SEI
Solaris Energy Infrastructure, Inc. NYSE Listed May 12, 2017$82.88
+1.97%
vs $81.28
Mkt Cap $4.1B
52w Low $24.92
100.0% of range
52w High $82.88
50d MA $71.91
200d MA $54.72
P/E (TTM)
88.7x
EV/EBITDA
22.6x
P/B
4.6x
Debt/Equity
1.9x
ROE
5.3%
P/FCF
-9.4x
RSI (14)
64.90
ATR (14)
$5.21
Beta
1.06
50d MA
$71.91
200d MA
$54.72
Avg Volume
2.4M
Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services industries. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
9651 Katy Freeway · Houston, TX 77024 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | AMC | 0.31 | 0.44 | +39.8% | 70.63 | +9.2% | +5.4% | -4.4% | +3.7% | -2.0% | +3.0% | — |
| Feb 24, 2026 | AMC | 0.24 | 0.35 | +45.8% | 53.46 | -5.6% | +3.3% | -7.7% | -2.6% | -0.6% | -3.5% | — |
| Nov 3, 2025 | AMC | 0.24 | 0.32 | +33.3% | 53.97 | -9.2% | -0.5% | -0.5% | +0.0% | -5.2% | -0.7% | — |
| Jul 23, 2025 | AMC | 0.14 | 0.34 | +142.9% | 29.41 | +15.4% | +15.1% | -4.0% | +0.3% | +3.6% | -1.6% | — |
| Apr 28, 2025 | AMC | 0.12 | 0.20 | +66.7% | 20.57 | +17.4% | +3.0% | -0.2% | +8.6% | +1.9% | -4.1% | — |
| Feb 20, 2025 | AMC | 0.11 | 0.12 | +9.1% | 29.34 | +19.3% | +22.6% | -6.0% | -4.0% | +1.5% | -1.3% | — |
| Nov 4, 2024 | AMC | 0.14 | 0.08 | -42.9% | 13.63 | -3.3% | +2.9% | +17.8% | -0.1% | +3.9% | +4.7% | — |
| Jul 9, 2024 | AMC | 0.12 | 0.13 | +8.3% | 8.27 | +5.8% | +37.4% | +3.9% | +1.9% | +0.7% | +0.4% | — |
| Apr 25, 2024 | AMC | 0.13 | 0.16 | +23.1% | 8.46 | +0.1% | +13.9% | -4.1% | -4.7% | +0.7% | +1.2% | — |
| Dec 31, 2023 | AMC | 0.18 | 0.15 | -16.5% | — | — | — | — | — | — | — | — |
| Sep 30, 2023 | AMC | 0.24 | 0.17 | -28.9% | — | — | — | — | — | — | — | — |
| Jun 30, 2023 | AMC | 0.22 | 0.26 | +13.5% | 8.33 | +0.6% | +1.3% | -2.0% | -1.2% | +7.7% | +0.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $74.44 | $79.73 | +7.1% | -4.4% | +3.7% | -2.0% | +3.0% | +1.6% |
| Apr 29 | Stifel | Maintains | Buy → Buy | — | $74.44 | $79.73 | +7.1% | -4.4% | +3.7% | -2.0% | +3.0% | +1.6% |
| Apr 15 | Piper Sandler | Maintains | Overweight → Overweight | — | $65.03 | $65.15 | +0.2% | +1.6% | +1.7% | -2.3% | -1.0% | +0.7% |
| Mar 17 | Barclays | Maintains | Overweight → Overweight | — | $56.99 | $59.55 | +4.5% | +10.9% | +8.5% | -3.9% | -6.2% | -1.3% |
| Mar 10 | Citigroup | Maintains | Buy → Buy | — | $49.45 | $49.12 | -0.7% | +9.3% | +2.4% | -3.6% | -2.5% | +9.6% |
| Feb 26 | Barclays | Maintains | Overweight → Overweight | — | $55.22 | $54.42 | -1.4% | -7.7% | -2.6% | -0.6% | -3.5% | +5.1% |
| Nov 17 | Piper Sandler | Maintains | Overweight → Overweight | — | $45.21 | $45.10 | -0.2% | +1.2% | -5.4% | +2.8% | -7.3% | +3.9% |
| Nov 6 | Barclays | Maintains | Overweight → Overweight | — | $53.46 | $52.92 | -1.0% | +0.0% | -5.2% | -0.7% | -0.4% | -5.7% |
| Oct 13 | Citigroup | Maintains | Buy → Buy | — | $44.98 | $48.70 | +8.3% | +15.4% | +1.6% | +4.1% | -1.3% | -5.2% |
| Aug 20 | Piper Sandler | Maintains | Overweight → Overweight | — | $26.81 | $26.42 | -1.5% | +1.3% | +3.4% | +2.1% | -0.1% | +4.3% |
| Jul 28 | Barclays | Maintains | Overweight → Overweight | — | $32.50 | $33.13 | +1.9% | +0.3% | +3.6% | -1.6% | -1.8% | -8.1% |
| Jul 25 | Stifel | Maintains | Buy → Buy | — | $33.84 | $34.60 | +2.2% | -4.0% | +0.3% | +3.6% | -1.6% | -1.8% |
| Jul 23 | Raymond James | Maintains | Outperform → Outperform | — | $28.27 | $28.75 | +1.7% | +4.0% | +15.1% | -4.0% | +0.3% | +3.6% |
| Jul 21 | Barclays | Maintains | Overweight → Overweight | — | $29.19 | $29.30 | +0.4% | -2.2% | -1.0% | +4.0% | +15.1% | -4.0% |
| Jul 16 | Stifel | Maintains | Buy → Buy | — | $30.39 | $30.23 | -0.5% | -1.7% | -2.9% | +0.6% | -2.2% | -1.0% |
| Apr 30 | Piper Sandler | Maintains | Overweight → Overweight | — | $21.18 | $20.52 | -3.1% | -0.2% | +8.6% | +1.9% | -4.1% | -0.7% |
| Feb 24 | Piper Sandler | Maintains | Overweight → Overweight | — | $35.96 | $36.88 | +2.6% | -6.0% | -4.0% | +1.5% | -1.3% | +5.1% |
| Feb 24 | Stifel | Maintains | Buy → Buy | — | $35.96 | $36.88 | +2.6% | -6.0% | -4.0% | +1.5% | -1.3% | +5.1% |
| Jan 24 | Stifel | Maintains | Buy → Buy | — | $33.62 | $33.99 | +1.1% | +4.0% | -30.4% | -1.4% | +8.5% | +9.3% |
| Dec 5 | Stifel | Maintains | Buy → Buy | — | $24.17 | $26.05 | +7.8% | +17.7% | -6.9% | -2.8% | +12.8% | +9.8% |
| Nov 6 | Pickering Energy Partners | Upgrade | Neutral → Outperform | — | $14.02 | $15.50 | +10.6% | +17.8% | -0.1% | +3.9% | +4.7% | +2.4% |
| Nov 6 | Stifel | Maintains | Buy → Buy | — | $14.02 | $15.50 | +10.6% | +17.8% | -0.1% | +3.9% | +4.7% | +2.4% |
| Oct 11 | Stifel | Maintains | Buy → Buy | — | $13.51 | $13.79 | +2.1% | +3.3% | -0.7% | -1.0% | +2.9% | -3.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 13, 2026 | Wirtz Christopher P.Off | Chief Accounting Officer | Sell | 700 | $77.22 | $54K | 36,085 | +1.40% | -1.37% |
| May 12, 2026 | Argo Laurie HDir | — | Sell | 5,200 | $72.88 | $379K | 44,839 | +1.40% | -1.37% |
| May 11, 2026 | Powell Christopher MOff | Chief Legal Officer | Sell | 2,181 | $75.33 | $164K | 114,117 | +1.26% | +0.43% |
| May 11, 2026 | Powell Christopher MOff | Chief Legal Officer | Sell | 25,492 | $74.84 | $1.9M | 116,298 | +1.26% | +0.43% |
| May 11, 2026 | Powell Christopher MOff | Chief Legal Officer | Sell | 9,179 | $73.90 | $678K | 141,790 | +1.26% | +0.43% |
| May 8, 2026 | TEAGUE AJDir | — | Buy | 2,750 | $72.98 | $201K | 11,060 | +2.10% | -8.21% |
| May 8, 2026 | TEAGUE AJDir | — | Buy | 3,425 | $72.98 | $250K | 109,890 | +2.10% | -8.21% |
| May 8, 2026 | Walker Ray N JRDir | — | Sell | 56,841 | $72.11 | $4.1M | 5,760 | +2.10% | -8.21% |
| May 6, 2026 | Keenan W Howard JRDir | — | Sell | 2,000,000 | $74.50 | $149.0M | — | -0.15% | +1.40% |
| Apr 30, 2026 | KTR Management Company, LLC10% | — | Sell | 2,000,000 | $70.75 | $141.5M | — | +1.61% | +2.33% |
8-K · 8.01
!! High
Solaris Energy Infrastructure, Inc. -- 8-K 8.01: Material Event / Announcement
Solaris Energy Infrastructure announced an offering on May 5, 2026, though specific terms require review of the referenced press release exhibit for investor impact assessment.
May 5
8-K
Solaris Energy Infrastructure, Inc. -- 8-K Filing
Solaris Energy Infrastructure signed a third long-term contract with a global technology company and announced updated earnings guidance for first quarter 2026, signaling business expansion and improved financial outlook.
Apr 27
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
SEI secured an amended credit facility with Goldman Sachs, likely improving borrowing flexibility and financial capacity for acquisitions or operations, which investors should monitor for debt covenant changes and interest rate impacts.
Apr 8
8-K
Unknown — 8-K Filing
SEI acquired a company with seller equity consideration subject to a 90-day lockup, meaning founders cannot immediately sell shares, reducing near-term dilution risk and signaling management confidence in the deal's strategic value.
Mar 20
8-K
Solaris Energy Infrastructure, Inc. -- 8-K Filing
Solaris Energy Infrastructure reported Q4 and full-year 2025 results with updated guidance, announced power contracting progress, and continued shareholder returns to investors.
Feb 24
8-K
Solaris Energy Infrastructure, Inc. -- 8-K Filing
Solaris Energy Infrastructure appointed an experienced finance executive with Fortune 500 refining industry expertise and investment banking background to strengthen its leadership team.
Feb 17
8-K
Solaris Energy Infrastructure, Inc. -- 8-K Filing
Solaris Energy Infrastructure's customer contracts include a 50% early termination penalty on remaining rental fees, protecting SEI's revenue stream but potentially limiting customer flexibility.
Feb 12
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4,182,728 | $192M | Added | Dec 2025 |
| 2 | Millennium Management | 2,285,544 | $129M | Added | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 2,040,451 | $115M | New | Mar 2026 |
| 4 | Two Sigma Investments, Lp | 1,941,546 | $110M | Added | Mar 2026 |
| 5 | Fmr Llc | 1,862,561 | $105M | Reduced | Mar 2026 |
| 6 | Encompass Capital Advisors Llc | 1,750,000 | $99M | Reduced | Mar 2026 |
| 7 | Marshall Wace, Llp | 1,470,242 | $83M | Added | Mar 2026 |
| 8 | Jane Street Group, Llc | 1,641,016 | $75M | Added | Dec 2025 |
| 9 | Principal Financial Group Inc | 1,466,343 | $67M | Added | Dec 2025 |
| 10 | Valiant Capital Management, L.p. | 1,119,503 | $63M | Added | Mar 2026 |
| 11 | Situational Awareness Partners Lp | 1,105,551 | $62M | New | Mar 2026 |
| 12 | Situational Awareness Lp | 1,105,551 | $62M | New | Mar 2026 |
| 13 | Value Aligned Research Advisors, Llc | 896,985 | $51M | New | Mar 2026 |
| 14 | Qube Research & Technologies Ltd | 793,314 | $45M | Reduced | Mar 2026 |
| 15 | Ubs Group Ag | 712,709 | $40M | Added | Mar 2026 |
| 16 | Korea Investment Corp | 670,514 | $38M | Added | Mar 2026 |
| 17 | Vanguard Portfolio Management Llc | 606,161 | $34M | New | Mar 2026 |
| 18 | Westwood Holdings Group Inc | 689,768 | $32M | Reduced | Dec 2025 |
| 19 | Nuveen, Llc | 545,259 | $31M | Reduced | Mar 2026 |
| 20 | Citadel Advisors Llc | 493,484 | $28M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$4.10B
Enterprise Value
$4.81B
P/E (TTM)
88.67x
Forward P/E
56.14x
PEG Ratio
1.97x
P/B
4.58x
P/S
5.93x
P/FCF
-9.38x
EV/EBITDA
22.60x
Shares Out
49.5M
Financials (TTM)
Revenue
$692.1M
Net Income
$46.3M
EBITDA
$212.9M
Free Cash Flow
-$437.7M
Op Cash Flow
$209.1M
EPS Basic
$0.69
EPS Diluted
$0.99
EPS Forward
$1.48
Gross Margin
34.0%
Op Margin
23.9%
Net Margin
6.7%
Balance Sheet
Total Assets
$2.14B
Total Liab.
$1.32B
Total Equity
$827.3M
Cash
$353.3M
LT Debt
$1.06B
Book Value/Sh
$18.10
Debt/Equity
1.91x
Current Ratio
2.96
Quick Ratio
2.87
Returns & Growth
ROE
5.3%
ROA
1.4%
ROIC
5.4%
Rev Growth YoY
+98.7%
EPS Growth YoY
+35.3%
Price Returns
2W
-11.2%
1M
-5.8%
3M
+40.1%
6M
+45.2%
12M
+153.5%
Technicals
52W High
$82.88
52W Low
$24.92
50d MA
$71.91
200d MA
$54.72
RSI (14)
64.90
ATR (14)
$5.21
Beta
1.06
Avg Volume
2.4M
Dividends
Div Rate
$0.48
Div Yield
0.7%
Frequency
4
Ex-Div Date
Mar 10, 2026
Analyst Price Targets
Consensus
$80.71
High
$93.00
Low
$65.00
Median
$82.00
Data updated apr 27, 2026 12:41am
· Source: financialmodelingprep.com