Nama Insights

Solaris Energy Infrastructure (SEI)

Energy · Oil Gas Equipment Services · NYSE

Solaris Energy Infrastructure (SEI) is a Energy company in the Oil Gas Equipment Services industry. It has a market capitalization of $5.81B, a trailing price-to-earnings ratio of 35.4 and a free-cash-flow yield of -17.3%. Over the most recent reported fiscal year, revenue grew 98.7%. Nama's AI scorecard rates it Buy, 5.8 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 5.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +43.0% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-33.0%
How far the last close sits under the highest price of the past five years.
Market cap$5.81B
Trailing P/E35.4
Price / book4.0
Price / sales7.6
FCF yield-17.3%
Dividend yield0.8%
Gross margin35.5%
Operating margin24.2%
Net margin7.2%
Revenue growth (YoY)+98.7%
Revenue growth (3-yr annual)+24.8%
EPS growth (YoY)+146.9%
FCF/share growth (YoY)—
Beta1.3
ExchangeNYSE
SectorEnergy
IndustryOil Gas Equipment Services

SEI earnings

Next report: Feb 23, 2027 (Q4 2026, EPS estimate $0.40). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $0.45 $0.28 +60.7% —
Q2 2026 Aug 5, 2026 $0.39 $0.31 +25.8% $219.40M
Q1 2026 Apr 27, 2026 $0.44 $0.26 +69.2% $196.24M
Q4 2025 Feb 24, 2026 $0.35 $0.27 +29.6% $179.70M

SEI analyst price target

Median target $104.00 from 14 analysts, ranging $72.00 – $120.00.

Oil Gas Equipment Services peers

TickerCompanyMarket capP/E
SLB SLB $73.68B 20.1
BKR Baker Hughes $47.54B 17.7
TS Tenaris $29.71B 15.1
HAL Halliburton $26.34B 13.3
FTI TechnipFMC $24.70B 19.2
NOV NOV $6.26B 117.1
WFRD Weatherford International $6.12B 14.3
LB LandBridge $5.10B 40.4
Explore live SEI data on Nama Insights →

Recent Congressional trades

Solaris Energy Infrastructure trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $15,001 - $50,000 Feb 13, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 6, 2025

SEI FAQ

Is SEI a buy?
Nama's AI scorecard currently rates Solaris Energy Infrastructure Buy (5.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SEI's P/E ratio?
Solaris Energy Infrastructure trades at a trailing price-to-earnings ratio of 35.4.
When does SEI report earnings?
Solaris Energy Infrastructure's next scheduled report is on Feb 23, 2027. Analysts expect EPS of $0.40.
What is the SEI price target?
The median analyst price target from 14 analysts is $104.00, with a range of $72.00 – $120.00.
Is SEI Shariah compliant?
Nama's AAOIFI-style screen reads Solaris Energy Infrastructure as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does SEI pay a dividend?
Yes — Solaris Energy Infrastructure's dividend yield is 0.8%.