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SESEI

Solaris Energy Infrastructure, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 55% YoY at strong marginsRecent insider buyingConsistent chatter on X (498/wk), no spike
$SEI·$4.1B·Oil & Gas Equipment & Services·Energy
$61.62+0.8%YTD+31.7%1Y+91.4%
Price updated 6h ago·X counts updated 3d ago
SESEI
$SEISolaris Energy Infrastructure, Inc.
$61.62+0.83%498 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SEI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

498X posts · last 7 days
Aug 30Sep 12
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SEI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-15

Sei Labs acquired Bilinear Labs to bring Rust engineering talent and analytics into the Sei Giga scaling initiative, and the network posted the lowest average gas of major chains ($0.001) with 43M+ 24h volume. Bulls stack a roadmap of $0.386 → $0.735 → $1.14 from a ~$0.05 base and frame this as a high-performance financial-infra L1. There's also a small $SEI (Solaris Energy) insider buy in the sample, but the conversation is dominated by the crypto ticker.

Read what X is saying about $SEI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SEI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-16

The move is getting stronger, with heavier trading behind it.

Oil-service turned AI-power infrastructure — a director just bought $500K, and management raised 2026 guidance.

Solaris Energy Infrastructure (formerly Solaris Oilfield) has quietly pivoted from a pure oil-service equipment name into an energy-infrastructure operator serving both traditional oilfield and — increasingly — AI-datacenter power. Revenue and insider action both point the same way.

  • Growth is real and profitable: Q1 revenue grew 55% YoY to $196M at a 26% operating margin — numbers the old Solaris Oilfield never printed, plus management raised 2026 guidance on Sept 9.
  • A director just voted with real money: AJ Teague bought $500K in the open market on Sept 8 — a rare open-market director buy against multiple director stock awards the same window, so the signal is unambiguous.
  • The Omega Foundation Services acquisition (definitive agreement Sept 1) adds ground-preparation and site-work capacity to a name selling into the AI-datacenter buildout — Louisiana-based, adjacent to existing field ops.

At 56% of the 52w range and above both MAs — accelerating — the Nov 2 Q3 print continuing the 40%+ EPS beat rhythm plus Omega integration commentary keeps the move going; a Fed hike hurting the capex cycle or an oil-service demand slip turns accelerating into cooling.

Agrees with X sentimentThe X thread is dominated by Sei Labs the crypto L1 (Bilinear Labs acquisition, $0.001 avg gas) — but the sample does note the AJ Teague $500K open-market buy, which is the actually-substantive signal on Solaris Energy the equity.

What to watch: Nov 2 Q3 print for continued 40%+ EPS beat rhythm and Omega Foundation integration commentary. A Fed hike hurting the capex cycle or an oil-service demand slip turns accelerating into cooling.

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

ai power pivotdirector open market buyacquisition integration

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

International E&P spending and offshore deepwater day rates are sustaining services pricing; Solaris Energy raised 2026 guidance and a director bought ~$500K in company shares — the clearest insider conviction signal of the week. North American land completion activity (Permian) is decelerating, keeping pure-play pressure pumpers under scrutiny while Baker Hughes advances LNG infrastructure deals.

What this means for $SEI

Direct beneficiary — raised 2026 guidance and a director purchased 7,800 shares for $501K; proppant handling logistics and mobile power infrastructure expansion make Solaris a dual Permian services and power-infrastructure beneficiary.

Top industry ETF

$OIHVanEck Oil Services ETF
+43.9%YTD
+61.4%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 $0.11

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$887.8M$790.4M – $947.2M$1.14$1.11 – $1.172
FY27$1.4B$1.2B – $1.6B$2.29$0.51 – $3.182
FY28$1.9B$1.8B – $1.9B$4.64$3.25 – $5.611
FY29$2.2B$2.1B – $2.3B$7.14$6.82 – $7.451
FY30$2.3B$2.3B – $2.4B$8.68$8.29 – $9.051

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.0.9×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.56%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.+5.0%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.+2.5%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 today5.7% 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.β1.265-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

BuySep 8Aj TeagueDirector7.8K sh$501KSellMay 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-KAcquisition completedSep 88-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Solaris Energy Infrastructure signed a definitive Agreement and Plan of Merger on September 1, 2026 to acquire Omega Foundation Services, Inc. (a Louisiana corporation doing work in the oilfield/energy construction sector) through a newly formed Delaware holding company (Omega Holdco) with Andrew W. Bennett as sole shareholder. Solaris will issue shares as part of the consideration (Item 3.02 unregistered sales). The acquisition expands Solaris's energy infrastructure service capabilities in construction and installation, complementing its existing power generation and grid infrastructure business.

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.

+ 16 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

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

SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assetsprnewswire.com·6d agoA Solaris Energy Director Buys Nearly 8,000 Company Shares Worth Over $500,000fool.com·6d agoSolaris Energy Raises 2026 Guidance, Starts 2027 With Momentumzacks.com·7d agoSolaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidancebusinesswire.com·8d agoSolaris Energy Expands Power Infrastructure With Omega Dealzacks.com·13d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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