SE

Solaris Energy Infrastructure, Inc.

SEIยทNYSE

$74.20

+1.3%
EnergyOil & Gas Equipment & Services

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.

At a Glance

Live Snapshot
Market Cap$5.33B
EPS0.6900
P/E Ratio107.54
Earnings Date07/22/2026
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Solaris Energy Infrastructure, Inc. Street Expectations Map

SEI ยท NYSE

Wall Street analysts project that SEI stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 80.71, with estimates ranging from a low of 65.00 to a high of 93.00.

Lowest Target
65.00
-12.40%
Consensus Target
80.71
8.77%
Highest Target
93.00
25.34%

The consensus 1-year price target stands at 80.71, with estimates ranging from a low of 65.00 to a high of 93.00.

Analyst Consensus Analysis

Upside Potential

+8.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

34.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.04x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Solaris Energy Infrastructure, Inc. Forward Estimates of Revenue

SEI ยท NYSE
Latest Revenue
622.21M
FY 2025
Avg Estimate
771.13M
FY 2026
Estimate Range
746.41M - 811.26M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Solaris Energy Infrastructure, Inc. Forward Estimates of Net Income

SEI ยท NYSE
Latest Net Income
30.17M
FY 2025
Avg Estimate
40.66M
FY 2026
Estimate Range
17.05M - 64.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+34.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread116%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Solaris Energy Infrastructure, Inc. Forward Estimates of EPS

SEI ยท NYSE
Latest EPS
0.69
FY 2025
Avg Estimate
$1.49
FY 2026
Estimate Range
$0.58 - $2.20
Analyst Spread

Forward Growth Analysis

Projected Growth+116.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread108%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Solaris Energy Infrastructure, Inc. Forward Estimates of EBIT

SEI ยท NYSE
Latest EBIT
135.39M
FY 2025
Avg Estimate
-19.66M
FY 2026
Estimate Range
-20.69M - -19.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-114.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Solaris Energy Infrastructure, Inc. Forward Estimates of EBITDA

SEI ยท NYSE
Latest EBITDA
216.45M
FY 2025
Avg Estimate
104.14M
FY 2026
Estimate Range
100.81M - 109.56M
Analyst Spread

Forward Growth Analysis

Projected Growth-51.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Solaris Energy Infrastructure, Inc. Forward Estimates of SG&A Expense

SEI ยท NYSE
Latest SG&A Expense
61.66M
FY 2025
Avg Estimate
86.20M
FY 2026
Estimate Range
83.44M - 90.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Solaris Energy Infrastructure, Inc. Insider Positioning

SEI ยท NYSE

During the last 12 months, insiders have purchased $648K and sold $642.46M worth of SEI shares, resulting in $641.81M of net selling activity.

3 Months

Bought

3.4K

249.96K

Sold

4.0M

291.61M

Net Activity

-291.4M

-$291.36M

3-6 Months

Bought

2.3K

99.63K

Sold

11.3K

598.02K

Net Activity

-498K

-$498K

6-9 Months

Bought

12.0K

298.30K

Sold

2.1M

106.20M

Net Activity

-105.9M

-$105.90M

9-12 Months

Bought

0

0.00

Sold

8.2M

244.05M

Net Activity

-244.0M

-$244.05M

Top Buyers

1
TA

Teague Aj

Director

5.7K sharesโ€ข2 transactions

$350K

2
ZWA

Zartler William A

Director, 10 Percent Owner, Officer: Chairman And Ceo

10.0K sharesโ€ข1 transactions

$248K

3
RKS

Ramachandran Kyle S.

Officer: President And Cfo

2.0K sharesโ€ข1 transactions

$50K

Top Sellers

1
KMCL

Ktr Management Company, Llc

10 Percent Owner

8.1M sharesโ€ข3 transactions

$365.56M

2
KWHJ

Keenan W Howard Jr

Director

2.0M sharesโ€ข1 transactions

$149.00M

3
JTI

J Turbines, Inc.

10 Percent Owner

4.2M sharesโ€ข3 transactions

$125.37M

4
PCM

Powell Christopher M

Officer: Chief Legal Officer

21.9K sharesโ€ข2 transactions

$1.06M

5
BJR

Burke James R

Director

16.3K sharesโ€ข2 transactions

$744K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $641.81M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$291.36M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.