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SEI: Wells Fargo Industrials & Materials Conference Takeaways
研报英文原文证据摘录
SEI: Wells Fargo Industrials & Materials Conference Takeaways
Equity Research
Company Update — June 11, 2026
Machinery, Industrials & Environmental Services
Solaris Energy Infrastructure, Inc.
Wells Fargo Industrials & Materials Conference Takeaways Equal Weight
Price Target: $82.00
Our Call Ticker SEI
Upside/(Downside) to Target 8.1%
Today we hosted SEI’s CFO Stephan Tompsett and Senior Vice President Yvonne Fletcher at
the Wells Fargo Industrials & Materials Conference. Key takeaways follow. Price (06/11/2026) $75.88
52 Week Range $24.57 - 81.24
(i) Management believes there will be an evolution toward longer-duration contracts — Market Cap (MM) $5,441
from the current 10–15 year framework toward 15–20 year structures, given grid power Enterprise Value (MM) $5,803
can be intermittent and exposes data centers to a single point of failure. Average Daily Value (MM) $192
Dividend Yield 0.6%
(ii) Management noted demand for BTM power generation remains far in excess of
available supply, with the company actively pursuing creative options for new capacity
sources. $ (Dec) Q1 Q2 Q3 Q4 FY
EPS
(iii) Management noted that its distribution capabilities were important to winning 2026E 0.44 A 0.42 E 0.32 E 0.28 E 1.47 E
contracts with customers B and C. Management expects incremental scope opportunities 2027E 0.43 E 0.59 E 0.74 E 0.89 E 2.66 E
to materialize as project designs are finalized. Source: Company Data, Wells Fargo Securities estimates, and Factset.
NA = Not Available, NC = No Change, NE = No Estimate
(iv) Management highlighted the advantages of simple cycle gas turbines for data center Jerry Revich, CFA
applications. They serve well as peaking assets, allow for modular site build-outs, and Equity Analyst | Wells Fargo Securities, LLC
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