Solaris Energy Infrastructure Inc

Solaris Energy Infrastructure Inc (SEI) Stock Analysis

$62.740

-2.328 (-3.71%)At close

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High
65.155
Open
64.660
VWAP
63.32
Volume
3.97M
Mkt Cap
—
Low
62.051
Amount
251.68M
EV/EBITDA, TTM
13.23

Solaris Energy Infrastructure, Inc. delivers comprehensive power infrastructure solutions including generation, distribution, installation and commissioning, aftermarket support, and operations and maintenance. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. Solaris Power Solutions segment delivers power generation, power control, and power distribution solutions. The segment’s offerings support data center, energy, and other commercial and industrial sector customers by providing flexible, on-demand power infrastructure, including power control and distribution capabilities. Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the efficient management of raw materials used in the completion of oil and natural gas wells. The Company also offers specialized engineering, procurement and construction capabilities in heavy civil construction across multiple end markets, including large-scale data centers.

AI analysis of Solaris Energy Infrastructure Inc (SEI)

Buy

Solaris Energy Infrastructure Inc (SEI) appears to be a good buy right now due to its recent strong earnings performance, with reported EPS of $0.39 exceeding estimates by 25.81%. Additionally, the company has a gross margin of 39.54% in Q2 2026, reflecting strong profitability. The current price of $62.74 is well below the analyst price targets, with Barclays setting a target of $116, suggesting a potential upside of 85%. However, the main risk is the high forward P/E ratio of 384.62, indicating that the stock may be overvalued if growth expectations are not met.

Valuation Metrics

The current forward P/E ratio for Solaris Energy Infrastructure Inc (SEI) is 384.62, compared to its 5-year average forward P/E of 63.99.

Forward P/E

Strongly Overvalued
5Y Average P/E
63.99
Current P/E
384.62
Overvalued
180.32
Undervalued
-52.33

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
7.20
Current EV/EBITDA
13.23
Overvalued
11.71
Undervalued
2.69

Forward P/S

Overvalued
5Y Average P/S
1.79
Current P/S
3.39
Overvalued
3.14
Undervalued
0.44

Alphio AI Price Scenarios for SEI

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%SEI

$35.41

Scenario price

B

Base

Base · 50%SEI

$34.64

Scenario price

B

Bear

Bear · 25%SEI

$30.01

Scenario price

Whales holding SEI

A

Advent International, L.P.

+ HoldingSEI

+22.99%

3M Return

G

Greenhouse Funds LLLP

+ HoldingSEI

-0.40%

3M Return

C

Cushing Asset Management, LP

+ HoldingSEI

-1.93%

3M Return

T

Tortoise Capital Advisors, L.L.C.

+ HoldingSEI

-2.30%

3M Return

E

Encompass Capital Advisors LLC

+ HoldingSEI

-2.72%

3M Return

L

Leap Investments LP

+ HoldingSEI

-4.56%

3M Return

Events Timeline

2026-09-22 (ET)

08:00:00

Solaris Energy Infrastructure Plans to Offer $1B Senior Notes

2026-09-08 (ET)

16:30:00

Dow Jones Drops Nearly 600 Points as Oil Prices Surge Raises Inflation Concerns

12:30:00

Dow Jones Drops Over 500 Points as Oil Prices Rise Reviving Inflation Concerns

12:30:00

Solaris Energy Shares Rise 17.3% to $64.51

10:30:00

Solaris Energy Shares Rise 14.4% to $62.94

News

SEI FAQ — answered by Alphio AI

Solaris Energy Infrastructure, Inc. delivers comprehensive power infrastructure solutions including generation, distribution, installation and commissioning, aftermarket support, and operations and maintenance. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. Solaris Power Solutions segment delivers power generation, power control, and power distribution solutions. The segment’s offerings support data center, energy, and other commercial and industrial sector customers by providing flexible, on-demand power infrastructure, including power control and distribution capabilities. Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the efficient management of raw materials used in the completion of oil and natural gas wells. The Company also offers specialized engineering, procurement and construction capabilities in heavy civil construction across multiple end markets, including large-scale data centers. It operates in the Energy sector.

Solaris Energy Infrastructure Inc (SEI) appears to be a good buy right now due to its recent strong earnings performance, with reported EPS of $0.39 exceeding estimates by 25.81%. Additionally, the company has a gross margin of 39.54% in Q2 2026, reflecting strong profitability. The current price of $62.74 is well below the analyst price targets, with Barclays setting a target of $116, suggesting a potential upside of 85%. However, the main risk is the high forward P/E ratio of 384.62, indicating that the stock may be overvalued if growth expectations are not met.

Community

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rektcitadel4623 hr. ago

$TIA is at 0.688, up 16.43% in 24h, with 42.1M USDT volume, funding rate -0.0020%, and Fear & Greed Index at 55. Price has moved above the Bollinger middle band at 0.6846, but MA5=0.6811 is still slightly below MA20=0.6846, and the MACD histogram at -0.004403 has not yet turned positive — a typical "price leads, indicators lag" structure. Here is a reusable chart-reading method: a moving average golden cross is not a buy point; the "direction" of the moving averages is. To judge whether a trend is healthy, look at three things: first, whether price can consistently close above MA20; second, whether MA5 turns from flat to upward; third, whether the MACD histogram narrows in sync. TIA currently meets only the first point, with the latter two still unconfirmed, so this is an "early reversal" rather than an "established trend." Combined with negative funding (shorts paying) and greedy sentiment, the short-term bias is toward the upside but requires light position sizing for trial entries. Entry reference 0.680–0.688 (the confluence zone of a pullback to MA5 and the Bollinger middle band); take-profit 1 at 0.712 (Bollinger upper band resistance); take-profit 2 at 0.735 (prior high extension); stop-loss at 0.656 (Bollinger lower band; a break below means the reversal has failed). RSI at 62.8 is not overbought, leaving room for further upside. Also watch: $TQQQ and $SEI. The former has RSI 23.1, severely oversold; the latter at 47.5 is neutral-to-weak. Both lag TIA in relative strength. (Personal views only, for reference, and not investment advice. Futures carry extremely high risk; please strictly control position sizing.) [Data] Pair: TIAUSDT Direction: Long Entry: 0.680-0.688 Take-profit 1: 0.712 Take-profit 2: 0.735 Stop-loss: 0.656

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deltalantern2 days ago

Sei said that three SEI ETFs from REX-Osprey, Canary Capital, and 21Shares are registering with the SEC, with two planning to offer staking exposure. @SeiNetwork

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$SEI SEI/USDT 4H - Primary Scenario: Entering the Fifth Wave of Elliott Wave The current 4H structure may represent a completed corrective fourth wave and the start of an upward fifth impulse wave, with a potential target of 0.078–0.086 USDT. Reaching a zone alone does not constitute an entry signal. Primary scenario: The correction may complete near 0.060–0.063 USDT. Potential long zones are 0.060–0.063 after a confirmed reversal, or 0.071–0.074 after a resistance breakout and successful retest. Place stops below the confirmed local swing low or retest level. The preferred approach is to wait for confirmation rather than relying solely on the Elliott Wave count. Alternative scenario: If support above local resistance fails, the correction may extend. The 0.078–0.086 zone may offer take-profit opportunities for longs, or short opportunities after a confirmed reversal signal. A break below 0.063 may lead to further downside toward 0.060–0.058; below 0.052, the likelihood of a deeper move to 0.046–0.038 increases. Confirmation signals may include a 4H or 1H reversal structure, rising volume, RSI and MACD momentum, a successful retest, and the absence of clear bearish divergence for longs. Shorts should be taken after a confirmed bearish reaction supported by structure, volume, and a retest. Reassess the bullish scenario after a confirmed close below 0.052 USDT, loss of 0.048 USDT, persistent lower lows without a credible reversal, or a violation of Elliott Wave rules including the fourth wave entering the first wave's price territory. Use predefined invalidation levels and size positions based on stop distance and maximum portfolio risk; given the volatility of crypto perpetual futures, using roughly 0.5–1% of capital per trade may be appropriate. The 0.078–0.086 USDT zone is a potential target, not a guarantee.

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candle_ripple4 days ago

🚀 Bull Market Update – Altcoin Targets RAY: $5 → $10 INJ: $20 → $40 APT: $10 → $20 OP: $2 → $4 TIA: $5 → $10 SEI: $0.50 → $1 JUP: $1 → $2 PYTH: $0.50 → $1 FIL: $5 → $10 STX: $2 → $4 SAND: $0.50 → $1 RENDER: $5 → $10 IMX: $2 → $4 MINA: $0.50 → $1 ZRO: $3 → $6 🔥 A strong market recovery could bring renewed attention to altcoins. Watch for volume confirmation and sustained breakouts before making trading decisions.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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