Solaris Energy Infrastructure Inc. (SEI) — RQD Stock Rating Cockpit

Per the Roarable RQD rating, SEI scores 61 out of 100, a letter grade of C-, with a verdict label of "Roarable Hold — Cautious Neutral." The five pillars are:

• Fundamental Cash Engine: 11 / 20 — the rating cites ROIC of 25.3% alongside an FCF yield of -8.27%. The gap between a strong return on invested capital and negative free cash flow yield is the central tension in this pillar.
• Whale 13F Flow: 13 / 20 — reflects institutional accumulation and options positioning. The source does not itemize holders, so the score cannot be traced to specific filers.
• Insider Conviction: 10 / 20 — reflects SEC Form 4 and Congressional PTR cluster flow. This is the lowest-scoring pillar relative to its weight, indicating insider signals are not a supporting factor.
• Macro Regime Fit: 11 / 20 — reflects a beta of 1.03 and sector sensitivity. A beta near 1.0 implies the stock has tended to move roughly in line with the broader market per the source metric.
• Forensic Balance Sheet: 16 / 20 — the strongest pillar, citing Altman Z of 3.11, Piotroski F of 8/9, and Debt/Equity of 0.32.

For a prospective investor, the rating points to a business with strong returns on capital and a sound balance sheet, offset by negative free cash flow, weak insider signals, and a valuation that the source data cannot fully benchmark because earnings-based multiples are unavailable. The "Hold" verdict is a neutral classification and is not a directive. Upside drivers implied by the data include the high ROIC and forensic strength; valuation tradeoffs include an EV/EBITDA of 7.5 against negative FCF yield; and the 52-week range of $38.5 - $86.19 shows the price has moved widely within the past year.

Per the SEC financials, revenue rose from $292.9M in FY 2023 to $622.2M in FY 2025, while debt fell from $681.1M to $180.0M over the same span. Market data shows an operating margin of 21.8% and a net margin of 4.8%, with a gross margin listed as 0%. Per the Roarable RQD rating, the Altman Z-Score is 3.11, the Piotroski F-Score is 8/9, and Debt/Equity is 0.32. Free cash flow was negative in FY 2025 and FY 2024. The source does not provide EPS values for any period.

Per the recent news feed, six headlines reference SEI:

• A Yahoo Finance report asks whether the stock is too rich after $1.15B in spending (YELLOW, MARKET WIRE).
• A CNN item and a Zacks item cover market action and a golden-cross technical pattern (both YELLOW).
• A TradingView item reports a 12-month price target raised to $105.19, implying 66% upside (GREEN, CATALYST).
• A GuruFocus item reports a 6.6% stock gain alongside a valuation note (YELLOW).
• A Moomoo item reports the shares sliding as investors weigh a heavy new debt load ahead of earnings (YELLOW).

Risk watch items from the feed are the $1.15B spending figure and the debt-load concern. The only positive-flagged catalyst is the TradingView price-target raise. The Butterfly Supply-Chain Graph lists no proprietary signals and no butterfly links, and its supply_chain field is "NONE."

Analyst data is not available in source data. Holder data is not available in source data. No consensus rating, price targets, SEC Form 4 insider trades, 13F whale positions, or Congressional trades are provided by the source. The only price-target reference appears in the news feed headline noted above.

• What are SEI's EPS and P/E values on a trailing or forward basis, given that the source marks these as unavailable?
• What products and customers drive the $622.2M FY 2025 revenue, and what is the company's business model?
• Why is free cash flow negative in FY 2025 and FY 2024 despite positive operating income, and what capital expenditures explain the gap?
• What is the source of the $1.15B spending figure referenced in the news feed, and how does it relate to the reported debt levels?
• Who are the institutional and insider holders, and what is the direction of their recent activity?