Solaris Energy Infrastructure

SEI

Market cap $3.69B

HOUSTON--(BUSINESS WIRE)--SEI schedules 2Q26 earnings call for August 6, 2026.

Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.

NEW YORK, July 9, 2026 /PRNewswire/ -- Solaris Energy Infrastructure Inc. (NYSE: SEI) will replace Catalyst Pharmaceuticals Inc. (NASD: CPRX) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, July 15. Angelini Pharma S.p.A.

SEI is acquiring GESA in a $55 million cash-and-stock deal to strengthen its full-cycle power services and accelerate long-term growth.

HOUSTON--(BUSINESS WIRE)--SEI announces acquisition of GESA, a full cycle power services company.

The semiconductor rotation and memory stock profit taking puts investors in a bind trying to call the top.

Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure.

New Leadership Role to Scale Capabilities and Support Client Transformation OAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services.

The two companies serve different end markets. But they have emerged as AI infrastructure stocks amid growth of data centers.

Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management OAKS, Pa. and LONDON, June 16, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.