Solaris Energy Infrastructure (NYSE:SEI) Price Target Raised to $93.00

Solaris Energy Infrastructure (NYSE:SEI) had its price target upped by Stifel Nicolaus from $71.00 to $93.00 in a report released on Wednesday morning, MarketBeat.com reports. The firm currently has a buy rating on the stock.

Several other equities research analysts also recently commented on the stock. Morgan Stanley restated an “overweight” rating and issued a $81.00 target price on shares of Solaris Energy Infrastructure in a research note on Monday. Citigroup dropped their target price on shares of Solaris Energy Infrastructure from $62.00 to $61.00 and set a “buy” rating for the company in a research report on Tuesday, March 10th. Wall Street Zen lowered shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research report on Saturday, March 7th. Weiss Ratings cut shares of Solaris Energy Infrastructure from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 2nd. Finally, Northland Securities set a $70.00 price objective on shares of Solaris Energy Infrastructure in a report on Monday, January 5th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Solaris Energy Infrastructure has a consensus rating of “Moderate Buy” and an average target price of $73.09.

Solaris Energy Infrastructure Trading Down 1.9%

Shares of SEI opened at $72.43 on Wednesday. The company has a current ratio of 2.96, a quick ratio of 2.87 and a debt-to-equity ratio of 1.37. The stock has a market cap of $4.96 billion, a PE ratio of 81.38 and a beta of 1.25. Solaris Energy Infrastructure has a 1 year low of $21.22 and a 1 year high of $81.24. The stock has a 50 day simple moving average of $59.26 and a 200-day simple moving average of $53.47.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings results on Monday, April 27th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 14.48% and a net margin of 6.69%.The business had revenue of $196.24 million for the quarter. On average, sell-side analysts predict that Solaris Energy Infrastructure will post 1.33 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada acquired a new position in Solaris Energy Infrastructure during the 1st quarter worth $477,000. AQR Capital Management LLC acquired a new stake in shares of Solaris Energy Infrastructure in the 1st quarter valued at $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in shares of Solaris Energy Infrastructure during the first quarter worth $396,000. Goldman Sachs Group Inc. bought a new stake in shares of Solaris Energy Infrastructure during the first quarter worth $13,714,000. Finally, Strs Ohio acquired a new position in shares of Solaris Energy Infrastructure during the first quarter valued at $28,000. Institutional investors own 67.44% of the company’s stock.

Solaris Energy Infrastructure News Summary

Here are the key news stories impacting Solaris Energy Infrastructure this week:

• Positive Sentiment: Company reported a recent Q1 beat (EPS $0.44 vs. consensus $0.26) and strong revenue/capacity growth, supporting the growth narrative that attracts investors to SEI.
• Positive Sentiment: Northland raised its Q2 2026 EPS estimate to $0.35 and lifted its FY2028 EPS forecast to $4.68 — signals of stronger longer‑term earnings potential that can support higher valuation over time.
• Positive Sentiment: Fresh media coverage highlighted a strong intraday rally earlier this week, reflecting investor enthusiasm around SEI’s growth story and AI/data‑center demand. Solaris Energy Infrastructure (SEI) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Independent analysis notes SEI is growing rapidly (Q1 revenue +55% YoY; power solutions +160%), driven by AI/data‑center demand, but highlights risks — limited tech moat, small‑operator status and negative free cash flow — making the growth story higher risk/higher reward. Solaris Energy Infrastructure: Expensive, But Growing Fast
• Negative Sentiment: Northland issued a string of downward EPS revisions across several quarters and fiscal years (examples: Q1‑2027 cut to $0.55 from $0.67; Q2‑2027 to $0.74 from $0.82; Q3‑2027 to $0.85 from $0.92; Q4‑2026 to $0.28 from $0.50; FY2026 to $1.38 from $1.44; FY2027 to $3.15 from $3.43). Those near‑term cuts likely pressured the stock despite the longer‑term lift.

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure Fund Inc (NYSE: SEI) is a closed-end management investment company that seeks to provide total return through a combination of current income and capital appreciation. The fund pursues its objective by investing primarily in equity securities of energy infrastructure companies, including master limited partnerships (MLPs) and other midstream entities. SEI is externally managed by Solaris Asset Management LP, a firm specializing in energy infrastructure investments.

The fund’s portfolio targets businesses involved in the gathering, processing, transportation, storage and terminalling of oil, natural gas and refined products.