
SEI Stock Forecast & Price Target
SEI Analyst Ratings
Bulls say
Solaris Energy Infrastructure Inc. has demonstrated strong performance and growth potential, significantly enhancing its 4Q24 adjusted EBITDA guidance by 8.7% at the midpoint, indicating robust utilization and improved cost absorption within its Power Solutions segment. The company has positioned itself to substantially increase its gas-fired turbine capacity, with expected orders adding 145 MW, leading to a total of 680 MW by early 2026, which reflects strong demand from the growing sectors of hyperscalers, AI, and data centers. Additionally, the acquisition of Mobile Energy Rentals is anticipated to further increase the fleet's capacity, contributing to the expectation that this segment will account for over 70% of Solaris's profitability in the coming years.
Bears say
The financial outlook for Solaris Energy Infrastructure Inc is challenged by potential risks within its Logistics Solutions segment, notably a slowdown in well completions and the emergence of alternative technology for frac sand storage, which could adversely affect revenue generation. Additionally, the inefficiencies stemming from the prolonged de-rate process may hinder operational efficiencies, impacting overall fuel management performance. Despite forward-looking potential due to trends like electrification and increased digital investment, the current risks and operational inefficiencies contribute to a cautious perspective on the company's future financial performance.
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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