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Solaris Energy Infrastructure, Inc.(SEI)
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
10/23/2026: SEI (5-star) is a SELL. SELL for 3 days. Simulated Profits (-0.42%). Updated daily EoD!
Solaris Energy Infrastructure, Inc. is a rapidly evolving energy services company that transitioned from oilfield logistics to providing mobile power systems for data centers. The company benefits from surging demand for decentralized, rapidly deployable power capacity, which is critical for the AI and data center sectors. While this strategic pivot offers significant growth potential, investors should monitor the company's elevated debt levels and execution risks as it scales in a competitive infrastructure market. Solaris generally suits investors comfortable with high-growth and higher-volatility stocks, with dividends serving as a modest supplement rather than a primary income driver. Key developments to monitor include future power contract wins and successful integration of new construction capabilities.
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 | Strong fit | The pivot to data center infrastructure provides a clear, high-growth narrative for the business. |
| Momentum investor | Strong fit while signal remains positive | The stock has shown significant price appreciation linked to the AI and data center power demand themes. |
| Value investor | Mixed fit | High valuation multiples based on future growth expectations may deter traditional value-focused investors. |
| Dividend investor | Mixed fit | The dividend is stable but modest, prioritizing capital reinvestment over high yield. |
| Low-risk investor | Weak fit | High market beta and exposure to energy industry volatility create higher risk profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is sensitive to both oil price cycles and tech-sector infrastructure demand. |
| Valuation risk | Medium / high | High P/E ratios require consistent growth execution to justify current market pricing. |
| Competition risk (data center/power) | Medium | The sector is attracting larger players and traditional industrial giants. |
| Business quality | Medium | Transitioning from oilfield services to broad energy infrastructure introduces operational complexity. |
| Dividend income | Low | Dividends are a secondary priority to the company's aggressive growth strategy. |
| Execution risk | Medium | Successful integration of new acquisitions and scaling power capacity is vital for long-term targets. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
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 98.76% | Avg. Invested days 41 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 5.91B USD | Price to earnings Ratio 73.42 | 1Y Target Price 103.91 |
Price to earnings Ratio 73.42 | 1Y Target Price 103.91 | ||
Volume (30-day avg) 2.9M shares | Beta 1.28 | 52 Weeks Range 38.18 - 86.02 | Updated Date 10/24/2026 |
52 Weeks Range 38.18 - 86.02 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 0.82% | Basic EPS (TTM) 0.8 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Solaris Power Solutions | Mobile generators, distribution equipment, and grid-support services for data centers and industry. | This is the growth engine focusing on the high-demand power needs of modern data centers. |
| Solaris Logistics Solutions | Proppant management systems and last-mile logistics for oil and gas well completions. | This provides stable, cash-generating operations rooted in the company's original oilfield roots. |
Valuation
Trailing PE 73.42 | Forward PE 384.62 | Enterprise Value 5.94B | Price to Sales(TTM) 7.76 |
Enterprise Value 5.94B | Price to Sales(TTM) 7.76 | ||
Enterprise Value to Revenue 7.8 | Enterprise Value to EBITDA 24.34 | Shares Outstanding 65.83M | Shares Floating 62.83M |
Shares Outstanding 65.83M | Shares Floating 62.83M | ||
Percent Insiders 8.63 | Percent Institutions 106.05 |
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.
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