Northland Securities Has Bearish Outlook for SEI Q2 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Northland Securities cut their Q2 2026 earnings estimates for shares of Solaris Energy Infrastructure in a research note issued on Friday, June 12th. Northland Securities analyst B. Brooks now expects that the company will post earnings of $0.24 per share for the quarter, down from their previous forecast of $0.35. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $1.26 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s Q3 2026 earnings at $0.10 EPS, Q4 2026 earnings at $0.10 EPS, FY2026 earnings at $0.88 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.52 EPS, Q3 2027 earnings at $0.62 EPS, Q4 2027 earnings at $0.77 EPS, FY2027 earnings at $2.26 EPS and Q1 2028 earnings at $0.87 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last posted its earnings results on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.26 by $0.18. The firm had revenue of $196.24 million during the quarter. Solaris Energy Infrastructure had a net margin of 6.69% and a return on equity of 13.33%.

Other equities analysts have also issued reports about the stock. Weiss Ratings raised shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, May 28th. Zacks Research raised shares of Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a report on Thursday, March 12th. Raymond James Financial reaffirmed an “outperform” rating and set a $82.00 target price on shares of Solaris Energy Infrastructure in a report on Wednesday, April 29th. Stifel Nicolaus lifted their target price on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Piper Sandler lifted their target price on shares of Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $81.80.

Solaris Energy Infrastructure Price Performance

NYSE:SEI opened at $78.17 on Tuesday. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.11 and a quick ratio of 1.07. The firm has a market cap of $5.75 billion, a price-to-earnings ratio of 87.83 and a beta of 1.19. The company has a 50 day moving average price of $70.16 and a 200-day moving average price of $58.60. Solaris Energy Infrastructure has a 1-year low of $24.57 and a 1-year high of $81.24.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock worth $133,940,000 after acquiring an additional 248,762 shares in the last quarter. Situational Awareness LP grew its holdings in shares of Solaris Energy Infrastructure by 62.3% during the fourth quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock worth $85,803,000 after buying an additional 716,200 shares in the last quarter. Principal Financial Group Inc. grew its holdings in shares of Solaris Energy Infrastructure by 2,120.7% during the fourth quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company’s stock worth $67,408,000 after buying an additional 1,400,311 shares in the last quarter. Van ECK Associates Corp grew its holdings in shares of Solaris Energy Infrastructure by 623.5% during the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock worth $51,797,000 after buying an additional 1,116,794 shares in the last quarter. Finally, Advent International L.P. grew its holdings in shares of Solaris Energy Infrastructure by 25.5% during the fourth quarter. Advent International L.P. now owns 1,263,809 shares of the company’s stock worth $58,097,000 after buying an additional 256,909 shares in the last quarter. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Insider Buying and Selling

In related news, insider Christopher M. Powell sold 36,852 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $74.63, for a total value of $2,750,264.76. Following the completion of the sale, the insider owned 114,117 shares of the company’s stock, valued at approximately $8,516,551.71. The trade was a 24.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Laurie H. Argo sold 5,200 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $72.88, for a total transaction of $378,976.00. Following the completion of the sale, the director directly owned 44,839 shares of the company’s stock, valued at approximately $3,267,866.32. The trade was a 10.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,099,593 shares of company stock worth $297,782,099 in the last 90 days. 20.23% of the stock is owned by insiders.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland Securities initiated/updated coverage on Solaris Energy Infrastructure with a Buy rating, signaling confidence in the company’s longer-term growth prospects. Northland Securities Releases a Buy Rating on Solaris Energy Infrastructure (SEI)
• Positive Sentiment: Northland’s estimates point to improving earnings power later on, including FY2027 EPS of $2.26 and Q1 2028 EPS of $0.87, which may support the stock’s valuation. SEI FY2028 EPS Forecast Increased by Northland Securities
• Positive Sentiment: Brokerage sentiment remains favorable overall, with Solaris Energy Infrastructure carrying an average recommendation of “Moderate Buy”. Solaris Energy Infrastructure, Inc. (NYSE:SEI) Receives Average Recommendation of “Moderate Buy” from Brokerages
• Neutral Sentiment: Northland also published specific quarterly earnings forecasts for 2026-2028, giving investors a more detailed road map for future performance, but these projections were largely informational rather than a fresh operating update.
• Negative Sentiment: Several near- and medium-term EPS estimates were cut, including Q2 2026, Q3 2026, Q4 2026, FY2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, which can pressure sentiment if investors focus on softer shorter-term profitability expectations.

About Solaris Energy Infrastructure

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.