Solaris Energy Infrastructure, Inc. (SEI)
| Market Cap | 4.41B +22.7% |
| Revenue (ttm) | 936.43M +73.8% |
| Net Income | 72.61M +96.6% |
| EPS | 1.04 +14.6% |
| Shares Out | 76.57M |
| PE Ratio | 55.29 |
| Forward PE | 22.91 |
| Dividend | $0.48 (0.83%) |
| Ex-Dividend Date | Sep 15, 2026 |
| Volume | 8,381,352 |
| Open | 63.64 |
| Previous Close | 69.37 |
| Day's Range | 54.90 - 65.25 |
| 52-Week Range | 38.50 - 86.19 |
| Beta | 1.29 |
| Analysts | Strong Buy |
| Price Target | 102.99 (+78.68%) |
| Earnings Date | Nov 4, 2026 |
About SEI
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, s... [Read more]
Financial Performance
In 2025, SEI's revenue was $622.21 million, an increase of 98.73% compared to the previous year's $313.09 million. Earnings were $28.91 million, an increase of 95.75%.
Financial StatementsAnalyst Summary
According to 14 analysts, the average rating for SEI stock is "Strong Buy." The 12-month stock price target is $102.99, which is an increase of 78.68% from the latest price.
News
Solaris Energy Infrastructure Prepared remarks: Q3 2026
Solaris Energy Infrastructure filed a regulatory document on November 5, 2026 disclosing important business information.
Solaris Energy Infrastructure Earnings release: Q3 2026
Solaris Energy Infrastructure released its Q3 2026 earnings on November 5, 2026, summarizing the period's financial results.
Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance
HOUSTON--(BUSINESS WIRE)--Solaris reports Q3 2026 adjusted EBITDA of $136 million and adjusted pro forma EPS of $0.45 per fully diluted share.
AI Data Center Backlash Is Real. The Blue Wave Takes Out Energy Stocks.
Newly elected governors in states like Texas are promising to pause data center development.
Solaris Energy price target lowered to $72 from $85 at Wells Fargo
Wells Fargo lowered the firm’s price target on Solaris Energy (SEI) to $72 from $85 and keeps an Overweight rating on the shares. AI funding stress has accelerated over the…
Solaris Energy rises 10.1%
Solaris Energy (SEI) is up 10.1%, or $6.40 to $69.74.
Solaris Energy price target raised to $102 from $90 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Solaris Energy (SEI) to $102 from $90 and keeps an Overweight rating on the shares. The firm updated its price targets for…
Solaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Call
HOUSTON--(BUSINESS WIRE)--SEI announced today it will host a conference call to discuss its third quarter 2026 results on Thursday, November 5, 2026 at 8:00 a.m. Central Time.
Solaris Energy Infrastructure's Zartler on building power capacity
Bill Zartler, Solaris Energy Infrastructure Chairman and CEO, joins 'Power Lunch' to discuss rallying 400 percent in the last two years, building power capacity, and more.
Solaris Energy Infrastructure Slides: Investor presentation
Solaris Energy Infrastructure has posted slides in relation to its latest quarterly earnings report, which was published on September 30, 2026.
Solaris Energy price target raised to $116 from $90 at Barclays
Barclays raised the firm’s price target on Solaris Energy (SEI) to $116 from $90 and keeps an Overweight rating on the shares. The firm believes political headwinds will push more…
Solaris Energy price target raised to $85 from $73 at Wells Fargo
Wells Fargo analyst Jerry Revich raised the firm’s price target on Solaris Energy (SEI) to $85 from $73 and keeps an Overweight rating on the shares after the company’s recent…
Solaris Energy price target raised to $101 from $98 at Stifel
Stifel analyst Stephen Gengaro raised the firm’s price target on Solaris Energy (SEI) to $101 from $98 and keeps a Buy rating on the shares. The firm is raising forecasts…
Solaris Energy price target raised to $100 from $84 at Citi
Citi raised the firm’s price target on Solaris Energy (SEI) to $100 from $84 and keeps a Buy rating on the shares. The firm says the company’s push the engineering,…
Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032
HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE: SEI) (“Solaris”) today announced that Solaris Energy Infrastructure, LLC (the “Issuer”), a subsidiary of Solaris, has priced its o...
Solaris Energy announces offering of $1B of senior notes
Solaris Energy (SEI) Infrastructure announced that Solaris Energy Infrastructure, a subsidiary of Solaris, intends, subject to market and other conditions, to offer for sale $1B aggregate principal am...
Solaris Energy Infrastructure Announces Offering of $1.0 Billion of Senior Notes due 2032
HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE: SEI) (“Solaris”) today announced that Solaris Energy Infrastructure, LLC (the “Issuer”), a subsidiary of Solaris, intends, subject ...
Solaris Energy price target raised to $111 from $104 at Northland
Northland raised the firm’s price target on Solaris Energy (SEI) to $111 from $104 and keeps an Outperform rating on the shares. The “primary driver” of the price target lift…
Solaris Energy price target raised to $104 from $98 at Needham
Needham raised the firm’s price target on Solaris Energy (SEI) to $104 from $98 and keeps a Buy rating on the shares after the company raised its EBITDA outlook last…
Solaris Energy price target raised to $96 from $82 at Raymond James
Raymond James raised the firm’s price target on Solaris Energy (SEI) to $96 from $82 and keeps an Outperform rating on the shares. Solaris Energy’s multiyear story continues to strengthen…
Solaris Energy rises 17.3%
Solaris Energy (SEI) is up 17.3%, or $9.51 to $64.51.
From Oil Fields to Data Centers. Why This Stock Is Surging 16% Today.
Solaris Energy stock soars after the company raises quarterly guidance expectations that tops Wall Street forecasts.
Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
HOUSTON--(BUSINESS WIRE)--SEI raises 3Q26 and 4Q26 guidance, establishes 1Q27 guidance.
Solaris Energy Infrastructure Acquires Omega, Adding Specialized EPC Capabilities to Its Power Infrastructure Offering
HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), today announced the acquisition of Omega Foundation Services (“Omega”), a leader in the specializ...