SEIC posts strong Q1 results with earnings beat and rising AUM, though higher expenses weigh on overall gains.
SEI is scaling behind-the-meter power for data centers, securing long-term megawatt deals and expanding natural gas capacity to about 3,100 MW by 2029.
SEI rides surging off-grid demand from data centers as grid delays boost pricing power and longer contracts - while concentration and leverage loom.
Solaris Energy Infrastructure targets $70 in 6-12 months as off-grid power scarcity boosts pricing, but timing, concentration and financing risks loom.
Solaris Energy Infrastructure, Inc. (SEI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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 help the stock continue moving higher in the near term.
Advent International L.P. purchased a new stake in Solaris Energy Infrastructure, Inc. (NYSE: SEI) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,006,900 shares of the company's stock, valued at approximately $40,246,000. Solaris Energy Infrastructure makes up about 0.8% of Advent International
Solaris Energy Infrastructure, Inc. (SEI) Q4 2025 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.12 per share a year ago.
Solaris Energy Infrastructure, Inc. (SEI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Solaris Energy Infrastructure, Inc. remains a Buy, with the price target raised to $70 as it transitions from growth story to large-scale infrastructure operator. SEI's deal with Hatchbo validates robust demand for "Ready-to-Use" Megawatts and highlights Solaris' pricing and installation edge over competitors. Despite trading at a 32x earnings multiple versus peers at 23x, Solaris' 51% annual growth rate justifies its valuation premium.
SEIC beats Q4 earnings estimates as revenues climb 9% and AUM jumps 16% y/y, offsetting higher expenses tied to the Stratos deal.