Solaris Energy Infrastructure, Inc. SEI
Nov 4, 2026, 2:45 PM EST
- YTD
- +24.41%
- 1 year
- +6.48%
- Market cap
- 5.77B
- Revenue (ttm)
- 762.18M
- Profit margin
- 7.19%
- EPS (ttm)
- 0.80
- Shares out
- 65.83M
- P/E ratio
- 71.72
- Forward P/E
- 18.95
- Dividend
- 0.48 (0.70%)
- Ex-dividend date
- Sep 14, 2026
- YTD return
- +24.41%
- 1-year return
- +6.48%
- Volume
- 5.72M
- Avg volume
- 2.72M
- Open
- 63.64
- Previous close
- 69.37
- Day's range
- 54.91 – 64.63
- 52-week range
- 40.64 – 82.88
- Beta
- 1.38
- Analysts
- Strong Buy
- Price target
- 102.99 (+80.1%)
- Earnings date
- Nov 4, 2026
5D -11.57 (-16.78%)
Key statistics
- Enterprise value
- 6.25B
- PEG ratio
- 0.94
- Price / sales
- 9.16
- Price / book
- 4.83
- Dividend yield
- 0.73%
- Payout ratio
- 60.00%
- Revenue growth
- 46.90%
- Free cash flow
- -806.58M
- Total cash
- 824.10M
- Total debt
- 2.51B
- Return on equity
- 8.10%
- Short % of float
- 26.23%
- 50-day average
- 65.25
- 200-day average
- 63.53
Analyst view
Consensus: strong buy
- Target (low)
- 72.00
- Target (mean)
- 102.99
- Target (high)
- 120.00
- Strong buy5
- Buy9
- Hold0
- Sell0
- Strong sell0
Next earnings
Nov 4, 2026
Expected Nov 4, 2026. Consensus EPS estimate 0.28353.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 4, 2026 | Sep 30, 2026 | 0.2946 | — | — | — |
| Aug 5, 2026 | Jun 30, 2026 | 0.375 | 0.39 | +0.02 | +4.00% |
| Apr 27, 2026 | Mar 31, 2026 | 0.3147 | 0.44 | +0.13 | +39.82% |
| Feb 24, 2026 | Dec 31, 2025 | 0.24 | 0.35 | +0.11 | +45.83% |
| Nov 3, 2025 | Sep 30, 2025 | 0.24 | 0.32 | +0.08 | +33.33% |
| Jul 23, 2025 | Jun 30, 2025 | 0.14 | 0.34 | +0.20 | +142.86% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 30, 2026 | Needham | reit | Buy | Buy |
| Oct 26, 2026 | Wells Fargo | main | Overweight | Overweight |
| Oct 21, 2026 | Morgan Stanley | main | Overweight | Overweight |
| Sep 28, 2026 | Barclays | main | Overweight | Overweight |
| Sep 24, 2026 | Citigroup | main | Buy | Buy |
| Sep 24, 2026 | Stifel | main | Buy | Buy |
About Solaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. 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.
- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Country
- United States
- Website
- solaris-energy.com
News
Solaris Energy Q3 Earnings Preview: Another Beat Likely? 
Needham Reiterates Buy on Solaris Energy Infr, Maintains $104 Price Target 
SEI: 3 Key Takeaways for Long-Term Investors 
Solaris Energy Infrastructure, Inc. (SEI) Expected to Beat Earnings Estimates: Can the Stock Move Higher? 
SEI Launches SEI Charitable Fund, Bringing Charitable Giving To Advisor and Client Wealth Experience 
Will Solaris Energy Infrastructure, Inc. (SEI) Beat Estimates Again in Its Next Earnings Report? 
Wells Fargo Maintains Overweight on Solaris Energy Infr, Lowers Price Target to $72 
SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle 
SEI Reports Third-Quarter 2026 Financial Results - Morgan Stanley Maintains Overweight on Solaris Energy Infr, Raises Price Target to $102
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ARGO LAURIE H | Director | Stock Award(Grant) | Aug 20, 2026 | 48,170 |
| BROCK AMANDA M. | Chief Executive Officer | Stock Award(Grant) | Feb 26, 2026 | 276,080 |
| DURRETT CYNTHIA M. | Officer and Director | Stock Award(Grant) | Feb 26, 2026 | 154,527 |
| GIESINGER EDGAR R JR | Director | Stock Award(Grant) | Aug 20, 2026 | 94,202 |
| KEENAN W HOWARD JR | Director | Stock Award(Grant) | Aug 20, 2026 | 92,039 |
| POWELL CHRISTOPHER M | Officer | Sale | May 10, 2026 | 114,117 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.91% | 5,204,415 | 361.03M | Jun 29, 2026 |
| Encompass Capital Advisors, LLC | 3.83% | 2,519,604 | 174.78M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.72% | 2,447,630 | 169.79M | Jun 29, 2026 |
| Morgan Stanley | 3.07% | 2,024,283 | 140.42M | Jun 29, 2026 |
| Two Sigma Investments, LP | 3.01% | 1,979,861 | 137.34M | Jun 29, 2026 |
| Jennison Associates LLC | 2.57% | 1,691,193 | 117.32M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.96% | 3,920,806 | 271.99M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.68% | 1,762,092 | 122.24M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.21% | 1,453,303 | 100.82M | Sep 29, 2026 |
| VanEck ETF Trust-VanEck Oil Services ETF | 2.06% | 1,352,919 | 93.85M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 0.96% | 629,688 | 43.68M | Jun 29, 2026 |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | 0.93% | 610,385 | 42.34M | Sep 29, 2026 |