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SESEI

Solaris Energy Infrastructure, Inc.

$SEI·$3.6B·Oil & Gas Equipment & Services·Energy
$50.77+1.8%YTD+23.8%1Y+70.0%
Mentions · last 7 days
2026-08-22: 64 posts2026-08-23: 62 posts489-2%
Price updated 8h ago·X counts updated 8d ago
SESEI
$SEISolaris Energy Infrastructure, Inc.
$50.77+1.76%489 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SEI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-08-31

Falling on heavy selling — points lower unless it turns around.

An oilfield-infrastructure name pivoting into power solutions — 122% Q3 revenue growth, a fresh GESA deal, and a tape that just broke 20% below the 50-day.

Solaris Energy Infrastructure (formerly Solaris Oilfield Infrastructure) makes mobile equipment and, increasingly, mobile power-generation systems for oil & gas and industrial customers. The Sept 2024 rebrand and the July 2026 GESA acquisition tilt the mix toward the power side — a genuine narrative shift the tape has just stopped rewarding.

  • The revenue cadence is unmistakable: Q1 revenue grew 55% year-over-year to $196M, Q2 accelerated to 87%, Q3 to 122%, and the last four EPS prints beat consensus by 4-46% — the operational inflection is real and it's compounding quarter over quarter.
  • The GESA acquisition reshapes the mix: closed July 1 for roughly $55M cash/debt assumption plus 2.88M shares, GESA adds mobile power-generation capacity aimed at both the SpaceX-adjacent data-center supplier narrative and the traditional wellsite market — a legitimate power-solutions extension that supports the FY27 revenue estimate of $1.2B.
  • The financing overhang is what the tape is pricing: debt-to-equity at 2.07 is high for an equipment-services name and negative free-cash-flow yield (-11.7%) means expansion cash needs keep growing — even with real growth, the equity depends on refinancing terms holding.
  • Insider tape is neutral: seven director A-Award grants (routine board comp) and no meaningful officer buys or sells — a quiet stop-selling signal, but not one that offsets the tape being 20% below the 50-day moving average.

The path if it works is a Nov 2 Q3 print that confirms the beat cadence, plus meaningful GESA revenue integration disclosed alongside — the market accepts the power-solutions narrative and the tape recovers toward the 200-day. What confirms the breakdown is another quarter of growing debt-to-equity without a de-leveraging catalyst; that's when the current pullback extends and the FY28 $1.66B revenue trajectory looks generous.

What to watch: The Nov 2 Q3 print — beat cadence confirmed with GESA revenue integration disclosed extends the story; another quarter of growing debt-to-equity without a de-leveraging catalyst is what confirms the breakdown.

On the calendar: 2026-11-02 — Q3 2026 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment48 posts analyzed · as of 2026-08-30

The corpus is dominated by SEI Network, a layer-1 crypto blockchain, with holders touting the Giga whitepaper, Eidos and Ares moving toward higher TPS, and a Mastercard partnership framework, while a single post from Sintana Energy references filed interim financials. No meaningful discussion of the SEI Investments equity appears in the sample, so no equity-level sentiment can be drawn from the chatter.

Read the AI verdict + X sentiment for $SEI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Oilfield proppant handling and last-mile logistics equipment maker expanding into mobile power solutions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $SEI.

Oil & Gas Equipment & Services · Energy

Offshore rig demand and international E&P spending underpin services pricing; deepwater day rates are the leading indicator of cycle durability. North American land activity is softer, so international mix matters for top-line growth.

What this means for $SEI

Partial — upstream oil & gas exposure ties to commodity price cycle; Headquartered in Houston, Texas, and established in 2014, So.

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+68.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
78.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.39$0.38+4.0%
Q1 2026Apr 27, 2026$0.44$0.31+39.8%
Q4 2025Feb 24, 2026$0.35$0.24+45.8%
Q3 2025Nov 3, 2025$0.32$0.24+33.3%
Next earningsMon, Nov 2·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$196.2M+55.3%37.1%25.8%$0.40$-264.3M
Q4 FY25$179.7M+86.6%30.7%22.2%$-0.04$-158.6M
Q3 FY25$166.8M+122.4%33.4%22.7%$0.32$462K
Q2 FY25$149.3M+102.1%34.6%24.8%$0.30$-160.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$831.2M$773.7M – $920.5M$1.26$1.01 – $1.396
FY27$1.2B$1.0B – $1.3B$2.53$1.62 – $2.787
FY28$1.7B$1.6B – $1.7B$5.01$3.77 – $5.686
FY29$2.3B$2.1B – $2.5B$8.50$7.50 – $9.525
FY30$2.3B$2.1B – $2.6B$8.68$7.66 – $9.733

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 13Christopher P. WirtzChief Accounting Officer700 sh$54KSellMay 12Laurie H ArgoDirector5.2K sh$379KSellMay 11Christopher M PowellChief Legal Officer36.9K sh$2.8MBuyMay 8Aj TeagueDirector6.2K sh$451KSellMay 8Ray N WalkerDirector56.8K sh$4.1MSellMay 6Keenan W Howard JrDirector2.0M sh$149.0MSellApr 30Ktr Management Company, Llc10% owner2.0M sh$141.5M
+ 12 other (7 awards · 2 conversions · 2 others · 1 inkind) in window

See when $SEI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KUnregistered equity saleJul 68-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Solaris Energy Infrastructure completed the acquisition of Global Energy Services Alliance, Inc. (GESA) on July 1, 2026 via merger, for consideration consisting of approximately $55 million in cash/debt assumption and 2,880,682 shares of Solaris Class A common stock (issued in an unregistered 4(a)(2) private placement). GESA is now an indirect wholly owned subsidiary of Solaris. The acquisition is accretive to Solaris's energy services platform but the 2.88M new shares represent dilution to existing shareholders.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

Solaris Energy Infrastructure, Inc. held its Annual Meeting of Stockholders on May 15, 2026 and voted on three proposals as described in the April 1, 2026 proxy statement. Final vote results for each proposal are disclosed. Routine annual meeting governance filing for the energy infrastructure company.

8-KAgreement terminatedMay 128-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

Solaris Energy Infrastructure, LLC (a subsidiary of Solaris Energy Infrastructure, Inc.) issued $1.3 billion aggregate principal of 6.375% Senior Notes due 2031 in a Rule 144A/Regulation S private placement on May 12, 2026. The notes were issued pursuant to an indenture and were sold to qualified institutional buyers; proceeds were used for refinancing or general corporate purposes. This $1.3 billion bond issuance is material for Solaris Energy, providing long-term fixed-rate financing to support its energy infrastructure buildout — the 6.375% coupon reflects investment-grade-adjacent risk pricing for a growth-oriented energy infrastructure company.

8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Solaris Energy Infrastructure (SEI) entered into a purchase agreement with Goldman Sachs & Co. LLC to sell $1.3 billion aggregate principal amount of 6.375% Senior Notes due 2031 (May 8, 2026). The notes will be sold in a private placement under Rule 144A / Regulation S. This is a major debt financing transaction for the modular power infrastructure company, which deploys gas-turbine power systems to data centers and industrial customers.

8-KPress release / Reg FDMay 58-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Solaris Energy Infrastructure (SEI) announced on May 5, 2026, its intention to offer $1.3 billion in senior notes in a private placement, subject to market conditions. This is the pre-pricing announcement filed under Items 7.01 (Regulation FD) and 8.01 (Other Events). The offering is intended to fund Solaris' capital-intensive modular power deployment business serving data center and industrial customers.

8-K/AAcquisition completed (amended)May 18-K/A — Item 2.01: Acquisition completed
AI summary

Solaris Energy Infrastructure (SEI) filed an 8-K/A to amend a prior current report, clarifying that a previously disclosed transaction did NOT constitute a purchase of a 'significant amount of assets' under SEC Item 2.01, and accordingly withdrawing that item from the original 8-K. This is a corrective filing that reduces the significance classification of a prior deal. The underlying transaction details remain unchanged.

S-3ASRAuto-shelf registrationApr 13S-3ASR
AI summary

Solaris Energy Infrastructure (SEI) filed an S-3ASR (automatic shelf registration) to register 4,182,772 Class A shares for resale by selling stockholders, not for primary issuance by the company. Resale shelf registrations allow existing holders to sell registered shares without a company offering. Solaris receives no proceeds from these secondary sales; the registration provides liquidity for early investors or insiders.

8-KMaterial agreementApr 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Solaris Energy Infrastructure (SEI) entered into Amendment No. 1 to its senior secured term loan on April 8, 2026, with Goldman Sachs Bank USA as administrative agent. The amendment provides additional loan commitments to the existing facility. Items 1.01 and 2.03 cover the material agreement and the incurrence of additional direct financial obligations. This is an incremental debt add-on to fund Solaris' growing power infrastructure buildout.

+ 15 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SEI Investments: Alternatives Drive Platform Growthseekingalpha.com·4d agoETF Prime: Crypto ETF State of the Union & SEI's ETF Expansionetftrends.com·5d agoIs SEI Worth Buying as Growth Accelerates but Valuation Stays High?zacks.com·6d agoWhy We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom247wallst.com·17d agoSolaris Energy Q2 Earnings Beat Estimates on Power Solutions Growthzacks.com·19d ago

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