Added to YB: 2026-07-29
Pitch date: 2026-07-26
SEI [neutral]
Solaris Energy Infrastructure, Inc.
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
$3.3B
Pitch Price
N/A
Price Target
N/A
Dividend
0.89%
EV/EBITDA
19.80
P/E
62.57
EV/Sales
7.09
Sector
Energy Equipment and Services
Category
growth
3 Growth Stocks You Should Be Watching This Earnings Season - Solaris Energy Infrastructure, Inc.
SEI (overview): Oilfield-logistics pivot to AI datacenter power. Legacy Logistics segment generates $80-100M EBITDA funding new Power Solutions. Modular gas turbines deployable in 1yr vs 7yr grid. 3 long-term (7-10yr) investment-grade hyperscaler contracts (Stateline 900MW, Hatchbo 630MW, 600MW). Targets 3,100MW by 2029. Heavy capex, negative FCF. Q1: $196M rev. Reports Aug 5.
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