Solaris Energy Infrastructure Inc. (SEI)
Compared to Estimates, Solaris Energy Infrastructure, Inc. (SEI) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
SEI Investments Beats on Q2 Earnings as Revenues & AUM Rise Y/Y
SEIC tops Q2 earnings estimates as revenues, AUM and AUA climb y/y despite higher expenses.
SEI Investments Q2 Earnings Call Highlights
SEI Investments NASDAQ: SEIC reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.
SEI: Buy Before The S&P 600 Flows Arrive
Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.
Solaris Energy's $55M GESA Deal Expands Power Services Portfolio
SEI is acquiring GESA in a $55 million cash-and-stock deal to strengthen its full-cycle power services and accelerate long-term growth.
Solaris Energy Infrastructure: A Bullish Case For The AI Power Bottleneck
Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure.
Do Options Traders Know Something About Solaris Energy Stock We Don't?
Investors need to pay close attention to SEI stock based on the movements in the options market lately.
Why Is Solaris Energy Infrastructure, Inc. (SEI) Up 1.3% Since Last Earnings Report?
Solaris Energy Infrastructure, Inc. (SEI) reported earnings 30 days ago. What's next for the stock?
Solaris Energy Expands Power Ambitions With $2B Financing
SEI strengthens its growth strategy with a $2 billion financing package and an expanded long-term power contract.
Solaris Energy Infrastructure: Expensive, But Growing Fast
Solaris Energy Infrastructure, Inc. benefits from explosive AI data center demand but faces long-term risks due to a lack of a tech moat and small-operator status. Q1 '26 revenue surged 55% YoY, with Power Solutions sales up 160% and pro forma capacity pipeline reaching 3100 MW through 2029. Adjusted net income margin rose to 21.2% YoY, though free cash flow remains deeply negative due to capital-intensive growth and increased leverage.
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (SEI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
