SEI
Solaris Energy Infrastructure, Inc.
About: Solaris Energy Infrastructure Inc provides services in the oil and gas industry. Its solutions are Solaris software suite, Fluid management system, Automated control systems, Field services, Last mile management, Wet sand solutions, Power Solutions, and Integrated wellsite solution. Its segment include Solaris Power Solutions and Solaris Logistics Solutions. It derives maximum revenue from Solaris Logistics Solutions segment.
Employees: 364
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
102% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 46
51% more capital invested
Capital invested by funds: $891M [Q1] → $1.35B (+$458M) [Q2]
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
38% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 11 (+3) [Q2]
10.32% more ownership
Funds ownership: 107.76% [Q1] → 118.08% (+10.32%) [Q2]
5% more funds holding
Funds holding: 202 [Q1] → 212 (+10) [Q2]
90% less call options, than puts
Call options by funds: $5.2M | Put options by funds: $54.6M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
29%
upside
Avg. target
$44
51%
upside
High target
$50
70%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Derek Podhaizer | 70%upside $50 | Overweight Maintained | 20 Aug 2025 |
Barclays David Anderson | 50%upside $44 | Overweight Maintained | 28 Jul 2025 |
Stifel Stephen Gengaro | 53%upside $45 | Buy Reiterated | 25 Jul 2025 |
Raymond James J.R. Weston | 29%upside $38 | Outperform Reiterated | 23 Jul 2025 |
Financial journalist opinion
Based on 3 articles about SEI published over the past 30 days
Neutral
Business Wire
1 week ago
Solaris Energy Infrastructure Announces the Acquisition of HVMVLV, a Specialty Provider of Power Control and Distribution Solutions
HOUSTON--(BUSINESS WIRE)--Solaris announces acquisition of HVMVLV LLC, a specialty provider of electrical control and distribution equipment and design services.
Negative
Zacks Investment Research
1 week ago
3 Oil Equipment Stocks That Could Defy Industry Weakness
Lower equipment demand and conservative capital spending by upstream players make the outlook for the Zacks Oil and Gas- Mechanical and Equipment industry gloomy. NGS, SEI and OIS are trying to survive industry challenges.
Neutral
Business Wire
3 weeks ago
Solaris Energy Infrastructure Announces Dual Listing on NYSE Texas
HOUSTON--(BUSINESS WIRE)--Solaris announces dual listing on NYSE Texas under the same symbol "SEI" as its primary listing on the NYSE.
Neutral
Seeking Alpha
1 month ago
Solaris Energy Infrastructure, Inc. (SEI) Q2 2025 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (NYSE:SEI ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Yvonne Fletcher - SVP of Finance & IR William Zartler - Chairman & CEO Kyle Ramachandran - President & CFO Conference Call Participants Stephen Gengaro - Stifel John Anderson - Barclays Bank Scott Gruber - Citigroup Inc. Derek Podhaizer - Piper Sandler & Co. James Weston - Raymond James & Associates, Inc. Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Nathaniel Pendleton - Texas Capital Michael Dudas - Vertical Research Partners Robert Brooks - Northland Capital Markets Thomas Sellers Meric - Janney Montgomery Scott Blake McLean - Daniel Energy Partners Operator Good day, and welcome to the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
Positive
Zacks Investment Research
1 month ago
Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings and Revenues Surpass Estimates
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.13 per share a year ago.
Neutral
Business Wire
1 month ago
Solaris Energy Infrastructure Announces Second Quarter 2025 Results, Updated Earnings Guidance and Continued Shareholder Returns
HOUSTON--(BUSINESS WIRE)--Solaris reports Adjusted Pro Forma EPS of $0.34 per fully diluted share and Total Adjusted EBITDA of $61 million.
Positive
Zacks Investment Research
1 month ago
Solaris Energy to Report Q2 Earnings: Here's What You Need to Know
SEI gears up to report Q2 results on July 23, with analysts expecting a 66.8% revenue surge despite softer crude prices.
Neutral
Business Wire
1 month ago
Solaris Energy Infrastructure Schedules Second Quarter 2025 Results Conference Call
HOUSTON--(BUSINESS WIRE)--Solaris schedules earnings release on July 23 after market close and live earnings call on July 24.
Positive
Zacks Investment Research
2 months ago
Solaris Energy Infrastructure, Inc. (SEI) Upgraded to Buy: Here's What You Should Know
Solaris Energy Infrastructure, Inc. (SEI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Neutral
Accesswire
2 months ago
Lost Money on Solaris Energy Infrastructure, Inc. (SEI)? Urged to Join Class Action Before May 27, 2025 - Contact Levi & Korsinsky
NEW YORK, NY / ACCESS Newswire / May 27, 2025 / If you suffered a loss on your Solaris Energy Infrastructure, Inc. (NYSE:SEI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/solaris-energy-infrastructure-inc-lawsuit-submission-form?prid=150437&wire=1&utm_campaign=22 or contact Joseph E. Levi, Esq.
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