Solaris Energy Infrastructure (NYSE:SEI) Shares Up 5.5% - Should You Buy?

Key Points

• Solaris Energy Infrastructure shares rose about 5.5% to $67.49 after the company raised its 2026 adjusted EBITDA outlook and initiated first-quarter 2027 guidance, citing stronger core operations and contributions from acquisitions.
• Wall Street sentiment is broadly positive: ten analysts rate the stock Buy, with a consensus “Moderate Buy” rating and an average price target of $88.33; targets range as high as $120.
• Solaris recently exceeded quarterly earnings expectations, reporting $0.39 in EPS versus the $0.31 consensus. However, its valuation remains elevated, with a market capitalization of $5.17 billion and a P/E ratio near 79.5.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) was up 5.5% during mid-day trading on Wednesday . The company traded as high as $67.52 and last traded at $67.49. Approximately 2,774,860 shares traded hands during trading, an increase of 1% from the average session volume of 2,753,777 shares. The stock had previously closed at $63.96.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: Solaris raised its 2026 outlook and initiated 2027 guidance. The company increased adjusted EBITDA guidance for the third and fourth quarters of 2026 and established first-quarter 2027 guidance, signaling that management expects momentum to continue beyond the current year. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Operating performance and acquisitions are driving the improved forecast. Solaris said stronger results from its core business, along with newly acquired operations, are supporting the higher 2026 EBITDA outlook and a favorable start to 2027. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: The guidance announcement triggered a sharp rally and extended SEI’s winning streak. Multiple reports attributed the stock’s advance to the raised EBITDA outlook and optimistic second-half growth expectations. Solaris Energy Infrastructure surges 16% on raised EBITDA outlook
• Neutral Sentiment: Reports also noted increased hedge-fund ownership, which may improve investor attention and sentiment, although it does not directly change Solaris’s operating results. Solaris Energy Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Barclays increased their price objective on Solaris Energy Infrastructure from $86.00 to $90.00 and gave the stock an "overweight" rating in a research report on Monday, August 10th. Raymond James Financial boosted their target price on Solaris Energy Infrastructure from $82.00 to $96.00 and gave the company an "outperform" rating in a report on Wednesday. Wolfe Research initiated coverage on Solaris Energy Infrastructure in a research note on Monday, July 6th. They set an "outperform" rating and a $120.00 price target for the company. Weiss Ratings downgraded Solaris Energy Infrastructure from a "hold (c+)" rating to a "hold (c)" rating in a report on Tuesday, August 11th. Finally, Piper Sandler lifted their price objective on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an "overweight" rating in a research report on Thursday, August 27th. Ten research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Solaris Energy Infrastructure has an average rating of "Moderate Buy" and a consensus price target of $88.33.

Solaris Energy Infrastructure Trading Up 5.6%

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 business has a 50 day moving average price of $58.80 and a 200-day moving average price of $63.58. The firm has a market capitalization of $5.17 billion, a PE ratio of 79.50 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last announced its quarterly earnings data 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 return on equity of 13.26% and a net margin of 7.19%.The firm had revenue of $219.40 million for the quarter. Analysts expect that Solaris Energy Infrastructure, Inc. will post 0.84 earnings per share for the current year.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Large investors have recently made changes to their positions in the stock. California State Teachers Retirement System grew its position in Solaris Energy Infrastructure by 7,779.5% during the second quarter. California State Teachers Retirement System now owns 4,080,851 shares of the company's stock worth $328,345,000 after buying an additional 4,029,060 shares during the period. Vanguard Group Inc. grew its holdings in shares of Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company's stock worth $133,940,000 after acquiring an additional 248,762 shares during the period. Situational Awareness LP increased its stake in Solaris Energy Infrastructure by 62.3% in the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company's stock valued at $85,803,000 after purchasing an additional 716,200 shares in the last quarter. Advent International L.P. raised its holdings in Solaris Energy Infrastructure by 25.5% during the fourth quarter. Advent International L.P. now owns 1,263,809 shares of the company's stock worth $58,097,000 after purchasing an additional 256,909 shares during the last quarter. Finally, Jennison Associates LLC raised its holdings 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. Hedge funds and other institutional investors own 67.44% of the company's stock.

About Solaris Energy Infrastructure

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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