Kornitzer Capital Management Inc. KS Increases Position in Solaris Energy Infrastructure, Inc. $SEI

Kornitzer Capital Management Inc. KS boosted its holdings in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 61.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,950 shares of the company’s stock after acquiring an additional 37,025 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in Solaris Energy Infrastructure were worth $4,457,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of SEI. Royal Bank of Canada purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $477,000. AQR Capital Management LLC purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $396,000. Goldman Sachs Group Inc. purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $13,714,000. Finally, Strs Ohio purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $28,000. Hedge funds and other institutional investors own 67.44% 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: Northland raised short and long?term forecasts in places — Q2 2026 EPS was bumped to $0.35 (from $0.32) and FY2028 EPS was lifted to $4.68 (from $4.33). This signals the analyst still sees meaningful long?term growth potential.
• Positive Sentiment: Media coverage noted a sharp earlier rally in the shares tied to interest in SEI’s exposure to AI data?center demand, which can support higher growth expectations and investor sentiment. Solaris Energy Infrastructure (SEI) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Independent analysis highlights strong top?line momentum (Q1 revenue +55% YoY; Power Solutions +160%) and a growing project pipeline, but also flags deeply negative free cash flow, heavy capex and elevated leverage — a mixed outlook that supports growth at a cost. Solaris Energy Infrastructure: Expensive, But Growing Fast
• Negative Sentiment: Northland cut multiple near?term EPS estimates across 2026–2027: Q3 2026 to $0.31 (from $0.39), Q4 2026 to $0.28 (from $0.50), Q1 2027 to $0.55 (from $0.67), Q2 2027 to $0.74 (from $0.82), Q3 2027 to $0.85 (from $0.92), and Q4 2027 to $1.01 (from $1.03). These downward revisions reduce near?term earnings visibility and are the most direct driver of downward pressure on the stock today.
• Negative Sentiment: Northland lowered full?year forecasts: FY2026 to $1.38 (from $1.44) and FY2027 to $3.15 (from $3.43). Lowered annual estimates can compress valuation (SEI’s current high P/E) and prompt re?rating if consensus follows.

Solaris Energy Infrastructure Stock Performance

Solaris Energy Infrastructure stock opened at $72.43 on Friday. The firm has a 50 day simple moving average of $59.26 and a 200-day simple moving average of $53.48. Solaris Energy Infrastructure, Inc. has a 1-year low of $21.22 and a 1-year high of $81.24. The company has a debt-to-equity ratio of 1.37, a current ratio of 2.96 and a quick ratio of 2.87. The stock has a market cap of $4.96 billion, a price-to-earnings ratio of 81.38 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly 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. Solaris Energy Infrastructure had a net margin of 6.69% and a return on equity of 14.48%. The business had revenue of $196.24 million during the quarter. On average, analysts expect that Solaris Energy Infrastructure, Inc. will post 1.3 EPS for the current year.

Analyst Upgrades and Downgrades

SEI has been the subject of several research reports. Stifel Nicolaus upped their price objective on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the company a “buy” rating in a research note on Wednesday. UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a research note on Tuesday, January 27th. Weiss Ratings cut shares of Solaris Energy Infrastructure from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 2nd. Barclays increased their price target on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Citigroup dropped their price target on shares of Solaris Energy Infrastructure from $62.00 to $61.00 and set a “buy” rating for the company in a research note on Tuesday, March 10th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Solaris Energy Infrastructure has a consensus rating of “Moderate Buy” and an average target price of $73.09.

Solaris Energy Infrastructure Profile

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.