Our Stock of the Week is Solaris Energy Infrastructure (SEI). SEI is an oil and gas company rapidly expanding into power generation for data centers. The company’s main business has been building and renting specialized mobile equipment, such as trucks and systems for storing, unloading, and delivering sand (called “proppant”) and chemicals needed to complete drilling new oil and natural gas wells.
This business has expanded into a new area called ‘Power As a Service.’ SEI provides natural gas-powered generators and turbines for ‘on-the-go electricity’, which can power things like data centers or remote energy projects. This area is growing rapidly and is expected to drive EPS growth of 37% in 2026. The stock currently trades at a trailing PE of 48, making this a ‘growth with a reasonable price’ play.
According to TipRanks.com, the stock has five analysts covering it, all with buy ratings. The highest price target is $71, and the average target is $62.80, versus the current price of about $47. In a recent Piper report, the analyst stated that SEI added another 500MW, bringing its total capacity to 2.2GW by early 2028, leaving 900MW available. This supports the company’s efforts to secure its second data center contract.
Stanley Druckenmiller’s firm (Duquesne Family Office LLC) disclosed a new position of 145,600 shares in SEI as of September 30, 2025, in its latest available Form 13F filed November 14, 2025.
Technically, the stock pulled back from recent highs due to weakness in the AI sector. It bounced back and is now around the 50-day simple moving average. We are looking for an opportunity to buy it as it moves back to around the $45 area. There is still pressure on the AI sector, so we will be patient as we wait for an entry point.
This post is for educational purposes only! This is not advice or a recommendation. We do not give investment advice. Do not act on this post. Do not buy, sell, or trade the stocks mentioned herein. We WILL actively trade this stock differently than discussed herein. We will sell into strength and buy or sell at any time for any reason. We will actively trade into any unusual activity. At the time of this post, principals, employees, and affiliates of Shark Investing, Inc. and/or principals, clients, employees, and affiliates of Hammerhead Financial Strategies, LLC, directly or indirectly, controlled investment and/or trading accounts containing no positions in SEI. To accommodate the objectives of these investing and/or trading accounts, the trading in these shares will be contrary to and/or inconsistent with the information contained in this posting.
