Northland Securities Has Optimistic View of SEI Q3 Earnings

Key Points

• Northland Securities raised its Q3 2026 EPS estimate for Solaris Energy Infrastructure to $0.26 from $0.07 and projected full-year 2026 EPS of $1.50, with earnings estimates rising to $4.38 in 2027 and $7.42 in 2028.
• Solaris exceeded expectations in its latest quarter, reporting $0.39 EPS versus the $0.31 consensus on $219.4 million in revenue.
• Analyst sentiment remains favorable: 10 analysts rate the stock Buy and two rate it Hold, producing a “Moderate Buy” consensus and an average price target of $89.42 versus the reported $69 share price.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Stock analysts at Northland Securities raised their Q3 2026 EPS estimates for shares of Solaris Energy Infrastructure in a research note issued to investors on Wednesday, September 16th. Northland Securities analyst B. Brooks now anticipates that the company will earn $0.26 per share for the quarter, up from their prior estimate of $0.07. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.94 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $1.50 EPS, Q1 2027 earnings at $0.93 EPS, Q2 2027 earnings at $1.03 EPS, Q3 2027 earnings at $1.10 EPS, Q4 2027 earnings at $1.32 EPS, FY2027 earnings at $4.38 EPS, Q1 2028 earnings at $1.45 EPS, Q2 2028 earnings at $1.73 EPS and FY2028 earnings at $7.42 EPS.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $0.39 earnings per share for the quarter, topping analysts' consensus estimates 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 business had revenue of $219.40 million during the quarter.

SEI has been the subject of several other research reports. Piper Sandler raised their target price on Solaris Energy Infrastructure from $80.00 to $82.00 and gave the stock an "overweight" rating in a research note on Thursday, August 27th. Morgan Stanley boosted their price target on Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an "overweight" rating in a research note on Thursday, June 4th. Wolfe Research assumed coverage on Solaris Energy Infrastructure in a report on Monday, July 6th. They set an "outperform" rating and a $120.00 price target on the stock. Weiss Ratings downgraded shares of Solaris Energy Infrastructure from a "hold (c+)" rating to a "hold (c)" rating in a research report on Tuesday, August 11th. Finally, Needham & Company LLC lifted their price objective on shares of Solaris Energy Infrastructure from $98.00 to $104.00 and gave the company a "buy" rating in a research note on Tuesday. Ten research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $89.42.

Solaris Energy Infrastructure Stock Performance

SEI stock opened at $69.00 on Friday. The firm has a market cap of $5.28 billion, a PE ratio of 81.18 and a beta of 1.25. The company has a current ratio of 4.12, a quick ratio of 4.03 and a debt-to-equity ratio of 2.23. The stock has a 50-day moving average price of $58.48 and a 200-day moving average price of $64.26. Solaris Energy Infrastructure has a 1-year low of $34.08 and a 1-year high of $86.19.

Insider Transactions at Solaris Energy Infrastructure

In other news, Director A. Teague purchased 3,900 shares of the business's stock in a transaction on Tuesday, September 8th. The shares were acquired at an average price of $64.21 per share, for a total transaction of $250,419.00. Following the completion of the acquisition, the director owned 116,865 shares in the company, valued at approximately $7,503,901.65. The trade was a 3.45% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 20.23% of the company's stock.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Hedge funds and other institutional investors have recently modified their holdings of the company. Cullen Frost Bankers Inc. bought a new stake in Solaris Energy Infrastructure during the 4th quarter valued at $28,000. C M Bidwell & Associates Ltd. acquired a new position in shares of Solaris Energy Infrastructure during the second quarter valued at about $84,000. Rockefeller Capital Management L.P. increased its position in shares of Solaris Energy Infrastructure by 507.4% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,652 shares of the company's stock worth $76,000 after acquiring an additional 1,380 shares in the last quarter. Nykredit A S bought a new stake in shares of Solaris Energy Infrastructure during the second quarter worth about $164,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of Solaris Energy Infrastructure by 179.1% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,194 shares of the company's stock worth $101,000 after acquiring an additional 1,408 shares during the last quarter. Institutional investors own 67.44% of the company's stock.

Key Stories Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: Northland Securities sharply raised EPS forecasts through 2028. Estimates increased to $1.50 for fiscal 2026 from $0.94, $4.38 for fiscal 2027 from $2.17, and $7.42 for fiscal 2028 from $4.60. The firm also lifted quarterly estimates across late 2026, 2027 and early 2028, including Q3 2026 EPS to $0.26 from $0.07 and Q4 2026 EPS to $0.41 from $0.04. The revisions imply accelerating profitability and were likely the primary catalyst for investor buying. Solaris Energy Infrastructure Trading Up Following Analyst Upgrade
• Positive Sentiment: Needham raised its price target to $104. The new target represents considerable potential upside from the stock’s recent trading level and signals increased confidence in Solaris Energy Infrastructure’s earnings growth prospects. Needham Raises Solaris Energy Infrastructure Price Target
• Positive Sentiment: The broader market attention surrounding SEI’s strong share performance reflects investor interest in its growth trajectory and the recent wave of favorable analyst commentary. Solaris Energy Infrastructure Shares Climbed
• Neutral Sentiment: Valuation remains an important risk. Solaris Energy Infrastructure trades at a high trailing price-to-earnings ratio, so the stock’s gains depend on the company delivering the sharply higher earnings projected by Northland. Any delay in growth or weaker execution could increase volatility.

About Solaris Energy Infrastructure

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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