AI data centers spur $1B debt plan at Solaris Energy (SEI)
Solaris Energy Infrastructure (SEI) plans to offer $1.0 billion in Senior Notes due 2032 to fund its aggressive capital expansion, particularly in power solutions for AI data centers. The company is strategically shifting towards long-term, fixed-fee contracts, with its Power Solutions segment expected to contribute over 90% of segment Adjusted EBITDA by 2029, up from 80% in Q2 2026. This move supports a $5 billion aggregate investment in its power generation platform, targeting over 3,300 MW of capacity by 2029, including major contracts with investment-grade technology customers.
Why Solaris Energy Infrastructure, Inc. (NYSE:SEI) Is In Focus Now?
Solaris Energy Infrastructure, Inc. (NYSE:SEI) is gaining market attention due to its recent disclosure about omega adding heavy civil and foundation work, which is expected to bring more project execution within the Solaris platform. This development places the company in a fresh market context, emphasizing its role in providing mobile power and infrastructure services for data centers and industrial customers. The article highlights that future disclosures will clarify the execution, customer response, and overall sector relevance of this strategic move.
Solaris Energy Infrastructure Acquires Omega Foundation Services for $77 Million Cash Plus Stock; Signs Master Lease
Solaris Energy Infrastructure has acquired Omega Foundation Services for approximately $77 million in cash and 3,599,199 Class A shares. The acquisition, which closed on September 1, 2026, grants Solaris 100% indirect ownership of Omega and expands its infrastructure services footprint. Concurrently, Omega entered a Master Lease Agreement with Bennett Acquisitions to secure essential operating properties.
A director is buying more Solaris Energy (SEI) stock; the filing shows how many shares.
Solaris Energy Infrastructure director AJ Teague recently increased his holdings by purchasing 7,800 Class A Common Stock shares through both direct and indirect (spouse-held) transactions. These purchases, made on September 8, 2026, totaled over $500,000 at weighted average prices around $64.21-$64.25 per share. Following these transactions, Teague directly holds 116,865 shares and indirectly holds 14,960 shares through his spouse.
Solaris Energy Infrastructure Director AJ Teague Acquires Class A Shares in Open Market
Solaris Energy Infrastructure Director AJ Teague purchased 3,900 Class A Common Stock shares directly at a weighted average price of $64.21 and an additional 3,900 shares indirectly through a spouse at $64.25 on September 8, 2026. These transactions were disclosed in a Form 4 submitted to the SEC on September 9, 2026. Following these acquisitions, Teague's direct beneficial ownership totals 116,865 shares, and indirect holdings through the spouse amount to 14,960 shares.
Analysts Offer Insights on Energy Companies: Solaris Energy Infrastructure (SEI) and Kodiak Gas Services, Inc. (KGS)
Barclays analysts have issued bullish ratings for two energy companies: Solaris Energy Infrastructure (SEI) and Kodiak Gas Services, Inc. (KGS). David Anderson maintained a Buy rating and a $90.00 price target for SEI, while Theresa Chen also maintained a Buy rating for KGS with a $72.00 price target. Both companies are currently rated as a Strong Buy by analyst consensus, indicating significant upside potential.
Solaris Energy Expands Power Infrastructure With Omega Deal
Solaris Energy Infrastructure, Inc. (SEI) has acquired Omega Foundation Services for approximately $101 million in cash, debt assumption, and stock. This strategic move aims to strengthen SEI's power infrastructure capabilities by adding specialized engineering, procurement, and construction (EPC) expertise, particularly in heavy civil construction and large-scale data center projects. The acquisition is expected to immediately boost SEI's earnings and free cash flow per share, expanding its full-cycle power solutions and opening new growth opportunities in energy-intensive sectors.
Aubrey Capital Management Ltd Buys Shares of 49,500 Solaris Energy Infrastructure, Inc. $SEI
Aubrey Capital Management Ltd has acquired 49,500 shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) for approximately $3.98 million, making it their 15th largest holding. Several other institutional investors have also adjusted their stakes, with overall institutional ownership at 67.44%. Solaris Energy Infrastructure reported strong quarterly earnings, beating consensus estimates with an EPS of $0.39 and revenues of $219.4 million, and analysts maintain a "Moderate Buy" rating with an average price target of $87.17.
Bank of New York Mellon Corp Invests $30.88 Million in Solaris Energy Infrastructure, Inc. $SEI
Bank of New York Mellon Corp has invested $30.88 million in Solaris Energy Infrastructure, Inc. by purchasing 383,805 shares. This new position makes Bank of New York Mellon Corp one of several institutional investors, who collectively own 67.44% of the stock. Despite a recent stock price dip and a "strong sell" rating from Zacks Research, analysts generally maintain a "Moderate Buy" consensus with an average price target of $87.17, following the company's Q2 earnings beat.
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Given Average Rating of "Moderate Buy" by Analysts
Solaris Energy Infrastructure, Inc. (NYSE:SEI) has received an average rating of "Moderate Buy" from analysts, with ten out of twelve recommending a buy. The average 12-month price target is $87.17. The company recently reported quarterly EPS of $0.39, surpassing consensus estimates, and analysts anticipate full-year EPS of $0.91.
Solaris Energy (SEI) insider updates share holdings in new filing
Solaris Energy Infrastructure, Inc. (SEI) recently filed a Form 4 with the SEC, indicating an insider transaction with a neutral impact and sentiment. Director TEAGUE AJ acquired 3,075 shares of Class A Common Stock through a restricted stock award, which vests fully on the first anniversary of the grant date. Following this transaction, TEAGUE AJ directly holds 112,965 shares and indirectly holds 11,060 shares through a spouse.
Solaris Energy Infrastructure (SEI) grants director 3,160-share award
Solaris Energy Infrastructure, Inc. (SEI) director Mario Max Yzaguirre received a grant of 3,160 restricted shares of Class A common stock on August 23, 2026, as part of the company's Long Term Incentive Plan. These shares will vest fully on the first anniversary of the grant date. Following this award, Yzaguirre directly holds 11,484 shares of Class A common stock, which includes 3,160 previously granted restricted shares that are still subject to vesting.
Solaris Energy Infrastructure (SEI) details insider share activity
Solaris Energy Infrastructure (SEI) director Keenan W Howard JR reported insider share activity in a recent Form 4 filing. The filing indicates a net buy of 2,989 shares through a Restricted Stock Award, bringing his direct holdings of Class A Common Stock to 92,039 shares. The report also details indirect holdings of Solaris Energy Infrastructure, LLC Units and Class B Common Stock, along with footnotes explaining the nature of these holdings and the vesting schedule for the awarded shares.
Solaris Energy Infrastructure (SEI) director boosts Class A stake
Solaris Energy Infrastructure, Inc. (SEI) director James R. Burke acquired 3,075 restricted shares of Class A Common Stock at $0.00 per share, as part of the company's Long Term Incentive Plan. These shares vest fully on the first anniversary of the grant date. Following this transaction, Burke's direct holdings include 8,771 Class A shares and 42,734 exchangeable Solaris Energy Infrastructure, LLC units, in addition to indirect holdings through his spouse.
Solaris Energy Infrastructure Director Keenan W. Howard Jr. Receives Restricted Stock Award
Solaris Energy Infrastructure Director Keenan W. Howard Jr. received a restricted stock award of 2,989 Class A common shares on August 23, 2026, which will fully vest in one year. Following this transaction, Howard directly owns 92,039 Class A shares and indirectly holds over 5 million Class B shares and LLC units through Yorktown Energy Partners X, L.P. The award was granted under the company's Long Term Incentive Plan at no cost.
Solaris Energy Infrastructure (SEI): Yorktown group reports 7.2% beneficial stake
Yorktown Energy Partners X and its affiliates have filed an amended Schedule 13G, reporting a 7.2% beneficial ownership stake in Solaris Energy Infrastructure, Inc. This stake comprises 5,079,234 Solaris LLC Units and corresponding Class B common shares, exchangeable into Class A shares. The beneficial ownership percentage is calculated based on 65,831,540 Class A shares outstanding as of August 3, 2026, plus the exchangeable shares.
Solaris Energy Infrastructure Inc Stock Historical Valuations | MEX:SEI
This page from GuruFocus.com provides historical valuation data for Solaris Energy Infrastructure Inc (MEX:SEI), a Class A stock. It includes key financial metrics such as P/E ratio, P/B ratio, market capitalization, and enterprise value. The platform also indicates that two severe warning signs have been detected for SEI.
Solaris Energy Infrastructure Inc. (SEI) Live Share Price, Invest From India
This article provides a comprehensive overview of Solaris Energy Infrastructure Inc. (SEI) stock, including its live share price, performance metrics, fundamental indicators, and valuation trends. It also compares SEI with its industry peers and offers insights for Indian investors on how to invest in the stock. The company recently announced an acquisition of Global Energy Services Alliance for $55 million and three million shares.
BlackRock (NYSE: SEI) reports 8.0M Solaris Energy shares, 13.1% ownership stake
BlackRock, Inc. has disclosed a 13.1% ownership stake in Solaris Energy Infrastructure, Inc., holding 8,024,851 shares of Class A Stock. The filing, an Amendment No. 11 to a Schedule 13G, indicates BlackRock has sole voting power over 7,935,602 shares and sole dispositive power over all 8,024,851 shares. Additionally, the iShares Core S&P Small-Cap ETF, a BlackRock entity, holds an interest exceeding five percent of Solaris's common stock.
Solaris Energy Infrastructure, Inc. 2Q 2026: Revenue $219.4M, EPS $0.26— 10-Q Summary
Solaris Energy Infrastructure, Inc. (SEI) reported its second-quarter 2026 results, showing a significant increase in revenue to $219.4 million, up 47% year-over-year. Net income attributable to Class A shareholders also saw a substantial rise to $19.9 million. Diluted earnings per share were $0.26, a slight decrease from the prior year, while Solaris Power Solutions drove strong growth, accounting for 72% of the quarter's revenue.
Analysts Offer Insights on Energy Companies: Solaris Energy Infrastructure (SEI), Energy Transfer (ET) and Exxon Mobil (XOM)
Three analysts from Barclays have issued bullish sentiments on Solaris Energy Infrastructure (SEI), Energy Transfer (ET), and Exxon Mobil (XOM). Solaris Energy Infrastructure received a Buy rating with an $86.00 price target, Energy Transfer a Buy rating with a $24.00 price target, and Exxon Mobil a Buy rating with a $182.00 price target. The article highlights current analyst consensus and potential upsides for each stock.
Solaris Energy Infrastructure posts Q2 2026 revenue $219.4M; adjusted EBITDA $108.3M; raises Q3/Q4 guidance
Solaris Energy Infrastructure (SEI) reported strong second-quarter 2026 results with revenue of $219.4 million and adjusted EBITDA of $108.3 million. The company raised its Q3 and Q4 2026 Adjusted EBITDA guidance and declared a Q3 dividend of $0.12 per share. Key highlights include 12% sequential revenue growth, expansion of three long-term contracts expected to add over $100 million in annual Adjusted EBITDA, and strategic acquisitions and investments.
ETFs Investing in Solaris Energy Infrastructure, Inc. Class A Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Solaris Energy Infrastructure, Inc. Class A stocks. It provides a detailed table including each fund's market value, weight of Solaris stock, issuer, management style, expense ratio, assets under management (AUM), price, and 3-year total return. The ETFs predominantly focus on small-cap, extended market, or energy sectors.
Levi & Korsinsky Notifies Solaris Energy Infrastructure, Inc. (SEI) Investors - Lead Plaintiff Deadline on May 27, 2025
Levi & Korsinsky LLP has announced a lead plaintiff deadline of May 27, 2025, for investors who suffered losses in Solaris Energy Infrastructure, Inc. (NYSE:SEI) due to alleged securities fraud between July 9, 2024, and March 17, 2025. The lawsuit claims that Solaris made false statements regarding its acquisition of MER, Mobile Energy Rentals LLC, including misrepresenting MER's corporate history, earnings, and the criminal background of one of its co-owners, and that Solaris inflated profitability by improperly depreciating turbines. Investors are encouraged to seek recovery for their losses through the firm.
Solaris Energy Infrastructure, Inc. Revenue Breakdown – NYSE:SEI
Solaris Energy Infrastructure, Inc. (NYSE: SEI) reported a total revenue of $622.21 million USD last year. The "Solaris Power Solutions" segment was the top performer, generating $333.50 million USD, a significant increase from $38.60 million USD the previous year. The United States was the primary revenue source, contributing the entire $622.21 million USD.
BlackRock (NYSE: BLK) discloses 4.1M Solaris Energy Infrastructure shares in 13G/A
BlackRock, Inc. has filed an amended Schedule 13G/A, reporting a 7.0% beneficial ownership in Solaris Energy Infrastructure, Inc. (SEI) Class A Stock, totaling 4,112,702 shares. The filing indicates BlackRock holds sole voting power over 4,023,957 shares and sole dispositive power over all 4,112,702 shares, with no individual client owning more than five percent of Solaris's outstanding common shares. This disclosure, dated June 30, 2026, reflects BlackRock's passive investment in Solaris Energy Infrastructure.
Solaris Energy Infrastructure, Inc. Class A Revenue Breakdown – XETR:68S
Solaris Energy Infrastructure, Inc. (XETR:68S) generated 529.76 million EUR in revenue last year, with its top-performing segment, Solaris Power Solutions, contributing 283.95 million EUR. The United States was the largest regional contributor, accounting for the entire 529.76 million EUR of last year's revenue. This indicates a significant increase in the Solaris Power Solutions segment's revenue compared to the previous year.
Enterprise value to EBIT forward of Solaris Energy Infrastructure, Inc. Class A – FWB:68S
This article focuses on the enterprise value to EBIT forward for Solaris Energy Infrastructure, Inc. Class A (FWB:68S). It provides financial data for the company traded on the Frankfurt Stock Exchange. The content is presented within the TradingView platform, offering various market analysis tools and data services.
Enterprise value to EBIT forward of Solaris Energy Infrastructure, Inc. Class A – HAM:68S
The article provides a financial overview of Solaris Energy Infrastructure, Inc. Class A (HAM:68S) on the Hamburg Stock Exchange, specifically focusing on its enterprise value to EBIT forward. It indicates that the market is currently closed with no trades recorded. The page appears to be a stub or data placeholder from TradingView, offering financial data and potential analysis tools for the company.
AI Investing Insights - Official Homepage - Intellectia AI™
The article provides news and event updates for SEI (Solaris Energy Infrastructure), including its acquisition of Global Energy Services Alliance for $55 million. It also highlights recent analyst ratings, stock performance fluctuations due to market trends and geopolitical events, and mentions SEI's strong growth outlook.
Solaris Energy's $55M GESA Deal Expands Power Services Portfolio
Solaris Energy Infrastructure, Inc. (SEI) has acquired Global Energy Services Alliance (GESA) for approximately $55 million in cash and 3 million Solaris Energy shares, significantly expanding its power solutions portfolio. This acquisition allows Solaris Energy to offer comprehensive, end-to-end power generation services, from installation to long-term maintenance, and broadens its market reach. The deal is expected to be accretive to earnings and free cash flow per share, strengthening the company's financial performance and strategic position in the global power market.
Solaris Energy (NYSE: SEI) acquires GESA in $55M cash and stock transaction
Solaris Energy Infrastructure (NYSE: SEI) has acquired Global Energy Services Alliance, Inc. (GESA) in a $55 million cash and stock transaction, including 2,880,682 shares of Solaris Class A common stock. This acquisition is expected to strengthen Solaris's end-to-end power generation capabilities, deepen its technical talent, and expand its market reach both domestically and internationally. The company anticipates the deal to be accretive to its earnings and free cash flow per share.
Solaris Secures Turnkey Capabilities with GESA Acquisition
Solaris Energy Infrastructure, Inc. has acquired Global Energy Services Alliance, Inc. (GESA), significantly expanding its full-cycle power capabilities. This acquisition, valued at $55 million in cash and approximately three million Class A Solaris shares, allows Solaris to offer turnkey field services for various turbine types, from commissioning to long-term maintenance. The move is designed to capture high-growth utility workloads from technology hyper scalers and data centers, positioning Solaris to manage full asset lifecycles and increase revenue channels.
Solaris Energy Infrastructure Acquires GESA to Expand Global Power Services Platform
Solaris Energy Infrastructure Inc. has acquired Global Energy Services Alliance (GESA) to broaden its power generation services across the entire project lifecycle, both domestically and internationally. The acquisition, funded by $55 million in cash and 3 million Class A shares, integrates GESA's expertise in power plant installation, maintenance, and aftermarket services. This move is expected to be accretive to Solaris's earnings and free cash flow, enhancing its capabilities in supporting the growing global demand for power infrastructure.
solaris energy infrastructure acquires global energy services alliance
Solaris Energy Infrastructure (NYSE:SEI) has acquired Global Energy Services Alliance (GESA), which was formed by Baseload Power and Pro-Per Energy Services. This acquisition aims to expand Solaris' turnkey power generation capabilities, adding specialized technical teams and full lifecycle operations and maintenance to its portfolio. The transaction, valued at approximately $55 million in cash and three million Class A common shares, is expected to immediately boost Solaris' earnings and free cash flow.
Solaris Energy Infrastructure Acquires Leading Global Provider of Full Cycle Power Generation Operations, Maintenance, and Technical Solutions
Solaris Energy Infrastructure, Inc. (NYSE:SEI) announced the acquisition of Global Energy Services Alliance, Inc. (GESA), a full cycle power generation service provider, formed by combining Baseload Power and Pro-Per Energy Services. This acquisition strengthens Solaris's end-to-end power capabilities, expands its technical talent, introduces new growth end markets, and is expected to be accretive to earnings and free cash flow per share. The company funded the acquisition with $55 million in cash and approximately three million Class A Solaris shares.
Lost Money on Solaris Energy Infrastructure, Inc. (SEI)? Contact Levi & Korsinsky to Join Class Action Before May 27, 2025
Levi & Korsinsky LLP has announced a class action securities lawsuit against Solaris Energy Infrastructure, Inc. (NYSE:SEI) for shareholders who suffered losses due to alleged securities fraud between July 9, 2024, and March 17, 2025. The lawsuit claims defendants made false statements and concealed information regarding MER, Mobile Energy Rentals LLC, and Solaris's profitability and business prospects. Affected shareholders are encouraged to contact Levi & Korsinsky before May 27, 2025, to learn about their rights to recovery.
Lost Money on Solaris Energy Infrastructure, Inc. (SEI)? Contact
This article is a press release from Levi & Korsinsky, LLP, announcing a class action lawsuit against Solaris Energy Infrastructure, Inc. for alleged securities fraud between July 9, 2024, and March 17, 2025. Shareholders who suffered losses are encouraged to contact the firm before May 27, 2025, to learn about their rights to recover losses. The lawsuit alleges that Solaris made false statements and concealed critical information regarding a Mobile Energy Rentals LLC acquisition.
Solaris Energy Infrastructure, Inc. (SEI) Class Action Lawsuit: Levi & Korsinsky Reminds Investors of May 27, 2025 Deadline
Levi & Korsinsky LLP has filed a class action securities lawsuit against Solaris Energy Infrastructure, Inc. (NYSE: SEI) to recover losses for shareholders who were adversely affected by alleged securities fraud between July 9, 2024, and March 17, 2025. The lawsuit claims that Solaris made false statements regarding its acquisition of MER, Mobile Energy Rentals LLC, including MER's lack of corporate history and a co-owner being a convicted felon. Investors are reminded of the May 27, 2025 deadline to learn about their rights to seek recovery.
Enterprise value to EBITDA forward of Solaris Energy Infrastructure, Inc. Class A – MUN:68S
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Price to book forward of Solaris Energy Infrastructure, Inc. Class A – MUN:68S
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Price to earnings forward of Solaris Energy Infrastructure, Inc. Class A – MUN:68S
This article provides financial information for Solaris Energy Infrastructure, Inc. Class A (MUN:68S) focusing on its forward price-to-earnings ratio. The content is primarily a data page from TradingView, indicating that the market was closed with no trades at the time of publication. It highlights the availability of financial data for the company.
Enterprise value to EBIT forward of Solaris Energy Infrastructure, Inc. Class A – MUN:68S
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Solaris Energy Infrastructure, Inc. Class A Actuals & Estimates (NYSE:SEI)
This article provides comprehensive actuals and estimates for Solaris Energy Infrastructure, Inc. (NYSE:SEI), covering its stock performance, analyst forecasts, financial data including earnings and revenue, and dividend information. It highlights SEI's current stock price, market capitalization, and recent growth, along with future outlooks from analysts. The report also details the company's financial statements, employee count, and EBITDA.
Price to sales forward of Solaris Energy Infrastructure, Inc. Class A – MUN:68S
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Solaris Energy Infrastructure (NYSE:SEI) - Stock Analysis
Solaris Energy Infrastructure (NYSE:SEI) provides modular power solutions and has seen significant growth, particularly through contracts with data centers and the acquisition of Mobile Energy Rentals. Despite strong revenue growth and analyst optimism reflected in raised price targets, the company faces risks such as a high level of non-cash earnings, debt not well covered by operating cash flow, and recent insider selling. Investors are advised to monitor the deployment of new financing and the integration of acquired assets.
Analysts Offer Insights on Energy Companies: Solaris Energy Infrastructure (SEI) and BKV Corporation (BKV)
Analysts from Morgan Stanley and KeyBanc have issued bullish sentiments for Solaris Energy Infrastructure (SEI) and BKV Corporation (BKV), respectively. Solaris received a Buy rating with a $90.00 price target from Morgan Stanley's David Arcaro, while BKV Corporation got a Buy rating and a $35.00 price target from Tim Rezvan of KeyBanc. Both companies have an overall analyst consensus of "Strong Buy."
[Form 4] Solaris Energy Infrastructure, Inc. Insider Trading Activity
Solaris Energy Infrastructure, Inc.'s Chief Accounting Officer, Christopher P. Wirtz, reported a routine tax-related disposition of 1,303 Class A common shares at $69.54 per share. This withholding was to cover tax obligations due to the vesting of previously granted Restricted Stock Awards. After the transaction, Mr. Wirtz directly holds 34,782 shares, including 12,443 unvested shares, indicating this was a compensation-related tax settlement rather than a discretionary market sale.
Why Is Solaris Energy Infrastructure, Inc. (SEI) Up 1.3% Since Last Earnings Report?
Solaris Energy Infrastructure, Inc. (SEI) shares have risen 1.3% since its last earnings report, underperforming the S&P 500. The company's Q1 2026 earnings crushed estimates, with adjusted earnings of 44 cents per share and revenues of $196.2 million, driven by strong growth in Power Solutions and Logistics. This positive trend, coupled with an expanded power footprint, longer-dated contracts, and an increased near-term EBITDA outlook, suggests a promising future despite the stock's current "Hold" rating from Zacks.
Analysts Are Bullish on These Energy Stocks: Precision Drilling (PDS), Williams Co (WMB)
Three analysts have issued bullish sentiments on energy stocks Precision Drilling (PDS), Williams Co (WMB), and Diamondback (FANG). Precision Drilling received a Buy rating with a $105 price target, Williams Co also earned a Buy rating with an $85 price target, and Diamondback was rated Buy with a $195 price target. These recommendations come with strong analyst consensus ratings and significant upside potential from current levels for each company.
