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Solaris Energy Infrastructure, Inc. SEI

Energy — Oil & Gas Equipment & Services
Dividend Champion (5y) Insider Buys (last 12m)
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
1.30
Total sells
406.64
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — 2 — — — — 1 — — — 1
Sell — 1 3 — — — 1 5 — — — —
Insider Ownership
9.16%

Capital & Financial Ratios

Market Cap
5,620.00
Revenue
762.18
Net Income
78.59
Free Cash Flow
(724.41)
Net Debt
1,779.76
Current Ratio
4.12
Debt/Equity
2.24
P/E ratio
68.29
P/S ratio
5.41
P/B ratio
3.55
Past 5Y EPS Growth
(21.42%)
This Y EPS Growth
88.94%
Next Y EPS Growth
107.85%
Next 5Y EPS Growth
97.07%
in millions of $

Dividends

Payout Ratio
0.51
Annual Dividend Rate
0.44
Annual Dividend Yield
5.88%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 0.48
—
—
—
2025 0.48
—
—
—
—
2024 0.48
—
—
—
—
2023 0.45
—
—
—
—
2022 0.42
—
—
—
—
2021 0.42
—
—
—
—
2020 0.42
—
—
—
—
2019 0.41
—
—
—
—
2018 0.10
—
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 5.83 159.87 353.32 824.10
Receivables 47.29 71.77 103.08 210.02
Inventory 6.67 10.95 14.45 25.11
Other 3.00 — — —
67.14 250.98 483.02 1,069.09
2023 2024 2025 Q'26
Payables 12.65 21.09 77.52 167.62
ST’ Debt — 8.13 4.03 11.39
Other 0.41 0.72 2.33 —
37.20 65.53 163.30 259.28
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings — ‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 196.24 219.40 — —
—
’25 126.33 149.33 166.84 179.70
622.21
’24 67.89 73.89 75.02 96.30
313.09
’23 82.72 77.20 69.68 63.35
292.95
’22 56.92 86.71 92.33 84.05
320.01
’21 28.67 35.18 49.38 45.96
159.19
’20 47.83 9.34 20.53 25.28
102.98
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 79.01 186.49 — —
—
’25 25.72 24.18 63.26 95.94
209.10
’24 16.88 18.88 10.52 13.10
59.37
’23 16.85 26.95 20.88 24.68
89.35
’22 6.27 16.13 21.52 24.08
68.00
’21 2.77 1.27 7.66 4.78
16.47
’20 11.70 22.62 3.69 5.84
43.85
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (264.34) (305.35) — —
—
’25 (118.61) (160.94) 0.46 (155.17)
(434.26)
’24 13.53 18.20 (47.23) (108.10)
(123.60)
’23 (1.98) 5.81 5.89 17.62
27.35
’22 (5.47) (4.41) (5.32) 2.19
(13.01)
’21 0.16 (3.79) 1.67 (1.12)
(3.08)
’20 11.01 22.47 2.36 4.15
39.98
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.32 0.26 — —
—
’25 0.14 0.30 0.31 (0.04)
0.66
’24 0.14 0.20 (0.04) 0.19
0.50
’23 0.23 0.24 0.16 0.14
0.78
’22 0.11 0.16 0.22 0.15
0.64
’21 (0.04) (0.04) 0.03 0.01
(0.04)
’20 (0.65) (0.20) (0.12) (0.06)
(1.03)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.1
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— ‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡ 6.60 7.15 6.59 14.27 — — —
Low Price
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.61 11.33 32.61 57.17 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 344 338 364 468 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.93 0.87 0.86 1.33 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 320.01 292.95 313.09 622.21 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.32% 39.29% 40.94% 45.87% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 41.32 46.60 36.92 73.08 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.91% 15.91% 11.79% 11.75% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.51 38.78 28.92 58.40 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.59 36.19 47.22 84.29 — — —
Depreciation
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.17 9.87 10.89 14.86 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
— ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.64 0.78 0.51 0.69 ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.16 3.01 2.06 5.00 — — —
Cash Flow/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.57) (2.09) (6.36) (15.37) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.41) 0.92 (4.30) (10.37) — — —
Free CF/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.07 10.63 23.18 19.76 — — —
Book Value/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.48 29.69 28.76 41.86 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ 14.48 10.35 57.56 63.85 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.91 0.81 2.64 3.09 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.92 0.75 1.24 2.33 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.15 1.16 3.38 4.36 ‡‡‡ ‡‡‡‡ ‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (28.34) 12.39 (8.56) (6.24) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 68.00 89.35 59.37 209.10 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (81.00) (62.00) (182.97) (643.37) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (13.01) 27.35 (123.60) (434.26) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 32.83 29.94 185.44 319.72 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 85.80 103.93 390.64 1,141.02 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 76.97 98.10 230.78 787.70 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 317.13 315.58 666.73 827.25 — — —
Sh' Equity
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.87% 4.98% 1.85% 1.77% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.63% 7.54% 3.68% 5.24% — — —
ROIC
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.88% 7.32% 3.01% 3.87% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Solaris Energy Infrastructure, Inc. (SEI), a small-cap specialist in mobile proppant management for hydraulic fracturing, has mirrored the volatile North American oil and gas cycles, with revenues surging from $18 million in 2016 to a peak of $242 million in 2019 before plunging 57% in 2020’s downturn and rebounding to $313 million in 2024. Despite swings, operational efficiency shines through steady revenue per employee around $860,000-$986,000, and the balance sheet strengthened with book value per share doubling to $23.18. Analysts forecast explosive growth—94% revenue jump to $608 million in 2025, scaling to $1.055 billion by 2027—driven by U.S. shale demand if oil stays above $70/barrel, with EPS tripling to $3.29.

Insider activity signals mixed confidence: top executives like the CEO bought $1.6 million in shares at dips, contrasting massive $391 million sells by major holders likely cashing out post-rally gains. Valuation appears reasonable at 3.4x EV/Sales, with analyst targets implying 8-25% upside, and free cash flow turning positive amid fleet expansion capex. The stock’s tight correlation to fundamentals underscores potential, especially with electrification initiatives and Permian frac’ing tailwinds.

Yet risks abound for the risk-averse: ballooning debt to $391 million (up 276% YoY), projected share dilution (69% increase), and vulnerability to sub-$60 oil or high rates could erode margins and strain liquidity. While SEI suits aggressive energy bets with proven recovery resilience, steady performers may hesitate—diversify and monitor Q1 2026 earnings and crude prices closely.

Read full commentary →

Solaris Energy Infrastructure, Inc. (SEI) Latest News

News by impact score

Fine-tune

11 Sep

3 , 4:17 PM
SEI raised EBITDA guidance while analysts question if elevated valuation leaves the stock overpriced. Guidance lift points to stronger near-term results but valuation debate caps broader trajectory shift.

9 Sep

4 , 12:24 PM
Solaris Energy Infrastructure raises 2026 guidance and enters 2027 with momentum. Guidance raise signals stronger financial performance and lifts investor outlook.

8 Sep

4 , 11:45 AM
Solaris Energy Infrastructure stock surges 16% on pivot from oil fields to data centers. Strategic shift to data centers triggers major stock surge and alters company trajectory.

4 investorshub.advfn.com, 8:49 AM
Solaris Energy Infrastructure raised its 2026 EBITDA guidance, causing its shares to rise. Raising long-term EBITDA guidance signals stronger earnings outlook and drives immediate stock gains.

4 , 6:45 AM
Solaris Energy Infrastructure raised 2026 guidance and initiated first quarter 2027 guidance. Raising future-period guidance signals stronger expected results and typically drives material shifts in valuation and sentiment.

3 , 10:56 PM
Solaris Energy (SEI) shares surged 16% after an upbeat H2 outlook, with hedge fund holdings rising sharply. Upbeat H2 guidance and hedge fund buying signal moderate positive effects on near-term sentiment and visibility.

3 stocktwits.com, 8:56 AM
Solaris Energy Infrastructure shares climb on fresh contract wins and stronger-than-anticipated quarterly revenue, lifting investor sentiment around near-term growth in its core infrastructure services. Contract announcements and revenue beats typically produce moderate, short-term stock movement without fundamentally reshaping long-term competitive position.

3 Sep

4 , 11:00 AM
Solaris Energy Infrastructure, Inc. (SEI) expands its power infrastructure through a deal with Omega. Omega deal delivers major strategic expansion of SEI power infrastructure operations.

2 Sep

4 , 7:00 AM
Solaris Energy Infrastructure acquires Omega, adding specialized EPC capabilities to its power infrastructure offering. Acquisition represents major strategic expansion of core capabilities with direct effects on competitive positioning.

3 , 1:07 PM
Solaris Energy Infrastructure explores potential advantages in securing power projects amid sector competition and demand shifts. Question of gaining edge in power projects points to moderate competitive positioning effects without guaranteed major trajectory change.

26 Aug

3 , 9:08 AM
Growth at Solaris Energy Infrastructure accelerates while valuation remains high, prompting questions on whether SEI stock is worth buying. Accelerating growth offset by high valuation may moderately sway SEI investor sentiment and near-term performance.

18 Aug

3 , 8:29 AM
SEI reports Q2 earnings, prompting analysis on buy, sell or hold decisions for the stock. Q2 earnings release may moderately shift SEI financial outlook and short-term investor positioning.

15 Aug

4 247wallst.com, 9:31 AM
SEI supplies critical infrastructure for SpaceX data centers amid rapid expansion, prompting a $10,000 investment bet on the company's growth. SpaceX data center contracts position SEI for major revenue gains and trajectory shift in energy infrastructure.

14 Aug

3 , 8:53 AM
Analyst questions during Solaris Energy Infrastructure’s Q2 earnings call focused on operational performance, growth strategies and market outlook. Earnings call insights can moderately influence investor sentiment and near-term stock performance without fundamentally changing company trajectory.

13 Aug

3 , 10:15 AM
Solaris Energy Infrastructure beat Q2 earnings estimates due to growth in its Power Solutions segment. Q2 earnings beat and Power Solutions growth point to improved financial results that can lift near-term stock sentiment and operations outlook.

12 Aug

3 transcript www.fool.com, 9:14 PM
Solaris Energy Infrastructure (SEI) held Q2 2026 earnings call covering financial results, operations and outlook. Quarterly earnings call updates financial performance and guidance with moderate effect on valuation and sentiment.

11 Aug

4 , 3:15 PM
Solaris Energy Infrastructure invested in microreactors and announced a dividend, pushing its stock up 5.5%. Microreactor investment marks a major strategic expansion into advanced nuclear technology that can significantly shift company trajectory and investor sentiment.

3 , 11:22 PM
Solaris Energy Infrastructure (SEI) earnings and dividend updates have refocused market attention on the company's valuation. Earnings and dividend updates can shift investor views on SEI valuation and near-term performance.

10 Aug

4 , 9:09 AM
Deployable Energy secures strategic investment and commercialization collaboration with Solaris Energy Infrastructure, Inc. (SEI). Strategic investment and commercialization collaboration expands SEI market access and revenue potential.

9 Aug

3 transcript www.marketbeat.com, 1:03 AM
Solaris Energy Infrastructure, Inc. (SEI) held its Q2 earnings call, detailing financial results, operational updates, and forward guidance. Q2 earnings call reveals key financial metrics and guidance that moderately influence investor sentiment and near-term stock trajectory.

7 Aug

3 , 2:00 PM
Solaris Energy Infrastructure, Inc. released Q2 earnings with analysis of key metrics. Q2 earnings and metrics disclosure can shift investor views on financial trajectory.

5 Aug

4 , 4:05 PM
Solaris Energy Infrastructure reported second quarter 2026 results, expanded power contract scope and business capabilities, and raised guidance. Raised guidance and power contract expansion indicate major strategic growth in core operations.

4 , 6:00 AM
RE Royalties announces third investment in Solaris Energy Infrastructure Inc portfolio and letter of intent for expanded royalty partnership for additional US$62.7 million. US$62.7 million expanded royalty partnership delivers major new capital to Solaris Energy Infrastructure and supports scaled project development.

3 , 8:35 PM
Solaris Energy Infrastructure, Inc. (SEI) posted Q2 earnings and revenues above estimates. Q2 earnings and revenue beats provide a moderate positive signal for near-term financial perception and stock reaction.

3 , 8:00 PM
Solaris Energy Infrastructure, Inc. reported Q2 results with key metrics compared to analyst estimates. Q2 earnings metrics versus estimates indicate financial performance that may moderately affect investor views and near-term stock movement.

3 , 4:23 PM
Solaris Energy Infrastructure reported upbeat Q2 CY2026 results. Upbeat quarterly earnings signal improved performance likely to lift near-term market perception.

24 Jul

3 , 10:04 AM
Investors are bullish on Solaris Energy Infrastructure (SEI). Bullish sentiment may moderately affect SEI market performance.

14 Jul

3 , 6:15 AM
Solaris Energy Infrastructure (SEI) added to S&P 600, prompting questions on whether its power business remains undervalued. S&P 600 inclusion lifts visibility and may support near-term sentiment without altering core operations or long-term trajectory.

9 Jul

3 stocktwits.com, 8:02 PM
SEI stock rises 5% in after-hours trading after addition to the S&P 600 index triggers buying by investors and index funds. S&P 600 inclusion drives passive inflows and short-term price gains but leaves core operations and long-term trajectory unchanged.

3 , 5:47 PM
Solaris Energy Infrastructure, Inc. (SEI) will join the S&P SmallCap 600 index. Index inclusion draws passive fund inflows that can lift shares without changing company operations.
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