Solaris Energy Infrastructure, Inc. (SEI)

• Market cap: $994M
• 1 day: 1.13%
• 5 days: -4.14%
• 1 month: 31.01%
• 3 months: 99.63%
• 6 months: 129.27%
• Year to date: 129.27%
• 1 year: 129.27%
• 5 years: 129.27%
• 10 years: 132.64%
• 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 Q3 regulatory filings by fund managers ($100M+ AUM)

5,555% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $20K

78.77% more ownership

Funds ownership: 0% [Q2] → 78.77% (+78.77%) [Q3]

45% more capital invested

Capital invested by funds: $210M [Q2] → $305M (+$94.6M) [Q3]

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

5% more funds holding

Funds holding: 128 [Q2] → 135 (+7) [Q3]

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Research analyst outlook

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

• Low target: $23 14% downside
• Avg. target: $27 1% downside
• High target: $30 12% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Stifel Stephen Gengaro 50% 1-year accuracy 41 / 82 met price target	12% upside $30	Buy Reiterated	5 Dec 2024
Stifel	14% downside $23	Buy Maintained	6 Nov 2024