SEI Solaris Energy Infrastructure, Inc.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the mixed or offshore upstream e&p industry, including Solaris Energy Infrastructure (NYSE:SEI) and its peers.

CVR Energy, Solaris Lead Powerful Energy Stock Rally as September Ends

In September 2026, Solaris Energy Infrastructure, LLC announced it had issued US$1.00 billion of senior unsecured notes due 2032, guaranteed by Solaris and its key subsidiaries, with proceeds earmarked for general corporate purposes, growth capital expenditures, and offering-related costs. This sizeable debt raise marks a meaningful shift in Solaris’s capital structure, potentially expanding its funding capacity for power infrastructure projects while increasing its long-term fixed...

Solaris Energy Infrastructure has turned into a major winner for early holders, and the latest surge in the share price now puts its earnings under a harsher spotlight. With that kind of momentum behind Solaris Energy Infrastructure, the question is whether the current valuation still lines up with what the business is actually earning. Over the past 5 years, the stock has delivered a very large cumulative return. This raises the stakes on whether its earnings profile can carry that kind of...

BKR, MPC and SEI offer different ways to tap tight oil markets, from energy technology and refining to logistics and power infrastructure.

Energy stocks were falling pre-bell Tuesday, with the State Street Energy Select Sector SPDR ETF (XL

Solaris Energy Infrastructure, Inc. (SEI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Natural gas ETFs face shifting winter demand as a Super El Nino could suppress heating needs and weigh on gas prices.

SEI, SDRL and PAHC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 21st, 2026.

The mean of analysts' price targets for Solaris Energy Infrastructure, Inc. (SEI) points to a 33% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

HLNE, THG, SDRL, HHH and SEI have been added to the Zacks Rank #1 (Strong Buy) List on September 21st, 2026.

Check out the companies making headlines yesterday:

Solaris Energy Infrastructure (SEI) has been in focus after crude oil climbed past $103 per barrel, as geopolitical conflict and Saudi pipeline disruptions tightened supply and pulled capital toward energy producers. That oil spike has arrived just as Solaris Energy Infrastructure has been cooling off from earlier gains, with the share price falling 22.06% over the past three months and slipping 2.08% over the past 30 days, even though the year-to-date share price return is 28.53% and the...

Shares of mobile power and logistics company Solaris Energy Infrastructure (NYSE:SEI) jumped 8.4% in the morning session after Needham raised its price target on the stock to $104 from $98 while maintaining a Buy rating.

A number of stocks jumped in the morning session as crude oil prices surged past $103 per barrel, driven by Middle East conflict and pipeline disruptions in Saudi Arabia.

A number of stocks jumped in the afternoon session after escalating attacks on Middle East shipping corridors and production shut-ins raised concerns over severe global crude shortages. Crude benchmarks were on track for an 8% weekly advance as security risks surrounding regional pipelines and shipping channels threatened prolonged oil flow disruptions. Amplifying market concerns, Reuters reported that the International Energy Agency (IEA) forecast a massive drop in global oil supply of 5.7 mill

Check out the companies making headlines this week:

Solaris Energy Infrastructure, Inc. (NYSE:SEI), traditionally known as an oil and gas field services and solutions company, has been increasingly shifting toward the data center market. On September 8, the company provided an update to its guidance ranges, which suggests that this shift is working. The company lifted its adjusted EBITDA guidance for the third […]

MGY's $4.06B WildFire acquisition will more than double its Giddings acreage, add production and is expected to deliver more than $100M in annual synergies.

The insider's open-market purchase brings their total stake to $8.4 million, signaling confidence as the stock surges 146% over the past year.

Solaris Energy Co-CEO Amanda Brock joins Kristen Scholer on NYSE Floor Talk

SEI raises 2026 EBITDA guidance and launches 2027 outlook as stronger core operations and acquisitions drive momentum.

Solaris Energy Infrastructure Inc. (NYSE:SEI) extended its winning streak to a 4th consecutive day on Tuesday, jumping 16.29 percent to close at $63.96 apiece after posting a highly optimistic growth outlook in the second half of the year on the back of strong core and newly acquired businesses. In a statement on the same day, […]

Shares of mobile power and logistics company Solaris Energy Infrastructure (NYSE:SEI) jumped 16.5% in the afternoon session after the company raised its Adjusted EBITDA guidance for the third and fourth quarters of 2026 and initiated guidance for the first quarter of 2027.

Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index rising 1.4% and

Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 0.7% and the S

Solaris Energy stock soars after the company raises quarterly guidance expectations that tops Wall Street forecasts.

Energy stocks were rising pre-bell Tuesday, with the State Street Energy Select Sector SPDR ETF (XLE

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

Solaris Energy Infrastructure cited stronger core power services and better-than-expected contributions from recently acquired businesses for its higher outlook.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) shares rose 6% on Tuesday after the company increased its Adjusted EBITDA guidance for the third and fourth quarters of 2026 and issued an initial forecast for the first quarter of 2027.

Solaris Energy Infrastructure, Inc. (SEI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

SEI's $101M Omega deal adds specialized EPC expertise, expands its power infrastructure platform and targets growing data center demand.

Solaris Energy Infrastructure (SEI) has agreed to acquire Omega Foundation Services, an engineering, procurement and construction specialist in heavy civil projects including large data centers. The deal adds extensive EPC capabilities and a sizable skilled workforce. For context, Solaris Energy Infrastructure shares recently closed at US$52.77, with the stock showing a 6.31% 1 day share price gain and a 1.85% 7 day share price return, yet still down 30.85% over 90 days. The 1 year total...

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Solaris Energy Infrastructure (NYSE:SEI) agreed to acquire Omega Foundation Services, adding engineering, procurement, and construction capabilities for power infrastructure projects. The deal expands Solaris Energy Infrastructure's in house EPC capacity, targeting a key industry bottleneck in specialized power project execution. The company expects broader service offerings and integrated project delivery to influence its future operational outlook and competitiveness. For investors...

A number of stocks fell in the afternoon session after a surge in crude oil prices offered a near-term lift, but broader market volatility and a sharp jump in benchmark Treasury yields ultimately outweighed that tailwind.

SEI's Power Solutions growth is accelerating, but falling 2026 earnings forecasts, higher debt and a rich sales multiple keep execution risk in focus.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

Solaris Energy Infrastructure currently trades at $65.50 and has been a dream stock for shareholders. It’s returned 806% since August 2021, blowing past the S&P 500’s 76.8% gain. The company has also beaten the index over the past six months as its stock price is up 28.9% thanks to its solid quarterly results.

A number of stocks jumped in the afternoon session after Iran ruled out extending a 60-day memorandum of understanding with the United States.

A number of stocks jumped in the morning session after the price of crude oil climbed due to escalating geopolitical tensions in the Middle East and persistent supply concerns. West Texas Intermediate (WTI) crude, the U.S. benchmark, rose to over $81 per barrel, while Brent crude, the international standard, neared $90. The gains follow reports of stalled ceasefire talks and a U.S. threat to maintain an indefinite naval blockade on Iran. These developments heighten fears of a wider conflict that

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic and energy cycles. Luckily, their overall demand was steady over the past six months as the industry’s 11.9% return has closely followed the S&P 500.

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

Solaris Energy Infrastructure delivered a robust second quarter, surpassing Wall Street’s revenue and profit expectations and prompting a positive market reaction. Management attributed the quarter’s outperformance to expanded contract scope with major technology and energy customers, higher ancillary service revenue, and successful integration of new business lines. Chairman and Co-CEO Bill Zartler emphasized, “We continue to provide dedicated power at scale to data centers, consistently achiev

SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.

Revenue hit $219 million as power solutions surged 23% sequentially.

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

How Solaris Energy Infrastructure’s Recent Earnings and Dividend Update Frame the Stock Solaris Energy Infrastructure (SEI) has just reported second quarter 2026 results alongside a fresh dividend decision, giving you new data on sales, earnings and cash returns to shareholders. See our latest analysis for Solaris Energy Infrastructure. Alongside these earnings and dividend updates, Solaris Energy Infrastructure has also been active on the corporate front with its investment in Deployable...

Solaris Energy Infrastructure, Inc. reported past second-quarter 2026 results showing sales of US$105.72 million and net income of US$20.49 million, alongside approval of a US$0.12 per-share third-quarter dividend set for payment on September 25, 2026. These results coincided with Solaris’s equity investment in Deployable Energy to commercialize deployable microreactor technology, marking a step toward advanced nuclear energy solutions within its power generation portfolio. Next, we’ll...