Solaris Energy Infrastructure
SEI · NYSE · Energy
$69.66
+$0.45 (+0.64%) today
Market Cap
$7.01B
24h Volume
$354.0M
P/E Ratio
88.2
52w High
$82.72
52w Low
$37.09
Est. AI Revenue
70%
7-Day Sparkline (Static)
Company facts
Performance
About Solaris Energy Infrastructure
Solaris Energy Infrastructure provides mobile power generation and oilfield logistics services. Its core business today is deploying fleets of mobile gas turbines that generate electricity on site for customers who cannot wait for grid connections, earning revenue through multi-year power service contracts.
The company's growth is driven by AI data centers. Its Stateline Power joint venture with an affiliate of xAI delivers power to the Colossus data center campus near Memphis, xAI represents the majority of its contracted backlog, and it has signed additional capacity with another global technology company. A legacy segment still provides sand logistics equipment to oilfield customers.
Founded in 2014 and headquartered in Houston, Texas, Solaris employs about 470 people and trades on the NYSE. The company rebranded from Solaris Oilfield Infrastructure as power generation became its focus.
Solaris Energy Infrastructure in the AI buildout
Solaris sits in the Power & Energy and Data Centers layers as one of the most direct behind-the-meter power plays in the buildout. AI campuses need hundreds of megawatts on timelines the grid cannot meet, and Solaris's mobile gas turbines fill that gap under long-term contracts. Its joint venture powering xAI's Colossus campus makes AI customers the anchor of its backlog. The remaining oilfield logistics business is the main reason it is not a full pure play.
SEI is tracked in Power & Energy and Data Centers & Hardware, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
SEI trades at $69.66, 71% of the way up its 52-week range of $37.09 to $82.72.
Market cap
Market capitalization is $7.01B, with an AI Exposure Score of 85 out of 100.
Valuation vs peers
Its P/E ratio of 88.2 is above the Power & Energy category median of 30.8.
Next earnings
Solaris Energy Infrastructure is next expected to report earnings on November 2, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Solaris Energy Infrastructure do?
Solaris provides mobile gas turbine power generation as a service, deploying turbine fleets that produce electricity on site for large customers under multi-year contracts. It also retains a legacy business supplying sand logistics equipment to oilfield operators.
How is Solaris Energy Infrastructure exposed to AI?
Supercycle rates Solaris Core with an AI Exposure Score of 85 out of 100. The large majority of its contracted power backlog serves AI data center customers, anchored by its Stateline Power joint venture delivering electricity to xAI's Colossus campus.
What is the Stateline Power joint venture?
Stateline Power is a majority-owned joint venture between Solaris and an affiliate of xAI. It owns and operates turbine capacity delivering behind-the-meter power to the Colossus data center campus in the Memphis area under a long-term arrangement.
Is SEI a pure play AI stock?
Not quite. Solaris is rated Core on Supercycle, just short of Pure Play. AI data center customers dominate its contracted backlog, but the company still earns revenue from its legacy oilfield logistics segment, which keeps it below the pure play threshold.
Who leads Solaris Energy Infrastructure?
Founder Bill Zartler and Amanda Brock serve as co-chief executive officers, with Zartler also chairman. The company was founded in 2014, is headquartered in Houston, Texas, and employs about 470 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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