Wall Street analyst estimates for Solaris Energy Infrastructure, Inc. (SEI): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers.
Consensus price target
$100.44 (+54 % vs price $65.33)
between $72.00 and $120.00 · 10 targets published in the last quarter
Closing price, Oct 29
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $989M | $937M – $1.0B | $1.58 | 5 |
| 2027E | $1.8B | $1.5B – $2.0B | $3.53 | 5 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 9 |
| Hold | 0 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 9 |
| Avg rating (−2 sell to +2 buy) | 1.00 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $0.29 | ||
| 2026-08-05 | $0.39 | $0.38 | +4.0% |
| 2026-04-27 | $0.44 | $0.31 | +39.8% |
| 2026-02-24 | $0.35 | $0.24 | +45.8% |
| 2025-11-03 | $0.32 | $0.24 | +33.3% |
| 2025-07-23 | $0.34 | $0.14 | +142.9% |
| 2025-04-28 | $0.20 | $0.12 | +66.7% |
| 2025-02-21 | $0.19 | $0.11 | +72.7% |
Valuation Ratios
| P/E Ratio | 76.70 |
| Price / Book | 4.54 |
| EV / EBITDA | 25.10 |
| Dividend Yield | 0.69% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.2M | $67.4M | $197.2M | $241.7M | $103.0M | $159.2M | $320.0M | $292.9M | $313.1M | $622.2M |
| Cost of Revenue | $10.1M | $23.5M | $79.3M | $114.6M | $92.8M | $142.7M | $250.2M | $214.0M | $232.1M | $336.8M |
| Gross Profit | $8.0M | $43.9M | $117.9M | $127.1M | $10.2M | $16.5M | $69.8M | $78.9M | $81.0M | $285.4M |
| Research & Development | 0 | $210,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $5.2M | $14.3M | $16.8M | $18.6M | $16.5M | $19.3M | $23.1M | $27.0M | $35.6M | $61.7M |
| Operating Expenses | $5.2M | $18.4M | $18.6M | $19.2M | $70.1M | $16.9M | $28.0M | $29.0M | $28.1M | $150.0M |
| Operating Income | $2.9M | $25.5M | $99.3M | $107.9M | -$59.9M | -$387,000 | $41.8M | $49.9M | $52.8M | $135.4M |
| EBITDA | $6.7M | $32.6M | $117.7M | $134.9M | -$32.9M | $26.8M | $72.2M | $86.1M | $95.9M | $185.0M |
| Interest Expense | $23,000 | $97,000 | $374,000 | $634,000 | $162,000 | $247,000 | $489,000 | $3.3M | $11.8M | $27.6M |
| Pre-tax Income | $2.8M | $48.4M | $98.9M | $107.3M | -$60.1M | -$634,000 | $41.3M | $46.6M | $36.9M | $73.1M |
| Income Tax | $43,000 | $33.7M | $13.0M | $16.9M | -$9.0M | $626,000 | $7.8M | $7.8M | $8.0M | $14.7M |
| Net Income | 0 | -$4.2M | $42.4M | $52.0M | -$29.3M | -$868,000 | $21.2M | $24.3M | $15.8M | $30.2M |
| EPS | $0.00 | $-0.34 | $1.60 | $1.69 | $-1.01 | $-0.04 | $0.65 | $0.78 | $0.51 | $0.69 |
| EPS (Diluted) | $0.00 | $-0.34 | $1.60 | $1.69 | $-1.03 | $-0.04 | $0.65 | $0.78 | $0.51 | $0.66 |
| Shares Outstanding (Diluted) | 10.1 M | 12.1 M | 25.8 M | 30.2 M | 28.9 M | 30.8 M | 31.5 M | 29.7 M | 29.2 M | 49.5 M |
Price
| Price | $65.33 (closing price, October 29, 2026) |
| Market Cap | $4.3B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Energy · Oil & Gas Equipment & Services
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