Added to YB: 2025-08-14
Pitch date: 2025-06-27
SEI [bearish]
Solaris Energy Infrastructure, Inc.
-58.44%
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
$2.2B
Pitch Price
$29.08
Price Target
5.00 (-89%)
Dividend
1.06%
EV/EBITDA
14.87
P/E
49.92
EV/Sales
5.49
Sector
Energy Equipment and Services
Category
turnaround
Solaris Energy Infrastructure, Inc. - $SEI (short)
SEI short: Oil service co pivoted to AI power rental via MER acquisition, stock up 4x. Single customer xAI already removing turbines from Memphis site 1, confirmed no turbines for site 2. Boom unsustainable as grid connects, multiple competitors entered. At 40x NTM EPS/6x TBV, sees 85% downside to $5 as business implodes.
Read full article (7 min)