SEI — Solaris Energy Infrastructure, Inc.

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates SEI Bullish with a Setup Score of 74, net conviction 58, actionability 94. How the Setup Score works →

Total Setup Score74
Directional BiasBullish
Net Conviction58
Actionability94 (in range)

Key signals behind this score

About Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to d… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$52.89
Market Cap$5.46B
Float62.9M
Shares Outstanding65.8M
P/E (Forward)384.62
P/E (TTM)74.30
Price/Sales (TTM)7.16
vs. Analyst Target+78.5% to analyst PT
Profit Margin7.19%
Operating Margin (TTM)26.49%
Revenue (TTM)$762M
Earnings Growth (YoY)-13.50%
Dividend Rate0.5%
Analyst Target Price$94.41 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $103M -$29.3M $10.2M -$32.9M
2021 $159M -$868,000 $16.5M $26.8M
2022 $320M $21.2M $69.8M $72.2M
2023 $293M $24.3M $78.9M $86.1M
2024 $313M $15.8M $81.0M $95.9M
2025 $622M $30.2M $285M $182M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $167M $14.6M
Dec 2025 $180M -$1.7M
Mar 2026 $196M $21.4M
Jun 2026 $219M $20.5M

Ownership & Float

Insider Ownership9.1%
Institutional Ownership110.0%
Short Float24.1%
% of All Funds Holding4.89%
Number of Funds Holding430

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$60.87Near-term / short-term trend
Weekly40-Week SMA$59.87Medium-term trend
Weekly80-Week SMA$45.76Cyclical trend (business cycle)
Weekly200-Week SMA$25.38Secular trend (multi-year)
Monthly10-Month SMA$58.33Near-term monthly trend
Monthly20-Month SMA$45.04Medium-term monthly trend
Monthly40-Month SMA$28.27Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$78.00 resistance 1.31x 0 months ago
$49.00 support 1.06x 4 months ago
$39.50 support 2.14x 9 months ago
$30.40 support 2.01x 10 months ago
$21.60 support 1.63x 14 months ago

Historical Earnings Reactions (38 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.85% 0.46% 60.53% 19.29% -9.30%
1 Day 2.47% 2.33% 65.79% 37.36% -19.82%
1 Week 3.45% 1.81% 52.63% 50.18% -14.02%
2 Weeks 2.94% 1.45% 57.89% 49.70% -19.83%
1 Month 4.90% 2.03% 56.76% 94.28% -61.33%

Next earnings: October 24, 2026 (58 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan4.5%55.6%9
Feb7.9%55.6%9
Mar-7.5%44.4%9
Apr6.1%55.6%9
May0.2%44.4%9
Jun1.0%60.0%10
Jul7.1%60.0%10
Aug-0.8%33.3%9
Sep4.5%66.7%9
Oct-0.7%33.3%9
Nov6.2%44.4%9
Dec7.5%44.4%9

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.14% 52.7% 438
Tuesday 0.22% 51.0% 480
Wednesday 0.16% 48.4% 477
Thursday -0.11% 47.3% 469
Friday 0.30% 51.9% 468

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 110.0%

Insider Transactions — Smart Summary

Total insider ownership: 9.1%

Founder-led management: Bill Zartler (Co-CEO, Founder & Chairman)

12-Month Insider Activity Summary

Total Filings18
Net Value-$4.8M
Net Shares Change-6,270,198
% of Float-10.0%
C-Suite Filings7
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
Keenan W Howard JR -$149M 1 1 sell
Walker Ray N JR -$4.1M 1 1 sell
Powell Christopher M Chief Legal Officer -$2.8M 1 1 sell
TEAGUE AJ +$649,865.9 2 4 buy
Argo Laurie H -$378,976 1 1 sell
Zartler William A CHAIRMAN AND CEO +$248,300 1 1 buy
Brock Amanda M Co-Chief Executive Officer +$150,025.41 1 1 buy
Wirtz Christopher P. Chief Accounting Officer -$54,054 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-26 – 2025-09-09 4 4 -$372,800 3 C-suite
2025-12-12 – 2025-12-18 5 5 -$2.4M 2 C-suite
2026-05-04 – 2026-05-13 7 7 -$297M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-11 TEAGUE AJ +$450,651.5 Transaction at $72.98, now -27.5%
2025-12-18 TEAGUE AJ +$199,214.4 Transaction at $43.12, now +22.7%
2026-05-12 Powell Christopher M Chief Legal Officer -$2.8M Transaction at $74.63, now -29.1%
2025-12-18 Brock Amanda M Co-Chief Executive Officer +$150,025.41 Transaction at $40.89, now +29.3%
2025-09-09 Zartler William A CHAIRMAN AND CEO +$248,300 Transaction at $24.83, now +113.0%
2025-09-09 Ramachandran Kyle S. PRESIDENT AND CFO +$50,000 Transaction at $25.00, now +111.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Solaris Energy Infrastructure, Inc. (SEI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for SEI on Trend Edge →