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Stock impact report

Solaris Energy Infrastructure (SEI) Valuation After Q4 Revenue Beat And Major Power Equipment Rental Contract [Yahoo! Finance]

Solaris Energy Infrastructure, Inc. Class A (SEI) 
Company Research Source: Yahoo! Finance
Solaris Energy Infrastructure (SEI) is back on investor radars after fourth quarter revenue rose 86.6% year over year, beating Wall Street expectations and coinciding with a sizable rental contract for its power generation equipment. See our latest analysis for Solaris Energy Infrastructure. That revenue surprise and fresh rental contract arrived after a strong 12 months for investors, with a 1-year total shareholder return of 113.99% and a still-positive year-to-date share price return of 3.46% despite some recent pullback. If SEI's recent move has you thinking about where the next power and infrastructure winners might come from, it could be worth scanning 23 power grid technology and infrastructure stocks as a starting shortlist. With SEI trading at US$52 against an analyst price target of US$67.60 and screening as intrinsically discounted, you have to ask: is this still an underappreciated power play, or is the market already pricing in future growth? Most Popular Narra Show less Read more
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