Equities Analysts Offer Predictions for SEI FY2026 Earnings

Key Points

• Northland raised its FY2026 EPS forecast for Solaris Energy Infrastructure to $2.25 from $1.50, above the $1.37 consensus estimate.
• Solaris reported quarterly EPS of $0.45, beating the $0.22 analyst consensus; quarterly revenue was $341.09 million.
• Analyst sentiment is broadly positive: MarketBeat reports a consensus “Buy” rating and an average price target of $100.38.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Stock analysts at Northland Securities boosted their FY2026 earnings per share (EPS) estimates for Solaris Energy Infrastructure in a research report issued on Wednesday, November 11th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings per share of $2.25 for the year, up from their prior estimate of $1.50. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $1.37 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's Q4 2026 earnings at $0.97 EPS, Q1 2027 earnings at $1.39 EPS, Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.73 EPS, FY2027 earnings at $6.12 EPS, Q1 2028 earnings at $1.83 EPS, Q2 2028 earnings at $2.08 EPS, Q3 2028 earnings at $2.49 EPS and FY2028 earnings at $9.08 EPS.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last posted its quarterly 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. The business had revenue of $341.09 million for the quarter. Solaris Energy Infrastructure had a net margin of 7.99% and a return on equity of 12.82%.

A number of other brokerages have also recently commented on SEI. Weiss Ratings reissued a "hold (c)" rating on shares of Solaris Energy Infrastructure in a research note on Wednesday, November 4th. Stifel Nicolaus lifted their price objective on Solaris Energy Infrastructure from $98.00 to $101.00 and gave the company a "buy" rating in a research report on Thursday, September 24th. Zacks Research raised shares of Solaris Energy Infrastructure from a "hold" rating to a "strong-buy" rating in a research report on Friday, October 9th. Citigroup lifted their target price on Solaris Energy Infrastructure from $100.00 to $104.00 and gave the company a "buy" rating in a report on Monday. Finally, Raymond James Financial raised Solaris Energy Infrastructure from a "moderate buy" rating to a "strong-buy" rating and set a $113.00 target price for the company in a research report on Friday, November 6th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Buy" and a consensus target price of $100.38.

Solaris Energy Infrastructure Stock Down 0.5%

Shares of NYSE SEI opened at $64.46 on Friday. The stock has a market capitalization of $4.94 billion, a price-to-earnings ratio of 39.76 and a beta of 1.40. Solaris Energy Infrastructure has a 52 week low of $38.50 and a 52 week high of $86.19. The firm has a 50-day moving average price of $66.70 and a 200 day moving average price of $63.53. The company has a quick ratio of 4.03, a current ratio of 2.10 and a debt-to-equity ratio of 1.68.

Institutional Trading of Solaris Energy Infrastructure

Several large investors have recently modified their holdings of SEI. Allworth Financial LP lifted its stake in shares of Solaris Energy Infrastructure by 591.9% in the third quarter. Allworth Financial LP now owns 512 shares of the company's stock worth $36,000 after acquiring an additional 438 shares in the last quarter. Pinnacle Wealth Planning Services Inc. purchased a new position in Solaris Energy Infrastructure in the third quarter valued at about $44,000. Parallel Advisors LLC grew its stake in 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 stake in Solaris Energy Infrastructure during the 3rd quarter worth approximately $71,000. Finally, Hantz Financial Services Inc. acquired a new position in shares of Solaris Energy Infrastructure in the 3rd quarter valued at approximately $72,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Solaris Energy Infrastructure

In other news, Director A. Teague acquired 3,900 shares of the business's stock in a transaction on 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 acquisition, the director directly owned 116,865 shares of the company's stock, valued at $7,503,901.65. This represents a 3.45% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Over the last quarter, insiders have acquired 4,570 shares of company stock worth $291,136. Insiders own 20.23% of the company's stock.

Solaris Energy Infrastructure Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Tuesday, December 8th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Tuesday, December 8th. This represents a $0.48 annualized dividend and a yield of 0.7%. Solaris Energy Infrastructure's payout ratio is 50.00%.

Latest Solaris Energy Infrastructure News

Investors following SEI have been watching these news items:

• Positive Sentiment: Directors reported purchases totaling 670 shares for about $40,700 across transactions on Nov. 9, 10 and 11. Insider buying can signal confidence in the company, though these purchases were modest relative to SEI’s size. SEC filing
• Positive Sentiment: Other coverage highlighted bullish analyst views on SEI, while a separate report cited an average analyst price target of $100.38. These targets suggest analysts see potential for further gains, but they are estimates, not guarantees. Analyst coverage Average price target report
• Positive Sentiment: Citigroup also raised its price target, adding to the recent favorable analyst commentary; the article provided no revised target figure. Citigroup price-target report

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure, Inc. provides equipment and services for energy production and power generation. Its offerings include natural gas-fueled power systems and related equipment, as well as mobile systems used to store, transport and deliver proppant at oil and gas wells. The company was established as Solaris Oilfield Infrastructure and later adopted its current name as its business expanded beyond oilfield logistics. Its oilfield services primarily support operators in U.S. shale basins, while its power solutions serve customers seeking scalable power generation.

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