Northland Securities Forecasts SEI FY2026 Earnings

Key Points

• Northland Securities raised its FY2026 EPS forecast for Solaris Energy Infrastructure to $0.94 from $0.88, above the $0.91 consensus estimate, and projected FY2028 EPS of $4.60.
• Solaris reported quarterly EPS of $0.39, beating expectations of $0.31, on revenue of $219.4 million. However, Northland lowered several subsequent quarterly estimates and reduced its FY2027 EPS forecast to $2.17 from $2.26.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $86.33; institutional investors own 67.44% of the company.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Investment analysts at Northland Securities raised their FY2026 earnings estimates for Solaris Energy Infrastructure in a research note issued on Thursday, August 20th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings of $0.94 per share for the year, up from their previous estimate of $0.88. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.91 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's FY2028 earnings at $4.60 EPS.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last posted 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 for the quarter.

A number of other equities research analysts also recently issued reports on the company. Wolfe Research initiated coverage on Solaris Energy Infrastructure in a research report on Monday, July 6th. They issued an "outperform" rating and a $120.00 price objective on the stock. Citigroup boosted their target price on Solaris Energy Infrastructure from $61.00 to $84.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Wall Street Zen lowered Solaris Energy Infrastructure from a "sell" rating to a "strong sell" rating in a research note on Saturday, August 8th. Stifel Nicolaus set a $98.00 target price on Solaris Energy Infrastructure in a research note on Friday, August 7th. Finally, Raymond James Financial reaffirmed an "outperform" rating and issued a $82.00 price target on shares of Solaris Energy Infrastructure in a report on Wednesday, April 29th. Ten investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $86.33.

Solaris Energy Infrastructure Stock Up 0.2%

Shares of NYSE:SEI opened at $53.41 on Monday. The firm has a fifty day moving average price of $65.00 and a two-hundred day moving average price of $63.50. The company has a market cap of $4.09 billion, a price-to-earnings ratio of 62.84 and a beta of 1.23. 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 $24.57 and a one year high of $86.19.

Institutional Trading of Solaris Energy Infrastructure

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Principal Financial Group Inc. increased its stake in Solaris Energy Infrastructure by 2,120.7% in the fourth quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company's stock valued at $67,408,000 after acquiring an additional 1,400,311 shares during the last quarter. Value Aligned Research Advisors LLC purchased a new stake in Solaris Energy Infrastructure during the fourth quarter valued at about $44,864,000. Jennison Associates LLC lifted its stake in Solaris Energy Infrastructure by 215.1% during the first quarter. Jennison Associates LLC now owns 1,179,736 shares of the company's stock worth $66,667,000 after purchasing an additional 805,319 shares during the last quarter. Valiant Capital Management L.P. bought a new stake in Solaris Energy Infrastructure during the fourth quarter worth about $33,765,000. Finally, Situational Awareness LP boosted its holdings in shares of Solaris Energy Infrastructure by 62.3% in the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company's stock worth $85,803,000 after purchasing an additional 716,200 shares in the last quarter. Hedge funds and other institutional investors own 67.44% of the company's stock.

Key Headlines Impacting Solaris Energy Infrastructure

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

• Neutral Sentiment: Solaris previously delivered quarterly EPS of $0.39, exceeding the $0.31 analyst consensus, but the latest revisions suggest Northland expects weaker earnings momentum in upcoming periods.
• Negative Sentiment: Northland Securities lowered its Q3 2026 EPS estimate to $0.07 from $0.10 and its Q4 2026 estimate to $0.04 from $0.10, signaling a materially softer near-term outlook.
• Negative Sentiment: The analyst also cut estimates for Q1 2027 to $0.32 from $0.35, Q2 2027 to $0.50 from $0.52, Q3 2027 to $0.59 from $0.62, and Q4 2027 to $0.75 from $0.77.
• Negative Sentiment: Northland reduced its FY2027 EPS forecast to $2.17 from $2.26, while lowering Q1 2028 to $0.84 from $0.87 and Q2 2028 to $1.04 from $1.13. These cuts weigh on the stock because they imply lower future profitability and cash-generation potential.

Solaris Energy Infrastructure Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source