Latest news with #SolarisEnergy
Yahoo
4 days ago
- Business
- Yahoo
Investors in Solaris Energy Infrastructure (NYSE:SEI) have seen incredible returns of 406% over the past five years
Buying shares in the best businesses can build meaningful wealth for you and your family. And we've seen some truly amazing gains over the years. For example, the Solaris Energy Infrastructure, Inc. (NYSE:SEI) share price is up a whopping 307% in the last half decade, a handsome return for long term holders. And this is just one example of the epic gains achieved by some long term investors. On top of that, the share price is up 27% in about a quarter. But this move may well have been assisted by the reasonably buoyant market (up 11% in 90 days). So let's assess the underlying fundamentals over the last 5 years and see if they've moved in lock-step with shareholder returns. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. Solaris Energy Infrastructure's earnings per share are down 9.5% per year, despite strong share price performance over five years. This means it's unlikely the market is judging the company based on earnings growth. Since the change in EPS doesn't seem to correlate with the change in share price, it's worth taking a look at other metrics. The modest 1.7% dividend yield is unlikely to be propping up the share price. On the other hand, Solaris Energy Infrastructure's revenue is growing nicely, at a compound rate of 19% over the last five years. It's quite possible that management are prioritizing revenue growth over EPS growth at the moment. The image below shows how earnings and revenue have tracked over time (if you click on the image you can see greater detail). It's good to see that there was some significant insider buying in the last three months. That's a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. If you are thinking of buying or selling Solaris Energy Infrastructure stock, you should check out this free report showing analyst profit forecasts. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of Solaris Energy Infrastructure, it has a TSR of 406% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! It's nice to see that Solaris Energy Infrastructure shareholders have received a total shareholder return of 246% over the last year. And that does include the dividend. That's better than the annualised return of 38% over half a decade, implying that the company is doing better recently. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. It's always interesting to track share price performance over the longer term. But to understand Solaris Energy Infrastructure better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted 6 warning signs for Solaris Energy Infrastructure (of which 3 can't be ignored!) you should know about. Solaris Energy Infrastructure is not the only stock insiders are buying. So take a peek at this free list of small cap companies at attractive valuations which insiders have been buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
7 days ago
- Business
- Yahoo
Raymond James Initiates Coverage of Solaris Energy (SEI) with An Outperform Rating
Solaris Energy Infrastructure, Inc. (NYSE:SEI) is one of the 13 Small Cap Stocks Analysts Are Bullish On. On June 12, Raymond James initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE:SEI) with an Outperform rating and a $39 price target. The firm stated that Solaris Energy Infrastructure, Inc. (NYSE:SEI) is one of the more misunderstood stocks in the space and that the company's market opportunity has expanded. This holds especially true as the first mover of the arena. An industrial facility emitting natural gas from large pipes, with workers in the foreground. The firm sees long-term value in the company, supported by its notable speed to market, unique combination of competitive pricing, and bespoke build-outs. It also told investors in a research note that Solaris Energy Infrastructure, Inc. (NYSE:SEI) has the ability to layer on 'additional service offerings' around the power concept in time. Raymond James anticipates Solaris Energy Infrastructure, Inc. (NYSE:SEI) to execute booking out the last 20% to 25% of its fleet, positioning the company to reshape the capital structure and rise as a rated credit. Solaris Energy Infrastructure, Inc. (NYSE:SEI) manufactures patented mobile proppant management systems that store, unload, and deliver proppant to natural gas and oil well sites. The company's products include Inventory Management Software and Mobile Proppant and Mobile Chemical Management Systems. While we acknowledge the potential of SEI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
Business Insider
13-06-2025
- Business
- Business Insider
Solaris Energy initiated with an Outperform at Raymond James
Raymond James initiated coverage of Solaris Energy (SEI) with an Outperform rating and $39 price target Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Yahoo
01-06-2025
- Business
- Yahoo
Can Mixed Fundamentals Have A Negative Impact on Solaris Energy Infrastructure, Inc. (NYSE:SEI) Current Share Price Momentum?
Solaris Energy Infrastructure (NYSE:SEI) has had a great run on the share market with its stock up by a significant 17% over the last month. However, we wonder if the company's inconsistent financials would have any adverse impact on the current share price momentum. Particularly, we will be paying attention to Solaris Energy Infrastructure's ROE today. Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In short, ROE shows the profit each dollar generates with respect to its shareholder investments. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Solaris Energy Infrastructure is: 5.2% = US$35m ÷ US$668m (Based on the trailing twelve months to March 2025). The 'return' refers to a company's earnings over the last year. That means that for every $1 worth of shareholders' equity, the company generated $0.05 in profit. Check out our latest analysis for Solaris Energy Infrastructure So far, we've learned that ROE is a measure of a company's profitability. Depending on how much of these profits the company reinvests or "retains", and how effectively it does so, we are then able to assess a company's earnings growth potential. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. At first glance, Solaris Energy Infrastructure's ROE doesn't look very promising. Next, when compared to the average industry ROE of 13%, the company's ROE leaves us feeling even less enthusiastic. In spite of this, Solaris Energy Infrastructure was able to grow its net income considerably, at a rate of 42% in the last five years. Therefore, there could be other reasons behind this growth. For instance, the company has a low payout ratio or is being managed efficiently. We then compared Solaris Energy Infrastructure's net income growth with the industry and found that the company's growth figure is lower than the average industry growth rate of 58% in the same 5-year period, which is a bit concerning. Earnings growth is a huge factor in stock valuation. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. Doing so will help them establish if the stock's future looks promising or ominous. If you're wondering about Solaris Energy Infrastructure's's valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry. Solaris Energy Infrastructure's significant three-year median payout ratio of 73% (where it is retaining only 27% of its income) suggests that the company has been able to achieve a high growth in earnings despite returning most of its income to shareholders. Additionally, Solaris Energy Infrastructure has paid dividends over a period of six years which means that the company is pretty serious about sharing its profits with shareholders. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 13% over the next three years. As a result, the expected drop in Solaris Energy Infrastructure's payout ratio explains the anticipated rise in the company's future ROE to 23%, over the same period. In total, we're a bit ambivalent about Solaris Energy Infrastructure's performance. While the company has posted a decent earnings growth, We do feel that the earnings growth number could have been even higher, had the company been reinvesting more of its earnings at a higher rate of return. With that said, the latest industry analyst forecasts reveal that the company's earnings are expected to accelerate. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Associated Press
27-05-2025
- Business
- Associated Press
SEI DEADLINE TODAY: ROSEN, A LEADING LAW FIRM, Encourages Solaris Energy Infrastructure, Inc. Investors to Secure Counsel Before Important May 27 Deadline in Securities Class Action
New York, New York--(Newsfile Corp. - May 27, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Solaris Energy Infrastructure, Inc. (NYSE: SEI) between July 9, 2024 and March 17, 2025, both dates inclusive (the 'Class Period'), of the important May 27, 2025 lead plaintiff deadline. SO WHAT: If you purchased Solaris Energy securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: To join the Solaris Energy class action, go to or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than May 27, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers. DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and misleading statements and/or failed to disclose that: (1) Mobile Energy Rentals LLC ('MER') had little to no corporate history in the mobile turbine leasing space; (2) MER did not have a diversified earnings stream; (3) MER's co-owner was a convicted felon associated with multiple allegations of turbine-related fraud; (4) as a result, Solaris Energy overstated the commercial prospects posed by the MER acquisition; (5) Solaris Energy inflated profitability metrics by failing to properly depreciate its turbines; and (6) as a result of the foregoing, defendants' positive statements about Solaris Energy's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages. To join the Solaris Energy class action, go to call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff. Follow us for updates on LinkedIn: or on Twitter: or on Facebook: Attorney Advertising. Prior results do not guarantee a similar outcome. ------------------------------- Contact Information: Laurence Rosen, Esq. Phillip Kim, Esq. The Rosen Law Firm, P.A. 275 Madison Avenue, 40th Floor New York, NY 10016 Tel: (212) 686-1060 Toll Free: (866) 767-3653 Fax: (212) 202-3827 [email protected] To view the source version of this press release, please visit
