Solaris Energy Infrastructure (NYSE:SEI) Stock Price Target Raised at Barclays

Solaris Energy Infrastructure (NYSE:SEI) had its price target lifted by Barclays from $116.00 to $140.00 in a report published on Friday,Benzinga reports. Barclays currently has an overweight rating on the stock.

Several other equities research analysts have also issued reports on SEI. Needham & Company LLC reaffirmed a “buy” rating and set a $104.00 price target on shares of Solaris Energy Infrastructure in a report on Friday, October 30th. Zacks Research raised shares of Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 9th. Piper Sandler raised their target price on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday, August 27th. Citigroup boosted their target price on shares of Solaris Energy Infrastructure from $84.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, September 24th. Finally, Weiss Ratings cut shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Solaris Energy Infrastructure presently has an average rating of “Buy” and an average target price of $98.15.

Solaris Energy Infrastructure Price Performance

Shares of NYSE SEI traded up $7.34 during trading hours on Friday, hitting $57.89. 4,079,181 shares of the stock were exchanged, compared to its average volume of 2,968,633. The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12. The company has a market cap of $4.43 billion, a PE ratio of 60.30 and a beta of 1.40. The company’s fifty day simple moving average is $65.69 and its two-hundred day simple moving average is $63.36. Solaris Energy Infrastructure has a 1-year low of $38.50 and a 1-year high of $86.19.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share (EPS) for the quarter, beating 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 return on equity of 13.26% and a net margin of 7.19%. On average, sell-side analysts predict that Solaris Energy Infrastructure will post 1.37 EPS for the current year.

Solaris Energy Infrastructure Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Tuesday, December 8th will be paid a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, December 8th. Solaris Energy Infrastructure’s dividend payout ratio (DPR) is presently 50.00%.

Insider Buying and Selling at Solaris Energy Infrastructure

In other news, Director A. Teague acquired 3,900 shares of the stock in a transaction dated Tuesday, September 8th. The stock was bought at an average price of $64.21 per share, with a total value of $250,419.00. Following the completion of the purchase, the director directly owned 116,865 shares of the company’s stock, valued at $7,503,901.65. This represents a 3.45% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 20.23% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Concurrent Investment Advisors LLC boosted its position in Solaris Energy Infrastructure by 4.4% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 7,114 shares of the company’s stock worth $572,000 after buying an additional 300 shares during the period. Balefire LLC grew its holdings in Solaris Energy Infrastructure by 12.3% during the 3rd quarter. Balefire LLC now owns 3,109 shares of the company’s stock worth $221,000 after acquiring an additional 341 shares during the last quarter. Allworth Financial LP increased its position in Solaris Energy Infrastructure by 591.9% in the 3rd quarter. Allworth Financial LP now owns 512 shares of the company’s stock valued at $36,000 after acquiring an additional 438 shares during the period. Gibbs Wealth Management increased its position in Solaris Energy Infrastructure by 7.3% in the 3rd quarter. Gibbs Wealth Management now owns 6,812 shares of the company’s stock valued at $485,000 after acquiring an additional 461 shares during the period. Finally, Parallel Advisors LLC increased its position in Solaris Energy Infrastructure by 590.9% in the 3rd quarter. Parallel Advisors LLC now owns 684 shares of the company’s stock valued at $49,000 after acquiring an additional 585 shares during the period. 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: 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.