Solaris Energy Infrastructure, Inc. (SEI)

• Market cap: $415M
• Sector: Industrials
• Industry: Oil & Gas Field Machinery & Equipment

About: Solaris Energy Infrastructure Inc provides services in the oil and gas industry. Its solutions are Solaris software suite, Fluid management system, Automated control systems, Field services, Last mile management, Wet sand solutions, Power Solutions, and Integrated wellsite solution.

Employees: 338

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

3% less funds holding

Funds holding: 132 [Q1] → 128 (-4) [Q2]

11% less capital invested

Capital invested by funds: $228M [Q1] → $202M (-$25.9M) [Q2]

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

22% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 51

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $15 10% upside
• Avg. target: $15 10% upside
• High target: $15 10% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Stifel

10% upside $15

Buy Maintained

11 Oct 2024