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SEI Solaris Energy Infrastructure, Inc.

USEnergy
$72.82+6.68%OpenMarket Cap: $5.23B

As of 2026-07-10 13:53

Why SEI matters now

Solaris Energy Infrastructure, Inc. (SEI) is a US stock in Energy. The latest InvestLog snapshot shows $72.82 with +6.68% on the session and $5.23B in market capitalization; recent performance reads 1-month +14.41% and YTD +80.29%.

The latest financial table shown here is Q1 2026, with revenue of $196.2M, net income of $21.4M, and EPS of $0.42. Investors can compare that operating picture with valuation signals such as P/E 132.58 and FCF yield -9.8%.

The latest indexable market news headline is "Solaris Energy Infrastructure Set to Join S&P SmallCap 600" from PRNewsWire.

Additional event context on this page matters because analyst consensus is Buy with a median target of $86.00; recent insider activity includes Wirtz Christopher P. filing F-InKind. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

132.58

PEG

1.46

P/B

5.54

P/S

8.60

EV/EBITDA

33.92

DCF Value

$-349.65

FCF Yield

-9.8%

Div Yield

0.6%

Margins & Returns

Gross Margin

34.0%

Operating Margin

23.9%

Net Margin

6.7%

ROE

8.1%

ROA

1.5%

ROIC

4.3%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$196.2M$21.4M$0.42
Q4 2025$179.7M$-1.7M$-0.04
FY 2025$622.2M$30.2M$0.66
Q3 2025$166.8M$14.6M$0.31

Analyst Ratings

Consensus

Buy

Target (Consensus)

$84.57

Target (Median)

$86.00

Target Range

$65.00 - $104.00

Strong Buy: 4Buy: 7Hold: 1Sell: 0Strong Sell: 0
Morgan StanleyOverweight
2026-06-04
CitigroupBuy
2026-05-05
BarclaysOverweight
2026-04-30
StifelBuy
2026-04-29
Wells FargoEqual Weight
2026-04-29

Trading Activity

Insider Trades

Wirtz Christopher P.officer: Chief Accounting Officer
Sell2026-06-02
Wirtz Christopher P.officer: Chief Accounting Officer
Sell2026-05-13
Argo Laurie Hdirector
Sell2026-05-13
Powell Christopher Mofficer: Chief Legal Officer
Sell2026-05-12
Powell Christopher Mofficer: Chief Legal Officer
Sell2026-05-12

Company Info

Sector

Energy

Industry

Oil & Gas Equipment & Services

Country

US

Exchange

Beta

1.21

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing, Solaris delivers critical support services, including technician assistance, final-mile logistics, and mobilization solutions. Their operations also involve the transfer and secure storage of proppant and railcars at their dedicated transloading facility. Furthermore, Solaris innovates through technology development, offering Railtronix, an inventory management software, and pioneering all-electric equipment designed to automate the low-pressure stages of oil and gas well completion processes.