Professional
Added to YB: 2025-06-10
Pitch date: 2025-06-06
SEI [bullish]
Solaris Energy Infrastructure, Inc.
+124.22%
current return
Author Info
No bio for this author
Company Info
Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.
Market Cap
$4.4B
Pitch Price
$29.97
Price Target
42.00 (-37%)
Dividend
0.63%
EV/EBITDA
24.38
P/E
88.18
EV/Sales
8.73
Sector
Energy Equipment and Services
Category
growth
Barclays Initiates SEI at Overweight With $42 Price Target
SEI (analyst initiates): Barclays PT $42, OW. Leading mobile power supplier w/ 340MW gas turbines + 1,360MW by 2027. US facing 300-400GW power shortage by 2030 vs 75GW planned. Hyperscalers paying premium for off-grid solutions. 1,150MW under 5-6yr contracts + 550MW spot market. Growth via equipment orders & M&A.
Read full article (1 min)