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Solaris Energy Infrastructure, Inc.(SEI)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SEI
09/25/2026: SEI (4-star) is a STRONG-BUY. BUY for 6 days. Simulated Profits (1.88%). Updated daily EoD!
Solaris Energy Infrastructure, Inc. is a provider of automated equipment and logistics technology for the North American oil and gas completion industry. The company is known for its mobile proppant and water-management systems, which focus on improving site efficiency and lowering costs for producers. Its main opportunity lies in the continued adoption of automated technology at well sites and the expansion of its integrated infrastructure services. However, it faces significant risks from the cyclical nature of energy spending, commodity price volatility, and intense competition from larger service firms. Investors should view this as a cyclical play and monitor rig count activity, as well as management's ability to maintain capital discipline and dividend payouts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth potential through tech-driven oilfield efficiency, but it remains tethered to cyclical commodity markets. |
| Momentum investor | Strong fit while signal remains positive | The stock tends to trend with energy sector sentiment and rising drilling activity metrics. |
| Value investor | Mixed fit | Valuation is often tied to cyclical earnings, requiring a disciplined entry point during industry troughs. |
| Dividend investor | Strong fit | The company has maintained a commitment to consistent dividend payouts, making it attractive for income-focused energy exposure. |
| Low-risk investor | Weak fit | The business is highly exposed to the volatile oil and gas sector and capital-intensive operational risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to fluctuations in global oil and natural gas prices and rig count activity. |
| Valuation risk | Medium | Earnings multiples can fluctuate significantly based on expectations for upstream sector investment cycles. |
| Competition risk (oilfield service providers) | Medium / high | Larger service providers may introduce competing technologies or use bundled pricing to squeeze market share. |
| Business quality | Medium | While the technology provides efficiency gains, the underlying demand is fundamentally dependent on external energy producer spending. |
| Dividend income | Medium | Dividend reliability is tied to the company's ability to maintain stable cash flows during industry downturns. |
| Execution risk | Medium | Successful growth depends on the continued adoption of new mobile infrastructure technologies by conservative operators. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit 100.44% | Avg. Invested days 40 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.14B USD | Price to earnings Ratio 89.84 | 1Y Target Price 98.56 |
Price to earnings Ratio 89.84 | 1Y Target Price 98.56 | ||
Volume (30-day avg) 2.7M shares | Beta 1.26 | 52 Weeks Range 38.18 - 86.02 | Updated Date 09/26/2026 |
52 Weeks Range 38.18 - 86.02 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 0.68% | Basic EPS (TTM) 0.79 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Proppant Management | Rental and service fees for mobile silo storage systems used in hydraulic fracturing. | The company earns money by charging operators to use its automated hardware that makes sand delivery more efficient. |
| Water & Fluid Services | Automated water monitoring and fluid management infrastructure for well-site completion. | The company generates revenue by providing essential infrastructure for managing the massive amounts of water used in drilling. |
| Geographic Exposure | Concentrated primarily in major U.S. shale basins, including the Permian and Haynesville. | The company's performance is driven by the level of drilling and completion activity in major U.S. oil and gas regions. |
Valuation
Trailing PE 89.84 | Forward PE 384.62 | Enterprise Value 6.13B | Price to Sales(TTM) 9.37 |
Enterprise Value 6.13B | Price to Sales(TTM) 9.37 | ||
Enterprise Value to Revenue 8.04 | Enterprise Value to EBITDA 25.11 | Shares Outstanding 65.83M | Shares Floating 62.83M |
Shares Outstanding 65.83M | Shares Floating 62.83M | ||
Percent Insiders 8.63 | Percent Institutions 104.91 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Solaris Energy Infrastructure, Inc.
Exchange NYSE | Headquarters Houston, TX, United States | ||
IPO Launch date 2017-05-12 | Co-CEO, Founder & Chairman Mr. William A. Zartler | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 468 | Website https://www.solaris-energy.com |
Full time employees 468 | Website https://www.solaris-energy.com | ||
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. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
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