Added to YB: 2026-06-19
Pitch date: 2026-06-16
SEI [bullish]
Solaris Energy Infrastructure, Inc.
Author Info
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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
N/A
Price Target
110.00 (+44%)
Dividend
0.63%
EV/EBITDA
24.38
P/E
88.18
EV/Sales
8.73
Sector
Energy Equipment and Services
Category
growth
Buying the AI-Power Trade Calls - $SEI
SEI (calls): Bought 1,500 Jan-2027 $95 calls at $14.90. AI data-center on-site power play; FY25 rev $622M (+99% YoY). Q1'26 rev $196M (+55%), EPS $0.44 vs $0.26 est, 42.6% EBITDA margin; raised guidance. 2GW+ contracted backlog, 500MW deal starts Jan-2027 pre-expiry. 24% short float = squeeze fuel. Targets to $110.
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