B+
Bull case
0%
Probability
Target price
$86.00
+15.9% vs current
SEI
Solaris Energy InfrastructureBNYSE / Energy
Last Price
At close
2026-06-03
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
0%
Probability
Target price
$70.00
-5.7% vs current
B-
Bear case
0%
Probability
Target price
$52.00
-29.9% vs current
AI sentiment snapshot
Latest data as of 2026-04-28
Recent news sentiment (30D)
+27.2
Positive
Company
-
Unavailable
Macro
+27.2
Positive
Pulse
+35.0
Positive
Sentiment proxy
+39.5
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