Solaris Energy Infrastructure, Inc.

NYSE:SEI Voorraadrapport

Marktkapitalisatie: US$5.6b

Solaris Energy Infrastructure Dividenden en inkoop

Dividend criteriumcontroles 0/6

Solaris Energy Infrastructure is een dividendbetalend bedrijf met een huidig rendement van 0.63%.

Belangrijke informatie

0.6%

Dividendrendement

0.3%

Terugkoop Rendement

Totaal aandeelhoudersrendement0.9%
Toekomstig dividendrendement0.7%
Dividendgroei6.6%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio49%

Recente updates van dividend en inkoop

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...

Recent updates

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.
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.
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
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...

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: SEI betaalt geen noemenswaardig dividend uit voor de US markt. Daarom is het niet nodig om te controleren of de betalingen stabiel zijn.

Groeiend dividend: SEI betaalt geen noemenswaardig dividend uit voor de US markt. Daarom is het niet nodig om te controleren of de betalingen toenemen.


Dividendrendement versus markt

Solaris Energy Infrastructure Dividendrendement versus markt
Hoe verhoudt SEI dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (SEI)0.6%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.1%
Gemiddelde industrie (Energy Services)2.0%
Analist prognose (SEI) (tot 3 jaar)0.7%

Opmerkelijk dividend: Het dividend van SEI ( 0.63% ) is niet noemenswaardig vergeleken met de onderste 25% van de dividendbetalers op de US markt ( 1.36% ).

Hoog dividend: Het dividend SEI ( 0.63% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.12% ).


Winstuitkering aan aandeelhouders

Verdiendekking: SEI betaalt geen noemenswaardig dividend uit voor de US markt.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: SEI keert dividend uit, maar het bedrijf heeft geen vrije kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/29 20:29
Aandelenkoers aan het einde van de dag2026/06/26 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 20 analisten. 7 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.

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