Solaris Energy Infrastructure, Inc. (SEI) AI Stock Analysis

Solaris Energy Infrastructure, Inc. delivers modular and scalable equipment-based solutions for power generation, control and distribution, and the management of raw materials used in completing oil and natural gas wells across the United States. Headquartered in Houston, Texas, the company operates two segments: Solaris Power Solutions and Solaris Logistics Solutions. Solaris Power Solutions supplies power generation and distribution services while supporting data center, energy, and commercial and industrial clients, alongside site preparation and gas pipeline construction. Solaris Logistics Solutions manufactures specialized equipment, delivers field technician support and mobilization logistics, and offers software solutions.

Solaris grew revenue from $159.2M in FY2021 to $622.2M in FY2025, recording a 5-year revenue CAGR of 43.3%. In FY2025, revenue jumped 98.7% as gross margin reached 45.9% and operating margin rose to 21.8%. Net income reached $30.2M in FY2025, compared to -$868,000 in FY2021. In the latest quarter ended June 30, 2026, quarterly revenue grew 46.9% year-over-year, while quarterly earnings declined 13.5%. Over the trailing twelve months, revenue totaled $762.2M with an operating margin of 26.5% and a profit margin of 7.2%.

As of June 30, 2026, Solaris held $824.1M in cash and short-term investments against total debt of $2.51B, resulting in net debt of $1.69B. Total assets stood at $4.21B and shareholders' equity was $902.0M, yielding a debt-to-equity ratio of 2.79 and a current ratio of 4.12. In FY2025, operating cash flow was $209.1M, but capital expenditures of $646.8M led to free cash flow of -$437.7M. The company also allocated $10.5M to share buybacks and $21.8M to dividends in FY2025.

SEI trades at a trailing P/E of 78.4x and an EV/EBITDA multiple of 25.1x, each at a substantial premium to the median of its US-listed Energy peers of 15.0x and 8.0x, respectively. Its price-to-sales multiple of 8.3x also sits well above the peer median of 1.8x. Over the past year, SEI generated a 16.8% return, matching the S&P 500 (SPY) return of 16.8%. Over a 5-year period, SEI returned 805.6%, outperforming the S&P 500 return of 83.0%.

Solaris pays a forward annual dividend of $0.48 per share, which equates to a 0.77% dividend yield at the last close price of $62.74. The company has paid dividends for 9 consecutive years and delivered a 5-year annualized dividend growth rate of 2.7%. Its payout ratio is 43.2%, and payments are made on a quarterly frequency.

Wall Street coverage includes 9 Strong Buy and 5 Buy ratings, with zero Hold, Sell, or Strong Sell recommendations. The mean price target is $103.06, which is 64.3% above the last close of $62.74. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $1.04B and EPS of $1.42. For the following fiscal year, 9 analysts project revenue of $1.94B and EPS of $3.52. Solaris beat EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 4, 2026.

This page is an AI-written research summary of Solaris Energy Infrastructure, Inc. (SEI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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