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SESEI

Solaris Energy Infrastructure, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$SEI·$3.7B·Oil & Gas Equipment & Services·Energy
$60.28-1.8%YTD+28.8%1Y+107.8%
Mentions · last 7 days
2026-07-10: 88 posts2026-07-11: 81 posts2026-07-12: 80 posts2026-07-13: 261 posts2026-07-14: 331 posts2026-07-15: 269 posts2026-07-16: 299 posts1,415+21%
Price updated 7h ago·X counts updated 1d ago
SESEI
$SEISolaris Energy Infrastructure, Inc.
$60.28-1.81%1.4k posts+21%
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.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Solaris Energy is a real oilfield-services growth story joining the S&P SmallCap 600 next month — the X noise is about a same-ticker blockchain token.

Solaris Energy Infrastructure (formerly Solaris Oilfield Infrastructure) makes and services specialized equipment for oil-and-gas producers, and has been pivoting into distributed power services with the recent GESA acquisition. The stock is up 29% year-to-date and 108% over twelve months, and it just got an index-inclusion catalyst that most micro-cap stories don't get.

  • Revenue growth is genuinely elevated: Q1 revenue grew 55.3% YoY to $196M after +87% in Q4 and +122% in Q3 — three consecutive quarters of triple-digit-to-mid-fifties growth off a real base, driven by the mix shift into higher-margin distributed power infrastructure.
  • The GESA acquisition is materially strategic: Solaris closed the acquisition of Global Energy Services Alliance on July 1 for ~$55M cash/debt-assumption plus 2.88M SEI shares — expanding the power-services portfolio and giving Solaris a durable non-oil revenue leg into behind-the-meter data center and industrial applications.
  • The S&P SmallCap 600 inclusion is a real technical tailwind: Solaris was formally announced to join the S&P SmallCap 600, which forces index-fund buying at inclusion — that mechanical bid usually cushions the tape and can extend runs meaningfully over the following months.
  • The technical shape is coiling under the announcements, not extending: SEI sits 17% below its 50-day but only 3% above its 200-day, in the middle of the 52-week range with volume 18% above normal — this is a coil setting up for the index-inclusion buy plus the August 5 print, not a broken chart.

The August 5 Q2 print plus index-inclusion mechanics land right on top of each other: revenue growth holding at or above 40% with commentary on GESA-related margin accretion is what extends the tape toward $70; a growth deceleration below 30% or a GESA-integration delay sends the stock back through $55 support.

Differs from X sentimentThe X 'SEI' chatter is largely about the SEI blockchain token — BinanceUS rewards, a 56M SEI token unlock, testnet perps infra, chain-native rotations — not about Solaris Energy Infrastructure the equity. Ignore the crypto sentiment label; the equity story is index inclusion plus real oilfield/power services growth.

What to watch: The August 5 Q2 earnings plus the index-inclusion mechanics timing. Revenue growth above 40% with GESA margin accretion extends the tape to $70; deceleration below 30% or integration delays send the stock through $55.

On the calendar: 2026-08-05 — Q2 2026 earnings

x sentiment conflated with crypto

X sentiment

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

Mixed sentiment5 posts analyzed · as of 2026-07-17

Chatter includes a BinanceUS event offering roughly $100K in SEI rewards, a hidden bullish divergence chart setup at 77 percent confidence, and testnet perps infra tied to the chain. Offsetting notes flag a 56M SEI unlock worth roughly $2.6M and one holder rotating out of SEI into SKHY. Directional views are balanced.

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

No material change from last week — Offshore deepwater rig day-rates are firming as Brent above $80 keeps operators committing to multi-year projects, reversing the 2020–22 under-investment cycle..

What this means for $SEI

Direct beneficiary — Oilfield proppant handling and last-mile logistics equipment maker expanding into mobile power solutions; the business model is a direct conduit for the offshore deepwater rig day-rate firming above $80 Brent.

Top industry ETF

$OIHVanEck Oil Services ETF
+32.5%YTD
+60.6%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
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%
Q2 2025Jul 23, 2025$0.34$0.14+142.9%
Next earningsWed, Aug 5·consensus EPS $0.31

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$837.3M$779.4M – $927.2M$1.32$1.07 – $1.476
FY27$1.2B$1.1B – $1.3B$2.66$1.71 – $2.937
FY28$1.6B$1.6B – $1.7B$5.26$3.95 – $5.966
FY29$2.3B$2.1B – $2.5B$8.62$7.61 – $9.665
FY30$2.3B$2.1B – $2.5B$8.85$7.81 – $9.913

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.1.2×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.58%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.-17.5%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.+3.3%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 today7.3% 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.β1.185-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
+ 16 other (7 awards · 5 inkinds · 2 conversions · 2 others) 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.

+ 19 other (7 13Gs · 3 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)prnewswire.com·4d agoSEI: Buy Before The S&P 600 Flows Arriveseekingalpha.com·6d agoSolaris Energy Infrastructure Set to Join S&P SmallCap 600prnewswire.com·8d agoSEI to Announce Second-Quarter 2026 Earnings on Wednesday, July 22, 2026prnewswire.com·10d agoSolaris Energy's $55M GESA Deal Expands Power Services Portfoliozacks.com·11d ago

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