SEI Stock Forecast & Price Target

Solaris Energy Infr is well positioned for durable, multi-year growth because its contracted behind-the-meter power platform is expanding rapidly to meet AI-driven data center demand, with over 2 GW under long-term contracts and about 0.9 GW of open capacity still available. Its outlook is further strengthened by the $1.25 billion debt deal, which supports additional equipment deployment, while recent acquisitions and expanded scope across power services and logistics are increasing earnings visibility and turning Services into a meaningful second engine. Recent execution also supports the case, with 1Q26 revenue of $196.2 million and adjusted EBITDA of $83.6 million, alongside raised 2Q26 guidance of $83-93 million and expectations for 3.3 GW operational by year-end 2029.

Solaris Energy Infr is viewed negatively because its growth thesis depends on aggressive assumptions around 3.1 GW to 3.3 GW of power generation assets and valuation support from future 2029 run-rate EBITDA, while near-term execution remains exposed to turbine delivery delays, a near-single-supplier base, and heavy grid investment. The Logistics Solutions business has also shown softness, with segment revenue of $67.7 million falling 11.1% sequentially and 12.0% year over year, while the company’s 3Q26 adjusted EBITDA guidance of $80 million to $95 million sits below consensus at the midpoint. Rising capital expenditures, including $515 million in 3Q26, $490 million in 4Q26, and $995 million in 2027, increase financing and execution risk just as weaker oil prices, slower well completions, or softer AI/data-center spending could pressure returns.