Solaris Energy Infrastructure Inc. (SEI)
NYSE NYSE Primary 
SEI Investments Completes First Phase of Stratos Strategic Partnership
SEIC advances its Stratos deal, completing a major first-phase acquisition and setting the stage for a 2026 close.
Solaris Energy: Growing Faster Than The AI Boom, But Watch The Balance Sheet
Solaris Energy Infrastructure, Inc. is positioned to meet surging energy demand from AI data centers, with 760 MW operational and plans for 2.2 GW. SEI offers turnkey, reliable energy solutions directly to hyperscalers and data center operators, using a flexible power-as-a-service business model. Despite rapid growth, SEI faces high execution risk, negative free cash flow, and elevated valuation multiples, making it a tactical, not core, portfolio position.
Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Ethic Inc.
Ethic Inc. lowered its position in Solaris Energy Infrastructure, Inc. (NYSE: SEI) by 7.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,148 shares of the company's stock after selling 1,105 shares during the period. Ethic Inc.'s holdings in Solaris Energy Infrastructure
Solaris Energy Infrastructure, Inc. (SEI) Moves 9.4% Higher: Will This Strength Last?
Solaris Energy Infrastructure, Inc. (SEI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Solaris Energy Infrastructure, Inc. (SEI) Q2 2025 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (NYSE:SEI ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Yvonne Fletcher - SVP of Finance & IR William Zartler - Chairman & CEO Kyle Ramachandran - President & CFO Conference Call Participants Stephen Gengaro - Stifel John Anderson - Barclays Bank Scott Gruber - Citigroup Inc. Derek Podhaizer - Piper Sandler & Co. James Weston - Raymond James & Associates, Inc. Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Nathaniel Pendleton - Texas Capital Michael Dudas - Vertical Research Partners Robert Brooks - Northland Capital Markets Thomas Sellers Meric - Janney Montgomery Scott Blake McLean - Daniel Energy Partners Operator Good day, and welcome to the Solaris Energy Infrastructure, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
SEI Investments Q2 Earnings Beat Estimates as Revenues & AUM Rise Y/Y
SEIC posts a 70% y/y EPS surge and strong AUM growth in Q2, offset slightly by rising expenses and a revenue miss.
Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings and Revenues Surpass Estimates
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.13 per share a year ago.
Solaris Energy to Report Q2 Earnings: Here's What You Need to Know
SEI gears up to report Q2 results on July 23, with analysts expecting a 66.8% revenue surge despite softer crude prices.
Solaris Energy Infrastructure, Inc. (SEI) Upgraded to Buy: Here's What You Should Know
Solaris Energy Infrastructure, Inc. (SEI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Solaris Energy Infrastructure, Inc. (SEI) Q1 2025 Earnings Conference Call Transcript
Solaris Energy Infrastructure, Inc. (NYSE:SEI ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Yvonne Fletcher - SVP of Finance and IR William Zartler - Chairman & CEO Kyle Ramachandran - President & CFO Conference Call Participants Stephen Gengaro - Stifel Derrick Whitfield - Texas Capital Derek Podhaizer - Piper Sandler Thomas Meric - Janney Montgomery Scott Jeff LeBlanc - Tudor, Pickering, Holt & Co. Don Crist - Johnson Rice Bobby Brooks - Northland Capital Markets Sean Mitchell - Daniel Energy Partners Operator Good morning and welcome to the Solaris First Quarter 2025 Earnings Conference Call. All participants will be in lesson only mode.
SEI Investments Q1 Earnings Top Estimates as Revenues Increase Y/Y
SEIC's first-quarter 2025 results beat estimates on higher revenues and AUM, partially offset by higher expenses.
Solaris Energy Infrastructure: Speculative Play On Mobile Power
Solaris Energy's stock surged after Q3 earnings but declined due to market concerns; analysts remain bullish with price targets of $44.00-$53.00. SEI's mobile/modular power solutions address the growing power demands from AI data centers and the reshoring of manufacturing, presenting significant growth opportunities. SEI's joint venture for a 500 MW data center minimizes upfront capex and aligns interests with customers, reducing debt risk.
