Northland Securities Has Pessimistic View of SEI Q3 Earnings

Key Points

• Northland Securities cut its Q3 2026 EPS estimate for Solaris Energy Infrastructure to $0.31 from $0.39, while projecting much stronger FY2027 earnings of $3.15 per share.
• Analyst sentiment remains largely positive — eight Buys and three Holds with an average target price of $73.09 — and several firms (including Barclays) recently raised price targets, signaling continued market optimism.
• Solaris just reported a Q1 beat of $0.44 vs. $0.26 expected; the stock trades near recent highs with a market cap of $4.96B and a high trailing P/E of 81.38.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Equities researchers at Northland Securities dropped their Q3 2026 earnings estimates for Solaris Energy Infrastructure in a note issued to investors on Thursday, April 30th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings per share of $0.31 for the quarter, down from their prior estimate of $0.39. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $1.30 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's Q4 2026 earnings at $0.28 EPS, FY2026 earnings at $1.38 EPS, Q1 2027 earnings at $0.55 EPS, Q2 2027 earnings at $0.74 EPS, Q3 2027 earnings at $0.85 EPS, Q4 2027 earnings at $1.01 EPS and FY2027 earnings at $3.15 EPS.

A number of other research firms also recently commented on SEI. Barclays upped their price objective on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an "overweight" rating in a research note on Wednesday. UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. Morgan Stanley reiterated an "overweight" rating and set a $81.00 price objective on shares of Solaris Energy Infrastructure in a report on Monday, April 27th. Citigroup cut their price objective on shares of Solaris Energy Infrastructure from $62.00 to $61.00 and set a "buy" rating on the stock in a report on Tuesday, March 10th. Finally, Piper Sandler increased their price objective on shares of Solaris Energy Infrastructure from $65.00 to $72.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $73.09.

Solaris Energy Infrastructure Stock Performance

Shares of SEI opened at $72.43 on Monday. The firm has a market cap of $4.96 billion, a PE ratio of 81.38 and a beta of 1.25. Solaris Energy Infrastructure has a 12-month low of $21.22 and a 12-month high of $81.24. The company has a current ratio of 2.96, a quick ratio of 2.87 and a debt-to-equity ratio of 1.37. The company's 50 day simple moving average is $59.26 and its 200-day simple moving average is $53.49.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released its quarterly earnings data on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, topping analysts' consensus estimates of $0.26 by $0.18. Solaris Energy Infrastructure had a net margin of 6.69% and a return on equity of 14.48%. The company had revenue of $196.24 million for the quarter.

Institutional Trading of Solaris Energy Infrastructure

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Fifth Third Bancorp acquired a new stake in Solaris Energy Infrastructure during the 1st quarter worth approximately $167,000. Kornitzer Capital Management Inc. KS increased its position in Solaris Energy Infrastructure by 1.3% during the 1st quarter. Kornitzer Capital Management Inc. KS now owns 98,200 shares of the company's stock worth $5,549,000 after purchasing an additional 1,250 shares in the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its position in Solaris Energy Infrastructure by 536.1% during the 1st quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 388,000 shares of the company's stock worth $21,926,000 after purchasing an additional 327,000 shares in the last quarter. Stephens Inc. AR increased its position in Solaris Energy Infrastructure by 9.1% during the 1st quarter. Stephens Inc. AR now owns 9,401 shares of the company's stock worth $531,000 after purchasing an additional 782 shares in the last quarter. Finally, Moran Wealth Management LLC increased its position in Solaris Energy Infrastructure by 65.1% during the 1st quarter. Moran Wealth Management LLC now owns 19,266 shares of the company's stock worth $1,089,000 after purchasing an additional 7,595 shares in the last quarter. Institutional investors and hedge funds own 67.44% of the company's stock.

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.

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