Solaris Energy Infrastructure, Inc.(SEI)Stock Analysis
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Rank #1,176 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SEI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Solaris Energy Infrastructure, Inc. (SEI), a Energy sector company. 13F Pro's AI-powered ranking engine scores SEI at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,176 of 2,961 stocks — the top half of the AI-ranked universe. SEI scores in the top quartile across revenue growth (95.0), earnings quality (89.7). Areas of concern include free cash flow (6.6) and institutional flow (9.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Solaris Energy Infrastructure, Inc. reports quarterly revenue of $219.4M, net income of $20.5M, free cash flow of $-305.4M. Top institutional holders of SEI by reported 13-F value include BlackRock, LINDEN ADVISORS, VOYA INVESTMENT MANAGEMENT, based on the most recent SEC filings. SEI trades on the NYSE exchange and files with the SEC under CIK 1697500. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Solaris Energy Infrastructure, Inc. directly from SEC EDGAR. Solaris Energy Infrastructure, Inc.'s 13F Pro composite quality score has ranged between 35 and 60 since 2024, currently 56.4 — a declining long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q2 2026
$219.4M
Net Income
Q2 2026
$20.5M
Free Cash Flow
Q2 2026
$-305.4M
ROIC
Q2 2026
9.0%
D/E Ratio
Q2 2026
1.80
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+98.7% YoYNet Income
+90.8% YoYOperating Income
+156.3% YoYTotal Assets
+90.9% YoYTotal Debt
-41.9% YoYOp. Cash Flow
+252.2% YoYFree Cash Flow
-239.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $622.2M +98.7% | $313.1M +6.9% | $292.9M -8.5% | $320.0M +101.0% | $159.2M +54.6% | $103.0M |
| Net Income | $30.2M +90.8% | $15.8M -35.0% | $24.3M +15.0% | $21.2M +2537.6% | $-868.0K +97.0% | $-29.3M |
| Operating Income | $135.4M +156.3% | $52.8M +5.8% | $49.9M +19.4% | $41.8M +10902.1% | $-387.0K +99.4% | $-59.9M |
| Total Assets | $2.14B +90.9% | $1.12B +139.8% | $468.3M +1.2% | $462.6M +13.9% | $406.2M -1.4% | $411.9M |
| Total Debt | $188.0M -41.9% | $323.8M +979.4% | $30.0M | — | — | — |
| Operating Cash Flow | $209.1M +252.2% | $59.4M -33.6% | $89.4M +31.4% | $68.0M +312.8% | $16.5M -62.4% | $43.9M |
| Free Cash Flow | $-437.7M -239.1% | $-129.1M -616.9% | $25.0M +286.1% | $-13.4M -323.9% | $-3.2M -108.1% | $39.2M |
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Top Institutional Holders of SEI
BlackRock, Inc.
$418.7M5,204,415 shLINDEN ADVISORS LP
$367.4M225,826,000 shVOYA INVESTMENT MANAGEMENT LLC
$230.2M141,305,000 shEncompass Capital Advisors LLC
$202.7M2,519,604 shVANGUARD CAPITAL MANAGEMENT LLC
$196.9M2,447,630 shLINDEN ADVISORS LP
$194.3M60,669,000 shBlackRock, Inc.
$187.5M115,320,000 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$171.8M2,135,700 shMORGAN STANLEY
$162.9M2,024,283 shTWO SIGMA INVESTMENTS, LP
$159.3M1,979,861 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $418.7M | 5,204,415 |
| LINDEN ADVISORS LP | $367.4M | 225,826,000 |
| VOYA INVESTMENT MANAGEMENT LLC | $230.2M | 141,305,000 |
| Encompass Capital Advisors LLC | $202.7M | 2,519,604 |
| VANGUARD CAPITAL MANAGEMENT LLC | $196.9M | 2,447,630 |
| LINDEN ADVISORS LP | $194.3M | 60,669,000 |
| BlackRock, Inc. | $187.5M | 115,320,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $171.8M | 2,135,700 |
| MORGAN STANLEY | $162.9M | 2,024,283 |
| TWO SIGMA INVESTMENTS, LP | $159.3M | 1,979,861 |
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Popular Research
Is SEI a good stock to buy?
13F Pro's AI-powered analysis of Solaris Energy Infrastructure, Inc. (SEI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SEI are available on the SEI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SEI is classified as a mid company.
Which hedge funds own SEI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SEI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Solaris Energy Infrastructure, Inc.'s investment landscape.