Solaris Energy Infrastructure (SEI) Stock Price, News & Analysis

Company Overview

Solaris Energy Infrastructure (NASDAQ:SEI) is a publicly traded company focused on investments in clean energy infrastructure across the United States. Established in 2020 and externally managed by Solaris Infrastructure Advisors, LLC, the company’s primary objective is to build a diversified portfolio of solar and related energy assets. Solaris aims to support the transition to renewable energy by providing critical long-term capital to developers and operators of distributed generation projects, including residential, commercial, and community-scale solar installations.

At the core of Solaris Energy Infrastructure’s activities is the acquisition, development and ownership of solar photovoltaic systems, energy storage installations and electric vehicle charging networks. The company partners with seasoned project developers to finance and acquire operating assets, helping to expand clean energy capacity without assuming development risk. Solaris also pursues opportunities in complementary technologies such as battery storage and microgrid solutions, which enhance grid resilience and facilitate broader adoption of renewable power.

Since its initial public listing, Solaris has steadily grown its portfolio in key solar markets such as California, Texas, Florida and the Southeast, capitalizing on favorable regulatory frameworks and robust solar resource profiles. Early transactions included several community solar farms as well as rooftop and carport solar systems at educational, healthcare and commercial facilities. By diversifying across geographies and customer segments, the company seeks to mitigate project-specific risk while securing stable cash flows supported by long-term power purchase and lease agreements.

Solaris Energy Infrastructure’s management team brings deep expertise in energy project finance, renewable technology and infrastructure investment. Led by executives with backgrounds at major utilities, investment banks and solar developers, the board and advisory group guide strategy and risk management. Headquartered in Houston, Texas, Solaris leverages its strategic location and industry relationships to identify high-quality opportunities and foster partnerships that advance the clean energy transition nationwide.

Key Stats

• Today's Range: $31.41 to $32.81
• 50-Day Range: $20.61 to $32.28
• 52-Week Range: $10.96 to $39.03
• Volume: 879,247 shs
• Average Volume: 1.11 million shs
• Market Capitalization: $2.18 billion
• P/E Ratio: 73.37
• Dividend Yield: 1.49%
• Price Target: $42.56
• Consensus Rating: Buy

Solaris Energy Infrastructure Stock Analysis - MarketRank™

Solaris Energy Infrastructure scored higher than 97% of companies evaluated by MarketBeat, and ranked 49th out of 804 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.6 / 5
• Analyst Rating: Buy

Consensus Rating

Solaris Energy Infrastructure has received a consensus rating of Buy. The company's average rating score is 3.17, and is based on 10 buy ratings, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Solaris Energy Infrastructure has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 155.56%

Earnings Growth

Earnings for Solaris Energy Infrastructure are expected to grow by 155.56% in the coming year, from $0.36 to $0.92 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Solaris Energy Infrastructure is 73.37, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 25.56.

Price to Earnings Ratio vs. Sector

The P/E ratio of Solaris Energy Infrastructure is 73.37, which means that it is trading at a more expensive P/E ratio than the Energy sector average P/E ratio of about 56.97.

Price to Book Value per Share Ratio

Solaris Energy Infrastructure has a P/B Ratio of 4.36. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for SEI.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Solaris Energy Infrastructure pays a meaningful dividend of 1.65%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Solaris Energy Infrastructure does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Solaris Energy Infrastructure is 97.96%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on earnings estimates, Solaris Energy Infrastructure will have a dividend payout ratio of 52.17% next year. This indicates that Solaris Energy Infrastructure will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Short Interest

There is no current short interest data available for SEI.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 0.98

News Sentiment

Solaris Energy Infrastructure has a news sentiment score of 0.98. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.71 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 6 news articles for Solaris Energy Infrastructure this week, compared to 9 articles on an average week.

Search Interest

12 people have searched for SEI on MarketBeat in the last 30 days. This is an increase of 200% compared to the previous 30 days.

MarketBeat Follows

6 people have added Solaris Energy Infrastructure to their MarketBeat watchlist in the last 30 days. This is an increase of 50% compared to the previous 30 days.

Company Ownership

• Score: 5.0 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, Solaris Energy Infrastructure insiders have bought more of their company's stock than they have sold. Specifically, they have bought $267,150.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

21.20% of the stock of Solaris Energy Infrastructure is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

67.44% of the stock of Solaris Energy Infrastructure is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

SEI Stock Analysis - Frequently Asked Questions

How have SEI shares performed this year?

Solaris Energy Infrastructure's stock was trading at $28.78 at the start of the year. Since then, SEI stock has increased by 12.2% and is now trading at $32.28.

How were Solaris Energy Infrastructure's earnings last quarter?

Solaris Energy Infrastructure, Inc. (NASDAQ:SEI) issued its quarterly earnings data on Monday, November, 4th. The company reported $0.08 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.14 by $0.06. The business earned $75.02 million during the quarter, compared to analysts' expectations of $76.50 million. Solaris Energy Infrastructure had a net margin of 4.80% and a trailing twelve-month return on equity of 6.66%.

How do I buy shares of Solaris Energy Infrastructure?

Shares of SEI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Company Calendar

• Last Earnings: 11/04/2024
• Record date for 6/13 Dividend: 6/03/2025
• Ex-Dividend for 6/13 Dividend: 6/03/2025
• Dividend Payable: 6/13/2025
• Today: 7/04/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Energy
• Industry: Oil & gas field machinery
• Sub-Industry: Machinery
• Current Symbol: NASDAQ:SEI
• Previous Symbol: NASDAQ:SEI
• CIK: 1697500
• Web: www.solarisoilfield.com
• Phone: (281) 501-3070
• Fax: N/A
• Employees: 338
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $42.56
• High Stock Price Target: $57.00
• Low Stock Price Target: $32.00
• Potential Upside/Downside: +31.8%
• Consensus Rating: Buy
• Rating Score (0-4): 3.17
• Research Coverage: 12 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.49
• Trailing P/E Ratio: 73.37
• Forward P/E Ratio: 89.67
• P/E Growth: N/A
• Net Income: $24.34 million
• Net Margins: 4.80%
• Pretax Margin: 9.60%
• Return on Equity: 6.66%
• Return on Assets: 4.12%

Debt

• Debt-to-Equity Ratio: 0.77
• Current Ratio: 3.61
• Quick Ratio: 3.40

Sales & Book Value

• Annual Sales: $371.53 million
• Price / Sales: 5.87
• Cash Flow: $1.90 per share
• Price / Cash Flow: 16.95
• Book Value: $7.40 per share
• Price / Book: 4.36

Miscellaneous

• Outstanding Shares: 67,543,000
• Free Float: 43,824,000
• Market Cap: $2.18 billion
• Optionable: N/A
• Beta: 1.09