SEI
Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc.SEI

Energy · Oil & Gas Equipment & Services
65.67USD
-4.95%
Sep 23, 2026
SEI overview ready
Modular Dispatchable Power Solutions Enabling Reliable Onsite Capacity for Large Loads
Solaris is an infrastructure provider: it deploys and operates modular natural-gas generation, power-control and distribution equipment, installation/commissioning, and related service capability under long-term arrangements for data-center and other large-load customers.
Strong narrative exposure
Exposed to the Dispatchable Power for Large Loads narrative through Onsite Power and Microgrids — infrastructure supplier.
Constructive pullback in an uptrend
Longer-term context reads extended trend, with a near-term setup of daily reclaim.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Exposure to oil and gas industry cyclicality.
Market Sep 22Price action Sep 22Research Sep 8

Conviction Level

NarrativeHeat9.1ThemeHeat8.8PriceAction8.0Valuation0.4CompanyPosition7.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads extended trend, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location. The advance off that reset has already consumed part of the entry advantage while the weekly trend remains extended, which tempers the assessment.

Key Financials

Market Cap
$4.4B
Avg Volume (60D)
3.1M
60 sessions
Revenue Growth YoY
+70.5%
Trailing twelve months
Gross Margin
+49.9%
Operating Margin
+24.3%
Trailing twelve months
Free Cash Flow Yield
-18.4%
Distance from 200DMA
+8.8%
Next Earnings
2026-11-02
P/E
88.2x
EV / EBITDA
23.1x
EV / Sales
8.2x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is 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.

Company Research

Thesis
Solaris is an infrastructure provider: it deploys and operates modular natural-gas generation, power-control and distribution equipment, installation/commissioning, and related service capability under long-term arrangements for data-center and other large-load customers.
Opportunity
High opportunity
Large-load owners and data-center developers are procuring on-site or electrically proximate dispatchable generation, power-distribution systems, and operating capability to secure reliable capacity before, alongside, or independently of slower grid interconnections.
Key risk
Exposure to oil and gas industry cyclicality.

Narrative & Theme

Dispatchable Power for Large Loads
Part of Onsite Power and Microgrids, with strong fit.
SEI has a genuine, direct revenue and asset-deployment connection to the large-load speed-to-power problem, rather than merely an industrial or energy-sector adjacency.
Narrative HeatHot9.1 / 10
Theme HeatHot8.8 / 10

Business & Markets

Energy · Oil & Gas Equipment & Services
What they do

Solaris Energy Infrastructure provides modular and scalable equipment solutions for power generation, control, distribution, and raw material management used in oil and natural gas well completions 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 transactional sales of equipment and related support services.

Products & services
Power generation, control, and distribution equipment
Specialized equipment for logistics and raw material management
Customers & end markets
Oil and natural gas well operators
Data centers
Energy sector
Commercial and industrial sectors
Market position

Niche provider specializing in modular equipment solutions for energy infrastructure support.

Demand drivers
High cyclicality

Business is closely tied to oil and natural gas industry activity, which is subject to commodity price fluctuations and capital spending cycles.