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Solaris Energy Infrastructure Inc

Solaris Energy Infrastructure Inc

SEI
$60.28USD↓-1.81%-1.11 today

MARKET CAP

4.4B

P/E (TTM)

41.0x

FWD P/E

39.0x

DAY RANGE

$57 – $62

52W RANGE

$25
$86

AI Summary

Stalk
TrimMedium

SEI remains in a clear Stage 4 decline with a decisive Support Failure and lower-high/lower-low structure. Price is extended below declining EMAs and trading near the 200 DMA in extreme oversold territory, raising the risk of a relief bounce. The medium-term bias stays bearish, so selling should be deferred until any rally into the falling EMAs provides a better entry.

  • ↑Q1 2026 revenue rose 79% YoY to $196M.
  • ↑Q2 EBITDA guided at $76–84M, reflecting improved efficiencies.
  • ↓Negative earnings yield and weak profitability factors pressure margins.
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The case for & against

Bull & Bear analysis

Bullish

Solaris Energy Infrastructure, Inc. (NYSE: SEI) specializes in providing integrated power generation solutions and logistics services, aiming to meet the increasing demands of data centers and industrial applications. The company's focus is particularly robust in the growing demand for behind-the-meter power systems, positioning it as a key player in the energy solutions market as the electrification trend accelerates across industries.

Bull says

  • ↑Q1 2026 revenue rose 79% YoY to $196M.
  • ↑Q2 EBITDA guided at $76–84M, reflecting improved efficiencies.
  • ↑Over 2GW of contracted capacity secures 10–15 years of revenue visibility.
  • ↑HVMV-LV acquisition expands power generation capabilities.
  • ↑Strong momentum factors and ample liquidity support expansion.
  • ↑Potential upside from rising oil and interest rates benefits.

Bear says

  • ↓Negative earnings yield and weak profitability factors pressure margins.
  • ↓High interest-rate sensitivity could spike financing costs.
  • ↓Elevated short interest reflects investor skepticism.
  • ↓Dependence on major clients risks revenue if contracts falter.
  • ↓Regulatory delays have extended contract tenors, hampering execution.
  • ↓Declining analyst revisions and no dividend dampen appeal.

Investment themes with SEI

Oil Services↑ +1.53%

Companies providing services to oil and gas industry

SLB · BKR · HAL

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-28-2026bullish

Transcript signals

Bull points

  • We generated revenue of $196 million and adjusted EBITDA of $84 million in the first quarter, coming in 22% higher sequentially and 79% higher year over year.
  • we operated more than 900 megawatts during the quarter, and adjusted EBITDA increased more than 30% sequentially to $72 million, driven by growth in revenue from both owned assets and third-party leased capacity.
  • For the second quarter, we're increasing total adjusted EBITDA guidance by 10% to $83 to $93 million, reflecting our confidence in near-term execution.

Bear points

  • OEM prices are going up.
  • OEM prices continue to go up
  • I think that cleaning out, if you will, of the queue, I mean, that's exactly what we did in one case. And in some cases, it's not necessarily the fault of the person that bought the engines. They may have ended up with some sort of idea that you could put this in an area that the local folks were not going to let you put a data center. So, you know, we've seen some backlash publicly about where the data centers can go and where they can't go.
Read full transcript analysis ›