Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a cyclical company: P/E comparison and Graham number.
ACCE opinionSolaris Energy Infrastructure Inc. Class A Common Stock (SEI)
Fair value (4 models)
Not available
ACCE price target
$65.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Price used: $58.74 at the close on 23 Oct 2026, 22:00 CEST.
Models: Graham number and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
49
out of 100
Analysts
100% buy
14 covering
P/E
86.2x
forward 384.6x
1-year return
+23.1%
Dividend yield
0.69%
Solaris Energy Infrastructure Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Solaris Energy Infrastructure rents mobile, gas-fired power generation units and the associated equipment to oilfield operators and data-center developers, with its turbine and engine fleet deployed on multi-year contracts rather than sold outright. The structural argument is that onsite power for industrial loads is scarce, and Solaris has the fleet and field logistics to deploy it quickly, which supports the 49.9% gross margin. Revenue grew 46.9% over the trailing period, and the 26.5% operating margin shows that growth is not coming at the cost of profitability. The real debate is valuation: at 81.5 times trailing earnings and 384.6 times forward earnings, the market is pricing in a steep earnings ramp that has not yet appeared in reported numbers, and an 8.1% return on equity shows how much of the story still depends on future capital deployment. The name is worth a deeper look to test whether contracted utilization and the power-demand backlog justify that gap, and it is not in any major index, which may matter for how it trades.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Free cash flow deeply negative
Free cash flow is -$437.7M against a $6.3B market cap, so the growth is being funded by external capital. Debt/Equity sits at 1.91.
high
Earnings falling while revenue grows
Revenue is up 46.9% year over year, but earnings are down 13.5%, so growth is not converting to profit. Forward P/E of 384.6 leaves little margin for error.
high
Heavy short interest
Short interest is 25.9% of shares, a large bet against the stock. Insider sales of $0.43M against buys of $0.50M are roughly balanced, offering little reassurance.
moderate
Score down sharply in 90 days
The ACCE score fell from 69 to 48 over 90 days, with Value at 13 and Quality at 61.
AI research notes
AI-assisted·How I use AIWritten Oct 20, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 46.9% year over year, and the five-year average growth rate is 43.3% per year.
Analysts rating the stock Buy or Strong Buy number 14 of 14, and their mean price target sits 56.7% above the current price.
The latest quarter beat expectations, with earnings per share of 0.39 against 0.31 expected, a 25.8% surprise.
Why it could disappoint
Free cash flow over the last twelve months was negative at -$438M, so the business is consuming cash rather than producing it.
The forward P/E of 384.6x compares with a sector median of 16.2x, so the price already assumes a very large earnings ramp.
Diluted share count rose 69.4% last fiscal year, meaning each existing share now owns a much smaller slice of the company.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where SEI's valuation models land
Price
$58.74
Model fair valueConfidence: low
about $5.38
Model
Fair value
Upside
Graham number
P/E comparison
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Quality
INVESTOR
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