Solaris Energy Infrastructure, Inc. (SEI): Bullish Thesis for Strong Growth and Attractive Valuation

Solaris Energy Infrastructure, Inc. (SEI) is a specialized provider of mobile and scalable solutions for distributed power generation, logistics, and fluid management. Its Power as a Service (PaaS) offering provides rapid, portable generation, while its logistics solutions cover last-mile delivery, proppant management, and fluid handling systems. SEI targets 1,400 MW of operated capacity by 2027 and has attractive valuation metrics, with a 900 MW joint venture with xAI underscoring its focus on the rapidly expanding data center market. Analysts project 78% revenue growth in FY25 and 122% EBITDA growth.