Solaris Energy Infrastructure, Inc. (NYSE:SEI) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a bullish outlook: Solaris Energy Infrastructure has a consensus “Moderate Buy” rating, with 10 buy ratings and two holds. The average 12-month price target is $89.42, implying potential upside from the reported $65.75 share price.
• Solaris exceeded quarterly earnings expectations, reporting $0.39 EPS versus the $0.31 consensus estimate, on revenue of $219.4 million. Analysts expect full-year EPS of approximately $1.24.
• The company priced an upsized $1.25 billion senior-notes offering to fund growth and corporate purposes, but the added borrowing will increase leverage and result in roughly $87.5 million of annual cash interest before fees.

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) have received an average rating of "Moderate Buy" from the twelve brokerages that are covering the stock, Marketbeat.com reports. Two investment analysts have rated the stock with a hold rating and ten have given a buy rating to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $89.4167.

Several equities analysts recently commented on SEI shares. Raymond James Financial boosted their target price on Solaris Energy Infrastructure from $82.00 to $96.00 and gave the stock an "outperform" rating in a research report on Wednesday, September 9th. Northland Securities set a $111.00 price target on Solaris Energy Infrastructure in a report on Wednesday, September 16th. Stifel Nicolaus set a $98.00 price target on Solaris Energy Infrastructure in a research report on Friday, August 7th. Piper Sandler boosted their price objective on Solaris Energy Infrastructure from $80.00 to $82.00 and gave the stock an "overweight" rating in a report on Thursday, August 27th. Finally, Morgan Stanley boosted their price objective on Solaris Energy Infrastructure from $81.00 to $90.00 and gave the stock an "overweight" rating in a report on Thursday, June 4th.

Solaris Energy Infrastructure Stock Down 4.8%

Shares of NYSE:SEI opened at $65.75 on Wednesday. The firm has a fifty day moving average price of $58.39 and a two-hundred day moving average price of $64.67. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. Solaris Energy Infrastructure has a one year low of $35.40 and a one year high of $86.19. The company has a market cap of $5.03 billion, a price-to-earnings ratio of 77.35 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.31 by $0.08. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. The firm had revenue of $219.40 million for the quarter. Analysts anticipate that Solaris Energy Infrastructure will post 1.24 EPS for the current fiscal year.

Insider Activity at Solaris Energy Infrastructure

In related news, Director A. Teague acquired 3,900 shares of the stock in a transaction dated Tuesday, September 8th. The shares were purchased at an average price of $64.21 per share, for a total transaction of $250,419.00. Following the transaction, the director owned 116,865 shares in the company, valued at $7,503,901.65. This represents a 3.45% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. 20.23% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Engineers Gate Manager LP bought a new position in Solaris Energy Infrastructure in the second quarter valued at $475,000. Integrated Wealth Concepts LLC bought a new stake in Solaris Energy Infrastructure during the second quarter worth about $219,000. NewEdge Advisors LLC purchased a new position in shares of Solaris Energy Infrastructure in the 2nd quarter worth about $880,000. Nykredit A S purchased a new position in shares of Solaris Energy Infrastructure in the 2nd quarter worth about $164,000. Finally, Readystate Asset Management LP bought a new position in shares of Solaris Energy Infrastructure during the 2nd quarter valued at about $3,058,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Solaris Energy Infrastructure News Roundup

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

• Positive Sentiment: Solaris priced an upsized offering of $1.25 billion of 7.000% senior notes due April 1, 2032, compared with the initially announced $1.0 billion deal. The upsizing may indicate strong investor demand and provides substantial capital for expansion. Solaris Energy Infrastructure Announces Pricing of Upsized Offering
• Positive Sentiment: Net proceeds are intended for general corporate purposes, growth capital expenditures, and related fees and expenses. The financing could support Solaris’s infrastructure buildout and future revenue growth without issuing new shares. Solaris Energy Infrastructure Announces Offering of Senior Notes
• Positive Sentiment: Recent Zacks coverage highlighted rising earnings estimates and included SEI on its Rank #1, or Strong Buy, momentum lists. The average analyst price target reportedly implies approximately 33% upside, although price targets are not guarantees. Surging Earnings Estimates Signal Upside for Solaris Energy Infrastructure
• Neutral Sentiment: The notes are expected to close on October 1, 2026, subject to customary conditions. The offering provides liquidity but does not immediately establish how effectively the capital will generate returns.
• Negative Sentiment: The larger-than-planned borrowing increases Solaris’s interest expense and leverage. At the stated coupon, annual cash interest would be approximately $87.5 million before fees, potentially pressuring future earnings and cash flow. Solaris Energy Infrastructure Plans Senior Notes Offering

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure, Inc NYSE: SEI is an energy infrastructure company that provides mobile, scalable power generation and management solutions. The company designs, manufactures, and deploys equipment intended to support customers that require reliable, flexible power in energy-intensive operating environments.

Solaris has historically served the North American oil and natural gas industry, supplying infrastructure used in well completion and other field operations. Its offerings include mobile power-generation systems, electrical distribution equipment, and related services designed to help customers manage on-site power requirements and reduce reliance on traditional diesel-based solutions.

The company has also expanded its focus beyond oilfield services to address growing power needs associated with data centers and other large-scale, power-intensive facilities.

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