Mobile power and logistics company Solaris Energy Infrastructure (NYSE:SEI) will be announcing earnings results this Monday after market hours. Here’s what to look for.
Solaris Energy Infrastructure beat analysts’ revenue expectations last quarter, reporting revenues of $179.7 million, up 86.6% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates and a decent beat of analysts’ EBITDA estimates.
Is Solaris Energy Infrastructure a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Solaris Energy Infrastructure’s revenue to grow 45.7% year on year, slowing from the 86.1% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Solaris Energy Infrastructure has a history of exceeding Wall Street’s expectations.
Looking at Solaris Energy Infrastructure’s peers in the upstream & integrated segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Weatherford’s revenues decreased 3.4% year on year, beating analysts’ expectations by 0.6%, and World Kinect reported revenues up 2.5%, topping estimates by 10.4%. Weatherford traded up 1.8% following the results while World Kinect was also up 10.9%.
Read our full analysis of Weatherford’s results here and World Kinect’s results here.
AI disruption fears rattled software and crypto through late 2025, but in spring 2026 the focus shifted to geopolitical risk, oil supply, and global stability. While some of the upstream & integrated stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.8% on average over the last month. Solaris Energy Infrastructure is up 24.1% during the same time and is heading into earnings with an average analyst price target of $76.23 (compared to the current share price of $71.79).
WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.
This is what the early days of Palantir looked like before it became a $437 billion giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.