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Solaris Energy Infrastructure, Inc. Stock Price

NYSE:SEI Community·US$5.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 60 Fair Values set on narratives written by author
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SEI Share Price Performance

US$67.42
35.22 (109.38%)
​
US$94.34
Fair Value
US$67.42
35.22 (109.38%)
28.5% undervalued intrinsic discount
US$94.34
Fair Value
Price US$67.42
AnalystConsensusTarget US$94.34
AnalystLowTarget US$73.00
AnalystHighTarget US$118.10
Mon, 3 Aug 26
Fair ValueUS$94.34
Share Pricen/a

SEI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$94.34 28.5% undervalued intrinsic discount

Expanding Capacity And Flexibility Will Drive Growth In Next Cycle

0users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$73 7.6% undervalued intrinsic discount

Supply Constraints And Concentration Will Impede Output Yet Foster Diversification

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$118.1 42.9% undervalued intrinsic discount

Electrification And AI Demand Will Reshape Power Services

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
SEI logo
Solaris Energy Infrastructure
28.5% undervalued intrinsic discount

Expanding Capacity And Flexibility Will Drive Growth In Next Cycle

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Aug
Read Narrative
SEI logo
Solaris Energy Infrastructure
7.6% undervalued intrinsic discount

Supply Constraints And Concentration Will Impede Output Yet Foster Diversification

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Aug
Read Narrative
SEI logo
Solaris Energy Infrastructure
42.9% undervalued intrinsic discount

Electrification And AI Demand Will Reshape Power Services

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 20 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
SEI logo

SEI: Hyperscaler Power Contracts And Microreactor Partnership Will Drive Future Upside

Fair Value: US$73 7.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SEI logo

SEI: Hyperscaler Power Contracts And Index Additions Will Support Future Natural Gas Expansion

Fair Value: US$94.34 28.5% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SEI logo

SEI: Expanding Contracted Gas Capacity Will Support Future AI Power Demands

Fair Value: US$118.1 42.9% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with proven track record.

3 Risks
4 Rewards
View Full Analysis

Solaris Energy Infrastructure, Inc. Key Details

US$762.2m

Revenue

US$381.5m

Cost of Revenue

US$380.7m

Gross Profit

US$327.7m

Other Expenses

US$53.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.81
49.94%
6.95%
214.7%
View Full Analysis

About SEI

Founded
2014
Employees
468
CEO
William Zartler
WebsiteView website
www.solaris-energy.com

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.

Recent SEI News & Updates

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Solaris Energy Infrastructure, Inc. Competitors

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