SEI
Solaris Energy Infrastructure, Inc.
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
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
13,361% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $103K
227% more capital invested
Capital invested by funds: $307M [Q3] → $1B (+$697M) [Q4]
210% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 20
100% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 6 (+3) [Q4]
30% more funds holding
Funds holding: 135 [Q3] → 175 (+40) [Q4]
15.0% more ownership
Funds ownership: 79.29% [Q3] → 94.29% (+15.0%) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$42
17%
upside
Avg. target
$42
17%
upside
High target
$42
17%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Stifel Stephen Gengaro 52% 1-year accuracy 47 / 91 met price target | 17%upside $42 | Buy Maintained | 24 Jan 2025 |
Financial journalist opinion
Based on 5 articles about SEI published over the past 30 days
Neutral
Seeking Alpha
17 hours ago
Solaris Energy Infrastructure, Inc. (SEI) Q4 2024 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (NYSE:SEI ) Q4 2024 Earnings Conference Call February 21, 2025 10:00 AM ET Company Participants Yvonne Fletcher - Senior Vice President of Finance and Investor Relations William Zartler - Founder, Chairman, & CEO Kyle Ramachandran - President & Chief Financial Officer Conference Call Participants Stephen Gengaro - Stifel Derek Podhaizer - Piper Sandler Derrick Whitfield - Texas Capital Jeff LeBlanc - Tudor, Pickering, Holt & Co. Thomas Meric - Janney Montgomery Scott Sean Mitchell - Daniel Energy Partners David Smith - Pickering Energy Partners Donald Crist - Johnson Rice Operator Good day, and welcome to the Solaris Energy Infrastructure Fourth Quarter and Full Year 2024 Earnings Teleconference and Webcast. All participants will be in listen-only mode.
Neutral
Business Wire
1 day ago
Solaris Energy Infrastructure Announces Fourth Quarter and Full Year 2024 Results, New Power Solutions Equipment Orders and Long-term Contract, and Continued Shareholder Returns for First Quarter 2025
HOUSTON--(BUSINESS WIRE)--SEI reports Adjusted pro forma EPS of $0.12, equipment orders that double its power fleet, and new partnership with an existing data center customer.
Neutral
Business Wire
2 weeks ago
Solaris Energy Infrastructure Schedules Fourth Quarter and Full Year 2024 Results Conference Call
HOUSTON--(BUSINESS WIRE)--Solaris schedules Q4 and full year 2024 earnings results call on February 21, 2025.
Neutral
Business Wire
3 weeks ago
Solaris Energy Infrastructure Announces the Addition of Max Yzaguirre to its Board of Directors
HOUSTON--(BUSINESS WIRE)--SEI appoints Max Yzaguirre, Former Texas Public Utility Commission Chairman, to its Board of Directors.
Positive
Zacks Investment Research
4 weeks ago
Solaris Energy Infrastructure, Inc. (SEI) Soars 9.8%: Is Further Upside Left in the Stock?
Solaris Energy Infrastructure, Inc. (SEI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Positive
Zacks Investment Research
1 month ago
Solaris Energy Soars From $8 to $28 in 2024: Can This Repeat in 2025?
One of the key factors driving SEI's remarkable performance is its expansion into the Power Solutions segment.
Neutral
Business Wire
2 months ago
Solaris Energy Infrastructure, Inc. Announces Pricing of Underwritten Public Offering of Class A Common Stock
HOUSTON--(BUSINESS WIRE)--SEI announces pricing of underwritten public offering of 6.5 million Class A common stock at $24.75 per share.
Neutral
Business Wire
2 months ago
Solaris Energy Infrastructure, Inc. Announces Commencement of Underwritten Public Offering of Class A Common Stock
HOUSTON--(BUSINESS WIRE)--SEI announces underwritten public offering of 6.5 million shares of Class A common stock to fund additional power generation equipment purchases.
Neutral
Business Wire
2 months ago
Solaris Energy Infrastructure Announces Fourth Quarter 2024 Financial and Operational Update and Power Solutions Growth Capital Developments
HOUSTON--(BUSINESS WIRE)--SEI increases Q4 2024 Adj. EBITDA guidance range and announces incremental growth capital which expands generation capacity by approximately 27%.
Neutral
Business Wire
3 months ago
Solaris Energy Infrastructure Announces Filing of Form S-3 to Replace Expired Universal Shelf Registration
HOUSTON--(BUSINESS WIRE)--Solaris files Form S-3 to replace a recently expired universal shelf registration.
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