Solaris Energy Infrastructure, Inc.(SEI)Stock Analysis
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Rank #1,078 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SEI Stock Analysis & AI Quality Score
AI 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 56.9/100 on a 32-signal composite quality model, placing it at rank #1,078 of 2,879 stocks — the top half of the AI-ranked universe. SEI scores in the top quartile across revenue growth (89.2), earnings quality (83.8), profitability (76.9). Areas of concern include free cash flow (6.7) and revenue scale (37.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Solaris Energy Infrastructure, Inc. reports quarterly revenue of $196.2M, net income of $21.4M, free cash flow of $-264.3M. Top institutional holders of SEI by reported 13-F value include LINDEN ADVISORS, BlackRock,, 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 56.9 — a declining long-term trajectory across 15 quarterly and live scoring snapshots.
Revenue
Q1 2026
$196.2M
Net Income
Q1 2026
$21.4M
Free Cash Flow
Q1 2026
$-264.3M
ROIC
Q1 2026
3.4%
D/E Ratio
Q1 2026
1.32
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+98.7% YoYNet Income
+90.8% YoYOperating Income
+156.3% YoYTotal Assets
+89.6% YoYTotal Debt
-41.9% YoYOp. Cash Flow
+252.2% YoY| Metric | FY 2025 | FY 2024 | FY 2020 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|
| Revenue | $622.2M +98.7% | $313.1M +204.0% | $103.0M +467.1% | $18.2M +27.8% | $14.2M |
| Net Income | $30.2M +90.8% | $15.8M +153.9% | $-29.3M | — | — |
| Operating Income | $135.4M +156.3% | $52.8M +188.2% | $-59.9M -2193.7% | $2.9M +335.9% | $-1.2M |
| Total Assets | $2.14B +89.6% | $1.13B +174.5% | $411.9M +433.3% | $77.2M | — |
| Total Debt | $188.0M -41.9% | $323.8M | — | — | — |
| Operating Cash Flow | $209.1M +252.2% | $59.4M +35.4% | $43.9M +870.0% | $4.5M +109.7% | $2.2M |
AI Insight: SEI Financial Trends
SEI delivered 143% revenue growth from Q2 2024 to Q1 2026 while dramatically reducing debt burden from $403M to $188M in Q4 2025 before a major debt refinancing.
• Revenue surged 143% from $74M in Q2 2024 to $196M in Q1 2026, showing consistent quarterly acceleration.
• Operating income expanded from $12M in Q2 2024 to $51M in Q1 2026, with margins improving to 26%.
• Operating cash flow strengthened significantly from $19M in Q2 2024 to $79M in Q1 2026.
• Total debt was reduced from $403M in Q2 2025 to $188M in Q4 2025 before rising to $1,035M in Q1 2026.
⚠ Net income turned negative to -$2M in Q4 2025 despite strong operating performance and growing revenue.
⚠ Total debt spiked 451% from $188M to $1,035M between Q4 2025 and Q1 2026, suggesting major financing activity.
AI Insight: SEI Ratio Trends
ROIC volatility and recent D/E spike to 1.32 in Q1 2026 overshadow otherwise strong operating margin performance above 22%.
• Operating margin strengthened from 17.5% in Q1 2025 to 25.8% in Q1 2026.
• Net profit margin swung from -0.9% in Q4 2025 to 10.9% in Q1 2026.
• ROIC declined from 21.2% in Q4 2025 to 11.1% in Q1 2026.
⚠ D/E ratio jumped from 0.33 in Q4 2025 to 1.32 in Q1 2026.
⚠ ROIC exhibits high quarterly volatility, ranging from 3.9% to 23.2% across recent periods.
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Available Research
13F Pro tracks comprehensive data for Solaris Energy Infrastructure, Inc. including:
Top Institutional Holders of SEI
LINDEN ADVISORS LP
$242.4M193,774,000 shBlackRock, Inc.
$233.0M4,122,436 shVOYA INVESTMENT MANAGEMENT LLC
$181.1M144,455,000 shBlackRock, Inc.
$151.9M121,645,000 shMILLENNIUM MANAGEMENT LLC
$129.2M2,285,544 shVANGUARD CAPITAL MANAGEMENT LLC
$115.3M2,040,451 shLINDEN ADVISORS LP
$115.3M48,669,000 shTWO SIGMA INVESTMENTS, LP
$109.7M1,941,546 shFMR LLC
$105.3M1,862,561 shEncompass Capital Advisors LLC
$98.9M1,750,000 sh
| Fund | Value | Shares |
|---|---|---|
| LINDEN ADVISORS LP | $242.4M | 193,774,000 |
| BlackRock, Inc. | $233.0M | 4,122,436 |
| VOYA INVESTMENT MANAGEMENT LLC | $181.1M | 144,455,000 |
| BlackRock, Inc. | $151.9M | 121,645,000 |
| MILLENNIUM MANAGEMENT LLC | $129.2M | 2,285,544 |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.3M | 2,040,451 |
| LINDEN ADVISORS LP | $115.3M | 48,669,000 |
| TWO SIGMA INVESTMENTS, LP | $109.7M | 1,941,546 |
| FMR LLC | $105.3M | 1,862,561 |
| Encompass Capital Advisors LLC | $98.9M | 1,750,000 |
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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.
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.