SURVYR

SEI

Solaris Energy Infrastructure, Inc.
$65.33
+$3.11 (5.00%)Oct 27 close
EnergyS&P 600 CompareTechnicals
1M3M6M1Y2Y
-19%+6%+31%+56%+80%Oct 2025Oct 2026Apr 202652w high $86.1952w low $38.50
SEISPY
Wall St. Highest PT $120.00 (+83.7%) Wall St. Avg PT $103.91 (+59.1%)
$40$62$83$105$126POC $54Hi $120Avg $104
Underwater Drawdown %Max DD -47.6%Current -21.0%
0.0%-47.6%
Relative Strength vs SPY+23.3% vs SPYOutperforming
+73%0%-73%
1W
+$1.99 (3.14%)
1M
−$5.64 (7.95%)
3M
+$18.11 (38.36%)
6M
−$8.83 (11.91%)
YTD
+$19.64 (42.99%)
1Y
+$17.58 (36.81%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
14 analysts · mean score 1.36
1 = Strong Buy · 5 = Sell
Strong Buy964%
Buy536%
Hold00%
Underperform00%
Sell00%
Wall Street consensus · as of Oct 21, 2026
Analyst price targets
Current price$65.33
Average target$103.91
+$38.58 (+59.1%) upsideaverage target vs current price
CurrentAverageMedian
Low$82.00
Median$104.00
High$120.00
12-month Wall Street target range · as of Oct 21, 2026
Recent analyst rating changes · 30
Reiterated
2026-10-21 · Morgan Stanley reiterated Overweight on SEI
Reiterated
2026-09-28 · Barclays reiterated Overweight on SEI
Reiterated
2026-09-24 · Citigroup reiterated Buy on SEI
Reiterated
2026-09-24 · Stifel reiterated Buy on SEI
Reiterated
2026-09-15 · Needham reiterated Buy on SEI
Reiterated
2026-09-09 · Raymond James reiterated Outperform on SEI
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$5.9B
P/E (last 12 months)73.4
P/E (next 12 months, estimated)16.0
52-week range$38.50 – $86.19
Revenue growth (latest quarter vs a year ago)+46.9%
Dividend yield0.82%
Analyst consensusStrong Buy (14)
Average analyst price target$103.91 (+59%)

What they do

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions.

Energy · Oil & Gas Equipment & Services
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
49th percentile in sector
C+
12-1 return: +34.8%
Percentile within its GICS sector across the S&P 1500.
Growth
66th percentile in sector
B
Revenue growth (YoY): +46.9%
Percentile within its GICS sector across the S&P 1500.
Value
16th percentile in sector
D-
Forward E/P: 5.6% · EBITDA/EV: 4.4%
Percentile within its GICS sector across the S&P 1500.
Profitability
33rd percentile in sector
C-
Profit margin: +7.2% · Return on equity: +8.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: SURVYR. Long Book.

SURVYR. Long Book
3.5% of the book · Higher-risk sleeve
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
Why it's in the SURVYR. Long Book

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

Earnings & events

SEI earningsNext report in 8 days
Next report · quarter Sep 2026
Wed Nov 4, 2026After the close
EPS consensus$0.28 range $0.06–$0.49
Revenue consensus$273.7M 6 analysts
Last 4 quarters · EPS vs estimate
Aug 5, 2026$0.39est $0.31+25.7%Above estimates
Apr 27, 2026$0.44est $0.26+68.2%Above estimates
Feb 24, 2026$0.35est $0.27+28.2%Above estimates
Nov 3, 2025$0.32est $0.25+30.1%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-24 06:24:32 ET
24-1125-0225-0425-0725-1126-0226-0426-080.000.44
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$219.4M+46.9%
2026-03-31$196.2M–
2025-12-31$179.7M–
2025-09-30$166.8M–
2025-06-30$149.3M–

Recent dividends

2026-09-15: $0.120 · 2026-06-02: $0.120 · 2026-03-10: $0.120 · 2025-12-08: $0.120 · 2025-09-16: $0.120 · 2025-06-03: $0.120 · 2025-03-11: $0.120 · 2024-12-06: $0.120

News & catalysts

More news
SEI (SEIC) Q3 2026 Earnings Call Transcript
Nasdaq · Oct 21
1 Energy Stock on Our Watchlist and 2 Facing Headwinds
StockStory · Oct 19
Rating changes
Reiterated
2026-10-21 · Morgan Stanley reiterated Overweight on SEI
Reiterated
2026-09-28 · Barclays reiterated Overweight on SEI
Reiterated
2026-09-24 · Citigroup reiterated Buy on SEI
Reiterated
2026-09-24 · Stifel reiterated Buy on SEI
Reiterated
2026-09-15 · Needham reiterated Buy on SEI
Reiterated
2026-09-09 · Raymond James reiterated Outperform on SEI

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Teague Aj
Director · 2026-09-08
Buy
$250.6K
Teague Aj
Director · 2026-09-08
Buy
$250.4K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-24 06:24:32 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026