Solaris Energy Infrastructure (NYSE:SEI) Shares Up 13.3% Following Analyst Upgrade

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) traded up 13.3% during trading on Friday after Barclays raised their price target on the stock from $116.00 to $140.00. Barclays currently has an overweight rating on the stock. Solaris Energy Infrastructure traded as high as $57.28 and last traded at $57.2560. Approximately 1,512,672 shares were traded during mid-day trading, a decline of 46% from the average session volume of 2,812,614 shares. The stock had previously closed at $50.55.

Several other research analysts also recently issued reports on the stock. Morgan Stanley raised their price objective on shares of Solaris Energy Infrastructure from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 21st. Raymond James Financial upgraded shares of Solaris Energy Infrastructure from an “outperform” rating to a “strong-buy” rating and set a $113.00 price objective on the stock in a research note on Friday. Piper Sandler upped their target price on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Stifel Nicolaus increased their target price on shares of Solaris Energy Infrastructure from $98.00 to $101.00 and gave the stock a “buy” rating in a research note on Thursday, September 24th. Finally, Wells Fargo & Company lowered their price target on Solaris Energy Infrastructure from $72.00 to $65.00 and set an “overweight” rating on the stock in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $98.15.

Insider Transactions at Solaris Energy Infrastructure

In other news, Director A. Teague acquired 3,900 shares of the company’s stock in a transaction on Tuesday, September 8th. The shares were bought at an average cost of $64.21 per share, with a total value of $250,419.00. Following the purchase, the director 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 legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 20.23% of the company’s stock.

Key Headlines Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: Solaris reported third-quarter adjusted EPS of $0.45, more than double the $0.22 consensus estimate, and revenue of $341.1 million. The company also raised its outlook after a record quarter. Read More.
• Positive Sentiment: Management highlighted $16 billion in contracted revenue and expanding long-term power deals. Solaris also signaled $220–$260 million in adjusted EBITDA for Q1 2027 while advancing a 15-year, 900-megawatt contract, supporting expectations for substantial future growth. Read More. · Read More.
• Positive Sentiment: Raymond James upgraded SEI to Strong Buy. Barclays raised its price target to $140 from $116 and retained an Overweight rating, reinforcing the bullish analyst view. Read More. · Read More.
• Negative Sentiment: Wells Fargo lowered its price target to $65 from $72, though it maintained an Overweight rating. The cut tempers the positive analyst news. Read More.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in SEI. Pinnacle Wealth Planning Services Inc. purchased a new position in Solaris Energy Infrastructure during the third quarter worth about $44,000. Parallel Advisors LLC boosted its holdings 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 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 valued at approximately $71,000. Rockefeller Capital Management L.P. increased its position in Solaris Energy Infrastructure by 507.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,652 shares of the company’s stock worth $76,000 after purchasing an additional 1,380 shares during the period. Finally, GK Wealth Management LLC acquired a new position in Solaris Energy Infrastructure during the 3rd quarter worth approximately $79,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Price Performance

The company has a market cap of $4.41 billion, a price-to-earnings ratio of 59.81 and a beta of 1.40. The company has a 50-day simple moving average of $65.59 and a 200-day simple moving average of $63.35. The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.22 by $0.23. Solaris Energy Infrastructure had a return on equity of 14.56% and a net margin of 7.99%. The business had revenue of $341.09 million during the quarter. As a group, research analysts predict that Solaris Energy Infrastructure, Inc. will post 1.37 earnings per share for the current year.

Solaris Energy Infrastructure Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be given a $0.12 dividend. The ex-dividend date is Tuesday, December 8th. This represents a $0.48 annualized dividend and a yield of 0.8%. Solaris Energy Infrastructure’s dividend payout ratio is presently 50.00%.

About Solaris Energy Infrastructure

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.