SEI Share Price Performance
US$55.80
39.84 (249.62%)
17.2% undervalued intrinsic discount
US$67.40
Fair Value
Price US$55.80
AnalystConsensusTarget US$67.40
AnalystLowTarget US$61.10
AnalystHighTarget US$71.00
Fair ValueUS$70.45
Share Pricen/a
Solaris Energy Infrastructure, Inc. Stock Price
- 3 Narratives written by author
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- 48 Fair Values set on narratives written by author
SEI Community Narratives
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Fair Value US$70.45 20.8% undervalued intrinsic discount
Expanding Capacity And Flexibility Will Drive Growth In Next Cycle
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Fair Value US$61.1 8.7% undervalued intrinsic discount
Supply Constraints And Concentration Will Impede Output Yet Foster Diversification
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AN
Fair Value US$71 21.4% undervalued intrinsic discount
Electrification And AI Demand Will Reshape Power Services
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Expanding Capacity And Flexibility Will Drive Growth In Next Cycle
Key Takeaways Rising demand for resilient power infrastructure and regulatory support are fueling Solaris's growth and securing longer-term contracts, increasing revenue certainty and earnings stability. The shift to higher-margin owned assets and continued technology investment are set to boost profitability, strengthen customer relationships, and expand Solaris's market reach.Read more
303
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AN
US$70.45
20.8% undervalued intrinsic discount
Fair Value
Revenue
30.31% p.a.
Profit Margin
13.82%
Future PE
29.88x
Price in 2029
US$87.39
Supply Constraints And Concentration Will Impede Output Yet Foster Diversification
Key Takeaways Heavy reliance on a few major contracts and gas turbine technology exposes Solaris to customer concentration, regulatory, and compliance risks as the energy landscape evolves. Supply chain constraints, rising competition from renewables, and project permitting risks may pressure margins, limit near-term growth, and reduce revenue stability.Read more
50
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AN
US$61.1
8.7% undervalued intrinsic discount
Fair Value
Revenue
26.42% p.a.
Profit Margin
9.76%
Future PE
40.2x
Price in 2029
US$75.83
Electrification And AI Demand Will Reshape Power Services
Key Takeaways Long-term contracts with major data center customers and expanded power capacity provide stable, recurring revenues and strong earnings growth prospects. Advanced, low-emission technology and market share gains amid equipment shortages position Solaris for ESG-driven investment and expanding profitability.Read more
28
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AN
US$71
21.4% undervalued intrinsic discount
Fair Value
Revenue
37.42% p.a.
Profit Margin
10.26%
Future PE
36.07x
Price in 2029
US$86.57
Trending Discussion
Recently Updated Narratives
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SEI: Hyperscaler Power Contracts Will Support Upcoming Natural Gas Capacity Additions
Fair Value: US$70.45 20.8% undervalued intrinsic discount
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AN
SEI: Expanded Capacity And Hyperscaler Contracts Will Support Data Center Power Demand
Fair Value: US$61.1 8.7% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
SEI: Expanded Capacity And 900MW Availability Will Support Second Data Center Contract
Fair Value: US$71 21.4% undervalued intrinsic discount
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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.
