← Analyst Upside
AU · rank #8 · 2026-10-22
SEI
NYSE · $6.98B (USD)
SignalStrong Buy4.7strength 4.7 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.025 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.17 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) $250,575 across 1 unique buyers. | 1.337 |
| Analyst upside Consensus target $103.91 | +49.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +15.84% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.64 |
| Gross margin TTM | +49.9% |
| 52w high | $86.02 |
| Market cap (USD) | $6.98B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Solaris Energy Infrastructure provides rapidly deployable power generation and logistics equipment for energy, industrial, and AI data-center applications.
Rationale
The ~50% analyst upside signal and 100% 30-day EPS revision agreement are validated by SEI's 25.7% Q2 earnings surprise and aggressive forward EBITDA guidance increases through Q1 2027.
Material risks
- 1Industrial and AI data-center clients could develop internal microgrid and energy management capabilities, reducing demand for outsourced power solutions.
- 2Substantial financial leverage with ~$2.49 billion in debt and convertible notes creates vulnerability as power capacity scales.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed