SEI
Solaris Energy Infrastructure, Inc.
NYSE: SEI · ENERGY · OIL & GAS EQUIPMENT & SERVICES
$74.01
-2.67% today
Updated 2026-06-12
Market cap
$6.91B
P/E ratio
88.11
P/S ratio
9.99x
EPS (TTM)
$0.84
Dividend yield
0.63%
52W range
$24 – $81
Volume
2.4M
Solaris Energy Infrastructure, Inc. (SEI) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed SEI price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$74.01
Today
Analyst consensus
$87.82
+18.66% · 12M
2030 Base
$130.36
+76.14% future
NPV today
$79.25
@ 11% WACC
13 analysts:
7 Buy3 Hold0 Sell
Management guidance
Management has not disclosed explicit long-term revenue targets through 2030 in public guidance. However, the company announced a $2B financing facility (May 2026) and expansion of existing power contracts, signaling confidence in sustained high-growth execution. Q1 2026 revenue was $196.24M (+55.34% QoQ), and FY2025 revenue grew 98.73% YoY to $622.21M, demonstrating hypergrowth trajectory driven by AI data center power demand.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
SEI · Solaris Energy Infrastructure, Inc. · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$45.34
NPV today: $27.56
Base case (2030)
$130.36
NPV today: $79.25
Bull case (2030)
$257.89
NPV today: $156.78
WallStSmart.com
SEI financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $0.6B | $0.9B | $1.2B | $1.6B | $2.0B | $2.5B |
| Revenue growth | 98.7% | 67.2% | 52.4% | 35.9% | 25.7% | 17.9% |
| Net margin | — | 14.0% | 17.8% | 18.8% | 18.9% | 17.9% |
| EPS | $0.82 | $2.15 | $3.65 | $5.12 | $6.45 | $7.62 |
| Diluted shares | — | 59M | 59M | 59M | 59M | 59M |
| Net debt | — | $733.26M | $996.28M | $1.35B | $1.79B | $2.33B |
| P/S multiple | — | 4.0x | 4.0x | 4.0x | 4.0x | 4.0x |
| Implied price (base) | — | $48.99 | $64.87 | $86.09 | $105.78 | $130.36 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $2.5B | $2.5B | $2.5B |
| P/S multiple | 2.0x | 4.0x | 7.0x |
| Diluted shares | 59M | 59M | 59M |
| Net debt | $2.33B | $2.33B | $2.33B |
| Implied P/E † | 6x | 17x | 34x |
| 2030 Price | $45.34 | $130.36 | $257.89 |
| NPV @ 11% | $27.56 | $79.25 | $156.78 |
† Implied P/E: Multiples remain elevated across all three scenarios because SEI is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $130.36 base case
SEI catalysts and risks
Growth catalysts
+ Expansion of long-term power contracts with hyperscalers (Meta, Microsoft, Google) — third contract signed in Q1 2026; capacity sold at 75%+ utilization
+ $2B financing facility completion enables 900 MW capacity expansion; power generation TAM growing 15-20% CAGR through 2030 per industry forecasts
+ Dual NYSE/NYSE Texas listing (May 2026) enhances institutional access and capital formation for acquisition/build-out strategy
+ AI data center power demand accelerating: hyperscaler capex (Meta $60B, Microsoft $80B, Google $50B+) through 2028 drives outsourced power equipment/services demand
Key risks
- Valuation risk: P/E of 87x and P/S of 7.8x are elevated; stock vulnerable to growth disappointment or rate/macro shocks (insider selling signals caution: $400M+ in director/officer sales May 2026)
- Execution risk: Rapid scaling from $622M (2025) to $1.2B+ (2027) requires operational discipline; supply chain delays or project overruns could compress margins
- Customer concentration: Heavy reliance on hyperscaler long-term contracts; loss of or renegotiation of major customer contract poses material downside
- Market saturation risk: If AI capex cycle decelerates faster than expected (2029-2030), power services growth could compress to single-digit rates
Methodology · Solaris Energy Infrastructure, Inc. 2030 stock forecast model
Solaris Energy Infrastructure, Inc. 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for SEI by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($2.33B by 2030) |
| 3. Time value | NPV calculated using 11% WACC (CAPM: beta 1.257) |
| 4. Multiple framework | P/S compresses with scale: bear 2.0x / base 4.0x / bull 7.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.
SEI price target FAQ
What is the SEI price target for 2030?
WallStSmart's Solaris Energy Infrastructure, Inc. 2030 base case is $130.36 per share, with a bull case of $257.89 and bear case of $45.34. The NPV of the base case discounted to today at 11% WACC is $79.25.
How is the Solaris Energy Infrastructure, Inc. 2030 stock forecast calculated?
The SEI 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the SEI price target account for dilution?
Solaris Energy Infrastructure, Inc. is projected to grow diluted share count from 58M to 59M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.
What is the analyst consensus on SEI stock?
13 analysts cover SEI with an average 12-month price target of $87.82. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.