Solaris Energy Infrastructure (NYSE:SEI) Stock Lifted to “Hold” by Wall Street Zen

Wall Street Zen upgraded shares of Solaris Energy Infrastructure (NYSE:SEI) from a sell rating to a hold rating in a report released on Saturday morning,Wall Street Zen reports.

A number of other equities analysts have also recently issued reports on SEI. Barclays increased their target price on Solaris Energy Infrastructure from $116.00 to $140.00 and gave the stock an “overweight” rating in a report on Friday. Wells Fargo & Company decreased their price target on shares of Solaris Energy Infrastructure from $72.00 to $65.00 and set an “overweight” rating for the company in a research note on Friday. Needham & Company LLC restated a “buy” rating and set a $104.00 price target on shares of Solaris Energy Infrastructure in a research note on Friday, October 30th. The Goldman Sachs Group set a $113.00 price objective on shares of Solaris Energy Infrastructure in a report on Friday. Finally, Northland Securities set a $111.00 price objective on shares of Solaris Energy Infrastructure in a research note on Wednesday, September 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $98.15.

Solaris Energy Infrastructure Stock Up 14.5%

SEI stock opened at $57.89 on Friday. The stock’s 50 day simple moving average is $65.69 and its 200 day simple moving average is $63.36. Solaris Energy Infrastructure has a fifty-two week low of $38.50 and a fifty-two week high of $86.19. 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 P/E ratio of 60.30 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 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $341.09 million during the quarter. On average, research analysts expect that Solaris Energy Infrastructure will post 1.37 earnings per share for the current fiscal year.

Solaris Energy Infrastructure Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Tuesday, December 8th will be issued a dividend of $0.12 per share. 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 50.00%.

Insider Buying and Selling

In related news, Director A. Teague purchased 3,900 shares of the stock in a transaction that occurred on Tuesday, September 8th. The stock was acquired at an average cost of $64.21 per share, with a total value of $250,419.00. Following the transaction, 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 20.23% of the company’s stock.

Institutional Trading of Solaris Energy Infrastructure

Several institutional investors have recently made changes to their positions in SEI. Jennison Associates LLC lifted its position in shares of Solaris Energy Infrastructure by 215.1% during the first quarter. Jennison Associates LLC now owns 1,179,736 shares of the company’s stock valued at $66,667,000 after purchasing an additional 805,319 shares in the last quarter. Situational Awareness LP grew its position in Solaris Energy Infrastructure by 2.2% in the 2nd quarter. Situational Awareness LP now owns 1,129,621 shares of the company’s stock worth $90,889,000 after purchasing an additional 24,070 shares in the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its position in Solaris Energy Infrastructure by 146.2% in the 3rd quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 1,029,000 shares of the company’s stock worth $73,244,000 after purchasing an additional 611,000 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in Solaris Energy Infrastructure by 19.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 871,462 shares of the company’s stock valued at $49,239,000 after buying an additional 142,973 shares during the last quarter. Finally, Two Seas Capital LP purchased a new stake in Solaris Energy Infrastructure in the 3rd quarter valued at about $56,007,000. Institutional investors own 67.44% of the company’s stock.

Solaris Energy Infrastructure News Roundup

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.