SEI Share Price Performance
US$0
-31.07 (-100.00%)
Price US$0
Fair ValueUS$89.73
Share Pricen/a
Narrative Update • Jul 06
Solaris Energy Infrastructure, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 50 Fair Values set on narratives written by author
SEI Community Narratives
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Fair Value
·Fair Value US$89.73 23.9% undervalued intrinsic discount
Expanding Capacity And Flexibility Will Drive Growth In Next Cycle
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20users have followed this narrative
AN
Fair Value
·Fair Value US$110.8 38.4% undervalued intrinsic discount
Electrification And AI Demand Will Reshape Power Services
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1users have followed this narrative
AN
Fair Value
·Fair Value US$80 14.7% undervalued intrinsic discount
Supply Constraints And Concentration Will Impede Output Yet Foster Diversification
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Electrification And AI Demand Will Reshape Power Services
Solaris is betting that the boom in power-hungry AI data centers will keep demand strong for its rented, mobile power equipment, helped by longer customer contracts and a growing fleet. But that upside comes with a catch: it still leans heavily on gas-based power and a small number of big customers, which could backfire if rules, technology, or client needs shift.Read more
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US$110.8
38.4% undervalued intrinsic discount
Fair Value
Revenue
39.8% p.a.
Profit Margin
31.02%
Future PE
16.74x
Price in 2029
US$137.24
Supply Constraints And Concentration Will Impede Output Yet Foster Diversification
Solaris lands long-term deals to supply power for a major data center customer, but that tight focus could quickly turn into a problem if the relationship shifts. Add in hard-to-source equipment, a market moving toward cleaner energy, and oil-cycle ups and downs, and the path ahead looks less steady than it first appears.Read more
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US$80
14.7% undervalued intrinsic discount
Fair Value
Revenue
33.62% p.a.
Profit Margin
18.35%
Future PE
23.32x
Price in 2029
US$98.76
Expanding Capacity And Flexibility Will Drive Growth In Next Cycle
Solaris Energy Infrastructure rides a wave of demand for dependable, flexible power from data centers and industrial customers, helped by rules that support local “microgrids” and longer-term contracts. The big question is whether today’s surge—plus its push into owned, cleaner equipment—can outlast one-off project starts, oil-and-gas slowdowns, and the long-run shift away from fossil fuels.Read more
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US$89.73
23.9% undervalued intrinsic discount
Fair Value
Revenue
35.77% p.a.
Profit Margin
19.33%
Future PE
23.82x
Price in 2029
US$111.5
Trending Discussion
Recently Updated Narratives
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SEI: Contracted Gas Capacity Will Power Future AI Data Center Demand
Fair Value: US$110.8 38.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
SEI: Data Center Contracts And New Debt Will Shape Balanced Outlook
Fair Value: US$80 14.7% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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AN
SEI: Hyperscaler Power Contracts Will Drive Upcoming Natural Gas Capacity Expansion
Fair Value: US$89.73 23.9% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
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Snowflake Analysis
Solaris Energy Infrastructure, Inc. Key Details
About SEI
- Founded
- 2014
- Employees
- 468
- CEO
- WebsiteView website
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. 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.
