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SEI

Solaris Energy Infrastructure, Inc.

SEI

NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $5.3B

$65.76

-10.43%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$24.57 - $86.19

P/E

66.30

Fwd P/E

48.51

Beta

1.21

Div Yield

0.65%

Avg Vol

2.4M

Shares Out

71.8M

Mkt Cap

$5.3B

Price action

Price chart

Up 131.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Proprietary all-electric automation equipment for well completion operations
  • Integrated Railtronix software platform for supply chain visibility and inventory management
  • Vertically integrated logistics with owned transloading facility and last-mile capabilities
  • Deep industry expertise and relationships with major E&P and oilfield services operators
  • Operational efficiency focus reducing customer costs and environmental footprint

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 2.6x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.

Growth

Moderate growth ahead

Increased adoption of automation and electrification in oil and gas operations

Value

Growth premium of 2.6x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.

Momentum

Hot

+31.6% over 3m

Quality

Stable

High-growth business (86% revenue growth, 34% gross margin). Profitable with strong growth momentum.

Dividend

Modest

0.65% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 22, 2026

Q2 26 RECAP

APR 27, 2026

Reported EPS of $0.44 vs $0.31 consensus (+39.8% surprise). Revenue of $196.2M vs $183.4M expected (+7.0%). Beat on both top and bottom lines.

EPS beat +39.8%
Rev beat +7.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+39.8%

Next: Jul 22, 2026

Revenue trend · last 8Q

+52%

+86%

+102%

+122%

+87%

+55%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$73.9M

$75.0M

$96.3M

$126.3M

$149.3M

$166.8M

$179.7M

$196.2M

Margins · last 8Q

Gross

37.1%

Operating

25.8%

Profit

10.9%

Wall Street consensus

7 analysts · 86% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

86%

Hold

1

14%

Sell

0%

Median Price Target

$86.00

+30.8% vs $65.76

Low $72.00
Median $86.00
High $97.00

Latest: Needham · $97.00 · Jun 29, 2026

7 analysts covering

vs Industry

How SEI stacks vs Oil & Gas Equipment & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.