Solaris Energy Infrastructure, Inc. (SEI): one to watch?

Interesting power/data-center growth story, but it's still expensive with a shaky balance sheet — wait for the Aug 5 earnings before buying.

👀 WATCH Fundamentals61/100

Fell 25% in 11 trading day(s) — now $54.03

Why SEI dropped

SEI rallied hard this year on an AI-data-center power-rental narrative (S&P 600 inclusion, new long-term contracts, acquisitions), pushing shares to a 64x-88x P/E; that run-up was accompanied by heavy insider selling and a large $1.3B debt raise, and the stock has now given back a chunk of those gains — including a sharp drop right around its July 22 earnings report — as the market reassesses whether the growth justifies the price, rather than any fraud or single bad-news event I could confirm.

Fwd P/E 23.1Op margin 25.8%Rev growth 55.3%Debt/equity 146.5%Analyst upside 74.6%

How this scored 61/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 6.7%

✅ Generates cash Free cash flow $-631M

✅ Not drowning in debt Debt/equity 146.5% (limit 200%)

✅ Can pay its bills Current ratio 1.1 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 13/25

Operating margin 25.8% 9/9

Net profit margin 6.7% 3/8

Return on equity 8.7% 1/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 55.3% 9/9

Earnings growth 127.2% 8/8

Expected profit change 177.9% 8/8

Value Is it cheap right now? 19/25

Forward P/E 23.1 5/10

PEG ratio 0.9 7/8

Analyst target upside 74.6% 7/7

Balance sheet Will it survive? 4/25

Debt / equity 146.5% 3/10

Current ratio 1.1 1/8

Free cash flow $-631M 0/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-27. Research only — not financial advice.