Added to YB: 2026-01-15
Pitch date: 2025-11-15
SEI [bearish]
Solaris Energy Infrastructure, Inc.
-15.59%
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
$2.5B
Pitch Price
$45.00
Price Target
17.20 (-67%)
Dividend
0.94%
EV/EBITDA
16.38
P/E
56.68
EV/Sales
6.04
Sector
Energy Equipment and Services
Category
turnaround
Solaris Energy Infrastructure, Inc. - $SEI (short)
SEI (short): Pivoted from oil-field logistics to mobile gas turbines via $200M MER acquisition, now 55% of revenue. Bull case: 1.7GW fleet by 2027, xAI contracts. Bear case: no moat vs established players APR/Aggreko, 96% revenue from single customer (xAI), temporary bridge power at $0.20/kWh vs 3-4¢ grid power, legacy logistics declining with rig counts. Price target $17.2.
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