Solaris Energy Infrastructure, Inc. (SEI) Stock Price & Analysis
Solaris Energy Infrastructure, Inc. (SEI) closed at USD 65.16 on Thursday, October 15, 2026, down 6.07% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 69.37; the Oct 15, 2026 session ranged USD 61.16–66.71 on volume of 5,395,375 shares. Market capitalization is $6.56B, with a 52-week range of USD 38.5–86.19 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SEI.md
Key facts (SEI)
- Last four reported quarters (through Jun 30, 2026): revenue $762M, net income $54.8M (7.2% margin), free cash flow -$728M (SEC filings).
- Valuation: P/E 119.6x, EV/EBITDA 29.1x, net debt $785M.
- 1 of 80 tracked superinvestors hold SEI (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.64 on a 1–5 scale) (14 analysts), mean target USD 103.06 (range 82–120).
- Total return with dividends: 1Y +21.3% vs S&P 500 +18.1%; 5Y +840.5% vs S&P 500 +85.1%.
- Next earnings: 2026-11-04, EPS estimate USD 0.25, revenue estimate $274M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SEI)
| USD | FY2022 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $159M | $320M | $293M | $313M | $622M | $762M |
| Operating income | -$387K | $41.8M | $49.9M | $52.8M | $135M | $185M |
| Net income | -$868K | $21.2M | $24.3M | $15.8M | $30.2M | $54.8M |
| Free cash flow | -$3.2M | -$13.4M | $25.0M | -$129M | -$438M | -$728M |
| Operating margin | -0.2% | 13.1% | 17.0% | 16.9% | 21.8% | 24.3% |
| Net margin | -0.5% | 6.6% | 8.3% | 5.0% | 4.8% | 7.2% |
| Revenue growth | +54.6% | +101.0% | -8.5% | +6.9% | +98.7% | — |
| Cash + short-term investments | $36.5M | $8.8M | $5.8M | $114M | $353M | — |
| Total debt | — | — | $30.0M | $316M | $184M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SEI)
P/E 119.6x · P/S 8.6x · EV/EBITDA 29.1x · EV/Sales 9.6x · P/B 7.3x · FCF yield -11.10% · Earnings yield 0.84% · Dividend yield (paid, TTM) 0.41% · Net debt $785M · EV $7.34B
Superinvestors (SEC 13F-HR, Q2 2026) (SEI)
1 of 80 tracked investors hold SEI. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.06% | $6.5M | Reduced -4.0% |
Analysts (SEI)
Consensus Buy (mean 1.64 on a 1–5 scale), 14 analysts; mean target USD 103.06 (low 82, high 120).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-28 | Barclays | Target raised | Overweight | $90 → $116 |
| 2026-09-24 | Citigroup | Target raised | Buy | $84 → $100 |
| 2026-09-24 | Stifel | Target raised | Buy | $98 → $101 |
| 2026-09-15 | Needham | Target raised | Buy | $98 → $104 |
| 2026-09-09 | Raymond James | Target raised | Outperform | $82 → $96 |
| 2026-09-02 | Needham | Reiterated | Buy | $98 |
| 2026-08-27 | Piper Sandler | Target raised | Overweight | $80 → $82 |
| 2026-08-10 | Barclays | Target raised | Overweight | $86 → $90 |
| 2026-08-07 | Needham | Target raised | Buy | $97 → $98 |
| 2026-08-03 | Wells Fargo | Upgrade | Equal-Weight → Overweight | $82 → $73 |
| 2026-07-06 | Wolfe Research | Initiated | Outperform | $120 |
| 2026-06-29 | Needham | Initiated | Buy | $97 |
Total return (dividends reinvested) (SEI)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +21.3% | +840.5% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +21.4% | +56.4% |
| Volatility (annualized) | 76.7% | 64.0% |
| Max drawdown | -47.6% (Jun 2026→Jul 2026) | -55.4% (Feb 2025→Mar 2025) |
Key Statistics (as of October 16, 2026 at 05:22 UTC)
| Price | USD 65.16 |
|---|---|
| Change | ▼ 6.07% (down) |
| Previous Close | USD 69.37 |
| Open | USD 65.01 |
| Day Range | USD 61.16 – 66.71 |
| 52-Week Range | USD 38.5 – 86.19 |
| Volume | 5,395,375 shares |
| Market Cap | $6.56B |
| Exchange | NYQ |
Technical Analysis (SEI)
Nexqual's technical model rates SEI "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 16, 2026 at 05:22 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.06 (neutral) |
| vs SMA50 | Above (USD 63.87) |
| MACD | 2.52 (positive) |
Analyst Ratings (SEI)
Wall Street analysts rate SEI "Buy" based on 14 analysts, with a mean price target of USD 103.06 (range USD 82–120), per Nexqual as of October 16, 2026 at 05:22 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 103.06 |
| High Target | USD 120 |
| Low Target | USD 82 |
| Buy / Hold / Sell | 14 / 0 / 0 |
Earnings (SEI)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.25 |
| Revenue Estimate | $273.70M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.39 vs est 0.31 ▲ beat |
| 2026-03-31 | USD 0.44 vs est 0.26 ▲ beat |
| 2025-12-31 | USD 0.35 vs est 0.27 ▲ beat |
| 2025-09-30 | USD 0.32 vs est 0.25 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financials & Fundamentals (SEI)
| Total Revenue | $762.18M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +46.90% |
| Gross Margin | +49.94% |
| Operating Margin | +26.49% |
| Profit Margin | +7.19% |
| ROE | +8.10% |
| Debt / Equity | 2.17 |
| Current Ratio | 4.12 |
| Total Cash | $824.10M |
| Total Debt | $2.51B |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | -$437.65M (-70.3% of revenue) |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financial Health Score (SEI)
Nexqual rates Solaris Energy Infrastructure, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:22 UTC.
| Growth | Strong — Revenue +99% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 50%, operating 26% |
| Balance Sheet | Weak — $824M cash vs $2.51B debt |
| Cash Flow | Weak — FCF negative: -$438M (FY ended Dec 2025, 10-K), burning cash |
| Efficiency | Mixed — ROE 8%, ROA 4.1% |
Ownership (SEI)
| Insider Ownership | +8.63% |
|---|---|
| Institutional Ownership | +106.21% |
| Shares Outstanding | 65.83M |
| Float | 62.83M |
| Short % of Float | +25.90% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Leadership (SEI)
Solaris Energy Infrastructure, Inc. is led by William A. Zartler (age 60), Co-CEO, Founder & Chairman, per Nexqual as of October 16, 2026 at 05:22 UTC.
| Co-CEO, Founder & Chairman | William A. Zartler (age 60) |
|---|---|
| Co-CEO & Director | Amanda M. Brock (age 64) |
| President & Head of Power Solutions | Kyle S. Ramachandran (age 40) |
| Chief Administrative Officer & Director | Cynthia M. Durrett (age 60) |
| CFO & Principal Financial Officer | Stephan E. Tompsett (age 48) |
Major Backers & Investors (SEI)
Notable institutional backers of Solaris Energy Infrastructure, Inc. include Encompass Capital Advisors, LLC, Morgan Stanley, Two Sigma Investments, LP, according to Nexqual as of October 16, 2026 at 05:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Encompass Capital Advisors, LLC | 3.83% |
| Morgan Stanley | 3.07% |
| Two Sigma Investments, LP | 3.01% |
| Jennison Associates LLC | 2.57% |
| Summit Partners Public Asset Management LLC | 2.57% |
| Valiant Capital Management, L.P. | 2.44% |
| Driehaus Capital Management, LLC | 2.41% |
| FMR, LLC | 2.4% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.86% |
| Vanguard Group | 7.36% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NOV | NOV Inc. | USD 18.64 | ▼ 1.69% |
| WFRD | Weatherford International plc | USD 75 | ▼ 2.86% |
| AROC | Archrock, Inc. | USD 29.25 | ▼ 4.66% |
| KGS | Kodiak Gas Services, Inc. | USD 47.81 | ▼ 8.06% |
| WHD | Cactus, Inc. Class A Common Sto | USD 61.19 | ▼ 4.5% |
| OII | Oceaneering International, Inc. | USD 43.05 | ▼ 3.91% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt