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...
What's happening?
SEI is outpacing Energy this month: +36.2% against +3.7% for the average Energy stock.
Above its 200-day average since 8 Sept, 27 days · 13 of 15 Energy stocks are trending up.
- 1D
- -0.24%
- 7D
- +8.10%
- 1M
- +36.18%
- 3M
- +11.01%
- 6M
- +36.02%
- YTD
- +63.61%
What is the market expecting?
StratDeckPriced above the Energy median on forward earnings; analysts' mean target sits 35.5% above the price.
Value score vs Energy peers
8- Fwd P/E21.114
- P/B5.214
- Yield0.6%0
- P/E93.40
- Rev growth+46.9%50
Is the business delivering?
Revenue growing in line with the Energy median: +46.9% against +46.9%; EPS down 13.5% on a year ago; met or beat the estimate in 4 of the last 4 quarters.
Earnings by quarter
Latest quarter 20.5M · -952K on the quarter before · +8.53M on a year earlier
- -968KNov24-7.18M
- 6.25MFeb25+7.22M
- 5.32MApr25-931K
- 12.0MJul25+6.63M
- 14.6MNov25+2.60M
- -1.66MFeb26-16.2M
- 21.4MApr26+23.1M
- 20.5MAug26-952K
Net income from the income statement, in USD, by the month it was reported.
How does it compare?
Nearest in Energy on valueStratDeckSEI ranks #15 of 15 on value in Energy; nearest to it are XOM, LBRT and WMB.
What happens next?
StratDeckReports next on 2 Nov, in 28 days.
Power catalysts
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Recent filings
- 1 Oct8-K1.012.039.01Entry into a Material Definitive Agreement; Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; Financial Statements and Exhibits
Entry into a Material Definitive Agreement.
- 23 Sept8-K1.018.019.01Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032
HOUSTON—(BUSINESS WIRE)—Solaris Energy Infrastructure, Inc. (NYSE: SEI) (“Solaris”) today announced that Solaris Energy Infrastructure, LLC (the “Issuer”), a subsidiary of Solaris, has priced its offering (the “Offering”) of $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032 (the “Notes”). The Notes will mature on April 1, 2032 and will be issued at par. The Offering is…
- 22 Sept8-K7.018.019.01Company Overview
We deliver comprehensive power infrastructure solutions including generation, distribution, installation and commissioning, aftermarket support, and operations and maintenance to data center, industrial, utility and other commercial end-markets. We also deliver services for the management of raw materials used in oil and natural gas well completions. Headquartered in Houston, Texas, Solaris…
Fundamentals
On the shortlist
StratDeck- ValueClose Matches—Worth the premiumStrong buy14Board
AI Infrastructure · Power
The AI Infra tradeStratDeckModular on-site power generation equipment.
In the briefing
Briefing for 5 OctThe briefing has not named SEI.
Shortlist history
SEI has not made the shortlist since the ledger opened.
Keep researching
Where next from SEI
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