NYSE
67.50USD
+1.83 (+2.79%)
We have scored 33 news catalysts on Solaris Energy Infrastructure, Inc. (SEI) over the past 12 months. The biggest single-day move next to one of them came Aug 15, 2026, when SEI closed +5.7%: “Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom”. Coverage across the window leans positive (average ticker sentiment +0.53). Most of the impact sits in sector energy and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
4.2B
P/E
—
EPS
—
Beta
1.26
52W range
35.395-86.19
Day range
64.23–67.99
Open
65.92
Prev close
65.67
Volume
768.7K
Avg volume
2.9M
Dividend
0.48
IPO
2017-05-12
Analysts publish price targets on SEI, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
11 analyst price targets from $73 to $120
as of 2026-09-22
The market is 29% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Solaris Energy Infrastructure, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Solaris Energy Infrastructure, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for SEI: .
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Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing, Solaris delivers critical support services, including technician assistance, final-mile logistics, and mobilization solutions. Their operations also involve the transfer and secure storage of proppant and railcars at their dedicated transloading facility. Furthermore, Solaris innovates through technology development, offering Railtronix, an inventory management software, and pioneering all-electric equipment designed to automate the low-pressure stages of oil and gas well completion processes.
The price sits at the very bottom of the published model range, endorsing only the single lowest target and rejecting ten consecutive bull cases that see 19% to 74% more value.
What the disagreement turns on
Whether the company can convert its pipeline of multi-gigawatt technology contracts into realized revenue and EBITDA growth; unit volume data can track the capacity rollout, but the premium the market refuses to pay rests on contract conversion, which the wired data cannot directly measure.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
