SEI
Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.SEI

Energy · Oil & Gas Equipment & Services
57.77USD
+14.28%
Nov 08, 2026
SEI overview ready
Modular Distributed Power Solutions for Large-Load Customers
SEI is a direct infrastructure provider: its Power Solutions business rents and operates distributed generation capacity and supplies associated control, distribution, engineering, and balance-of-plant equipment.
Primary theme is lagging
Power / Grid is lagging (-16.9pp vs SPY over 21 sessions; 8 of 32 members ahead of SPY).
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Exposure to oil and gas sector cyclicality.
Market Nov 6Filing Sep 30Price action Nov 7Research Oct 9

Conviction Level

PriceAction3.4BusinessPerformance—BusinessQuality4.7Valuation2.9ThemeMomentum1.0This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Power / GridLagging
vs SPY
−16.9pp
Theme return
−21.9%
Beating SPY
8 of 32
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$4.6B
Avg Volume (60D)
3.2M
60 sessions
Revenue Growth YoY
+98.7%
FY2025 vs FY2024
Gross Margin
+49.8%
Operating Margin
+22.8%
Trailing twelve months
Distance from 200DMA
-8.9%
P/E
62.1x
EV / EBITDA
21.3x
EV / Sales
6.4x
Market metrics as of Nov 7, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Insufficient evidence

This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Business Quality

4.7 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
Solaris Energy Infrastructure, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

What changed

  • SEI rose 14.3% in one session
    SEI closed +14.3% while the broad market was close to flat (+0.3%).
    2026-11-06

Company Research

Thesis
SEI is a direct infrastructure provider: its Power Solutions business rents and operates distributed generation capacity and supplies associated control, distribution, engineering, and balance-of-plant equipment.
Opportunity
High opportunity
Large-load owners and data-center developers are procuring behind-the-meter, rapidly deployable generation and electrical systems to obtain reliable capacity before, alongside, or independent of constrained utility-grid interconnection.
Key risk
Exposure to oil and gas sector cyclicality.

Economic classification

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Business & Markets

Energy · Oil & Gas Equipment & Services
What they do

Solaris Energy Infrastructure provides modular, scalable equipment solutions for power generation, control, and distribution, primarily serving oil and natural gas well completions and large-load power needs in the U.S. It operates through two segments: Solaris Power Solutions and Solaris Logistics Solutions.

How it earns

The company generates revenue primarily through equipment rentals, operations services, and project-based contracts.

Products & services
Distributed power generation equipment rental
Power control and distribution systems
Site preparation and structural services for oil and gas completions
Customers & end markets
Oil and natural gas well completion operators
Data center developers
Large industrial and commercial energy users
Market position

Niche infrastructure provider specializing in modular, dispatchable power solutions for large-load customers and oil and gas completions.

Demand drivers
Medium cyclicality

Business is tied to oil and gas activity cycles and capital spending by large-load energy users, but also benefits from structural demand for reliable onsite power.