Solaris Energy Infrastructure (NYSE:SEI) Shares Climb 13.3% After Analyst Upgrade

Key Points

• Solaris shares climbed 13.3% after Barclays raised its price target from $116 to $140 and maintained an Overweight rating.
• The company reported third-quarter adjusted EPS of $0.45, more than double the $0.22 estimate, on $341.1 million in revenue, and raised its outlook.
• Solaris cited $16 billion in contracted revenue and expanding power agreements; analysts’ average rating is Buy, with an average price target of $98.15.

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) shot up 13.3% during trading on Friday after Barclays raised their price target on the stock from $116.00 to $140.00. Barclays currently has an overweight rating on the stock. Solaris Energy Infrastructure traded as high as $57.28 and last traded at $57.2560. Approximately 1,512,672 shares were traded during trading, a decline of 46% from the average session volume of 2,812,614 shares. The stock had previously closed at $50.55.

Several other equities analysts have also commented on SEI. Wall Street Zen upgraded shares of Solaris Energy Infrastructure from a "strong sell" rating to a "sell" rating in a report on Saturday, October 3rd. Morgan Stanley increased their price objective on shares of Solaris Energy Infrastructure from $90.00 to $102.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 21st. Zacks Research upgraded shares of Solaris Energy Infrastructure from a "hold" rating to a "strong-buy" rating in a report on Friday, October 9th. The Goldman Sachs Group set a $113.00 price target on Solaris Energy Infrastructure in a research note on Friday. Finally, Citigroup raised their price target on Solaris Energy Infrastructure from $84.00 to $100.00 and gave the stock a "buy" rating in a research report on Thursday, September 24th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat, Solaris Energy Infrastructure presently has an average rating of "Buy" and an average price target of $98.15.

Insider Buying and Selling at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, Director A. Teague bought 3,900 shares of the business's stock in a transaction that occurred on Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the purchase, the director directly owned 116,865 shares in the company, valued at approximately $7,503,901.65. This represents a 3.45% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 20.23% of the company's stock.

Trending Headlines about Solaris Energy Infrastructure

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

• Positive Sentiment: Solaris reported third-quarter adjusted EPS of $0.45, more than double the $0.22 consensus estimate, and revenue of $341.1 million. The company also raised its outlook after a record quarter. Read More.
• Positive Sentiment: Management highlighted $16 billion in contracted revenue and expanding long-term power deals. Solaris also signaled $220–$260 million in adjusted EBITDA for Q1 2027 while advancing a 15-year, 900-megawatt contract, supporting expectations for substantial future growth. Read More. · Read More.
• Positive Sentiment: Raymond James upgraded SEI to Strong Buy. Barclays raised its price target to $140 from $116 and retained an Overweight rating, reinforcing the bullish analyst view. Read More. · Read More.
• Negative Sentiment: Wells Fargo lowered its price target to $65 from $72, though it maintained an Overweight rating. The cut tempers the positive analyst news. Read More.

Institutional Trading of Solaris Energy Infrastructure

Several hedge funds have recently modified their holdings of the stock. Fifth Third Bancorp raised its position in shares of Solaris Energy Infrastructure by 860.7% during the 3rd quarter. Fifth Third Bancorp now owns 35,583 shares of the company's stock worth $2,533,000 after acquiring an additional 31,879 shares in the last quarter. Maryland State Retirement & Pension System acquired a new position in shares of Solaris Energy Infrastructure in the 3rd quarter valued at $1,044,000. Penn Capital Management Company LLC boosted its holdings in shares of Solaris Energy Infrastructure by 41.7% in the 3rd quarter. Penn Capital Management Company LLC now owns 317,999 shares of the company's stock valued at $22,678,000 after buying an additional 93,514 shares in the last quarter. Fulcrum Asset Management LLP grew its position in shares of Solaris Energy Infrastructure by 642.3% in the 3rd quarter. Fulcrum Asset Management LLP now owns 58,270 shares of the company's stock valued at $3,982,000 after buying an additional 50,420 shares during the last quarter. Finally, Pictet Asset Management Holding SA grew its position in shares of Solaris Energy Infrastructure by 13.5% in the 3rd quarter. Pictet Asset Management Holding SA now owns 7,979 shares of the company's stock valued at $568,000 after buying an additional 947 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Price Performance

The stock has a market capitalization of $4.41 billion, a price-to-earnings ratio of 59.81 and a beta of 1.40. 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 company's 50 day moving average is $65.59 and its 200 day moving average is $63.35.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The company reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.23. The company had revenue of $341.09 million during the quarter. Solaris Energy Infrastructure had a net margin of 7.99% and a return on equity of 14.56%. Research analysts anticipate that Solaris Energy Infrastructure, Inc. will post 1.37 EPS for the current fiscal year.

Solaris Energy Infrastructure Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be paid a $0.12 dividend. The ex-dividend date is Tuesday, December 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.8%. Solaris Energy Infrastructure's payout ratio is currently 50.00%.

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.

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