Solaris Energy Infrastructure Yönetim
Yönetim kriter kontrolleri 2/4
Solaris Energy Infrastructure CEO'su Bill Zartler, Oct2025 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 13.87M olup, şirket hissesi ve opsiyonları dahil olmak üzere 3.2% maaş ve 96.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.15% ine doğrudan sahiptir ve bu hisseler $ 117.35M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7 yıl ve 8.5 yıldır.
Anahtar bilgiler
Bill Zartler
İcra Kurulu Başkanı
US$13.9m
Toplam tazminat
| CEO maaş yüzdesi | 3.24% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 2.1% |
| Yönetim ortalama görev süresi | 7yrs |
| Yönetim Kurulu ortalama görev süresi | 8.5yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Jul 12
SEI: Buy Before The S&P 600 Flows Arrive
Summary Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions’ transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI’s 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples. Execution risk remains; monitoring MWs delivered, energized, CapEx vs. guidance, and leverage is critical as CapEx peaks and FCF turns positive post-2027. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$45m |
| Dec 31 2025 | US$14m | US$450k | US$29m |
| Sep 30 2025 | n/a | n/a | US$36m |
| Jun 30 2025 | n/a | n/a | US$21m |
| Mar 31 2025 | n/a | n/a | US$16m |
| Dec 31 2024 | US$4m | US$321k | US$15m |
| Sep 30 2024 | n/a | n/a | US$13m |
| Jun 30 2024 | n/a | n/a | US$19m |
| Mar 31 2024 | n/a | n/a | US$20m |
| Dec 31 2023 | US$2m | US$321k | US$23m |
| Sep 30 2023 | n/a | n/a | US$24m |
| Jun 30 2023 | n/a | n/a | US$26m |
| Mar 31 2023 | n/a | n/a | US$24m |
| Dec 31 2022 | US$3m | US$305k | US$20m |
| Sep 30 2022 | n/a | n/a | US$16m |
| Jun 30 2022 | n/a | n/a | US$10m |
| Mar 31 2022 | n/a | n/a | US$3m |
| Dec 31 2021 | US$2m | US$250k | -US$1m |
| Sep 30 2021 | n/a | n/a | -US$3m |
| Jun 30 2021 | n/a | n/a | -US$8m |
| Mar 31 2021 | n/a | n/a | -US$12m |
| Dec 31 2020 | US$1m | US$238k | -US$30m |
| Sep 30 2020 | n/a | n/a | -US$13m |
| Jun 30 2020 | n/a | n/a | US$1m |
| Mar 31 2020 | n/a | n/a | US$20m |
| Dec 31 2019 | US$2m | US$250k | US$51m |
Tazminat ve Piyasa: Bill 'nin toplam tazminatı ($USD 13.87M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 8.31M ).
Tazminat ve Kazançlar: Bill 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Bill Zartler (61 yo)
less than a year
Görev süresi
US$13,870,354
Tazminat
Mr. William A. Zartler, also known as Bill, had been Chief Operating Officer of Solaris Energy Infrastructure, Inc. since December 31, 2024. He founded Solaris Energy Infrastructure, Inc. (formerly known a...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-CEO, Founder & Chairman | less than a year | US$13.87m | 2.15% $ 117.4m | |
| Co-CEO & Director | less than a year | US$7.05m | 0.45% $ 24.6m | |
| President & Head of Power Solutions | 8yrs | US$4.65m | 0.67% $ 36.4m | |
| Chief Administrative Officer & Director | 9.3yrs | US$2.70m | 0.25% $ 13.8m | |
| Chief Legal Officer & Corporate Secretary | 8.9yrs | US$2.52m | 0.19% $ 10.2m | |
| CFO & Principal Financial Officer | less than a year | Veri yok | 0.049% $ 2.7m | |
| Senior Vice President of Finance & Investor Relations | 7.9yrs | Veri yok | Veri yok | |
| Executive Vice President of Commercial & Logistics Solutions | no data | Veri yok | Veri yok | |
| Executive VP & GM of Logistics Solutions | 6.2yrs | Veri yok | Veri yok | |
| Executive Vice President of Power Solutions | no data | Veri yok | Veri yok | |
| Senior Vice President of Commercial & Power Solutions | no data | Veri yok | Veri yok | |
| Executive Vice President of Power Solutions Operation | no data | Veri yok | Veri yok |
7.0yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş
Deneyimli Yönetim: SEI 'un yönetim ekibi deneyimli ve deneyimlidir ( 7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-CEO, Founder & Chairman | 9.4yrs | US$13.87m | 2.15% $ 117.4m | |
| Co-CEO & Director | less than a year | US$7.05m | 0.45% $ 24.6m | |
| Chief Administrative Officer & Director | 7.3yrs | US$2.70m | 0.25% $ 13.8m | |
| Independent Director | 9.2yrs | US$225.00k | 0.15% $ 7.9m | |
| Independent Director | 9.2yrs | US$230.00k | 0.20% $ 10.8m | |
| Independent Director | 9.2yrs | US$230.00k | 0.011% $ 579.8k | |
| Independent Director | 1.5yrs | US$299.59k | 0.014% $ 742.8k | |
| Independent Director | 7.9yrs | US$239.17k | 0.0094% $ 514.1k | |
| Independent Director | 4.3yrs | US$255.00k | 0.073% $ 4.0m | |
| Independent Director | 9.2yrs | US$277.50k | 0.15% $ 8.1m |
8.5yrs
Ortalama Görev Süresi
66.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SEI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/13 05:29 |
| Gün Sonu Hisse Fiyatı | 2026/07/13 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Solaris Energy Infrastructure, Inc. 22 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| J. David Anderson | Barclays |
| Thomas Curran | B. Riley Securities, Inc. |
| Luke Lemoine | Capital One Securities, Inc. |