Pulling SEC filings + quote and writing the call…

Solaris Energy Infrastructure, Inc.
Next earnings Jul 21, 2026 · consensus $0.36 EPS, $207M rev
Last earnings -2.5% on 2026-04-27
AI-data-center power play growing explosively (revenue +98.7%, 500MW hyperscaler deal) but thin GAAP earnings and heavy capex make it speculative.
Sources: SEC EDGAR (CIK 0001697500, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:43 PM.
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The fundamentals carry the rating, but the price is rich (~26% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Solaris Energy Infrastructure has pivoted from oilfield logistics into distributed power generation, and the growth is striking. FY2025 revenue nearly doubled (+98.7%) to $622M and operating income jumped 156.3% to $135M, driven by the Solaris Power Solutions segment, which contributed 54% of revenue and 68% of segment Adjusted EBITDA for the year — and 58%/70% in Q4 as it accelerated. The headline catalyst is a February 2026 Master Equipment Rental Agreement to supply over 500 megawatts of power to an investment-grade global technology leader for AI data-center computing — a marquee, creditworthy anchor for the power thesis.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $159M | $320M | $293M | $313M | $622M |
| Gross profit | — | — | — | — | — |
| Operating income | -$387K | $41.8M | $49.9M | $52.8M | $135M |
| Net income | -$868K | $21.2M | $24.3M | $15.8M | $30.2M |
| Diluted EPS | — | — | — | — | — |
| Net margin | -0.5% | 6.6% | 8.3% | 5.0% | 4.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 2 open-market buys · 8 sales
| 2026-06-01 | Wirtz Christopher P. Chief Accounting Officer | Tax | 1.30K @ $69.54 | $90.6K |
| 2026-05-13 | Wirtz Christopher P. Chief Accounting Officer | Sell | 700.00 @ $77.22 | $54.1K |
| 2026-05-12 | Argo Laurie H Director | Sell | 5.20K @ $72.88 | $379K |
| 2026-05-11 | Powell Christopher M Chief Legal Officer | Sell | 9.18K @ $73.90 | $678K |
| 2026-05-11 | Powell Christopher M Chief Legal Officer | Sell | 25.5K @ $74.84 | $1.91M |
| 2026-05-11 | Powell Christopher M Chief Legal Officer | Sell | 2.18K @ $75.33 | $164K |
| 2026-05-08 | TEAGUE AJ Director | Buy | 3.42K @ $72.98 | $250K |
| 2026-05-08 | TEAGUE AJ Director | Buy | 2.75K @ $72.98 | $201K |
| 2026-05-08 | Walker Ray N JR Director | Sell | 56.8K @ $72.11 | $4.10M |
| 2026-05-06 | Keenan W Howard JR Director | Disposed (J) | 2.00M | |
| 2026-05-06 | Keenan W Howard JR Director | Acquired (C) | 2.00M | |
| 2026-05-06 | Keenan W Howard JR Director | Sell | 2.00M @ $74.50 | $149M |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.