SEISolaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure, Inc. (SEI) sells energy infrastructure services, primarily focused on oil and gas equipment and services. The company’s next catalyst is Sep 30, 2026 — Mid-2026 Commodity & Energy Client CAPEX Outlook Check, which will test the business’s ability to secure capital expenditures from energy clients amid volatile commodity prices.
- Revenue surged 105.9% YoY to $379.22M, but free cash flow remains negative at -$1.39B TTM.
- Net margin stands at 18.0%, with diluted EPS of $0.01, suggesting a focus on growth over immediate profitability.
- Debt-to-equity ratio of 0.33x indicates a relatively conservative capital structure, though leverage remains a key variable for cash flow generation.
The Read
5% gains within expected ranges, including the August 19 period.
The schedule
- Thu15Oct
Strategic update from management regarding debt refinancing and capital structure optimization.
- Thu3Dec
Anticipated announcement regarding a major data center power infrastructure contract award.
- Tue9Feb
Q4 2026 earnings release and initial formal guidance for fiscal year 2027.
- Wed17Mar
Q3 2026 earnings report and updated 2026-2027 outlook for data center power segment growth.
- Mon10May
- Mon9Aug
Past
- Wed30Sep
Assessment of traditional energy client CAPEX spending and potential cyclical hardware freezes.
- Tue15Sep
Q2 2026 earnings release detailing progress on the $2 billion financing deployment and data center power backlog conversion.
- Wed20May
Actual outcome: Bull · $75.37 at outcome
Solaris Energy Infrastructure reported Q1 EPS of $0.40, exactly meeting analyst estimates. The stock rallied 5.5% as investor confidence was bolstered by the company's announcement of a $2 billion financing package and the expansion of an existing long-term power contract, which strengthened its growth strategy and data center power ambitions.
- Wed1Apr
Actual outcome: Bull · $62.39 at outcome
Just prior to the event date, SG Americas Securities LLC disclosed a massive 1,441.9% increase in its stake in Solaris Energy Infrastructure, purchasing over 192,000 additional shares. This strong show of institutional confidence regarding the company's position in the Permian Basin helped drive the stock above the $55.20 bull target.
- Tue17Feb
Actual outcome: Mixed · $53.46 at outcome
Solaris Energy Infrastructure reported Q4 2025 EPS of -$0.038, exactly meeting analyst estimates. While the initial price reaction was a modest 1.8% gain, the in-line earnings results and management's forward outlook provided a solid fundamental base, ultimately driving the stock to surge well past the $63.00 bull target in the following months.
