Solaris Energy Infrastructure 2026 Forecast

Solaris Energy Infra...

NYSE:SEI

$ 50,55

$-0,54 (-1,06%)

50,55 $

$-0,54 (-1,06%)

End-of-day quote: 01/08/2026

Solaris Energy Infrastructure Stock Value

Analysts currently rate NYSE:SEI as Buy.

Buy

Solaris Energy Infrastructure Company Info

EPS Growth 5Y

-17,65%

Market Cap

$2,47 B

Long-Term Debt

$0,31 B

Short Interest

4,08%

Annual earnings

02/25/2026

Dividend

$0,48

Dividend Yield

0,94%

Founded

2014

Industry

Energy

Country

United States

ISIN Number

US83418M1036

Website

http://www.solaris-energy.com

Analyst Price Target

$65,50

29.57%

Last Update: 01/09/2026

Analysts: 10

Highest Price Target $71,00

Average Price Target $65,50

Lowest Price Target $60,00

In the last five quarters, Solaris Energy Infrastructure’s Price Target has risen from $7,40 to $45,43 - a 513,92% increase. Eight analysts predict that Solaris Energy Infrastructure’s share price will increase in the coming year, reaching $65,50. This would represent an increase of 29,57%.

Top growth stocks in the energy sector (5Y.)

What does Solaris Energy Infrastructure do?

Solaris Energy Infrastructure, Inc. (Solaris) engages in providing mobile and scalable equipment-based solutions for use in distributed power generation, as well as the management of raw materials used in the completion of oil and natural gas wells. Solaris serves multiple U.S. end markets, including energy, data centers, and other commercial and industrial sectors. Solaris delivers these offerings through its Solaris Power Solutions and Solaris Logistics Solutions business segments. Solaris P...

Solaris serves multiple U.S. end markets, including energy, data centers, and other commercial and industrial sectors. Solaris delivers these offerings through its Solaris Power Solutions and Solaris Logistics Solutions business segments.

Solaris Power Solutions, recently established following the acquisition of Mobile Energy Rentals LLC (‘MER’), provides mobile power generation solutions through equipment lease arrangements. On September 11, 2024, Solaris, through its subsidiary Solaris LLC, completed the acquisition of MER. MER operates throughout the United States, providing configurable sets of primarily natural gas-powered mobile turbines and ancillary equipment to energy, data center, and other commercial and industrial end-markets. This acquisition provides Solaris entry into the large and growing distributed power solutions market, both enhancing the company’s position as a mobile equipment and logistics solution provider to the oil and gas industry and diversifying its end market exposure.

Solaris Logistics Solutions designs and manufactures specialized equipment, which combined with field technician support, last mile and mobilization logistics services and software solutions, enables the company to provide a service offering that helps oil and natural gas operators and their suppliers drive efficiencies that reduce operational footprint and costs during the completion phase of well development. The company services most active oil and natural gas basins in the United States.

Properties

The company owns or leases various facilities, including its corporate headquarters in Houston, Texas, and the following segment-specific facilities:

Solaris Power Solutions: Repair and maintenance facility in Buffalo, Texas; and

Solaris Logistics Solutions: Repair and maintenance facility in Monahans, Texas, and a manufacturing facility in Early, Texas.

Customers and Contracts

Solaris Power Solutions. Revenue in this segment is significantly dependent on a single data center customer, which made up 96% of total segment revenue from the segment acquisition date through December 31, 2024. The company secured long-term contracts with this customer in the fourth quarter of 2024 and in the first quarter of 2025.

Solaris Logistics Solutions. The customer base within this segment primarily consists of major exploration and production (“E&P”) companies, as well as oilfield services companies. The company typically engages with its customers through Master Service Agreements (“MSAs”), which outline the key terms of the company’s arrangements. Individual work orders, which define the scope and specific service to be performed, are issued under the framework of these MSAs. For the year ended December 31, 2024, one customer accounted for 20% of total revenue in this segment. Additionally, another customer represented 13% of total revenue in this segment for the year ended December 31, 2024.

Intellectual Property

As of December 31, 2024, the company had eleven issued patents in the United States, nine corollary patents issued in Canada and three corollary patents issued in Mexico; one pending utility patent application in the United States, one in Canada, and two in Mexico. Each patent and patent application relates to its systems, services and other technologies. The company’s issued patents expire between 2032 and 2044, provided all of the maintenance fees are paid.

Environmental and Occupational Health and Safety Regulations

The company’s business operations are subject to stringent federal, tribal, state and local laws and regulations governing occupational health and safety, the discharge of materials into the environment and environmental protection. Numerous governmental entities, including the U.S. Environmental Protection Agency (‘EPA’), the U.S. Occupational Safety and Health Administration (‘OSHA’) and analogous state agencies, has the power to enforce compliance with these laws and regulations and the permits issued thereunder.

The more significant of these existing environmental and occupational health and safety laws and regulations include the following U.S. legal standards, as amended from time to time:

The Clean Air Act (‘CAA’), which restricts the emission of air pollutants from many sources and imposes various pre-construction, operational, monitoring, and reporting requirements, and that the U.S. Environmental Protection Agency (‘EPA’) has relied upon as authority for adopting climate change regulatory initiatives relating to greenhouse gas (‘GHG’) emissions;

The Federal Water Pollution Control Act, also known as the Clean Water Act (‘CWA’), which regulates discharges of pollutants from facilities to state and federal waters, including wetlands, and establishes the extent to which waterways are subject to federal jurisdiction and rulemaking as protected waters of the United States;

The Oil Pollution Act of 1990, which, among other things, subjects’ owners and operators of onshore facilities to liability for removal costs and damages arising from an oil spill in waters of the United States;

The Comprehensive Environmental Response, Compensation and Liability Act of 1980 (‘CERCLA’), which imposes liability on generators, transporters, disposers and arrangers of hazardous substances at sites where hazardous substance releases has occurred or are threatening to occur;

The Resource Conservation and Recovery Act (‘RCRA’), which governs the generation, treatment, storage, transport, and disposal of solid wastes, including hazardous wastes;

The Safe Drinking Water Act (‘SDWA’), which ensures the quality of the nation’s public drinking water through adoption of drinking water standards and controlling the injection of waste fluids into below-ground formations that may adversely affect drinking water sources;

The Occupational Safety and Health Act, which establishes workplace standards for the protection of the health and safety of employees, including the implementation of hazard communications programs designed to inform employees about hazardous substances in the workplace, potential harmful effects of these substances, and appropriate control measures;

The Endangered Species Act, which restricts activities that may affect existing or previously unidentified federally listed endangered and threatened species or their habitats by the implementation of new or existing operating restrictions or a temporary, seasonal, or permanent ban in affected areas; and

The U.S. Department of Transportation (‘DOT’) regulations, which relate to advancing the safe transportation of energy and hazardous materials and emergency response preparedness

Examples of regulatory initiatives to which the company is subject to include the following:

At the federal level, the EPA has asserted federal regulatory authority under the SDWA over certain hydraulic fracturing activities involving the use of diesel fuels and published permitting guidance for such activities. Additionally, the EPA issued a final regulation under the CWA prohibiting discharges to publicly owned treatment works of wastewater from onshore unconventional oil and gas extraction facilities.

National Ambient Air Quality Standards. The EPA is required by the CAA to set National Ambient Air Quality Standards (‘NAAQS’) for six principal pollutants that are considered harmful to public health.

The company is also subject to the requirements of the federal Occupational Safety and Health Act and comparable state statutes whose purpose is to protect the health and safety of workers. OSHA’s hazard communication standard, the EPA’s Emergency Planning and Community Right-to-Know Act and Risk Management Plan requirements, and comparable state regulations and any implementing regulations require that it organizes and/or disclose information about hazardous materials used or produced in the company’s operations and that this information be provided to employees, state and local governmental authorities and citizens.

History

The company was founded in 2014. It was incorporated in 2017. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in 2024.

Solaris Energy Infrastructure Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by industry: Renewable energies: 55% Energy infrastructure: 30% Technological services: 15% TOP 3 markets and their percentage shares: USA: 40% Europe: 30% Asia-Pacific: 20% Solaris Energy Infrastructure, Inc. generates the majority of its revenue from the renewable energy s...

At which locations are the company’s products manufactured?

Production Sites: USA, Germany, China (as of 2026) Solaris Energy Infrastructure, Inc. mainly produces its products in the USA, Germany, and China. These sites were strategically chosen to take advantage of proximity to key markets as well as the benefits of local production capacities. In the USA,...

What strategy does Solaris Energy Infrastructure pursue for future growth?

Revenue Growth: Estimated 10-12% annually (2026) Investments in Renewable Energy: $500 million USD (2025) Expansion of International Markets: Target markets Asia and Europe Solaris Energy Infrastructure, Inc. is pursuing a growth strategy that heavily focuses on expanding into international markets,...

Which raw materials are imported and from which countries?

Main raw materials: Silicon, Copper, Aluminum Main supplying countries: China, Chile, Australia Solaris Energy Infrastructure, Inc. mainly imports silicon, copper, and aluminum, which are essential for the production of solar panels and other energy infrastructure components. Silicon is predominantl...

How strong is the company’s competitive advantage?

Market Share: 22% (2025, Estimate) Technological Innovation: Leading in 3 out of 5 key technologies (2025) Customer Satisfaction: 4.7/5 (2025, Customer Survey) Solaris Energy Infrastructure, Inc. has gained a significant competitive advantage in recent years. With an estimated market share of 22% in...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: 68% (2026) Insider Purchases: $1.2 million USD (2026) Insider Sales: $3.8 million USD (2026) The institutional investor share in Solaris Energy Infrastructure, Inc. stands at 68%, indicating a strong trust from institutional investors in the company. These investors typ...

What percentage market share does Solaris Energy Infrastructure have?

Market share of Solaris Energy Infrastructure, Inc.: 12% (2026, estimated) Top competitors and their market shares: NextEra Energy, Inc. (NYSE:NEE): 18% Duke Energy Corporation (NYSE:DUK): 15% Dominion Energy, Inc. (NYSE:D): 14% Southern Company (NYSE:SO): 13% Solaris Energy Infrastructure, Inc. (N...

Is Solaris Energy Infrastructure stock currently a good investment?

Revenue Growth: 18% (2025) Profit Growth: 14% (2025) Market Share in Sector: 12% (2025) Solaris Energy Infrastructure, Inc. achieved an impressive revenue growth of 18% in 2025. This indicates strong demand for their services and products, possibly due to a successful market strategy and technologic...

Does Solaris Energy Infrastructure pay a dividend – and how reliable is the payout?

Dividend Yield: 3.2% (estimated for 2026) Dividend History: Continuous payouts over the last 5 years Solaris Energy Infrastructure, Inc. (NYSE:SEI) pays a dividend that currently translates to an estimated dividend yield of 3.2% for the year 2026. The company has consistently distributed dividends o...

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Solaris Energy Infrastructure Stock Value

Solaris Energy Infrastructure Company Info

Analyst Price Target

Top growth stocks in the energy sector (5Y.)

What does Solaris Energy Infrastructure do?

Solaris Energy Infrastructure Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal