Solaris Energy Infrastructure

SEI

Market cap $2.5B

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

AI data centers are arguably holding up the stock market and Morgan Stanley sees this stock capitalizing.

Solaris Energy Infrastructure, Inc. is positioned to meet surging energy demand from AI data centers, with 760 MW operational and plans for 2.2 GW. SEI offers turnkey, reliable energy solutions directly to hyperscalers and data center operators, using a flexible power-as-a-service business model. Despite rapid growth, SEI faces high execution risk, negative free cash flow, and elevated valuation multiples, making it a tactical, not core, portfolio position.

Sold 113,344 shares of Solaris Energy Infrastructure; estimated transaction value of approximately $3.54 million based on the average price for Q3 2025 Trade represented 1.62% of Ballast Asset Management's reportable U.S. equity assets under management Post-trade, the fund holds 181,774 shares valued at $7.27 million Solaris Energy Infrastructure remains Ballast's third-largest holding, accounting for 3.3% of 13F AUM after the trade

Solaris Energy Infrastructure, Inc. ( SEI ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Yvonne Fletcher - Senior Vice President of Finance & Investor Relations William Zartler - Co-CEO, Founder & Chairman Kyle Ramachandran - CFO & President Amanda Brock - Co-CEO & Director Conference Call Participants John Anderson - Barclays Bank PLC, Research Division Derrick Whitfield - Texas Capital Securities, Research Division Donald Crist - Johnson Rice & Company, L.L.C., Research Division Derek Podhaizer - Piper Sandler & Co., Research Division Scott Gruber - Citigroup Inc., Research Division Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Michael Dudas - Vertical Research Partners, LLC Robert Brooks - Northland Capital Markets, Research Division Presentation Operator Good day, and welcome to the Solaris Energy Infrastructure's Third Quarter 2025 Earnings Conference Call.

Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.08 per share a year ago.

HOUSTON--(BUSINESS WIRE)--SEI reports third quarter 2025 Adjusted EBITDA of $68 million and Adjusted Pro Forma Net Income of $0.32 per fully dilutive share.

Highlights on the list include a Top Stock Pick for 2025, Nebius Group NV (NASDAQ:NBIS), and a struggling energy stock nobody is talking about in Solaris Energy Infrastructure Inc (NYSE:SEI).

HOUSTON--(BUSINESS WIRE)--Solaris announces appointment of Amanda Brock as Co-CEO to facilitate scaling for significant growth related to meeting power demand.

HOUSTON--(BUSINESS WIRE)--Solaris schedules third quarter earnings release on November 3, after market close, and earnings call at 9am ET on November 4, 2025.