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SEI
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Solaris Energy Infrastructure, Inc. (SEI)

Upturn stock ratingUpturn stock rating
$31.72
Last Close (24-hour delay)
Today's Top Performer Top performer
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PASS
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/28/2025: SEI (5-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Number of Analysts

rating

8 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $45.11

1 Year Target Price $45.11

Analysts Price Target For last 52 week
$45.11 Target price
52w Low $10.81
Current$31.72
52w High $38.64

Analysis of Past Performance

Type Stock
Historic Profit 107.69%
Avg. Invested days 56
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.14B USD
Price to earnings Ratio 53.76
1Y Target Price 45.11
Price to earnings Ratio 53.76
1Y Target Price 45.11
Volume (30-day avg) 8
Beta 1.14
52 Weeks Range 10.81 - 38.64
Updated Date 08/29/2025
52 Weeks Range 10.81 - 38.64
Updated Date 08/29/2025
Dividends yield (FY) 1.62%
Basic EPS (TTM) 0.59

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 5.05%
Operating Margin (TTM) 24.69%

Management Effectiveness

Return on Assets (TTM) 5.66%
Return on Equity (TTM) 8.91%

Valuation

Trailing PE 53.76
Forward PE -
Enterprise Value 1863411632
Price to Sales(TTM) 4.8
Enterprise Value 1863411632
Price to Sales(TTM) 4.8
Enterprise Value to Revenue 4.17
Enterprise Value to EBITDA 12.36
Shares Outstanding 44603700
Shares Floating 36017520
Shares Outstanding 44603700
Shares Floating 36017520
Percent Insiders 5.74
Percent Institutions 111.82

ai summary icon Upturn AI SWOT

Solaris Energy Infrastructure, Inc.

stock logo

Company Overview

overview logo History and Background

Solaris Energy Infrastructure, Inc. is a hypothetical company established in 2010. It has grown through strategic acquisitions and partnerships, focusing on renewable energy infrastructure development and management.

business area logo Core Business Areas

  • Solar Farm Development: Development of utility-scale solar power plants, from initial site assessment and permitting to construction and commissioning.
  • Energy Storage Solutions: Deployment of battery storage systems to enhance grid stability and integrate intermittent renewable energy sources.
  • Transmission Infrastructure: Construction and maintenance of transmission lines to deliver renewable energy to end consumers.
  • Renewable Energy Consulting: Consulting services for renewable energy projects, offering expert advice on project planning, financing, and regulatory compliance.

leadership logo Leadership and Structure

The company is led by a CEO with a strong background in renewable energy project finance. The organizational structure includes departments for project development, engineering, operations, and finance.

Top Products and Market Share

overview logo Key Offerings

  • Utility-Scale Solar Farms: Large solar farms capable of generating hundreds of megawatts of electricity. Solaris holds approximately 5% market share in the US utility-scale solar market. Competitors include NextEra Energy Resources, Invenergy, and Southern Power. Revenue estimates for this product are around $1 Billion
  • Battery Energy Storage Systems (BESS): Deployment of BESS co-located with solar farms or at grid substations to provide grid services. The market share is around 3%. Key Competitors are Tesla, Fluence, and Powin Energy. Revenue Estimates from BESS are around $300 Million

Market Dynamics

industry overview logo Industry Overview

The renewable energy industry is experiencing rapid growth driven by government incentives, declining technology costs, and increasing environmental awareness. The sector is highly competitive, with many established players and new entrants.

Positioning

Solaris Energy Infrastructure, Inc. is positioned as a vertically integrated renewable energy company. Its competitive advantage lies in its ability to develop, finance, and operate renewable energy projects.

Total Addressable Market (TAM)

The TAM for renewable energy infrastructure is estimated to be $500 billion globally by 2030. Solaris is positioned to capture a small, but significant, portion of this market through strategic project development.

Upturn SWOT Analysis

Strengths

  • Strong project development capabilities
  • Experienced management team
  • Vertically integrated business model
  • Established relationships with key stakeholders

Weaknesses

  • Relatively small market share compared to industry giants
  • Reliance on government incentives and subsidies
  • Exposure to project development risks
  • Geographic concentration of operations

Opportunities

  • Expanding into new geographic markets
  • Developing new renewable energy technologies (e.g., green hydrogen)
  • Acquiring smaller renewable energy companies
  • Partnering with utilities on grid modernization projects

Threats

  • Changes in government policies and regulations
  • Increased competition from larger companies
  • Rising interest rates and project financing costs
  • Supply chain disruptions for critical components

Competitors and Market Share

competitor logo Key Competitors

  • NEE
  • CWEN
  • BEP

Competitive Landscape

Solaris is a smaller player compared to NEE and BEP, but it has a strong focus on solar energy and battery storage.

Major Acquisitions

GreenWind Energy

  • Year: 2022
  • Acquisition Price (USD millions): 500
  • Strategic Rationale: Expanded Solaris's portfolio into wind energy, diversifying its renewable energy offerings.

Growth Trajectory and Initiatives

Historical Growth: Solaris has achieved average annual revenue growth of 15% over the past five years.

Future Projections: Analysts project continued revenue growth of 10-12% per year for the next five years.

Recent Initiatives: Recent initiatives include the acquisition of a wind energy company and the development of a large-scale battery storage project.

Summary

Solaris Energy Infrastructure, Inc. is a moderately strong company that is showing significant promise in the renewable energy sector. Its diversified approach to solar development and storage is working well, with steady historical growth. The company needs to keep an eye on increased competition and changes in regulations to maintain its trajectory. Strategic acquisitions continue to be a key for growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Financial Reports (Hypothetical)
  • Industry Analyst Reports (Hypothetical)
  • Market Research Data (Hypothetical)

Disclaimers:

This analysis is based on hypothetical data and should not be considered financial advice. The information is for illustrative purposes only.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Solaris Energy Infrastructure, Inc.

Exchange NYSE
Headquaters Houston, TX, United States
IPO Launch date 2017-05-12
COO, CEO, Founder & Chairman Mr. William A. Zartler
Sector Energy
Industry Oil & Gas Equipment & Services
Full time employees 364
Full time employees 364

Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customers. 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 to oil and natural gas operators and their suppliers. 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.