Insider buying last 90 days
$501Kin 2 open-market purchases
| Filed | Insider | Type | Value |
|---|---|---|---|
| Sep 9 | TEAGUE AJ director | Purchase | $251K |
| Sep 9 | TEAGUE AJ director | Purchase | $250K |
From Form 4 filings, dated to when each was filed.
NYSE: SEI
Solaris Energy Infrastructure (SEI) Stock Analysis & Forecast
Sep 28 close
$69.15−1.82 (−2.6%)
Gekko Brief
AI summaryThis week's activity around Solaris Energy Infrastructure (SEI) centers on debt financing tied to its data-center power buildout. The company announced, then priced, an upsized offering of $1.25 billion in 7.000% Senior Notes due 2032, alongside an earlier announced $1.0 billion notes offering, both aimed at funding capital expansion in power solutions for AI data centers. Separately, coverage noted a 5.0% share decline mid-week and highlighted earnings estimate revisions and platform expansion into heavy civil and foundation work.
SEI closed at $69.15, down 2.6%, with the close sitting between its 50-day average of $59.08 and 200-day average of $60.89. The GekkoIndex reads 51.8, placing the stock in the Neutral zone. Price sits 7.5% below Gekko Fair Value of $74.76. Over the past year the stock has returned 81%, though the three-month return is -12.8% and the stock's typical daily move is 6.3%.
Looking ahead, SEI's next earnings report is scheduled for 2 November 2026, 34 days out, placing it outside a typical 20-trading-day holding window. In the last 90 days, insider activity includes 2 open-market purchases totaling $500,994. Analyst coverage shows 10 firms all rating the stock buy, with a consensus price target of $98.56, reflecting 42.5% upside. Seasonality data shows the next 20 trading days have averaged a 13% return over 5 years, rising in 3 of those years.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Solaris Energy Infrastructure price vs fair value
Close $69.15200-day averageGekko Fair Value $74.76
Solaris Energy Infrastructure quick facts
- Market cap
- $4.24B
- P/E ratio
- 85.5
- Forward P/E
- 384.6
- EPS, TTM
- $0.82
- Revenue, TTM
- $762.2M
- Profit margin
- 7.2%
- Dividend yield
- 0.71%
- Beta
- 1.26
- Volume
- 2.88M avg 2.85M
- 1-year return
- +81.0%
- Typical daily move
- ±6.3%
- Typical 20-day move
- ±10%
- 50-day average
- $59.08
- 200-day average
- $60.89
- Next earnings
- Nov 2
- Shares outstanding
- 65.83M
Solaris Energy Infrastructure swing-trade checklist
Solaris Energy Infrastructure scores 4 supportive, 2 mixed and 0 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive2 mixed0 headwinds
- Trendmixed
Averages disagree
Close $69.15 sits between the 50-day ($59.08) and 200-day ($60.89) averages, or the averages disagree.
See the chart - GekkoIndexmixed
51.8, Neutral
Reading 51.8 is in the Neutral zone.
See the GekkoIndex - Fair valuesupportive
7.5% below
Price is 7.5% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: 2 open-market insider purchases.
See smart money - Earnings risksupportive
Reports in 34 days
Next report Nov 2, 2026, 34 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+13.0% on average
From this point in the calendar, the next 20 trading days averaged +13% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Solaris Energy Infrastructure stock chart and price history
Solaris Energy Infrastructure closed at $69.15 on Sep 28, 2026, +81.0% over the past year, inside a 52-week range of $38.30 to $86.19.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +30.8%
- 3 months
- −12.8%
- 6 months
- +19.6%
- 1 year
- +81.0%
The full SEI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SEI in Gekko
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About Solaris Energy Infrastructure
Solaris Energy Infrastructure designs and builds specialized equipment used in oil and gas well completion work, serving exploration and production companies as well as oilfield service providers across the United States. The company is known for its equipment lines that support the lower-pressure stages of well completions, including all-electric systems intended to automate parts of that process.
Beyond manufacturing, Solaris provides support services that accompany its equipment, such as technician help, last-leg delivery, and mobilization work. It also handles the transfer and storage of proppant and railcars through its own transloading facility, and it has developed Railtronix, a software tool used for inventory management. Its customer base consists of companies operating in oil and natural gas exploration and production, along with related oilfield service firms.
The company was established in 2014 and is headquartered in Houston, Texas. It operated under the name Solaris Oilfield Infrastructure before adopting its current name in September 2024. Its shares are listed on the NYSE under the ticker SEI.
- Listed
- NYSE
- Sector
- Technology services
- Industry
- Information technology services
- Website
- solaris-energy.com
Solaris Energy Infrastructure GekkoIndex: the smart money zone
Solaris Energy Infrastructure’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 51.8, in the Neutral zone, up 1.5 points over five sessions.
51.8Neutral
Up 1.5 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 15 | +6.6% | +18.9% |
| Accumulation | 156 | +4.7% | +11.9% |
| Neutral (current zone) | 422 | +0.9% | +6.2% |
| Distribution | 59 | +4.3% | +12.8% |
| Selling | 20 | +4.2% | +14.8% |
Average SEI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the SEI price, zone by zone.Track SEI in Gekko
Is Solaris Energy Infrastructure stock overvalued? Gekko Fair Value
Solaris Energy Infrastructure trades 7.5% below Gekko Fair Value of $74.76, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Solaris Energy Infrastructure shares are worth, recalculated every trading day.
$74.76
Gekko Fair Value, Sep 26, 2026
7.5% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open SEI in Gekko
Solaris Energy Infrastructure insider and Congress trading
Insiders filed 2 open-market purchases in Solaris Energy Infrastructure worth $501K, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in SEI were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for SEI, plotted on the chart in Gekko.Open SEI in Gekko
Buybacks
Solaris Energy Infrastructure has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $409K
- As a share of market cap
- 0.01%
- Trailing four quarters
- $25.44M
From company filings.
Hedge funds and billionaires quarter ended Jun 30
1of the funds Gekko tracks holds SEI.
1added0opened0trimmed2sold out
Which funds are on each side, name by name.Unlock in Gekko
Solaris Energy Infrastructure earnings: next date and track record
Solaris Energy Infrastructure reports on Nov 2, 2026 (34 days away), and beat the EPS estimate in 6 of its last 8 reports.
Next earnings report
Nov 2, 2026
34 days away
- EPS estimate
- $0.24
- Revenue estimate
- $254.2M
6 of 8reports beat the EPS estimate
±7.5%average move across the report
7 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- Solaris reported a record-setting Q2 2026, with dedicated power operations at 2 data centers and 2 more under construction. The company holds long-term contracts with 3 investment-grade tech companies, with 2 contracts expanded in scope this quarter. Logistics segment generates over $20M/quarter in free cash flow. Strategic acquisitions include Global Energy Services Alliance and an equity investment in SMR company Deployable Energy, which achieved nuclear criticality.
- Guidance
- Management believes current enterprise value significantly undervalues the company, with contracted cash flows exceeding enterprise value before uncontracted assets. Active negotiations underway for multiple gigawatts of additional demand with hyperscalers and AI compute companies. One new data center location expected to energize in September.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $0.39 est $0.38 | $219.4M est $208.0M | −1.6% |
| Apr 27, 2026 | $0.44 est $0.33 | $196.2M est $183.4M | +2.8% |
| Feb 24, 2026 | −$0.04 est $0.34 | $179.7M est $164.0M | +9.0% |
| Nov 3, 2025 | $0.32 est $0.24 | $166.8M est $164.6M | +0.9% |
| Jul 23, 2025 | $0.34 est $0.14 | $149.3M est $129.8M | +19.7% |
| Apr 28, 2025 | $0.20 est $0.12 | $126.3M est $116.3M | +2.2% |
| Feb 21, 2025 | $0.19 est $0.11 | $96.30M est $92.70M | +15.2% |
| Nov 4, 2024 | $0.08 est $0.14 | $75.02M est $99.90M | +8.5% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Solaris Energy Infrastructure stock forecast and analyst price targets
Analysts’ average 12-month price target for Solaris Energy Infrastructure is $98.56, +42.5% from the last close, from 10 firms rating the stock in the last 90 days.
$98.56consensus 12-month target, +42.5% from the last close
Now $69.15Avg $98.56
Low $82High $120
Each firm’s latest rating in the last 90 days: 10 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 28 | Barclays | $116 | +67.8% |
| Sep 25 | Citi | $100 | +44.6% |
| Sep 25 | Wells Fargo | $85 | +22.9% |
| Sep 24 | Stifel Nicolaus | $101 | +46.1% |
| Sep 24 | Citi | $100 | +44.6% |
+6.2%average 20-day move after past Neutral readings
+13.0%average move over the next 20 trading days in the last 5 years
±6.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Solaris Energy Infrastructure seasonality: the next 20 trading days
Over the next 20 trading days from Sep 26, Solaris Energy Infrastructure averaged +13.0% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +5.1% | 3 of 5 |
| Next 10 trading days | +6.5% | 3 of 5 |
| Next 15 trading days | +11.8% | 3 of 5 |
| Next 20 trading days | +13.0% | 3 of 5 |
| Next 30 trading days | +16.3% | 4 of 5 |
For scale, SEI’s typical 20-trading-day move in either direction is about 10%.
Solaris Energy Infrastructure market cap and key statistics
Solaris Energy Infrastructure’s market cap is $4.24B, with a P/E ratio of 85.5 and revenue of $762.2M over the last twelve months.
Valuation
- Market cap
- $4.24B
- P/E ratio
- 85.5
- Forward P/E
- 384.6
- EPS, TTM
- $0.82
- Gekko Fair Value
- $74.76
Trading
- Volume
- 2.88M
- Avg volume, 20 days
- 2.85M
- 52-week high
- $86.19
- 52-week low
- $38.30
- Shares outstanding
- 65.83M
Financials
- Revenue, TTM
- $762.2M
- Profit margin
- 7.2%
- Return on equity
- 8.1%
- Quarterly earnings growth, YoY
- −13.5%
Risk and income
- Beta
- 1.26
- Typical daily move
- ±6.3%
- Typical 20-day move
- ±10%
- Dividend yield
- 0.71%
Solaris Energy Infrastructure stock news this week
6 headlines about Solaris Energy Infrastructure from the past week, newest first, each linking to the publisher.
- AI data centers spur $1B debt plan at Solaris Energy (SEI)Stock Titan, Sep 22
- A Look at Solaris Energy Infrastructure Inc (SEI) After 5.0% Decline -- GF Value $26.78 vs Price $65.67GuruFocus, Sep 22
- Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032Business Wire, Sep 22
- SEI Enhances Integrated Tax Management Capabilities for Greater Portfolio Flexibility and After-Tax OutcomesPRNewsWire, Sep 22
- Solaris Energy Infrastructure Announces Offering of $1.0 Billion of Senior Notes due 2032Business Wire, Sep 22
- Surging Earnings Estimates Signal Upside for Solaris Energy Infrastructure, Inc. (SEI) StockZacks Investment Research, Sep 21
Solaris Energy Infrastructure peers
Solaris Energy Infrastructure’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| IBMInternational Business Machines | Accumulation | 16.1% below |
| FTNTFortinet | Neutral | 32.5% above |
| NETCloudflare | Neutral | 22.9% above |
| ACNAccenture | Neutral | 9.7% below |
| WDAYWorkday | Neutral | 13.2% above |
| CRDOCredo Technology | Neutral | 19.0% below |
A peer links to its own page where one exists.
Solaris Energy Infrastructure stock FAQ
What is Solaris Energy Infrastructure’s market cap?
Solaris Energy Infrastructure’s market cap is $4.24B at the Sep 28, 2026 close of $69.15, with 65.83M shares outstanding. The shares trade on a P/E ratio of 85.5.
What is the Solaris Energy Infrastructure stock forecast?
The consensus analyst 12-month price target for Solaris Energy Infrastructure is $98.56, +42.5% from the last close. Of the 10 firms that rated the stock in the last 90 days, 10 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Solaris Energy Infrastructure stock overvalued or undervalued?
On Gekko’s estimate Solaris Energy Infrastructure is undervalued: the Sep 28, 2026 close of $69.15 is 7.5% below Gekko Fair Value of $74.76. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Solaris Energy Infrastructure report earnings next?
Solaris Energy Infrastructure is expected to report on Nov 2, 2026 (34 days away). Analysts expect earnings of $0.24 per share on revenue of $254.2M. Solaris Energy Infrastructure beat the earnings estimate in 6 of its last 8 reports, moving 7.5% on average across the report.
What is Solaris Energy Infrastructure’s 52-week high and low?
Solaris Energy Infrastructure’s 52-week high is $86.19 and its 52-week low is $38.30; it closed at $69.15 on Sep 28, 2026, +81.0% over the past year.
Is Solaris Energy Infrastructure stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 6 items with data read as supportive (fair value, smart money, earnings risk and seasonality), 2 as mixed (trend and gekkoindex). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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