Solaris Energy Infrastructure, Inc. (NYSE:SEI) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) have received an average rating of “Moderate Buy” from the eleven brokerages that are presently covering the company, Marketbeat.com reports. Three equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 12 month price target among analysts that have covered the stock in the last year is $73.0909.

Several research firms have recently weighed in on SEI. Morgan Stanley reiterated an “overweight” rating and set a $81.00 price objective on shares of Solaris Energy Infrastructure in a research report on Monday. Glj Research began coverage on shares of Solaris Energy Infrastructure in a research report on Thursday, March 5th. They set a “buy” rating and a $60.00 price objective for the company. Northland Securities set a $86.00 price objective on shares of Solaris Energy Infrastructure in a research report on Thursday. Barclays raised their price target on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Stifel Nicolaus raised their price target on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the stock a “buy” rating in a report on Wednesday.

Institutional Investors Weigh In On Solaris Energy Infrastructure

A number of large investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in Solaris Energy Infrastructure by 9.3% in the fourth quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock worth $133,940,000 after purchasing an additional 248,762 shares during the period. Situational Awareness LP lifted its stake in shares of Solaris Energy Infrastructure by 62.3% in the fourth quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock valued at $85,803,000 after buying an additional 716,200 shares in the last quarter. Principal Financial Group Inc. lifted its stake in shares of Solaris Energy Infrastructure by 2,120.7% in the fourth quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company’s stock valued at $67,408,000 after buying an additional 1,400,311 shares in the last quarter. Van ECK Associates Corp lifted its stake in shares of Solaris Energy Infrastructure by 623.5% in the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock valued at $51,797,000 after buying an additional 1,116,794 shares in the last quarter. Finally, Advent International L.P. lifted its stake in shares of Solaris Energy Infrastructure by 25.5% in the fourth quarter. Advent International L.P. now owns 1,263,809 shares of the company’s stock valued at $58,097,000 after buying an additional 256,909 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Trading Up 4.0%

Shares of NYSE SEI opened at $74.02 on Friday. The company has a debt-to-equity ratio of 1.37, a quick ratio of 2.87 and a current ratio of 2.96. Solaris Energy Infrastructure has a 52-week low of $21.22 and a 52-week high of $81.24. The firm has a 50 day moving average price of $59.26 and a two-hundred day moving average price of $53.47. The stock has a market cap of $5.07 billion, a P/E ratio of 83.17 and a beta of 1.05.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings results on Monday, April 27th. The company reported $0.44 earnings per share (EPS) 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 firm had revenue of $196.24 million during the quarter. As a group, equities analysts forecast that Solaris Energy Infrastructure will post 1.33 EPS for the current year.

Trending Headlines about Solaris Energy Infrastructure

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

• Positive Sentiment: Q1 earnings beat and revenue strength: SEI reported Q1 results that topped estimates (EPS beat and robust revenue), with management pointing to record revenue and expanding margins — a key catalyst for the rally. Solaris Energy Infrastructure (SEI) Is Up 7.6% After Beat Q1 Earnings And New Hyperscaler Power Deals – What’s Changed
• Positive Sentiment: Major data?center power agreement announced — more contracted revenue from hyperscalers/data centers improves visibility for recurring cash flows and supports growth expectations. Solaris Energy (SEI) Stock Surges 4.2% on Major Data Center Power Agreement
• Positive Sentiment: Q1 contract wins and expanded power solutions highlighted in deep?dive coverage — articles emphasize strengthened backlog and broader product/service mix for hyperscaler and commercial customers. SEI Q1 Deep Dive: Contract Wins and Expanded Power Solutions Drive Strong Start to 2026
• Positive Sentiment: Analyst support: Stifel raised its price target to $93 and kept a buy rating — a bullish signal that likely helped sentiment and flows. Stifel Nicolaus price target raise coverage
• Positive Sentiment: Momentum/technical: Coverage notes SEI hit new highs after the Q1 print, which can attract momentum and funds that chase breakout names. SEI Hits a New High Following Strong Q1 Report
• Neutral Sentiment: Wells Fargo raised its target to $82 but kept an equal?weight rating — this is constructive on price but more neutral for conviction than a buy upgrade. Wells Fargo price target coverage
• Neutral Sentiment: Market commentary and investor guides (Kalkine, MSN) highlight SEI as a stock to watch given stronger clarity on contracts and recurring revenue, increasing analyst/investor attention. Is Solaris Energy Infrastructure Stock Worth Watching Right Now

Solaris Energy Infrastructure Company 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.