Solaris Energy Infrastructure, Inc.
SEI
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $3.4B
$55.00
▲ +3.44%
P/E
53.30
Mkt Cap
$3.4B
52-Wk Range
$24.57–$86.19
52-Week Range
$24.57 - $86.19
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 112.0% over the trailing year
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 2.2x 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 2.2x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.
Momentum
Falling
-20.7% over 3m
Quality
Strong
High-growth business (71% revenue growth, 41% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.87% yield
Smart-money signal
Who's buying SEI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 5, 2026
Reported EPS of $0.26 vs $0.38 consensus (-30.7% surprise). Revenue of $219.4M vs $208.0M expected (+5.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-30.7%
Revenue trend · last 8Q
—
+52%
+86%
+102%
+122%
+87%
+55%
+47%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$75.0M
$96.3M
$126.3M
$149.3M
$166.8M
$179.7M
$196.2M
$219.4M
Margins · last 8Q
Gross
—
Operating
—
Profit
9.3%
Wall Street consensus
7 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$97.00
▲ +76.4% vs $55.00
Latest: Piper Sandler · Aug 27, 2026
1 analyst 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.
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