Solaris Energy Infrastructure: Compelling Business, Execution Risk Keeps It A Hold [Seeking Alpha]
Solaris Energy Infrastructure, Inc. Class A (SEI)
Company Research
Source: Seeking Alpha
SEI's Power Solutions segment now drives over 75% of adjusted EBITDA, with a contracted pipeline of 2.2GW for 2028—implying 3x growth and strong revenue visibility. Despite a forward P/E of 49x and EV/EBITDA of 14x, valuation appears more reasonable when factoring in contracted earnings growth and pro forma EBITDA guidance above $600 million. I rate SEI a HOLD, given high execution risk, customer concentration, and the need for flawless delivery on contracted growth to justify current multiples. photovs/iStock via Getty Images Introduction: Why SEI Is Being Misclassified Solaris Energy Infrastructure ( SEI ) solves a specific little problem for businesses needing quick and dependable power. SEI isn't a utility, it doesn't own a grid. But when the grid fails to This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.
Show less
Read more
Impact Snapshot
Event Time:
SEI
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SEI alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SEI alerts
High impacting Solaris Energy Infrastructure, Inc. Class A news events
Weekly update
A roundup of the hottest topics
SEI
News
- Solaris Energy Infrastructure (NYSE:SEI) was downgraded by analysts at Zacks Research from a "hold" rating to a "strong sell" rating.MarketBeat
- Solaris Energy Infrastructure Schedules Full Year and Fourth Quarter 2025 Results Conference CallBusiness Wire
- Solaris Energy Infrastructure (NYSE:SEI) had its "outperform" rating reaffirmed by analysts at Raymond James Financial, Inc..MarketBeat
- Solaris Energy Infrastructure (NYSE:SEI) was given a new $65.00 price target on by analysts at UBS Group AG.MarketBeat
- Has Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) Impressive Stock Performance Got Anything to Do With Its Fundamentals? [Yahoo! Finance]Yahoo! Finance
SEI
Earnings
- 11/3/25 - Beat
SEI
Sec Filings
- 2/4/26 - Form SCHEDULE
- 12/18/25 - Form 4
- 12/18/25 - Form 4
- SEI's page on the SEC website