Solaris Energy Infrastructure Inc

SEI remains entrenched in a Stage 4 downtrend with price below declining EMAs, exhibiting clear lower highs and lower lows. The recent bounce from oversold conditions is meeting resistance at the 9/20 EMA zone, making immediate selling less favorable. Medium- and long-term biases remain bearish, so execution should be deferred and focused on trimming into rallies up into the 9/20 EMA resistance area. Key risks include a stronger relief rebound or a sustained reclaim of moving averages, which would invalidate the bearish posture.

• ↑Q2 2026 revenue $250 M (+15% YoY); adjusted profit +36%, EPS +38%.
• ↑Private markets push aims $100 M ARR in five years.
• ↓Negative earnings yield and low book-to-price imply valuation risk.