AlphaStar Capital Management LLC Invests $3.79 Million in Solaris Energy Infrastructure, Inc. $SEI

Key Points

• AlphaStar Capital Management LLC bought a new stake of 82,508 shares in Solaris Energy Infrastructure (SEI) during Q4, valued at about $3.79 million and representing roughly 0.12% of the company.
• Significant institutional activity includes VanEck boosting its SEI holdings 623.5% to 1,295,898 shares (~$51.8M) and new positions from Advent, Ceredex, Goodlander and Honeycomb, with institutions now owning about 67.44% of the stock.
• Analyst and fundamental signals are mixed: Northland raised some long‑term EPS targets but cut multiple near‑term estimates and lowered FY2026–27 forecasts, while SEI beat Q1 EPS ($0.44 vs. $0.26) and shows strong revenue growth despite a high P/E (~81.4) and concerns over heavy capex and leverage.

AlphaStar Capital Management LLC purchased a new stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 82,508 shares of the company's stock, valued at approximately $3,793,000. AlphaStar Capital Management LLC owned about 0.12% of Solaris Energy Infrastructure as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in SEI. Van ECK Associates Corp boosted its holdings in Solaris Energy Infrastructure by 623.5% during the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company's stock worth $51,797,000 after buying an additional 1,116,794 shares during the last quarter. Advent International L.P. bought a new position in Solaris Energy Infrastructure during the third quarter worth about $40,246,000. Ceredex Value Advisors LLC bought a new position in Solaris Energy Infrastructure during the third quarter worth about $35,050,000. Goodlander Investment Management LLC bought a new position in Solaris Energy Infrastructure during the second quarter worth about $19,803,000. Finally, Honeycomb Asset Management LP bought a new position in Solaris Energy Infrastructure during the second quarter worth about $19,011,000. Institutional investors own 67.44% of the company's stock.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: Northland raised short and long‑term forecasts in places — Q2 2026 EPS was bumped to $0.35 (from $0.32) and FY2028 EPS was lifted to $4.68 (from $4.33). This signals the analyst still sees meaningful long‑term growth potential.
• Positive Sentiment: Media coverage noted a sharp earlier rally in the shares tied to interest in SEI’s exposure to AI data‑center demand, which can support higher growth expectations and investor sentiment. Solaris Energy Infrastructure (SEI) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Independent analysis highlights strong top‑line momentum (Q1 revenue +55% YoY; Power Solutions +160%) and a growing project pipeline, but also flags deeply negative free cash flow, heavy capex and elevated leverage — a mixed outlook that supports growth at a cost. Solaris Energy Infrastructure: Expensive, But Growing Fast
• Negative Sentiment: Northland cut multiple near‑term EPS estimates across 2026–2027: Q3 2026 to $0.31 (from $0.39), Q4 2026 to $0.28 (from $0.50), Q1 2027 to $0.55 (from $0.67), Q2 2027 to $0.74 (from $0.82), Q3 2027 to $0.85 (from $0.92), and Q4 2027 to $1.01 (from $1.03). These downward revisions reduce near‑term earnings visibility and are the most direct driver of downward pressure on the stock today.
• Negative Sentiment: Northland lowered full‑year forecasts: FY2026 to $1.38 (from $1.44) and FY2027 to $3.15 (from $3.43). Lowered annual estimates can compress valuation (SEI’s current high P/E) and prompt re‑rating if consensus follows.

Solaris Energy Infrastructure Stock Performance

Shares of NYSE SEI opened at $72.43 on Friday. The company has a current ratio of 2.96, a quick ratio of 2.87 and a debt-to-equity ratio of 1.37. Solaris Energy Infrastructure, Inc. has a 12 month low of $21.22 and a 12 month high of $81.24. The stock has a 50 day moving average of $59.26 and a 200-day moving average of $53.48. The company has a market capitalization of $4.96 billion, a P/E ratio of 81.38 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released 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. The business had revenue of $196.24 million during the quarter. Solaris Energy Infrastructure had a return on equity of 14.48% and a net margin of 6.69%. As a group, equities research analysts predict that Solaris Energy Infrastructure, Inc. will post 1.3 EPS for the current year.

Analysts Set New Price Targets

SEI has been the topic of a number of research analyst reports. Citigroup dropped their price target on Solaris Energy Infrastructure from $62.00 to $61.00 and set a "buy" rating on the stock in a research report on Tuesday, March 10th. Northland Securities set a $86.00 price target on Solaris Energy Infrastructure in a research report on Thursday. Raymond James Financial reaffirmed an "outperform" rating and set a $82.00 price target on shares of Solaris Energy Infrastructure in a research report on Wednesday. Wells Fargo & Company raised their price target on Solaris Energy Infrastructure from $71.00 to $82.00 and gave the stock an "equal weight" rating in a research report on Wednesday. Finally, Weiss Ratings lowered Solaris Energy Infrastructure from a "buy (b-)" rating to a "hold (c)" rating in a research report on Monday, March 2nd. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Solaris Energy Infrastructure has an average rating of "Moderate Buy" and an average target price of $73.09.

Solaris Energy Infrastructure 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.

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