Solaris Energy Infrastructure (SEI)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from SEI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Solaris Energy Infrastructure's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $146M | $300M | $293M | $313M | $622M |
| Net income | -$868,000 | $21M | $24M | $16M | $30M |
| Free cash flow | -$3M | -$13M | $25M | -$129M | -$438M |
| EPS (diluted) | — | — | — | — | — |
| Operating margin | -0.27% | 13.9% | 17.0% | 16.9% | 21.8% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own SEI
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Hersh Cohen ClearBridge Investments |
Added | $92M | 0.08% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $8M | 0.00% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | $635,312 | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Solaris Energy Infrastructure's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Sep 8, 2026 | Aj Teague Director |
3,900 | $64.21 | $250,419 |
| Dec 17, 2025 | Aj Teague |
2,310 | $43.13 | $99,630 |
| Dec 17, 2025 | Amanda M Brock |
3,669 | $40.89 | $150,025 |
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In the full deep dive
Questions
Are Solaris Energy Infrastructure insiders buying the stock?
3 open-market insider purchases of SEI in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Solaris Energy Infrastructure?
3 of the superinvestors Investingly tracks hold SEI in their latest 13F, including Hersh Cohen, Cliff Asness, Mario Gabelli.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.