Solaris Energy Infrastructure
SEIMarket price data through August 3, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -22%
- 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
- 3 months
- How long Benson has been tracking this pick.
About Solaris Energy Infrastructure
Solaris Energy Infrastructure used to be a small oilfield services company, but they just pivoted into one of the hottest spaces in tech. They rent out massive mobile gas turbine fleets to AI data centers that cannot wait years for the electric grid. When xAI built Colossus and needed 500 megawatts in months instead of years, this is the kind of company that made it possible.
The case for and against
Both sides of the story, in plain English.
- Revenue Nearly Doubled
Revenue exploded 99% year over year as data center power demand outpaced anything the legacy oil and gas business ever delivered. Almost a doubling in 12 months. The shift from oilfield services to AI data center power is one of the cleanest pivots in the energy sector. With AI hyperscalers desperate for fast power, Solaris is selling every megawatt they can build.
- The Grid Bottleneck
Texas alone gets tens of gigawatts of data center power requests every month but approves only about 1 gigawatt per year. The grid takes 5 years to add capacity, but AI labs need power in months. Solaris ships modular turbines that fire up in weeks, and each 6 months of acceleration is worth over 1 billion dollars to a hyperscaler. This is a real, durable, multi-year tailwind.
- Profitability Is Weak
Net margins are only 7% because the company is scaling aggressively. Heavy capital spending and thin margins are the price of growing this fast. Profitability needs to catch up to the growth story, otherwise the stock can stall out even with strong revenue.
- Boom-Bust Cycle Risk
Solaris's roots are in oilfield services, which is a notoriously cyclical industry. Turbine manufacturing has a history of boom and bust, and supply chain bottlenecks could hit if demand cools. If AI data center buildouts pause or the grid catches up faster than expected, the high growth rates would compress quickly. This stock can move sharply in both directions.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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