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SEI · Solaris Energy Infrastructure, Inc.

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$49.89 -2.96 (-5.60%) At close · Aug 28
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$3.86B
Shares
76.57M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$49.89 Open$52.14 Day$49.70–53.41 52W close$24.92–82.88 Avg vol 30d3.0M Short int15.0M · 19.6% float · 5.4d Short vol55% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 15, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.4 · calm Equity put/call 0.39
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −16%
      below
      Price vs 50-day avg −20%
      below
      RSI (14) 37
      neutral
      MACD trend Negative
      52-week position 43%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return −3%
      trailing
      6-month return +1%
      trailing
      YTD return +9%
      this year
      Relative strength −13%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $63 › 200d $59 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +113 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      19.57% of float · ▼ -1.2% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      432 holders — near 3-yr high, broad support
      Squeeze score 70
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +99%
      Y/Y
      EPS growth +568%
      Y/Y
      Free cash flow $-437.7M
      Buyback $15.4M
      remaining
      Balance sheet $169.3M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 78%
      annualized · 1-yr
      Max drawdown −48%
      past year
      ATR 8.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 5, 2026
      third quarter 2026
      Adjusted EBITDA Non-GAAP Raised $90M – $105M
      Apr 27, 2026 $80M – $95M changed to Aug 5, 2026 $90M – $105M
      fourth quarter 2026
      Adjusted EBITDA Non-GAAP Initiated $100M – $120M
      Prior guidance period ended · from the 8-K filed Apr 27, 2026
      Adjusted EBITDA · second quarter 2026 $83M – $93M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      3 · 3 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −16% Bearish
      Price vs 50-day avg
      −20% Bearish
      RSI (14)
      37 Neutral
      MACD trend
      Negative Bearish
      52-week position
      43% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $63 › 200d $59 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +113 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      19.57% of float · ▼ -1.2% MoM · 5.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      432 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $25 Now $50 · 43% Range high $83
      vs 200-day avg -16% vs 50-day avg -20%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Consolidated capital expenditures $491.8M Three Months Ended June 30, 2026 filing —
      Solaris Logistics Solutions Adjusted EBITDA non-GAAP $24.8M Three Months Ended June 30, 2026 filing —
      Solaris Logistics Solutions Capital Expenditures $3.3M Three Months Ended June 30, 2026 filing —
      Solaris Power Solutions Adjusted EBITDA non-GAAP $96.4M Three Months Ended June 30, 2026 filing —
      Solaris Power Solutions Capital Expenditures $488.2M Three Months Ended June 30, 2026 filing —
      Total segment Adjusted EBITDA non-GAAP $121.2M Three Months Ended June 30, 2026 filing —
      Total segment capital expenditures $491.5M Three Months Ended June 30, 2026 filing —
      GAAP → non-GAAP reconciliation
      GAAP EBITDA $81.21M
      +$11.77M Stock-based compensation expense
      +$14.83M Loss on extinguishment of debt
      +$1.63M Transaction and acquisition-related costs
      -$1.15M Other
      = Adjusted EBITDA $108.28M
      EBITDA non-GAAP 155.26M Six Months Ended June 30, 2026 —
      Total Adjusted EBITDA non-GAAP 191.86M Six Months Ended June 30, 2026 —
      fully utilized systems 104 Q1 2026 —
      pro forma generation capacity 3,100 Q1 2026 —
      Solaris Logistics Solutions fully utilized systems 93 Q4 2025 —
      Solaris Power Solutions capacity earning revenue 780 Q4 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Oil & Gas Equipment & Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      SEI
      Solaris Energy Infrastructure, Inc.
      this stock
      		$3.86B +8.5% +98.7% — 19.6%
      SLB
      Slb Limited/Nv
      		 $84.93B +49.4% +9.5% 27.9 3.7%
      BKR
      Baker Hughes Co
      		 $61.00B +37.0% -0.3% — 2.4%
      FTI
      TechnipFMC plc
      		 $29.93B +70.2% +9.4% 26.6 3.3%
      HAL
      Halliburton Co
      		 $29.57B +28.0% +22.5% — 3.7%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      432
      % held
      100.7%
      Net QoQ
      +6.1M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      353
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      15.0M
      Days to cover
      5.4d
      Change
      -181.7K sh
      View
      Short Volume
      Short vol %
      55%
      As of
      Aug 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.2K
      Value
      $94.1K
      As of
      Jul 30, 2026
      View
      Off-Exchange
      Off-exchange %
      44.5%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $15.0K–$50.0K
      Traded
      Jan 9, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $622.2M
      Net income (FY)
      $30.2M
      EPS diluted
      $1.59
      View
      Buybacks
      Authorized
      $50.0M
      Remaining
      $15.4M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 6, 2026
      This year
      18
      View
      Proposed Sales
      Value
      $149.0M
      Shares
      2.0M
      Filed
      May 8, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      SEI -6.4% -3.0% +0.9% -3.0% +8.5%
      SPY +0.5% +3.0% +13.4% +3.0% +12.8%
      vs SPY -6.8% -6.0% -12.5% -6.0% -4.3%

      Capital returns

      Latest dividend
      $0.12 / share · ex Jun 2, 2026
      Declared · upcoming
      $0.12 / share · ex Sep 15, 2026
      Raised 9.1%
      Paid (TTM)
      $0.48 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.96%
      Buyback program · as of Jun 30, 2026
      Authorized
      $50.00M
      Spent (derived)
      $34.60M
      Remaining
      $15.40M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1697500 CUSIP 83418M103 13F (30d) 353 filings 350 filers Visit website Investor relations

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