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SEI
21 atoms · 跨 4 天 · 首见 2026-04-27 · 最近 2026-05-18
三色: 🟦 fact 18 · 🟥 take 3 · stance ▲12/▼1/◆1
来源: X 21
时态: fresh:18 · aging:3
标签: 好数字:16 · 好信源:7 · 好观点:2
叙事 (narrative) (3)
- 2026-04-27
[老化中] · 管理层评论
Solaris is off to an exceptional start in 2026, with operational, commercial, and financial performance all exceeding expectations.
tags: 好观点·好信源 · → daily
- 2026-04-29
[老化中] · PT upgrade
Barclays Raises $SEI PT to $86 from $74 - Overweight
tags: 好信源 · → daily
value: qty=$86 · date=2026-04-29
- 2026-04-29
[老化中] · 分析师目标价上调至
Stifel analyst Stephen Gengaro raised the price target on Solaris Energy Infrastructure $SEI to $93 from $71
tags: 好信源 · → daily
value: qty=$93 · date=2026-04-29
预测 (forecast) (2)
- 2026-04-29 · potential EBITDA pipeline
additional $160-$200mm of identified pipeline EBITDA
tags: 好数字·好观点 · → daily
value: qty=$160-$200mm
- 2026-04-29 · associated capex
associated capex, sitting outside the headline proforma framework
tags: 好数字 · → daily
value: qty=$800mm-$1bn
事实 (fact) (16)
- 2026-04-28 ⭐ · Q1 EBITDA 超预期
first-quarter Ebitda beat the average analyst estimate
tags: 好数字·好信源 · → daily
value: date=2026-04-28
- 2026-04-27 · 新签长期电力合同公告
Signed with affiliate of an investment-grade global technology company for over 600 MW of power capacity; 10-year term with 5-year extension option
tags: 好数字·好信源 · → daily
- 2026-04-28 · premarket 上涨
Solaris Energy (SEI) rallies 5%
tags: 好数字 · → daily
value: qty=+5% · direction=up
- 2026-05-18 · 13F trimmed position
Leopold’s Situational Awareness trimmed $SEI
tags: 好信源 · → daily
- 2026-04-29 · adjusted EBITDA
adjusted EBITDA of $84mm landing 5%/13% above Barclays/consensus
tags: 好数字 · → daily
value: qty=$84mm
- 2026-04-29 · hyperscaler contract
signing a third long-term contract with a hyperscaler
tags: 好信源 · → daily
value: qty=600 MW
- 2026-04-29 · total contracted capacity
SEI now has 2GW+ signed under long-term contracts
tags: 好数字 · → daily
value: qty=2GW+
- 2026-04-29 · fleet capacity
expanded the fleet 40% to 3,100 MW
tags: 好数字 · → daily
value: qty=3,100 MW
- 2026-04-27 · Q1 2026 营收
Revenue: $196M
tags: 好数字 · → daily
value: qty=$196M · date=Q1 2026
- 2026-04-27 · Q1 2026 调整后每股收益
Adj. EPS: $0.44
tags: 好数字 · → daily
value: qty=$0.44 · date=Q1 2026
- 2026-04-27 · Q1 2026 调整后 EBITDA
Adjusted EBITDA: $84M; +22% sequentially
tags: 好数字 · → daily
value: qty=$84M · date=Q1 2026
- 2026-04-27 · Q2 2026 调整后 EBITDA 指引
Adj EBITDA: $83M-$93M, RAISED from prior $76M-$84M
tags: 好数字 · → daily
value: qty=$83M-$93M · date=Q2 2026
- 2026-04-27 · Q3 2026 调整后 EBITDA 指引
Adjusted EBITDA: $80M-$95M
tags: 好数字 · → daily
value: qty=$80M-$95M · date=Q3 2026
- 2026-04-27 · Q1 2026 净收入
Net Income: $32M
tags: 好数字 · → daily
value: qty=$32M · date=Q1 2026
- 2026-04-27 · Q1 2026 调整后备考每股收益
Adjusted Pro Forma EPS: $0.44 per fully diluted share
tags: 好数字 · → daily
value: qty=$0.44 · date=Q1 2026
- 2026-04-27 · Q2 2026 股息
Dividend: $0.12/share approved for Q2'26
tags: 好数字 · → daily
value: qty=$0.12/每股 · date=Q2 2026
时间轴 (近 20)
- 2026-05-18 ·
fact · 13F trimmed position · → daily
- 2026-04-29 ·
narrative · PT upgrade · → daily
- 2026-04-29 ·
fact · adjusted EBITDA · → daily
- 2026-04-29 ·
fact · hyperscaler contract · → daily
- 2026-04-29 ·
fact · total contracted capacity · → daily
- 2026-04-29 ·
forecast · potential EBITDA pipeline · → daily
- 2026-04-29 ·
forecast · associated capex · → daily
- 2026-04-29 ·
fact · fleet capacity · → daily
- 2026-04-29 ·
narrative · 分析师目标价上调至 · → daily
- 2026-04-28 ·
fact · premarket 上涨 · → daily
- 2026-04-28 ·
fact · Q1 EBITDA 超预期 · → daily
- 2026-04-27 ·
fact · Q1 2026 营收 · → daily
- 2026-04-27 ·
fact · Q1 2026 调整后每股收益 · → daily
- 2026-04-27 ·
fact · Q1 2026 调整后 EBITDA · → daily
- 2026-04-27 ·
fact · 新签长期电力合同公告 · → daily
- 2026-04-27 ·
fact · Q2 2026 调整后 EBITDA 指引 · → daily
- 2026-04-27 ·
fact · Q3 2026 调整后 EBITDA 指引 · → daily
- 2026-04-27 ·
fact · Q1 2026 净收入 · → daily
- 2026-04-27 ·
fact · Q1 2026 调整后备考每股收益 · → daily
- 2026-04-27 ·
fact · Q2 2026 股息 · → daily
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