SEI Stock Forecast & Price Target

Solaris Energy Infrastructure Inc. reported total revenue of $149.6 million, which surpassed estimates by 20.4% and increased 18.4% sequentially, indicating strong financial performance. The Power Solutions segment notably contributed to this positive outlook, with revenues reaching $75.7 million, exceeding projections by 35.7% and showing a sequential growth of 53.3%. Furthermore, the segment's adjusted EBITDA is anticipated to grow sequentially to between $48 million and $51 million, reflecting an increase in operational capacity beyond initial expectations.

Solaris Energy Infrastructure Inc. has experienced a decline in its financial performance, particularly in the Logistics Solutions segment, where the annualized Adjusted EBITDA per deployed system fell by 8.8% sequentially and 14.3% year-over-year. Projections indicate a potential drop in fully utilized systems to 80-85 in the third quarter of 2025, representing a 10-15% sequential decline attributed to ongoing soft pressure pumping activity and declining oil prices. Additionally, while segment revenue of $73.9 million surpassed expectations, it still marked a 4.0% reduction from the previous quarter, highlighting stagnation in year-over-year performance.