Symbols / SEI Stock $69.82 +5.52% Solaris Energy Infrastructure, Inc.

Energy • Oil & Gas Equipment & Services • United States • NYQ
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About

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.

Stock Fundamentals
Scroll to Statements
Market Cap 6.50B Enterprise Value 4.50B Income 28.91M Sales 622.20M Book/sh 10.63 Cash/sh 6.65
Dividend Yield 73.00% Payout 72.73% Employees 468 IPO — P/E 105.79 Forward P/E 27.05
PEG 0.94 P/S 10.45 P/B 6.57 P/C — EV/EBITDA 20.46 EV/Sales 7.24
Quick Ratio 2.79 Current Ratio 2.96 Debt/Eq 130.43 LT Debt/Eq — EPS (ttm) 0.66 EPS next Y 2.58
EPS Growth — Revenue Growth 86.60% Earnings 2026-04-27 ROA 5.18% ROE 7.82% ROIC —
Gross Margin 45.95% Oper. Margin 22.23% Profit Margin 4.85% Shs Outstand 58.14M Shs Float 50.23M Short Float 22.06%
Short Ratio 4.42 Short Interest — 52W High 70.39 52W Low 18.84 Beta 1.06 Avg Volume 2.76M
Volume 313.49K Target Price $76.23 Recom Strong_buy Prev Close $66.17 Price $69.82 Change 5.52%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$76.23
Mean price target
2. Current target
$69.82
Latest analyst target
3. DCF / Fair value
$-112.38
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$69.82
Low
$61.00
High
$110.80
Mean
$76.23

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-15 main Piper Sandler Overweight → Overweight $72
2026-03-20 init Wells Fargo — → Equal-Weight $71
2026-03-17 main Barclays Overweight → Overweight $74
2026-03-10 main Citigroup Buy → Buy $61
2026-03-05 init GLJ Research — → Buy $60
2026-02-26 main Barclays Overweight → Overweight $63
2025-12-02 init Morgan Stanley — → Overweight $68
2025-11-17 main Piper Sandler Overweight → Overweight $65
2025-11-06 main Barclays Overweight → Overweight $61
2025-10-13 main Citigroup Buy → Buy $56
2025-08-20 main Piper Sandler Overweight → Overweight $50
2025-07-28 main Barclays Overweight → Overweight $44
2025-07-25 reit Stifel Buy → Buy $45
2025-07-23 reit Raymond James Outperform → Outperform $38
2025-07-21 main Barclays Overweight → Overweight $39
2025-07-16 main Stifel Buy → Buy $41
2025-06-13 init Raymond James — → Outperform $39
2025-06-06 init Barclays — → Overweight $42
2025-05-22 init Citigroup — → Buy $32
2025-04-30 main Piper Sandler Overweight → Overweight $51
News
RSS: Latest SEI news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-02-27 ZARTLER WILLIAM ALLEN Chief Executive Officer — 265,656 $0.00 $0
2026-02-27 RAMACHANDRAN KYLE SCOTT President — 87,343 $0.00 $0
2026-02-27 DURRETT CYNTHIA M. Officer and Director — 50,315 $0.00 $0
2026-02-27 POWELL CHRISTOPHER M Officer — 47,888 $0.00 $0
2026-02-27 BROCK AMANDA M. Chief Executive Officer — 135,000 $0.00 $0
2026-02-27 WIRTZ CHRISTOPHER P. Officer — 5,110 $0.00 $0
2026-02-12 TOMPSETT STEPHAN E Chief Financial Officer — 30,000 $0.00 $0
2025-12-17 TEAGUE A. JAMES Director — 4,620 $43.11 $199,214
2025-12-17 ARGO LAURIE H Director — 2,300 $44.25 $101,775
2025-12-17 DURRETT CYNTHIA M. Officer and Director — 47,011 $44.62 $2,097,631
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
622.21
+98.73%
313.09
+6.88%
292.95
-8.46%
320.00
Operating Revenue
622.21
+98.73%
313.09
+6.88%
292.95
-8.46%
320.00
Cost Of Revenue
421.08
+81.39%
232.14
+8.46%
214.03
-14.46%
250.21
Reconciled Cost Of Revenue
421.08
+81.39%
232.14
+8.46%
214.03
-14.46%
250.21
Gross Profit
201.13
+148.45%
80.95
+2.58%
78.92
+13.06%
69.80
Operating Expense
65.74
+84.68%
35.60
+29.02%
27.59
-1.44%
27.99
Selling General And Administration
61.66
+73.11%
35.62
+32.15%
26.95
+16.80%
23.07
Other Operating Expenses
4.08
+65.73%
2.46
+285.45%
0.64
-65.40%
1.85
Total Expenses
486.82
+81.83%
267.74
+10.81%
241.62
-13.15%
278.20
Operating Income
135.39
+198.50%
45.35
-11.63%
51.33
+22.78%
41.80
Total Operating Income As Reported
135.39
+156.34%
52.82
+5.84%
49.90
+19.37%
41.80
EBITDA
184.95
+89.86%
97.41
+12.97%
86.23
+19.37%
72.24
Normalized EBITDA
226.40
+140.76%
94.04
+7.28%
87.65
+21.34%
72.24
Reconciled Depreciation
84.28
+78.50%
47.22
+30.49%
36.19
+18.90%
30.43
EBIT
100.67
+100.55%
50.20
+0.30%
50.05
+19.72%
41.80
Total Unusual Items
-41.45
-1327.81%
3.38
+337.25%
-1.42
0.00
Total Unusual Items Excluding Goodwill
-41.45
-1327.81%
3.38
+337.25%
-1.42
0.00
Special Income Charges
-41.45
-1327.81%
3.38
+337.25%
-1.42
0.00
Other Special Charges
41.45
+914.71%
4.08
—
—
Impairment Of Capital Assets
0.00
0.00
-100.00%
1.42
—
Write Off
—
—
1.42
0.00
Net Income
30.17
+90.85%
15.81
-35.04%
24.34
+15.02%
21.16
Pretax Income
73.08
+97.93%
36.92
-20.76%
46.59
+12.78%
41.31
Net Non Operating Interest Income Expense
-20.86
-76.62%
-11.81
-257.06%
-3.31
-576.28%
-0.49
Interest Expense Non Operating
27.59
+107.86%
13.27
+284.58%
3.45
+605.73%
0.49
Net Interest Income
-20.86
-76.62%
-11.81
-257.06%
-3.31
-576.28%
-0.49
Interest Expense
27.59
+107.86%
13.27
+284.58%
3.45
+605.73%
0.49
Interest Income Non Operating
6.73
+359.84%
1.46
+916.67%
0.14
—
Interest Income
6.73
+359.84%
1.46
+916.67%
0.14
—
Other Income Expense
-41.45
-1327.81%
3.38
+337.25%
-1.42
—
Gain On Sale Of Business
0.00
-100.00%
7.46
0.00
—
Tax Provision
14.68
+83.36%
8.01
+2.37%
7.82
+0.22%
7.80
Tax Rate For Calcs
0.00
-7.37%
0.00
+29.30%
0.00
-11.20%
0.00
Tax Effect Of Unusual Items
-8.33
-1237.28%
0.73
+406.75%
-0.24
0.00
Net Income Including Noncontrolling Interests
58.40
+101.96%
28.92
-25.42%
38.77
+15.70%
33.51
Net Income From Continuing Operation Net Minority Interest
30.17
+90.85%
15.81
-35.04%
24.34
+15.02%
21.16
Net Income From Continuing And Discontinued Operation
30.17
+90.85%
15.81
-35.04%
24.34
+15.02%
21.16
Net Income Continuous Operations
58.40
+101.96%
28.92
-25.42%
38.77
+15.70%
33.51
Minority Interests
-28.23
-115.35%
-13.11
+9.20%
-14.44
-16.88%
-12.35
Normalized Income
63.29
+380.75%
13.16
-48.41%
25.52
+20.62%
21.16
Net Income Common Stockholders
28.91
+95.75%
14.77
-36.25%
23.17
+14.06%
20.31
Otherunder Preferred Stock Dividend
1.26
+21.15%
1.04
-11.04%
1.17
+38.02%
0.85
Diluted EPS
0.66
+32.00%
0.50
-35.90%
0.78
+21.88%
0.64
Basic EPS
0.69
+35.29%
0.51
-34.62%
0.78
+21.88%
0.64
Basic Average Shares
41.86
+45.53%
28.76
-3.13%
29.69
-5.67%
31.48
Diluted Average Shares
49.52
+69.39%
29.23
-1.54%
29.69
-5.67%
31.48
Diluted NI Availto Com Stockholders
28.91
+95.75%
14.77
-36.25%
23.17
+14.06%
20.31
Other Taxes
0.00
+100.00%
-2.48
0.00
-100.00%
3.07
Rent Expense Supplemental
121.16
+1424.00%
7.95
0.00
—
Total Other Finance Cost
—
—
—
—
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
2,143.11
+89.58%
1,130.46
+141.40%
468.30
+1.24%
462.58
Current Assets
483.02
+92.46%
250.98
+273.80%
67.14
-24.34%
88.74
Cash Cash Equivalents And Short Term Investments
353.32
+209.24%
114.25
+1858.77%
5.83
-33.98%
8.84
Cash And Cash Equivalents
353.32
+209.24%
114.25
+1858.77%
5.83
-33.98%
8.84
Receivables
103.08
+43.62%
71.77
+51.76%
47.29
-33.73%
71.37
Accounts Receivable
103.08
+43.62%
71.77
+51.76%
47.29
-31.92%
69.47
Gross Accounts Receivable
104.39
+44.08%
72.45
+52.87%
47.40
-32.15%
69.85
Allowance For Doubtful Accounts Receivable
-1.31
-92.51%
-0.68
-554.81%
-0.10
+72.99%
-0.39
Other Receivables
—
—
0.96
-49.58%
1.90
Inventory
14.45
+31.95%
10.95
+64.09%
6.67
+26.15%
5.29
Prepaid Assets
—
—
1.29
+16.02%
1.11
Restricted Cash
0.00
-100.00%
45.61
0.00
—
Assets Held For Sale Current
—
0.00
-100.00%
3.00
0.00
Other Current Assets
12.17
+45.15%
8.39
+93.16%
4.34
+102.90%
2.14
Total Non Current Assets
1,660.14
+88.78%
879.40
+119.23%
401.13
+7.30%
373.83
Net PPE
1,355.93
+109.03%
648.67
+93.16%
335.82
+11.13%
302.19
Gross PPE
1,624.54
+90.68%
851.97
+71.69%
496.22
+15.57%
429.35
Accumulated Depreciation
-268.60
-32.12%
-203.30
-26.75%
-160.40
-26.14%
-127.16
Properties
1,088.40
+70.20%
639.50
+47.21%
434.40
0.00
Land And Improvements
0.60
+0.00%
0.60
+0.00%
0.60
-1.96%
0.61
Buildings And Improvements
4.90
+0.00%
4.90
+0.00%
4.90
+6.64%
4.59
Machinery Furniture Equipment
28.20
+7.22%
26.30
+7.35%
24.50
-93.72%
390.00
Construction In Progress
491.80
+188.11%
170.70
+709.00%
21.10
-29.92%
30.11
Other Properties
10.63
+6.71%
9.97
-7.04%
10.72
+165.83%
4.03
Goodwill And Other Intangible Assets
165.16
-5.88%
175.49
+1180.54%
13.70
-5.05%
14.43
Goodwill
105.36
+1.33%
103.98
+699.64%
13.00
+0.00%
13.00
Other Intangible Assets
59.80
-16.36%
71.50
+10114.29%
0.70
-51.01%
1.43
Non Current Accounts Receivable
—
1.07
-35.72%
1.66
—
Non Current Deferred Assets
122.63
+139.74%
51.15
+6.54%
48.01
-13.29%
55.37
Non Current Deferred Taxes Assets
122.63
+139.74%
51.15
+6.54%
48.01
-13.29%
55.37
Other Non Current Assets
16.41
+441.72%
3.03
+56.59%
1.94
+5.33%
1.84
Total Liabilities Net Minority Interest
1,315.86
+183.76%
463.73
+203.65%
152.72
+5.00%
145.45
Current Liabilities
163.30
+149.19%
65.53
+76.16%
37.20
-33.46%
55.91
Payables And Accrued Expenses
129.91
+238.30%
38.40
+51.46%
25.35
-44.11%
45.37
Payables
80.61
+195.26%
27.30
+38.21%
19.75
-39.76%
32.79
Accounts Payable
77.52
+267.55%
21.09
+66.68%
12.65
-51.21%
25.93
Current Accrued Expenses
49.30
+344.14%
11.10
+98.21%
5.60
-55.46%
12.57
Pensionand Other Post Retirement Benefit Plans Current
17.00
+78.95%
9.50
+25.00%
7.60
+9.94%
6.91
Total Tax Payable
3.09
-50.26%
6.21
-12.54%
7.10
+3.54%
6.86
Current Debt And Capital Lease Obligation
8.29
-30.98%
12.01
+212.09%
3.85
+35.41%
2.84
Current Debt
4.00
-50.62%
8.10
—
—
Other Current Borrowings
4.00
-50.62%
8.10
—
—
Current Capital Lease Obligation
4.29
+9.73%
3.91
+1.53%
3.85
+35.41%
2.84
Current Deferred Liabilities
5.78
+17.32%
4.92
0.00
—
Current Deferred Revenue
5.78
+17.32%
4.92
0.00
—
Other Current Liabilities
2.32
+231.53%
0.70
+75.25%
0.40
-49.37%
0.79
Total Non Current Liabilities Net Minority Interest
1,152.56
+189.44%
398.20
+244.71%
115.52
+29.01%
89.54
Long Term Debt And Capital Lease Obligation
1,070.66
+237.92%
316.84
+621.04%
43.94
+149.09%
17.64
Long Term Debt
1,060.44
+244.75%
307.60
+925.33%
30.00
+275.00%
8.00
Long Term Capital Lease Obligation
10.22
+10.58%
9.24
-33.73%
13.94
+44.61%
9.64
Tradeand Other Payables Non Current
74.50
+1.04%
73.73
+3.08%
71.53
+0.00%
71.53
Non Current Deferred Liabilities
7.37
-2.72%
7.58
—
—
Non Current Deferred Taxes Liabilities
7.37
-2.72%
7.58
—
—
Other Non Current Liabilities
0.03
-38.78%
0.05
+11.36%
0.04
-88.01%
0.37
Stockholders Equity
564.34
+58.69%
355.62
+72.65%
205.98
-4.51%
215.72
Common Stock Equity
564.34
+58.69%
355.62
+72.65%
205.98
-4.51%
215.72
Capital Stock
0.51
+42.06%
0.36
+23.79%
0.29
-8.52%
0.32
Common Stock
0.51
+42.06%
0.36
+23.79%
0.29
-8.52%
0.32
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
53.08
+39.64%
38.01
+31.23%
28.97
-8.45%
31.64
Ordinary Shares Number
53.08
+39.64%
38.01
+31.23%
28.97
-8.45%
31.64
Additional Paid In Capital
537.75
+59.29%
337.60
+79.21%
188.38
-7.00%
202.55
Retained Earnings
26.07
+47.61%
17.66
+2.02%
17.31
+34.77%
12.85
Minority Interest
262.91
-15.49%
311.11
+183.87%
109.60
+8.07%
101.41
Total Equity Gross Minority Interest
827.25
+24.08%
666.73
+111.27%
315.58
-0.49%
317.13
Total Capitalization
1,624.78
+144.98%
663.22
+181.05%
235.98
+5.48%
223.72
Working Capital
319.72
+72.41%
185.44
+519.38%
29.94
-8.81%
32.83
Invested Capital
1,628.78
+142.62%
671.32
+184.48%
235.98
+5.48%
223.72
Total Debt
1,078.94
+228.10%
328.85
+588.12%
47.79
+133.32%
20.48
Net Debt
711.12
+253.01%
201.44
+733.55%
24.17
—
Capital Lease Obligations
14.50
+10.33%
13.15
-26.10%
17.79
+42.52%
12.48
Net Tangible Assets
399.17
+121.60%
180.14
-6.32%
192.28
-4.47%
201.28
Tangible Book Value
399.17
+121.60%
180.14
-6.32%
192.28
-4.47%
201.28
Duefrom Related Parties Current
—
—
2.38
-51.72%
4.92
Interest Payable
1.70
0.00
-100.00%
0.04
-40.85%
0.07
Other Inventories
—
—
—
—
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
209.10
+252.22%
59.37
-33.56%
89.35
+31.41%
68.00
Cash Flow From Continuing Operating Activities
209.10
+252.22%
59.37
-33.56%
89.35
+31.41%
68.00
Net Income From Continuing Operations
58.40
+101.96%
28.92
-25.42%
38.77
+15.70%
33.51
Depreciation Amortization Depletion
84.28
+78.50%
47.22
+30.49%
36.19
+18.90%
30.43
Depreciation
—
—
35.46
+19.56%
29.66
Amortization Cash Flow
—
—
0.73
-6.20%
0.77
Depreciation And Amortization
84.28
+78.50%
47.22
+30.49%
36.19
+18.90%
30.43
Amortization Of Intangibles
—
—
0.73
-6.20%
0.77
Other Non Cash Items
1.39
+93.31%
0.72
+8.97%
0.66
+197.77%
-0.67
Stock Based Compensation
23.37
+120.65%
10.59
+36.83%
7.74
+27.07%
6.09
Provisionand Write Offof Assets
—
—
0.81
+292.86%
-0.42
Asset Impairment Charge
0.00
0.00
-100.00%
1.42
0.00
Deferred Tax
16.09
+148.85%
6.47
-10.81%
7.25
-5.62%
7.68
Deferred Income Tax
16.09
+148.85%
6.47
-10.81%
7.25
-5.62%
7.68
Operating Gains Losses
41.45
+1327.81%
-3.38
-659.87%
0.60
-83.73%
3.71
Change In Working Capital
-15.88
+49.04%
-31.17
-1063.02%
-2.68
+78.28%
-12.34
Change In Receivables
-25.44
-51.60%
-16.78
-185.17%
19.70
+154.84%
-35.93
Changes In Account Receivables
-25.44
-51.60%
-16.78
-185.17%
19.70
+154.84%
-35.93
Change In Inventory
-3.13
-39.14%
-2.25
+63.61%
-6.19
-33.84%
-4.62
Change In Prepaid Assets
-3.70
+11.80%
-4.20
-699.43%
0.70
-89.05%
6.39
Change In Payables And Accrued Expense
15.54
+935.73%
1.50
+108.88%
-16.90
-190.13%
18.75
Change In Accrued Expense
7.03
+41.93%
4.95
+179.01%
-6.27
-215.82%
5.41
Change In Payable
8.51
+346.57%
-3.45
+67.54%
-10.63
-179.70%
13.34
Change In Account Payable
8.51
+346.57%
-3.45
+67.54%
-10.63
-179.70%
13.34
Change In Other Working Capital
0.85
+109.04%
-9.44
—
3.07
Investing Cash Flow
-686.36
-125.01%
-305.03
-391.96%
-62.00
+22.05%
-79.54
Cash Flow From Continuing Investing Activities
-686.36
-125.01%
-305.03
-391.96%
-62.00
+22.05%
-79.54
Net PPE Purchase And Sale
-643.37
-242.28%
-187.97
-203.16%
-62.00
+23.84%
-81.41
Purchase Of PPE
-646.76
-243.25%
-188.42
-192.63%
-64.39
+20.91%
-81.41
Sale Of PPE
3.39
+649.78%
0.45
-81.05%
2.38
—
Capital Expenditure
-646.76
-243.25%
-188.42
-192.63%
-64.39
+20.91%
-81.41
Net Investment Purchase And Sale
-10.00
0.00
0.00
—
Purchase Of Investment
-10.00
0.00
0.00
—
Net Business Purchase And Sale
-29.20
+75.06%
-117.06
0.00
—
Purchase Of Business
-29.20
+76.08%
-122.06
0.00
—
Gain Loss On Sale Of Business
0.00
+100.00%
-7.46
0.00
—
Net Other Investing Changes
-3.79
-1261.66%
0.33
-86.33%
2.38
+27.40%
1.87
Financing Cash Flow
670.70
+67.80%
399.70
+1416.88%
-30.35
-88.30%
-16.12
Cash Flow From Continuing Financing Activities
670.70
+67.80%
399.70
+1416.88%
-30.35
-88.30%
-16.12
Net Issuance Payments Of Debt
764.80
+158.76%
295.56
+1306.23%
21.02
+228.92%
6.39
Issuance Of Debt
1,093.04
+199.01%
365.55
+900.97%
36.52
+232.00%
11.00
Repayment Of Debt
-328.24
-368.97%
-69.99
-351.50%
-15.50
-236.27%
-4.61
Long Term Debt Issuance
1,093.04
+199.01%
365.55
+900.97%
36.52
+232.00%
11.00
Long Term Debt Payments
-328.24
-368.97%
-69.99
-351.50%
-15.50
-236.27%
-4.61
Net Long Term Debt Issuance
764.80
+158.76%
295.56
+1306.23%
21.02
+228.92%
6.39
Short Term Debt Payments
—
—
—
—
Net Short Term Debt Issuance
—
—
—
—
Net Common Stock Issuance
0.00
-100.00%
152.78
+677.94%
-26.44
0.00
Common Stock Payments
0.00
+100.00%
-8.09
+69.39%
-26.44
0.00
Common Stock Dividend Paid
-21.76
-49.03%
-14.60
-3.75%
-14.07
-1.94%
-13.80
Cash Dividends Paid
-21.76
-49.03%
-14.60
-3.75%
-14.07
-1.94%
-13.80
Repurchase Of Capital Stock
0.00
+100.00%
-8.09
+69.39%
-26.44
0.00
Proceeds From Stock Option Exercised
—
—
0.00
-100.00%
0.01
Net Other Financing Charges
-41.57
-85.79%
-22.38
-108.32%
-10.74
-23.30%
-8.71
Changes In Cash
193.45
+25.59%
154.03
+5231.05%
-3.00
+89.15%
-27.66
Beginning Cash Position
159.87
+2640.73%
5.83
-33.98%
8.84
-75.79%
36.50
End Cash Position
353.32
+121.01%
159.87
+2640.73%
5.83
-33.98%
8.84
Free Cash Flow
-437.65
-239.13%
-129.05
-616.93%
24.96
+286.10%
-13.41
Interest Paid Supplemental Data
22.41
+95.55%
11.46
+287.36%
2.96
+1087.95%
0.25
Income Tax Paid Supplemental Data
0.80
+58.85%
0.50
+5.23%
0.48
+29.19%
0.37
Common Stock Issuance
0.00
-100.00%
160.88
0.00
—
Interest Paid CFF
-30.77
-163.67%
-11.67
-9544.63%
-0.12
—
Issuance Of Capital Stock
0.00
-100.00%
160.88
0.00
—
Sale Of Business
0.00
-100.00%
5.00
0.00
—
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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