Today, the company is building private power plants for data centers, and Wall Street is treating it like an AI infrastructure play. The stock has climbed sharply this year, and earnings guidance keeps rising.
Solaris Energy Infrastructure, Inc. (SEI) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SEI's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
The consensus price target hints at a 26.3% upside potential for Solaris Energy Infrastructure, Inc. (SEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
SEI raises 2026 EBITDA guidance and launches 2027 outlook as stronger core operations and acquisitions drive momentum.
SEI's $101M Omega deal adds specialized EPC expertise, expands its power infrastructure platform and targets growing data center demand.
SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC's operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company's high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.
SEI's Power Solutions growth is accelerating, but falling 2026 earnings forecasts, higher debt and a rich sales multiple keep execution risk in focus.
SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.
Solaris Energy Infrastructure NYSE: SEI reported record second-quarter results as growth in its Power Solutions business, expanded customer contracts and the acquisition of Global Energy Services Alliance, or GESA, supported its outlook for the second half of 2026.
Although the revenue and EPS for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
SEI Investments Company (SEIC) up 24% in last six months thanks to Big Money inflows.
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.34 per share a year ago.