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Solaris Energy Infrastructure, Inc.NYSE:SEI Aktierapport

Marknadsvärde US$5.3b
Aktiekurs
US$72.33
US$71
1.9% övervärderad intrinsisk rabatt
1Y209.4%
7D-0.1%
Portföljens värde
​
Utsikt

Solaris Energy Infrastructure, Inc.

NYSE:SEI Aktierapport

Börsvärde: US$5.3b

Solaris Energy Infrastructure (SEI) Aktievy

Solaris Energy Infrastructure, Inc. tillhandahåller modulära och skalbara utrustningsbaserade lösningar för kraftgenerering, kontroll och distribution samt hantering av råmaterial som används vid färdigställande av olje- och naturgasbrunnar i USA. Mer information

SEI fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt6/6
Tidigare resultat4/6
Finansiell hälsa2/6
Utdelningar0/6

Belöningar

Handlar till 89.6% under vår uppskattning av dess verkliga värde

Intäkterna förväntas växa med 63.32% per år

Intäkterna ökade med 182% under det senaste året

Riskanalys

Skuld täcks inte väl av operativt kassaflöde

Volatil aktiekurs under de senaste 3 månaderna jämfört med US -marknaden

Stora engångsposter som påverkar finansiella resultat


SEI Community Fair Values

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Analyst Price Targets

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Solaris Energy Infrastructure, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Solaris Energy Infrastructure
Historiska aktiekurser
Aktuell aktiekursUS$72.33
52 veckors högstaUS$81.24
52 veckors lägstaUS$21.22
Beta1.06
1 månads förändring30.39%
3 månaders förändring31.06%
1 års förändring209.37%
3 års förändring844.26%
5 års förändring572.21%
Förändring sedan börsintroduktionen526.23%

Senaste nyheter och uppdateringar

Solaris Energy Infrastructure: Expensive, But Growing Fast

May 01

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.

Recent updates

Solaris Energy Infrastructure: Expensive, But Growing Fast

May 01

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.

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.

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.

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.

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.

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.

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.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

Jan 22
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

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.

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.

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.

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.

Solaris Energy Infrastructure (NYSE:SEI) Has Affirmed Its Dividend Of $0.12

Nov 07
Solaris Energy Infrastructure (NYSE:SEI) Has Affirmed Its Dividend Of $0.12

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.

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.

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.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Looks Just Right With A 35% Price Jump

Sep 19
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Looks Just Right With A 35% Price Jump

Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

May 28
Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

May 19
Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

May 17
Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

This Is The Reason Why We Think Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) CEO Deserves A Bump Up To Their Compensation

May 08
This Is The Reason Why We Think Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) CEO Deserves A Bump Up To Their Compensation

Solaris Energy Infrastructure: Speculative Play On Mobile Power

Apr 16

Aktieägarnas avkastning

SEIUS Energy ServicesUS Marknad
7D-0.1%1.7%0.8%
1Y209.4%91.6%27.7%

Avkastning vs industri: SEI översteg US Energy Services branschen som gav 91.6 % under det senaste året.

Avkastning vs Marknaden: SEI översteg US marknaden som gav 27.7 % under det senaste året.

Prisvolatilitet

Is SEI's price volatile compared to industry and market?
SEI volatility
SEI Average Weekly Movement11.3%
Energy Services Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stabil aktiekurs: SEI s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: SEI s veckovolatilitet ( 11% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2014468Bill Zartlerwww.solaris-energy.com

Solaris Energy Infrastructure, Inc. tillhandahåller modulära och skalbara utrustningsbaserade lösningar för kraftgenerering, kontroll och distribution samt hantering av råmaterial som används vid färdigställande av olje- och naturgasbrunnar i USA. Verksamheten bedrivs inom segmenten Solaris Power Solutions och Solaris Logistics Solutions. Segmentet Solaris Power Solutions levererar lösningar för kraftgenerering, kontroll och distribution samt erbjuder support till datacenter, energisektorn och andra kommersiella och industriella sektorer.

Solaris Energy Infrastructure, Inc. Sammanfattning av grunderna

Hur förhåller sig Solaris Energy Infrastructure:s resultat och omsättning till dess börsvärde?
SEI grundläggande statistik
BörsvärdeUS$5.29b
Vinst(TTM)US$44.53m
Intäkter(TTM)US$692.11m
91.7x
P/E-förhållande
5.9x
P/S-förhållande

Är SEI övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
SEI resultaträkning (TTM)
IntäkterUS$692.11m
Kostnad för intäkterUS$367.35m
BruttovinstUS$324.76m
Övriga kostnaderUS$280.23m
IntäkterUS$44.53m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.79
Bruttomarginal46.92%
Nettovinstmarginal6.43%
Skuld/egenkapitalförhållande130.4%

Hur har SEI utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.7%
Aktuell utdelningsavkastning
49%
Utbetalningskvot

Ger SEI en tillförlitlig utdelning?

Se SEI utdelningshistorik och jämförelsetal
När behöver man köpa SEI för att få en kommande utdelning?
Solaris Energy Infrastructure datum för utdelning
Ex utdelningsdagJun 02 2026
Utbetalningsdag för utdelningJun 12 2026
Dagar till Ex-utdelning30 days
Dagar till utdelningsdag40 days

Ger SEI en tillförlitlig utdelning?

Se SEI utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 12:32
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Solaris Energy Infrastructure, Inc. bevakas av 21 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
J. David AndersonBarclays
J. David AndersonBarclays
Thomas CurranB. Riley Securities, Inc.