
SEI Stock Forecast & Price Target
SEI Analyst Ratings
Bulls say
Solaris Energy Infrastructure Inc demonstrated strong financial performance, with total revenue reaching $149.6 million, exceeding estimates by 20.4% and showing an 18.4% sequential increase. The Solaris Power Solutions segment contributed significantly to this growth, reporting revenue of $75.7 million, which surpassed projections by 35.7% and increased by 53.3% sequentially. Additionally, the segment's adjusted EBITDA is expected to grow sequentially to between $48 million and $51 million, driven by an increase in capacity from over 600 MW, highlighting the company's operational strength and growth trajectory.
Bears say
Solaris Energy Infrastructure Inc. has experienced a significant decrease in its Logistics Solutions Adjusted EBITDA per deployed system, which fell 14.3% year-over-year to $966,553, indicating declining operational efficiency. The company's guidance of 80-85 fully utilized systems for 3Q25 suggests a 10-15% sequential decline, reflecting persistent challenges in pressure pumping activity and a backdrop of weaker oil prices. Additionally, while Solaris Logistics Solutions segment revenue of $73.9 million surpassed expectations, it still declined 4.0% from the previous quarter and showed no growth compared to the same period last year, highlighting ongoing revenue stagnation.
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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