Solaris Energy Infrastructure (SEI) Update - April 26

[dan_s]

SEI will announce Q1 results on Monday, April 28 after the markets close.
SEI closed at $20.73 on April 25.
First Call's price target is $45.67, which compares to my updated valuation of $42.00.

TipRanks on 4/22/2025: "Northland analyst Bobby Brooks initiates coverage on Solaris Energy Infrastructure (NYSE: SEI) with an Outperform rating and a price target of $37.00. The analyst comments "SEI provides mobile natural gas power generation capabilities through its 360 MW modular turbine fleet, which will grow to 1,400 MW by 1H27. This fleet growth is underpinned by surging power demand from AI data centers, as the complex and large demand profiles present many challenges to an aging grid. This dynamic is subsequently forcing AI data centers to find off-grid power solutions, as they cannot afford to wait for grid connectivity or power disruptions, opening a vast opportunity for SEI."

SEI is still a bit of a "Story Stock", but it is already generating significant revenue and operating cash flow growth. It pays dividends of $0.12/quarter

My updated forecast/valuation model has been posted to the EPG website.