SEI

SEI raises its earnings outlook after a record Q3, backed by $16 billion in contracted revenues and expanding long-term power deals.

Solaris Energy Infrastructure, Inc. ( SEI ) Q3 2026 Earnings Call November 5, 2026 9:00 AM EST Company Participants Yvonne Fletcher - Senior Vice President of Finance & Investor Relations William Zartler - Co-CEO, Founder & Chairman Amanda Brock - Co-CEO & Director Kyle Ramachandran - President & Head of Power Solutions Stephan Tompsett - CFO & Principal Financial Officer Conference Call Participants Alexandre Zimmermann - Morgan Stanley, Research Division John Anderson - Barclays Bank PLC, Research Division Michael Sullivan - Wolfe Research, LLC Derrick Whitfield - Texas Capital Securities, Research Division Robert Brooks - Northland Capital Markets, Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Derek Podhaizer - Piper Sandler & Co., Research Division Scott Gruber - Citigroup Inc., Research Division Michael Dudas - Vertical Research Partners, LLC Presentation Operator Good morning, and welcome to the Solaris Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

HOUSTON--(BUSINESS WIRE)--Solaris reports Q3 2026 adjusted EBITDA of $136 million and adjusted pro forma EPS of $0.45 per fully diluted share.

Rising data center power demand, a strategic acquisition and stronger oilfield equipment activity could fuel an earnings beat for SEI.

Solaris Energy Infrastructure, Inc. (SEI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Today, the company is building private power plants for data centers, and Wall Street is treating it like an AI infrastructure play. The stock has climbed sharply this year, and earnings guidance keeps rising.

Solaris Energy Infrastructure, Inc. (SEI) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SEI's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

HOUSTON--(BUSINESS WIRE)--SEI announced today it will host a conference call to discuss its third quarter 2026 results on Thursday, November 5, 2026 at 8:00 a.m. Central Time.

The consensus price target hints at a 26.3% upside potential for Solaris Energy Infrastructure, Inc. (SEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into Q4. Where are short sellers putting their money?