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SEI

Solaris Energy InfrastructureB
NYSE / Energy
Last Price
At close
2026-06-02
View Chart
Current thesis
Primary sources support real operating momentum: Q1 EBITDA rose sequentially, near-term guidance moved higher, and the company continues to convert data-center demand into longer-duration contracted power deployments.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -0.9.
What can break
Customer concentration is high: one data-center customer accounted for about 47% of 2025 consolidated revenue, and Power Solutions was significantly dependent on a single data-center customer [#10-K-2026-02-27].
Momentum
83
Value
38
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $70.00 · Bull $86.00 · Bear $52.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-28 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $68.20
Why
Momentum83 · Δ7d -0.9
Value38 · Δ7d +0.2
Sentiment52 · Δ7d +10.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
83
34% active weight
Current posture
7d trendImproving
Δ7d
-0.9
Δ21d
-3.4
Value
38
32% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
+0.5
Sentiment
52
33% active weight
Current posture
7d trendImproving
Δ7d
+10.9
Δ21d
+15.8
Why this grade

Composite grade B. Momentum 83.1 / Value 37.8 / Sentiment 51.7

Fundamentals (TTM)
As of 2026-06-02
Market Cap
$5.29B
Beta
1.14
Shares Out
68.46M
P/E (TTM)
57.0
P/S (TTM)
6.72
P/FCF (TTM) · Derived
-7.23
Rev YoY
+122.4%
EPS YoY
+784.5%
Gross Margin
+46.6%
Op Margin
+22.5%
Net Debt
$204.96M
Current Ratio
2.39
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology