Stocks · Energy · Oil & Gas Equipment & Services

Solaris Energy Infrastructure, Inc. SEI

$74.93 +4.97% Close, Oct 2, 2026 · NYSE · Market cap $4.59B

Strong growthStrong trendExpensive vs sectorHigh risk

Next earnings report: Nov 2, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. Revenue over the last four quarters was $762.2M, up 70.5% from a year earlier, slowing from 86.3% a quarter earlier.
  2. The diluted share count rose 108.8% in a year.
  3. Diluted EPS over the last four quarters was $0.85, up 44.9% year over year.

PromtFinance scores

Each score is a percentile within the Energy sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth87Strong

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Top 7%
  • EPS growth (TTM, YoY)Top 24%
  • Revenue growth, 3-year CAGRTop 10%
  • Revenue growth accelerationBottom 7%
Quality58Neutral

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalBottom 32%
  • Gross marginTop 40%
  • Operating marginTop 29%
  • Cash conversion (OCF / net income)Top 14%
  • Accruals (lower is better)Top 41%
  • Net debt / EBITDA (lower is better)Bottom 6%
  • Interest coverTop 43%
Value6Very weak

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldBottom 32%
  • Free-cash-flow yieldBottom 11%
  • EBITDA / enterprise valueBottom 17%
  • Sales / enterprise valueBottom 11%
  • P/E vs own 5-year history (lower is better)Bottom 11%
Momentum84Strong

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthTop 49%
  • 6-month returnTop 7%
  • 1-year return vs S&P 500Top 9%
  • Distance from 52-week highTop 30%
  • Trend checklist (0–4)Top 14%
Revisions97Exceptional

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersTop 26%
  • Consecutive EPS beatsTop 5%
  • Share of analysts rating BuyTop 2%
  • Upside to consensus price targetTop 37%
Stability7Very weak

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Bottom 5%
  • Maximum drawdown, 3 yearsBottom 42%
  • Beta vs S&P 500 (lower is better)Bottom 1%
  • Net debt / EBITDA (lower is better)Bottom 6%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)86.3%70.5%↓
EPS growth (YoY)82.8%44.9%↓
Gross margin30.2%40.7%↑
Operating margin20.2%24.3%↑
FCF margin-98.5%-95.5%↑

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)70.5%86.3%↓Top 7%
EPS growth (TTM, YoY)44.9%82.8%↓Top 24%
Gross margin40.7%30.2%↑Top 40%
Operating margin24.3%20.2%↑Top 29%
Net margin7.2%5.0%↑—
Free-cash-flow margin-95.5%-98.5%↑—
Return on invested capital3.5%—Bottom 32%
Revenue growth, 3-year CAGR24.8%—Top 10%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
3.00×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-8.8%
Stock-based compensation / revenueA cost to shareholders through dilution.
2.3%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+13.6 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
6.89×
Interest cover (operating income / interest)How many times operating profit covers interest.
5.3×

Shareholder returns

Dividend yield (dividends paid, TTM)
0.58%
Net buyback yield (TTM)
0.10%
Shareholder yield
0.68%
Share count change, 1 year
+108.8%
Share count change, 3-year CAGR
+38.8%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Jun 30, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
7
Beats in the last 8 reports
7 of 8
Average EPS surprise, last 4
+30.7%
Average 2-day reaction, last 8
+4.0%
Positive 20 days after report
4 of 8

Analysts

Consensus price target
$100.56
Target vs current price
+34.2%
Analysts with a rating
9
Share rating Buy or Strong Buy
100%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Aug 5, 2026+4.0%-4.1%+1.5%-14.3%—
Apr 27, 2026+39.8%-2.5%-0.1%+2.6%-12.9%
Feb 24, 2026+45.8%+5.5%-2.7%+20.4%+43.0%
Nov 3, 2025+33.3%+1.4%-4.7%-8.3%+5.6%
Jul 23, 2025+142.9%+4.0%+19.6%-5.2%+94.2%
Apr 28, 2025+66.7%-0.8%+12.8%+30.5%+41.9%
Feb 21, 2025+72.7%+22.6%+10.8%-23.2%-24.7%
Nov 4, 2024-42.9%+5.5%+32.7%+91.5%+111.2%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Aug 5, 2026$0.39$0.38+4.0%$219.4M
Apr 27, 2026$0.44$0.31+39.8%$196.2M
Feb 24, 2026$0.35$0.24+45.8%$179.7M
Nov 3, 2025$0.32$0.24+33.3%$166.8M
Jul 23, 2025$0.34$0.14+142.9%$149.3M
Apr 28, 2025$0.20$0.12+66.7%$126.3M
Feb 21, 2025$0.19$0.11+72.7%$96.3M
Nov 4, 2024$0.08$0.14-42.9%$75.0M

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)88.0×31.9×89thBottom 32%
P/E (forward)51.4×———
EV / EBITDA25.6×——Bottom 17%
EV / Sales8.24×——Bottom 11%
Free-cash-flow yield-15.85%——Bottom 11%
Earnings yield1.14%——Bottom 32%

P/E over the past five years

Range 9.9× – 110.4× since Mar 31, 2022. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
+77.1%
Earnings per share growth (TTM)
+44.9%
Change in P/E multiple
+96.3%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✓ Price above 20-day average
  • ✓ Price above 50-day average
  • ✓ Price above 200-day average
  • ✗ 50-day average above 200-day
  • ✓ MACD histogram positive

Trend quality

Days above the 50-day average
19
Days above the 200-day average
19
50-day average slope (20 days)
-0.9%
200-day average slope (20 days)
+3.1%
Distance from 50-day average
+25.3%
Distance from 200-day average
+22.2%
RSI (14)
65.5
Relative volume
1.03×

Risk and drawdowns

Volatility, 60 days (annualized)
88.8%
Volatility vs own 5-year history
90th percentile · High for this stock
Beta vs S&P 500 (2 years, weekly)
2.04
Correlation with S&P 500
0.39
Current drawdown from 1-year high
-9.6%
Maximum drawdown, 3 years
-55.6%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Mar 17, 2021Dec 15, 2021-57.0%190 days727 days (Nov 6, 2024)
Feb 21, 2025Apr 4, 2025-55.6%30 days114 days (Sep 18, 2025)
Jun 18, 2026Jul 29, 2026-47.6%27 daysNot yet recovered
Jan 24, 2025Jan 28, 2025-31.4%2 days17 days (Feb 21, 2025)
Dec 5, 2025Dec 17, 2025-26.6%8 days19 days (Jan 15, 2026)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$4.59B
P/E (TTM)
88.0
EPS, diluted (TTM)
$0.85
Revenue (TTM)
$762.2M
Dividend yield
0.64%
52-week range
$38.50 – $86.19
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$159.2M$320.0M$292.9M$313.1M$622.2M
Gross profit$16.5M$69.8M$78.9M$81.0M$285.4M
Operating income-$387,000$41.8M$49.9M$52.8M$135.4M
Net income-$868,000$21.2M$24.3M$15.8M$30.2M
EPS (diluted)-$0.04$0.65$0.78$0.51$0.66
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$75.0M$96.3M$126.3M$149.3M$166.8M$179.7M$196.2M$219.4M
Net income-$968,000$6.3M$5.3M$12.0M$14.6M-$1.7M$21.4M$20.5M
EPS (diluted)-$0.04$0.19$0.14$0.30$0.31-$0.04$0.32$0.26
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$16.5M$68.0M$88.3M$59.4M$209.1M
Capital expenditure-$19.6M-$81.4M-$64.4M-$188.4M-$646.8M
Free cash flow-$3.2M-$13.4M$23.9M-$129.1M-$437.7M
Dividends paid-$13.6M-$13.8M-$14.1M-$14.6M-$21.8M
Net share buybacks$13,000$6,000-$27.8M$151.1M-$10.5M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$824.1M
Total assets
$4.21B
Total liabilities
$3.05B
Total debt
$2.51B
Net debt
$1.69B
Shareholders’ equity
$902.0M

As of Jun 30, 2026 (filed Jun 30, 2026).

Dividends

Ex-dateAmountPaid
Sep 15, 2026$0.12Sep 25, 2026
Jun 2, 2026$0.12Jun 12, 2026
Mar 10, 2026$0.12Mar 20, 2026
Dec 8, 2025$0.12Dec 18, 2025
Sep 16, 2025$0.12Sep 26, 2025
Jun 3, 2025$0.12Jun 13, 2025
Mar 11, 2025$0.12Mar 21, 2025
Dec 6, 2024$0.12Dec 16, 2024

Short interest

Shares sold short
15,713,527
Days to cover
5.09
Change vs previous report
+4.7%

FINRA short interest, settlement date Sep 15, 2026.