Professional
Added to YB: 2025-06-10
Pitch date: 2025-06-06
SEI [bullish]
Solaris Energy Infrastructure, Inc.
+66.09%
current return
Author Info
No bio for this author
Company Info
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States.
Market Cap
$2.8B
Pitch Price
$30.09
Price Target
42.00 (-16%)
Dividend
0.85%
EV/EBITDA
17.68
P/E
62.53
EV/Sales
6.52
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)