Solaris Energy Infrastructure

SEI

Market cap $2.42B

Solaris Energy Infrastructure, Inc. (SEI) Q4 2025 Earnings Call Transcript

Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.12 per share a year ago.

HOUSTON--(BUSINESS WIRE)--SEI reports Q4 2025 Adjusted EBITDA of $69 million and Adjusted Pro Forma EPS of $0.35.

This data center power provider is trying to claw back after wild action. The company is expected to report quarterly earnings on Feb. 25.

Solaris Energy Infrastructure, Inc. (SEI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Solaris Energy Infrastructure, Inc. remains a Buy, with the price target raised to $70 as it transitions from growth story to large-scale infrastructure operator. SEI's deal with Hatchbo validates robust demand for "Ready-to-Use" Megawatts and highlights Solaris' pricing and installation edge over competitors. Despite trading at a 32x earnings multiple versus peers at 23x, Solaris' 51% annual growth rate justifies its valuation premium.

Ranger Investment Management bought 197,073 Solaris shares in the fourth quarter; the estimated trade size was $9.53 million based on average quarterly pricing. Meanwhile, the quarter-end position value rose by $11.62 million, reflecting both share additions and price movement.

NEW YORK--(BUSINESS WIRE)--The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, today announced the launch of the NYSE Texas Advisory Board to support its mission to provide public companies with a listing and trading venue centered within the vibrant economy of the southwestern U.S. Founding members include Amanda Brock, Co-CEO of Solaris Energy Infrastructure (NYSE: SEI), Scott Mueller, Managing Director of the Sou.

HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”) announced today that it will host a conference call to discuss its full year and fourth quarter 2025 results on Wednesday, February 25, 2026 at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Solaris will issue its full year and fourth quarter earnings release after the market closes on February 24, 2026. Participants can join the full year and fourth quarter 2025 conference call from within t.

This data center power provider is climbing in a consolidation pattern and nearing a prior high. Analysts see 135% profit growth for 2025.