
SEI Stock Forecast & Price Target
SEI Analyst Ratings
Bulls say
Solaris Energy Infrastructure Inc. has demonstrated strong financial performance, with total revenue reaching $149.6 million, surpassing estimates by 20.4% and increasing 18.4% sequentially. The Power Solutions segment has been a significant contributor, achieving revenues of $75.7 million, which exceeded projections by 35.7% and represented a 53.3% sequential growth. Additionally, the adjusted EBITDA for the Power Solutions segment is expected to grow to between $48 million and $51 million, highlighting the robust capacity expansion and overall positive outlook for the company's financial health.
Bears say
The financial analysis indicates a concerning trend for Solaris Energy Infrastructure Inc, particularly within its Solaris Logistics Solutions segment, which generates the majority of the company's revenue. The annualized Logistics Solutions Adjusted EBITDA per deployed system has experienced a significant decline, dropping 14.3% year-over-year and 8.8% sequentially, suggesting deteriorating operational efficiency. Additionally, the guidance for 3Q25 of 80-85 fully utilized systems reflects a 10-15% sequential decline attributed to soft pressure pumping activity and weaker oil prices, further compounding the challenges facing the company.
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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