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

Wait for earnings (Aug 5) — no fraud or lost-contract news explains the drop, but heavy insider selling and negative cash flow make timing risky.

👀 WATCH Fundamentals61/100

Fell 21% in 9 trading day(s) — now $51.41

Why SEI dropped

I could not find a single specific negative catalyst (no lawsuit loss, no guidance cut, no lost customer) — instead the stock appears to be giving back a huge run-up (it had rallied to an all-time high of $82.88 after a 65%+ YTD gain, S&P 600 index inclusion, and a big acquisition) as investors reassess growth assumptions ahead of Q2 earnings due August 5.

Fwd P/E 22.0Op margin 25.8%Rev growth 55.3%Debt/equity 146.5%Analyst upside 83.5%

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 22.0 6/10

PEG ratio 0.9 7/8

Analyst target upside 83.5% 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 2026-08-03. Research only — not financial advice.