Solaris Energy Infrastructure, Inc.
No SEC Form 4 filings for $SEI in the last 30 days.
Solaris Energy Infrastructure, Inc. (SEI) reported Q2 revenue of $219.4 million, up 46.9% year over year, and EPS of $0.39 versus $0.34 a year ago. Revenue beat the Zacks Consensus by 10.78% to $198.06 million, and EPS beat by 25.81% versus $0.31. Power Solutions revenue rose to $158.34 million; Logistics revenue fell to $61.06 million.
Solaris Energy Infrastructure (SEI) shares rose about 2.6% to around $57 after its Q2 2026 results. The company reported record Power Solutions revenue of about $219.4m and adjusted EBITDA of about $108m, with net income remaining positive. Revenue and net income increased year over year, while management cited 2.3 GW under long-term contract.
SEI announced the launch of the SEI Ang Research Enhanced U.S. Large Cap ETF (ANGU), the first in a planned suite of research-enhanced ETFs. The fund aims to track total return (before fees) of the iSTOXX Ang Research Enhanced U.S. Large Cap index, targeting reduced concentration risk via value, quality, and momentum signals. Index is developed with STOXX and Dr. Andrew Ang.
Over the past 7 days, alphai's AI scored 8 news stories mentioning SEI (Solaris Energy Infrastructure, Inc.). Coverage has skewed bullish: 6 bullish, 2 neutral, and 0 bearish.
Recent SEI coverage spans earnings, financial news and technology.
Earnings beat plus mixed segment revenue (Power up sharply, Logistics down) is likely to drive near-term sentiment and positioning.
The article frames a sentiment rebound tied to a record Power Solutions quarter, but highlights timing risk because marquee revenue starts in Jan 2027.
ANGU’s launch is a product expansion for SEI’s ETF platform, but the article provides no flows, fees, or performance data to forecast near-term earnings impact.
The earnings beat and large free-cash-flow swing suggest improving fundamentals, which can support near-term momentum and re-rate expectations.
Guidance raise plus contract scope expansion and new growth financing are likely to support near-term earnings expectations and sentiment.
alphai scores every news story that mentions SEI with an AI model for sentiment and relevance, and aggregates insider trades from Solaris Energy Infrastructure, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Solaris Energy Infrastructure, Inc. (SEI) reported Q2 revenue of $219.4 million, up 46.9% year over year, and EPS of $0.39 versus $0.34 a year ago. Revenue beat the Zacks Consensus by 10.78% to $198.06 million, and EPS beat by 25.81% versus $0.31. Power Solutions revenue rose to $158.34 million; Logistics revenue fell to $61.06 million.
4 min readSolaris Energy Infrastructure (SEI) shares rose about 2.6% to around $57 after its Q2 2026 results. The company reported record Power Solutions revenue of about $219.4m and adjusted EBITDA of about $108m, with net income remaining positive. Revenue and net income increased year over year, while management cited 2.3 GW under long-term contract.
6 min readSEI announced the launch of the SEI Ang Research Enhanced U.S. Large Cap ETF (ANGU), the first in a planned suite of research-enhanced ETFs. The fund aims to track total return (before fees) of the iSTOXX Ang Research Enhanced U.S. Large Cap index, targeting reduced concentration risk via value, quality, and momentum signals. Index is developed with STOXX and Dr. Andrew Ang.
2 min readSolaris Energy Infrastructure (NYSE:SEI) reported Q2 CY2026 results. Revenue rose 46.9% year on year to $219.4 million, beating analysts’ $204.9 million estimate. Non-GAAP EPS was $0.39 versus $0.31 expected. Adjusted EBITDA was $108.3 million, and free cash flow improved to $491.8 million from -$160.9 million a year earlier.
4 min readSolaris Energy Infrastructure, Inc. (SEI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 sei-ex99x6302026.htm EX-99.1 Document Exhibit 99.1 Solaris Energy Infrastructure Announces Second Quarter 2026 Results and Continued Expansion of Power Contract Scope and Business Capabilities, and Raises Guidance HOUSTON, Texas, August 5, 2026 — (BUSINESS WIRE) — Solar
6 min readSolaris Energy Infrastructure (NYSE: SEI) will report Q2 results Wednesday after the bell. The company previously reported $196.2M revenue, up 55.3% YoY, and beat analysts on EPS and EBITDA. For the upcoming quarter, analysts expect revenue growth of 37.2% YoY. SEI shares are down 16.8% over the past month, with an average price target of $93.70 versus $56.13.
3 min readSolaris Energy Infrastructure (SEI) shares rose about 8% as the company completed its acquisition of Global Energy Services Alliance (GESA) on July 1, adding power-generation, maintenance, and technical services. Solaris said the deal is expected to be accretive to earnings and free cash flow per share. The article also cites new bullish analyst coverage, including an Outperform rating and a $120 price target.
4 min readA roundup of Monday Wall Street analyst actions includes Jefferies upgrading Parsons to Buy, TD Cowen initiating Circle at Buy with an $82 price target, and Stifel reiterating Tesla Buy while cutting its target to $491. Other calls cover Nvidia, Applied Materials, Corning, SpaceX, Sherwin-Williams, and eBay, with multiple price targets and rating changes.
7 min readSeven & i Holdings said it has ended discussions over a potential investment in Poland’s Zabka Group. The talks involved a stake of several tens of percent and a deal size that could have reached several hundred billion yen. Seven & i cited inability to agree on terms it deemed best for shareholders. Zabka trades on the Warsaw Stock Exchange.
3 min readSintana Energy president Eytan Uliel said Uruguay’s AREA OFF-1 exploration timetable was extended by one year after Chevron split its 3D seismic into two seasons due to a fishing-season break. He expects a well decision around Sept 2027 and drilling in 2028. In Argentina, a decree opened the CAN-200 offshore block to tender, giving Sintana a right to match bids.
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