SEI Stock Forecast & Price Target

Solaris Energy Infrastructure Inc. has demonstrated strong financial performance, particularly within its Power Solutions segment, which achieved revenue of $75.7 million—35.7% above projections and reflecting a sequential growth of 53.3%. Total revenue for the company reached $149.6 million, surpassing estimates by 20.4% and marking an 18.4% increase sequentially. Additionally, the adjusted EBITDA for the Power Solutions segment is anticipated to grow to between $48 million and $51 million, driven by increased operational capacity, further bolstering the company's positive financial outlook.

Solaris Energy Infrastructure Inc. has encountered significant challenges, as evidenced by a decrease in Annualized Logistics Solutions Adjusted EBITDA per deployed system, which declined 8.8% sequentially and 14.3% year-over-year, indicating weakening operational efficiency. The company has projected a decline in fully utilized systems for 3Q25, anticipating only 80-85 systems, which equates to a 10-15% sequential drop due to ongoing pressure from lower oil prices and soft activity in pressure pumping operations. Furthermore, while segment revenue for Solaris Logistics Solutions surpassed expectations at $73.9 million, it still represents a 4.0% decrease from the previous quarter and lack of growth compared to the same period last year, highlighting underlying revenue pressures.