Solaris Energy Infrastructure (NYSE:SEI) Upgraded to Hold at Wall Street Zen

Solaris Energy Infrastructure (NYSE:SEI) was upgraded by Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday, Wall Street Zen reports.

Other equities research analysts have also issued research reports about the company. Zacks Research raised Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 9th. Stifel Nicolaus increased their price objective on Solaris Energy Infrastructure from $98.00 to $101.00 and gave the company a “buy” rating in a research note on Thursday, September 24th. Morgan Stanley lifted their price objective on Solaris Energy Infrastructure from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 21st. Barclays increased their price target on Solaris Energy Infrastructure from $116.00 to $140.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Weiss Ratings downgraded shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Solaris Energy Infrastructure has an average rating of “Buy” and an average price target of $98.15.

Solaris Energy Infrastructure Stock Up 14.5%

Shares of NYSE:SEI opened at $57.89 on Friday. Solaris Energy Infrastructure has a fifty-two week low of $38.50 and a fifty-two week high of $86.19. The firm’s 50-day simple moving average is $65.69 and its 200-day simple moving average is $63.36. The company has a quick ratio of 4.03, a current ratio of 4.12 and a debt-to-equity ratio of 2.23. The company has a market cap of $4.43 billion, a price-to-earnings ratio of 43.60 and a beta of 1.40.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.23. The company had revenue of $341.09 million for the quarter. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. As a group, equities research analysts predict that Solaris Energy Infrastructure will post 1.37 earnings per share for the current year.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, Director A. Teague bought 3,900 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the purchase, the director directly owned 116,865 shares in the company, valued at approximately $7,503,901.65. This represents a 3.45% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 20.23% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Allworth Financial LP grew its position in Solaris Energy Infrastructure by 591.9% during the 3rd quarter. Allworth Financial LP now owns 512 shares of the company’s stock worth $36,000 after purchasing an additional 438 shares in the last quarter. Pinnacle Wealth Planning Services Inc. acquired a new stake in Solaris Energy Infrastructure during the 3rd quarter valued at approximately $44,000. Parallel Advisors LLC lifted its position in shares of Solaris Energy Infrastructure by 590.9% during the third quarter. Parallel Advisors LLC now owns 684 shares of the company’s stock valued at $49,000 after purchasing an additional 585 shares in the last quarter. West Branch Capital LLC purchased a new stake in Solaris Energy Infrastructure in the 3rd quarter worth approximately $71,000. Finally, Rockefeller Capital Management L.P. raised its stake in shares of Solaris Energy Infrastructure by 507.4% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,652 shares of the company’s stock valued at $76,000 after acquiring an additional 1,380 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors.

Key Stories Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: SEI reported third-quarter EPS of $0.45, more than double the $0.22 consensus estimate, on revenue of $341.09 million. Its earnings call also highlighted a raised outlook, $16 billion in contracted revenue, and expanding long-term power deals. Solaris Q3 earnings call highlights power deals and raised outlook
• Positive Sentiment: The company indicated Q1 2027 adjusted EBITDA of $220 million to $260 million and said it is advancing a 15-year, 900-megawatt contract—potentially reinforcing confidence in future earnings and power demand. Solaris signals Q1 2027 EBITDA and advances power contract
• Positive Sentiment: Barclays raised its price target to $140 from $116 and maintained an Overweight rating. Raymond James also upgraded SEI to Strong Buy, adding to the positive analyst sentiment. Barclays recommendations Raymond James upgrade
• Negative Sentiment: Wells Fargo cut its target to $65 from $72, suggesting more measured near-term upside, although it kept its Overweight rating. Wells Fargo recommendations

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.