Solaris Energy Infrastructure (NYSE:SEI) Stock Price Target Lowered at Wells Fargo & Company

Solaris Energy Infrastructure (NYSE:SEI) had its target price decreased by Wells Fargo & Company from $72.00 to $65.00 in a research report released on Friday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

A number of other brokerages have also commented on SEI. Morgan Stanley boosted their price objective on Solaris Energy Infrastructure from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, October 21st. Zacks Research upgraded Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a report on Friday, October 9th. Piper Sandler lifted their target price on Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday, August 27th. Weiss Ratings cut Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, August 11th. Finally, Citigroup upped their price target on Solaris Energy Infrastructure from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, September 24th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $98.15.

Solaris Energy Infrastructure Stock Up 14.5%

Shares of NYSE SEI traded up $7.34 during mid-day trading on Friday, reaching $57.89. 4,079,181 shares of the company’s stock traded hands, compared to its average volume of 2,968,633. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. The business has a 50-day simple moving average of $65.69 and a 200 day simple moving average of $63.36. The stock has a market cap of $4.43 billion, a P/E ratio of 60.30 and a beta of 1.40. 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 posted its earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.23. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. The company had revenue of $341.09 million for the quarter. On average, analysts expect that Solaris Energy Infrastructure will post 1.37 EPS for the current fiscal year.

Solaris Energy Infrastructure Announces Dividend

The firm also recently announced 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 is Tuesday, December 8th. Solaris Energy Infrastructure’s payout ratio is presently 50.00%.

Insider Buying and Selling at Solaris Energy Infrastructure

In related news, Director A. Teague purchased 3,900 shares of the business’s stock in a transaction that occurred 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 acquisition, 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 ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 20.23% of the company’s stock.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Several institutional investors have recently bought and sold shares of SEI. Allworth Financial LP grew its holdings in Solaris Energy Infrastructure by 591.9% during the third quarter. Allworth Financial LP now owns 512 shares of the company’s stock valued at $36,000 after purchasing an additional 438 shares during the period. Pinnacle Wealth Planning Services Inc. bought a new stake in shares of Solaris Energy Infrastructure in the third quarter valued at $44,000. Parallel Advisors LLC raised its stake in shares of Solaris Energy Infrastructure by 590.9% in the third quarter. Parallel Advisors LLC now owns 684 shares of the company’s stock valued at $49,000 after buying an additional 585 shares during the period. West Branch Capital LLC purchased a new position in shares of Solaris Energy Infrastructure during the 3rd quarter valued at $71,000. Finally, Rockefeller Capital Management L.P. lifted its position in shares of 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 valued at $76,000 after buying an additional 1,380 shares during the last quarter. Hedge funds and other 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

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.