Solaris Energy Infrastructure
SEIMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -9%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$71
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 6 months
- How long Benson has been tracking this pick.
About Solaris Energy Infrastructure
Solaris Energy Infrastructure builds and runs private power plants right next to AI data centers, so big tech companies do not have to wait years for the electric grid. Think of it as bringing your own power plant to the party. It started in oilfield services and still runs that business, but power now makes up about 80% of its earnings.
The case for and against
Both sides of the story, in plain English.
- Triple The Power
Solaris ran about 950 megawatts of power on average this quarter, and it has firm turbine orders to grow that to more than 3,300 megawatts by the end of 2029. That is more than three times bigger. Every AI data center needs electricity now, and Solaris has locked in its equipment years ahead of time.
- Steady Rent Checks
Solaris has three big contracts with major tech companies covering about 2,200 megawatts, and the newest one runs up to 18 years. Customers pay a fixed fee, and if they walk away early they still owe at least half of the remaining payments. The company sketches a path to about 1 billion dollars a year in operating earnings once its fleet is built, though it calls that an illustration, not a promise.
- Spending Spree
Solaris is spending big to grow, including about 114 million dollars for just two turbines and roughly 150 million dollars in cash to buy two service companies. It also issued about 6.5 million new shares to pay for those deals, which shrinks each existing owner's slice. It keeps only about 7 cents of profit from each dollar of sales, so all this spending has to pay off.
- Few Big Customers
Most of Solaris's growth rides on just three large contracts, so losing even one would hurt. About 900 to 1,000 megawatts of planned power still has no long term customer, and if the AI building boom cools, those turbines could sit idle. The stock also tends to swing harder than the overall market, in both directions.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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