Why Solaris Energy Infrastructure, Inc. (SEI) Stock is Gaining This Week

We recently compiled a list of the Energy Stocks that are Gaining This Week. In this article, we are going to take a look at where Solaris Energy Infrastructure, Inc. (NYSE:SEI) stands against the other energy stocks.

The ongoing artificial intelligence boom is set to transform the global energy sector. According to a recent report by the International Energy Agency, electricity demand from data centers worldwide is set to more than double by 2030 to around 945 terawatt-hours (TWh), slightly more than the entire electricity consumption of Japan today. Moreover, while the American big-tech has kept its focus on renewable energy over the last decade to reduce its carbon footprint, the sector is now also opening up to fossil fuels as a viable option to power its data centers.

Natural gas has emerged as a forerunner to power the AI boom, since it is relatively clean, reliable, and abundant. However, gas prices aren’t what they used to be, having risen by over 190% since March 2024. Another viable option is nuclear energy, which has gained worldwide attention recently following the CERAWeek conference in March, when several tech giants signed a pledge to support the goal of at least tripling the world’s nuclear energy capacity by 2050.

There have also been fears recently that the power demand required by the ballooning AI industry may have been overestimated, which led to several energy stocks posting significant declines not so long ago. However, the recently reported better-than-expected results from the cloud and AI businesses of some major American tech companies have somewhat eased these concerns.

Why Solaris Energy Infrastructure, Inc. (SEI) Stock is Gaining This Week

An oil rig worker in overalls, examining a drill bit at the San Juan Basin.

Our Methodology:

To collect data for this article, we have referred to several stock screeners to find energy stocks that have surged the most between April 23 and April 30, 2025. The following are the Energy Stocks that Gained the Most This Week. The stocks are ranked according to their share price surge during this period.

At Insider Monkey, we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Solaris Energy Infrastructure, Inc. (NYSE:SEI)

Share Price Gains Between Apr. 23 – Apr. 30: 9.31%

Next on our list of Energy Stocks that Gained the Most This Week is Solaris Energy Infrastructure, Inc. (NYSE:SEI), a company that designs and manufactures specialized equipment for oil and natural gas operators in the United States.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) announced better-than-expected results for its Q1 2025 this week, reporting an adjusted EPS of $0.2 against estimates of $0.11. The company’s revenue also grew by a massive 86% YoY to $126.33 million and beat expectations by just over $10 million. SEI also reported a net income of $13 million for the quarter, well above the $7.3 million posted in Q1 2024. The company has also highlighted a significant shift in business focus from traditional oilfield services to energy infrastructure, while outlining plans to grow its power generation fleet to 1.7 GW by the first half of 2027.

Overall, SEI ranks 5th on our list of the energy stocks that gained the most this week. While we acknowledge the potential of SEI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SEI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.