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SESEI

Solaris Energy Infrastructure, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$SEI·$4.7B·Oil & Gas Equipment & Services·Energy
$62.74-3.7%YTD+46.0%1Y+15.8%
Price updated 7h ago·X counts updated 5d ago
SESEI
$SEISolaris Energy Infrastructure, Inc.
$62.74-3.71%840 posts1×
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.

840X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
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, louder than 60% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data23 posts analyzed · as of 2026-10-02

X leans bullish into two catalysts — Dinari is bringing 700+ tokenized stocks live on Sei, and a Staked SEI ETF filing plus the upcoming Giga upgrade (Ares execution + Eidos storage, 200K TPS target) is building the setup narrative. Holders frame $SEI as compressed near the lows with a 30% move pending. One honest sober voice reminds the room SEI still trades well below prior-cycle highs with multiple resistance zones above.

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 numbersWinding up for a moveAI verdict · as of 2026-10-02

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

Solaris is a profitable mobile-power shop pivoting into AI-data-center power — Nov 2 earnings is the mix-shift read.

Solaris Energy Infrastructure makes mobile power modules and treating equipment — originally for oilfield services, now increasingly for data centers that need fast-deploy power. The stock has repriced on that pivot.

  • The crossover is working: Q1 revenue +55% YoY at a 24% operating margin — a profitable energy-services shop pivoting into AI-datacenter power is a rare combination, and the P&L shows it already.
  • The valuation prices in that pivot continuing: 78x PE and 7.2x sales for an energy-adjacent name is only reasonable if the datacenter mix keeps compounding and operating margin keeps expanding past 25%.
  • Volume multiplier at 0.62 into Nov 2 earnings tells you the market is light on positioning — the setup is coiled rather than crowded, which cuts both ways on the print.

Nov 2 Q3 is the gate — a datacenter-revenue mix update plus a backlog number anchored to AI-infra customers extends the move. A primarily oilfield-driven quarter without mix shift and the multiple is hard to justify from here.

What to watch: Nov 2 Q3 — datacenter revenue mix, backlog growth with AI-infra customers, and operating-margin trajectory. A primarily oilfield quarter without mix shift stalls the setup.

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

cashtag collision

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

No material change from last week — International E&P spending and offshore deepwater day rates sustain services pricing.

What this means for $SEI

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

Top industry ETF

$OIHVanEck Oil Services ETF
+36.6%YTD
+53.1%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 earningsWed, Nov 4·consensus EPS $0.29

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$936.1M$900.6M – $971.7M$1.38$1.08 – $1.674
FY27$1.6B$1.4B – $1.8B$3.05$0.48 – $6.054
FY28$2.1B$1.6B – $2.5B$5.45$2.90 – $8.065
FY29$2.2B$1.8B – $2.6B$7.29$5.43 – $9.062
FY30$2.3B$1.9B – $2.8B$8.98$6.69 – $11.162

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.1.4×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.51%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.-1.9%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.-0.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.4% 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.β1.285-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-KMaterial agreementOct 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Solaris Energy Infrastructure's subsidiary issued $1.25 billion in 7.000% Senior Notes due April 1, 2032 in a Rule 144A/Reg S private placement on October 1, 2026, generating approximately $1,227.2 million in net proceeds after fees. The notes are senior unsecured and guaranteed by the parent and subsidiary guarantors, ranking ahead of Solaris's existing convertible notes in terms of subsidiary guarantees. Proceeds will be used for general corporate purposes and growth capital expenditures. A material debt raise at 7.0% supporting infrastructure growth; the size and non-dilutive structure reflect Solaris's active build-out program.

8-KMaterial agreementSep 238-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Solaris Energy Infrastructure's subsidiary priced a $1.25 billion offering of 7.000% Senior Notes due 2032 on September 22, 2026 (upsized from $1.0B), in a Rule 144A/Reg S private placement with MUFG as representative; net proceeds are approximately $1,227.2 million, expected to close October 1, 2026. Proceeds are earmarked for general corporate purposes and growth capital expenditures. This is a significant debt financing event for the energy infrastructure company, locking in 7% fixed-rate capital for six years.

8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Solaris Energy Infrastructure announced on September 22, 2026 its intent to offer $1.0 billion of Senior Notes due 2032 (the original pre-upsize announcement), furnishing preliminary offering memorandum materials via Reg FD. This is the pre-pricing disclosure; the company subsequently upsized to $1.25 billion as filed in a later 8-K. This filing represents the initial market announcement of the debt offering.

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.

+ 12 other (5 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.

Solaris Rides the AI Boom as Risks Mountmarketbeat.com·2d agoSEI Appoints Kristie Edling-Day as Chief Information Officerprnewswire.com·2d agoShould You Buy Solaris Energy Infrastructure, Inc. (SEI) After Golden Cross?zacks.com·4d agoSolaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Callbusinesswire.com·5d ago11 Stocks Most Likely to See a Short Squeeze Rallyschaeffersresearch.com·5d 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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