Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Solaris Energy Infrastructure, Inc. (SEI)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
$50.55-12.30%
Close 2026-11-05 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.40 → 3.60 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SEI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA of at least $83 million in Q2 2026 | Solaris raised Q2 EBITDA guidance to $83-93 million. | Intact | Adjusted EBITDA falls below $83 million in Q2 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 2 supplied quarters. Management reported: “Our quarterly Adjusted EBITDA has more than doubled over the last year, and we expect 2027 Adjusted EBITDA to be more than double 2026, with further growth beyond that,” Bill Zartler, Chairman and Co-Chief Executive Officer, and Amanda Brock, Co-Chief Executive Officer, 1 jointly commented.” “With strong execution across the business, we are again raising both near-term and longer-term guidance.”” Revenue was $219.400 million in 2026-Q2. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, growth-oriented energy business with a strong recent financial performance and a sector tailwind. Its multi-year view is intact, though management volatility and uneven execution keep the evidence mixed.
SEI trades at a premium to peers, while the expectations gap is negative, suggesting the market’s assumptions may be demanding. The pricing signal is classified as justified, with low fragility, so the evidence does not point to a clearly overheated setup.
Near term, recent performance is strong and management has repeatedly raised Adjusted EBITDA guidance, supporting the operating case. GESA integration and power capacity expansion are progressing, but evidence is mixed, and erratic earnings results leave a meaningful risk of a miss or guidance cut.
The multi-year thesis depends on continued delivery against higher guidance, successful integration of GESA, and growth in power capacity and long-term contracts. In the near term, a guidance cut would weaken the case, while results and guidance from energy bellwethers such as SLB, BKR, and HAL will signal whether the sector tailwind persists.
Over the next 1 to 3 years, SEI’s strong operating trend supports an intact thesis, but its premium valuation and high execution risk leave little room for weak guidance or a fading sector backdrop. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Manage debt and equity issuance without hurting financial health | A supporting condition in Solaris Energy Infrastructure, Inc.'s published investment case. The stated target is Maintain stable leverage and no further large equity dilution. | Under Pressure | Additional large debt or equity raises that weaken balance sheet | Debt +$1.25B vs stable leverage target SEI issued $1.25B in 7% senior notes in Sept/Oct 2026, increasing debt load despite strong EBITDA guidance. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of about 46% in the next 12 months | A primary condition in Solaris Energy Infrastructure, Inc.'s published investment case. The stated target is >= 46.6% YoY. | Broken | Revenue growth falls below 40% in the next 12 months | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.50 → $3.60 · observed estimates
$1.25B → $1.83B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.50 | $1,245,633,480 | 8 / 9 |
| 2026-07-25 | $2.53 | $1,231,890,710 | 5 / 7 |
| 2026-07-26 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-07-27 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-07-28 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-07-29 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-07-30 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-07-31 | $2.53 | $1,231,890,710 | 6 / 7 |
| 2026-08-01 | $2.53 | $1,231,890,710 | 6 / 7 |
| 2026-08-02 | $2.33 | $1,226,256,920 | 8 / 9 |
| 2026-08-03 | $2.53 | $1,231,890,710 | 6 / 7 |
| 2026-08-04 | $2.53 | $1,231,890,710 | 6 / 7 |
| 2026-08-05 | $2.53 | $1,231,890,710 | 6 / 7 |
| 2026-08-06 | $2.33 | $1,226,701,360 | 8 / 9 |
| 2026-08-08 | $2.59 | $1,238,608,232 | 6 / 7 |
| 2026-08-09 | $2.33 | $1,226,701,360 | 8 / 9 |
| 2026-08-10 | $2.33 | $1,226,701,360 | 8 / 9 |
| 2026-08-12 | $2.11 | $1,267,821,220 | 10 / 10 |
| 2026-08-13 | $2.59 | $1,238,608,232 | 6 / 7 |
| 2026-08-14 | $2.59 | $1,238,608,232 | 6 / 7 |
| 2026-08-15 | $2.59 | $1,238,608,232 | 6 / 8 |
| 2026-08-16 | $2.59 | $1,238,608,232 | 6 / 8 |
| 2026-08-17 | $2.59 | $1,238,608,232 | 6 / 8 |
| 2026-08-18 | $2.59 | $1,238,608,232 | 6 / 8 |
| 2026-08-19 | $2.59 | $1,238,608,232 | 6 / 8 |
| 2026-08-20 | $2.01 | $1,283,307,027 | 6 / 8 |
| 2026-08-21 | $1.96 | $1,298,156,653 | 6 / 8 |
| 2026-08-22 | $1.96 | $1,298,156,653 | 6 / 8 |
| 2026-08-23 | $1.96 | $1,298,156,653 | 6 / 8 |
| 2026-08-24 | $1.96 | $1,298,156,653 | 6 / 8 |
| 2026-08-25 | $1.93 | $1,298,677,249 | 6 / 8 |
| 2026-08-26 | $1.93 | $1,298,677,249 | 6 / 8 |
| 2026-08-27 | $1.93 | $1,298,677,249 | 6 / 8 |
| 2026-08-28 | $1.93 | $1,298,677,249 | 6 / 8 |
| 2026-08-29 | $1.93 | $1,296,498,766 | 6 / 8 |
| 2026-08-30 | $1.93 | $1,296,498,766 | 6 / 8 |
| 2026-08-31 | $1.93 | $1,296,498,766 | 7 / 9 |
| 2026-09-01 | $1.93 | $1,296,498,766 | 7 / 9 |
| 2026-09-02 | $1.93 | $1,296,498,766 | 7 / 9 |
| 2026-09-03 | $1.93 | $1,296,498,766 | 7 / 9 |
| 2026-09-04 | $1.93 | $1,298,365,433 | 7 / 9 |
| 2026-09-05 | $1.93 | $1,298,365,433 | 7 / 9 |
| 2026-09-06 | $1.93 | $1,298,365,433 | 7 / 9 |
| 2026-09-07 | $1.93 | $1,298,365,433 | 7 / 9 |
| 2026-09-08 | $1.93 | $1,298,365,433 | 7 / 9 |
| 2026-09-09 | $2.08 | $1,315,045,433 | 7 / 9 |
| 2026-09-10 | $2.08 | $1,346,245,433 | 6 / 5 |
| 2026-09-11 | $2.08 | $1,346,245,433 | 6 / 5 |
| 2026-09-12 | $2.29 | $1,386,364,033 | 4 / 2 |
| 2026-09-13 | $2.29 | $1,386,364,033 | 4 / 2 |
| 2026-09-14 | $2.29 | $1,386,364,033 | 4 / 2 |
| 2026-09-15 | $2.29 | $1,386,364,033 | 4 / 2 |
| 2026-09-16 | $2.38 | $1,441,584,033 | 4 / 3 |
| 2026-09-17 | $2.59 | $1,468,510,699 | 4 / 3 |
| 2026-09-18 | $2.59 | $1,468,510,699 | 4 / 3 |
| 2026-09-19 | $2.59 | $1,468,510,699 | 4 / 3 |
| 2026-09-20 | $2.59 | $1,468,510,699 | 3 / 2 |
| 2026-09-21 | $2.59 | $1,468,510,699 | 3 / 2 |
| 2026-09-22 | $2.59 | $1,468,510,699 | 3 / 2 |
| 2026-09-23 | $2.59 | $1,468,510,699 | 3 / 2 |
| 2026-09-24 | $2.59 | $1,468,510,699 | 3 / 2 |
| 2026-09-25 | $2.89 | $1,479,210,775 | 3 / 2 |
| 2026-09-26 | $3.05 | $1,562,823,227 | 4 / 4 |
| 2026-09-27 | $3.39 | $1,636,823,227 | 5 / 5 |
| 2026-09-28 | $3.39 | $1,636,823,227 | 5 / 5 |
| 2026-09-29 | $3.39 | $1,636,823,227 | 5 / 5 |
| 2026-09-30 | $3.39 | $1,636,823,227 | 5 / 5 |
| 2026-10-01 | $3.47 | $1,667,660,974 | 5 / 5 |
| 2026-10-02 | $3.47 | $1,667,660,974 | 5 / 5 |
| 2026-10-03 | $3.40 | $1,664,761,507 | 5 / 5 |
| 2026-10-04 | $3.40 | $1,664,761,507 | 5 / 5 |
| 2026-10-05 | $3.40 | $1,664,754,841 | 5 / 5 |
| 2026-10-06 | $3.40 | $1,664,754,841 | 5 / 5 |
| 2026-10-07 | $3.40 | $1,664,754,841 | 5 / 5 |
| 2026-10-08 | $3.40 | $1,664,754,841 | 5 / 5 |
| 2026-10-09 | $3.24 | $1,664,745,507 | 5 / 5 |
| 2026-10-10 | $3.24 | $1,664,745,507 | 5 / 5 |
| 2026-10-11 | $3.32 | $1,695,145,507 | 5 / 5 |
| 2026-10-12 | $3.32 | $1,695,145,507 | 5 / 5 |
| 2026-10-13 | $3.32 | $1,695,145,507 | 5 / 5 |
| 2026-10-14 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-15 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-16 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-17 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-18 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-19 | $3.29 | $1,700,998,841 | 5 / 5 |
| 2026-10-20 | $3.29 | $1,698,932,174 | 5 / 5 |
| 2026-10-21 | $3.39 | $1,740,065,576 | 5 / 5 |
| 2026-10-22 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-23 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-24 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-25 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-26 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-27 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-28 | $3.53 | $1,760,269,525 | 5 / 6 |
| 2026-10-29 | $3.60 | $1,760,269,525 | 5 / 6 |
| 2026-10-30 | $3.60 | $1,805,145,920 | 5 / 6 |
| 2026-10-31 | $3.60 | $1,797,755,477 | 5 / 6 |
| 2026-11-01 | $3.60 | $1,797,755,477 | 5 / 7 |
| 2026-11-02 | $3.60 | $1,797,755,477 | 5 / 7 |
| 2026-11-03 | $3.60 | $1,797,748,334 | 5 / 7 |
| 2026-11-04 | $3.60 | $1,834,534,049 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
1 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.