Wall Street Zen Upgrades Solaris Energy Infrastructure (NYSE:SEI) to Hold

Key Points

• Wall Street Zen upgraded Solaris Energy Infrastructure from “Sell” to “Hold.” Despite the change, MarketBeat’s analyst consensus remained “Buy,” with a $98.15 average price target.
• Solaris reported quarterly earnings per share of $0.45, beating the $0.22 consensus estimate, on revenue of $341.09 million. The company also highlighted a raised outlook and $16 billion in contracted revenue.
• Analyst views were mixed: Zacks upgraded the stock to “Strong Buy,” while Wells Fargo lowered its price target to $65 but maintained an “Overweight” rating.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a research report issued to clients and investors on Saturday, Wall Street Zen reports.

Several other research analysts also recently commented on the stock. Zacks Research upgraded shares of Solaris Energy Infrastructure from a "hold" rating to a "strong-buy" rating in a research report on Friday, October 9th. Northland Securities set a $111.00 target price on Solaris Energy Infrastructure in a report on Wednesday, September 16th. Piper Sandler upped their price target 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. Needham & Company LLC reaffirmed a "buy" rating and issued a $104.00 price objective on shares of Solaris Energy Infrastructure in a research note on Friday, October 30th. Finally, Morgan Stanley raised their price objective on shares of Solaris Energy Infrastructure from $90.00 to $102.00 and gave the company an "overweight" rating in a research note on Wednesday, October 21st. Two equities 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, Solaris Energy Infrastructure currently has a consensus rating of "Buy" and a consensus target price of $98.15.

Solaris Energy Infrastructure Price Performance

Shares of SEI opened at $57.89 on Friday. The firm has a market cap of $4.43 billion, a PE ratio of 43.60 and a beta of 1.40. The firm has a fifty day simple moving average of $65.69 and a two-hundred day simple moving average of $63.36. The company has a current ratio of 4.12, a quick ratio of 4.03 and a debt-to-equity ratio of 2.23. Solaris Energy Infrastructure has a 1-year low of $38.50 and a 1-year high of $86.19.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last announced its quarterly earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.23. The company had revenue of $341.09 million during the quarter. Solaris Energy Infrastructure had a return on equity of 13.26% and a net margin of 7.19%. On average, equities analysts anticipate that Solaris Energy Infrastructure will post 1.37 EPS for the current year.

Insider Buying and Selling

In other 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, for a total transaction of $250,419.00. Following the acquisition, the director owned 116,865 shares of the company's stock, valued at approximately $7,503,901.65. This trade represents a 3.45% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 20.23% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Several hedge funds have recently added to or reduced their stakes in the business. Allworth Financial LP lifted its position in Solaris Energy Infrastructure by 591.9% in the 3rd 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 last quarter. Pinnacle Wealth Planning Services Inc. acquired a new stake in shares of Solaris Energy Infrastructure during the third quarter worth $44,000. Parallel Advisors LLC boosted its position in shares of Solaris Energy Infrastructure by 590.9% during 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 position in shares of Solaris Energy Infrastructure in the 3rd quarter worth about $71,000. Finally, C M Bidwell & Associates Ltd. purchased a new position in shares of Solaris Energy Infrastructure during the 2nd quarter valued at about $84,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Solaris Energy Infrastructure News

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.

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