
SEI Stock Forecast & Price Target
SEI Analyst Ratings
Bulls say
Solaris Energy Infrastructure Inc. reported a total revenue of $149.6 million, outperforming the initial projection of $124.2 million by 20.4% and reflecting an 18.4% sequential increase. The Power Solutions segment demonstrated substantial growth, achieving $75.7 million in revenue, which was 35.7% higher than anticipated and represented a sequential increase of 53.3%. Additionally, the segment's adjusted EBITDA is projected to rise to between $48 million and $51 million, up from the previous estimate, driven by a capacity increase of over 600 MW.
Bears say
Solaris Energy Infrastructure Inc. reports a concerning decline in its annualized Logistics Solutions Adjusted EBITDA per deployed system, which fell to $966,553, reflecting a decrease of 8.8% sequentially and 14.3% year-over-year. The company is projecting a reduction in fully utilized systems, estimating between 80 to 85 for the third quarter of 2025, indicating a potential 10-15% sequential decline due to ongoing pressure from soft activity in the pressure pumping sector and lower oil prices. Additionally, while segment revenue from Solaris Logistics Solutions of $73.9 million surpassed forecasts, it still marked a 4.0% decrease from the previous quarter and insufficient growth year-over-year, contributing to an overall negative outlook for the stock.
This aggregate rating is based on analysts' research of Solaris Energy Infrastructure Inc and is not a guaranteed prediction by Public.com or investment advice.
SEI Analyst Forecast & Price Prediction
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