de US Energy Services industrie, die het afgelopen jaar een rendement 49.6 % opleverde.
Rendement versus markt: SEI overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.4 %.
Prijsvolatiliteit
| SEI volatility | |
|---|---|
| SEI Average Weekly Movement | 9.0% |
| Energy Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: SEI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van SEI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2014 | 468 | Bill Zartler | www.solaris-energy.com |
Solaris Energy Infrastructure, Inc. levert modulaire en schaalbare oplossingen op basis van apparatuur voor energieopwekking, -regeling en -distributie, en het beheer van grondstoffen die worden gebruikt bij de voltooiing van olie- en aardgasbronnen in de Verenigde Staten. Het bedrijf is actief in de segmenten Solaris Power Solutions en Solaris Logistics Solutions. Het segment Solaris Power Solutions levert oplossingen voor stroomopwekking, -regeling en -distributie en biedt ondersteuning aan datacenters, de energiesector en andere commerciële en industriële sectoren.
Solaris Energy Infrastructure, Inc. Samenvatting
| SEI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.06b |
| Inkomsten(TTM) | US$44.53m |
| Inkomsten(TTM) | US$692.11m |
93.9x
Koers/Winstverhouding6.0x
P/S-verhoudingIs SEI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SEI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$692.11m |
| Kosten van inkomsten | US$367.35m |
| Brutowinst | US$324.76m |
| Overige uitgaven | US$280.23m |
| Inkomsten | US$44.53m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.73 |
| Brutomarge | 46.92% |
| Nettowinstmarge | 6.43% |
| Schuld/Eigen Vermogen Verhouding | 144.5% |
Hoe presteerde SEI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.7%
Huidig dividendrendement49%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/09 22:29 |
| Aandelenkoers aan het einde van de dag | 2026/07/09 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Solaris Energy Infrastructure, Inc. wordt gevolgd door 22 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| J. David Anderson | Barclays |
| Thomas Curran | B. Riley Securities, Inc. |
| Luke Lemoine | Capital One Securities, Inc. |