B+
Bull case
0%
Probability
Target price
$86.00
Analysis reference price unavailable
Analysis 2026-04-28 · RankAlpha Sentiment Codex
SEI
Solaris Energy InfrastructureCNYSE / Energy
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
0%
Probability
Target price
$70.00
Analysis reference price unavailable
Analysis 2026-04-28 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-04-28 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-04-28
Recent news sentiment (30D)
+37.8
Positive
Company
+2.0
Mixed
Macro
+38.0
Positive
Pulse
-
Unavailable
Weekly research (10D)
+22.0
Positive
Sentiment proxy
+70.6
Score
AI commentary
News flow is positive and elevated after the April 27, 2026 earnings release, guidance increase, and contract announcement, with primary sources supporting a constructive but not cleanly underwritten growth story. Social coverage was not provided in the packet, and the thin analyst-target set tempers confidence because the stock already trades above the available median target.
RankAlpha Sentiment Codex - 2026-04-28
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-15catalystQ1 2026 print lifted near-term EBITDA outlookMedium impact
SEI reported Q1 2026 revenue of about $196 million, adjusted EBITDA of about $84 million, and raised Q2 2026 adjusted EBITDA guidance to $83-93 million from $76-84 million while introducing Q3 2026 guidance of $80-95 million, supporting a favorable near-term earnings reset if follow-through holds after the April 27 release [#8-K-2026-04-27].
2026-12-31eventThird long-term hyperscaler-linked power contract adds visible deployment runwayHigh impact
On April 24, 2026, SEI signed a 10-year contract, extendable by 5 years, to provide over 600 MW of power capacity plus balance-of-plant to a new customer affiliated with an investment-grade global technology company, with deployments expected to begin in late 2026 and scale through 2028 [#8-K-2026-04-27].
2027-12-31catalystCapacity expansion to 3,100 MW can deepen power-segment mix shiftHigh impact
SEI said the March 2026 Genco acquisition and turbine-slot purchases add about 900 MW of new natural-gas-fueled turbine capacity between 2026 and 2029, taking total operated generation capacity to roughly 3,100 MW by end-2029, but the buildout still requires heavy staged payments and further capital-structure execution.
Recommendation
N/A
No formal recommendation provided.
As of 2026-04-28 • Updated nightlySource: Internal modelMethodology