Morgan Stanley has initiated coverage on Solaris Energy Infrastructure Inc (SEI) with an Overweight rating. This marks the firm's first assessment of the company's investment potential, reflecting its research on the business and industry dynamics.
Headquartered in Houston, Texas, Solaris Energy Infrastructure is a holding company that manufactures patented mobile proppant management systems for oil and natural gas well sites. The company operates through two segments: Solaris Power Solutions, which offers mobile turbines and equipment leasing, and Solaris Logistics Solutions, focusing on specialized equipment for raw material management in well completion.
As of December 1, 2025, SEI's shares are priced at $55.52, with a market capitalization of $3.4 billion. The company has a P/E ratio of 89.61 and an earnings per share (EPS) of 0.96. Notably, the dividend yield stands at an impressive 98.3%.
Upcoming earnings are scheduled for July 21, 2026, with an EPS estimate of $0.36 and expected revenue of $183.3 million. Analyst ratings like this can provide valuable insights, but they are based on assumptions that may change over time. Investors should consider a variety of factors when making decisions, including company fundamentals and industry trends.
This update provides insight into the evolving analyst sentiment surrounding Solaris Energy Infrastructure, which has seen several recent actions, including a maintained Overweight rating from Piper Sandler and Barclays in November 2025.