Solaris Energy Infrastructure (SEI)
Provides modular power infrastructure and wellsite material-management systems across U.S. data center and energy markets.
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Rents modular, behind-the-meter turbine power systems and supplies control, distribution and lifecycle services to U.S. data centers and energy customers, while also providing mobile material-handling equipment, software and last-mile logistics for well completions. Power has become the larger segment and is concentrated among a few long-term customers.
Provides modular, behind-the-meter power generation, control and distribution for data centers, energy producers and other U.S. industrial customers. Solaris Power Solutions rents configurable turbine fleets under multiyear contracts and has expanded into turnkey balance-of-plant, energy-management, installation, commissioning, maintenance and repair services.
Designs and manufactures mobile proppant- and chemical-management systems through Solaris Logistics Solutions. Field technicians, software and optional last-mile transportation help oil and gas customers move and track materials at U.S. well-completion sites.
Execution rests on rapidly deploying modular equipment and integrating generation with electrical infrastructure and field service. Power revenue is concentrated among a few large technology and energy customers and relies on key equipment suppliers; logistics demand follows U.S. oil and gas completion activity.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Northland Securities | Target | Target: $104 | Target: $111 |
| Sep 15, 2026 | Needham | Reiterate | Rating: —Target: $97 | Target: $104 |
| Sep 9, 2026 | Raymond James | Reiterate | Rating: —Target: $82 | Target: $96 |
| Aug 27, 2026 | Piper Sandler | Reiterate | Rating: —Target: $72 | Target: $82 |
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $86 | Target: $90 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $824.1M · Total debt $2.51B · Total assets $4.21B · Shareholders' equity $902.0M
- Revenue
- $219.4M
- Operating income
- $56.5M
- Net income
- $20.5M
HistoryDividendAnnual yield
| Institutions | ≈ 107.60% | 65.94M shares | |
|---|---|---|---|
| 452 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.90% | 3.00M shares | |
| 15 holders · as of Sep 9, 2026 | |||
| Strategic holders | 15.00% | 9.19M shares | |
| 2 holders · as of Jul 30, 2025 | |||
| Adds to | 127.50% | ||
61.28M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 127.50%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Yorktown Energy Partners X, L.P.Strategic10 percent owner | 11.55% | 7.08M | filed Dec 18, 2024 |
BlackRock, Inc.Institution | 8.49% | 5.20M | as of Jun 30, 2026 |
Encompass Capital Advisors LLCInstitution | 4.11% | 2.52M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.99% | 2.45M | as of Jun 30, 2026 |
J Turbines, Inc.Strategic10 percent owner | 3.45% | 2.11M | filed Jul 30, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Aj Teague | director | +7,800 | $64.23 |
| May 13, 2026 | Christopher P. Wirtz | officer: Chief Accounting Officer | −700 | $77.22 |
| May 12, 2026 | Laurie H. Argo | director | −5,200 | $72.88 |
| May 11, 2026 | Christopher M. Powell | officer: Chief Legal Officer | −36,852 | $74.63 |
| May 8, 2026 | Ray N. JR Walker | director | −56,841 | $72.11 |
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- Generac
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- Smart Sand
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Solaris Energy Infrastructure | $66.08 | +0.62% | $4.02B | 77.1 | 39.8 | 5.3 | +46.9% |
| Atlas Energy Solutions | $11.63 | −3.08% | $1.50B | — | — | 1.4 | +1.6% |
| Liberty Energy | $18.39 | +1.91% | $2.94B | 24.3 | 372.2 | 0.7 | +14.0% |
| Generac | $203.12 | −1.48% | $12.14B | 47.5 | 19.8 | 2.7 | +10.6% |
| Smart Sand | $5.04 | −0.89% | $218.4M | 19.5 | — | 0.6 | +34.1% |
| Median | 24.3 | 196.0 | 1.1 | +12.3% |