Q2 Earnings Forecast for SEI Issued By Northland Securities

Key Points

• Northland Securities raised its Q2 2026 EPS estimate for Solaris (NYSE:SEI) to $0.32 from $0.28 and projects FY2026 EPS of $1.44, with quarterly forecasts of $0.39 (Q3) and $0.50 (Q4).
• Solaris recently beat expectations, reporting quarterly EPS of $0.35 versus a consensus of $0.24, and institutional investors now own about 67.44% of the stock after large hedge fund inflows.
• Analyst sentiment is a "Moderate Buy" with an average target price of $59.36, although several firms have recently adjusted ratings and targets.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Analysts at Northland Securities lifted their Q2 2026 earnings per share (EPS) estimates for shares of Solaris Energy Infrastructure in a research report issued to clients and investors on Monday, April 13th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings of $0.32 per share for the quarter, up from their prior forecast of $0.28. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.36 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's Q3 2026 earnings at $0.39 EPS, Q4 2026 earnings at $0.50 EPS, FY2026 earnings at $1.44 EPS, Q1 2027 earnings at $0.67 EPS and Q2 2027 earnings at $0.82 EPS.

A number of other analysts have also recently commented on the company. 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. Glj Research began coverage on Solaris Energy Infrastructure in a research report on Thursday, March 5th. They issued a "buy" rating and a $60.00 price target on the stock. Zacks Research raised Solaris Energy Infrastructure from a "strong sell" rating to a "hold" rating in a research report on Thursday, March 12th. Weiss Ratings cut Solaris Energy Infrastructure from a "buy (b-)" rating to a "hold (c)" rating in a research report on Monday, March 2nd. Finally, Wall Street Zen cut Solaris Energy Infrastructure from a "hold" rating to a "sell" rating in a research report on Saturday, March 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $59.36.

Solaris Energy Infrastructure Stock Performance

Shares of SEI opened at $61.71 on Tuesday. The company has a quick ratio of 2.87, a current ratio of 2.96 and a debt-to-equity ratio of 1.37. The business's 50 day moving average price is $55.01 and its 200-day moving average price is $51.36. Solaris Energy Infrastructure has a 52 week low of $17.02 and a 52 week high of $70.17. The stock has a market cap of $4.23 billion, a P/E ratio of 86.92 and a beta of 1.05.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $0.35 EPS for the quarter, topping analysts' consensus estimates of $0.24 by $0.11. Solaris Energy Infrastructure had a return on equity of 11.83% and a net margin of 4.81%.The firm had revenue of $179.70 million for the quarter.

Hedge Funds Weigh In On Solaris Energy Infrastructure

A number of hedge funds have recently added to or reduced their stakes in SEI. Principal Financial Group Inc. raised its holdings in Solaris Energy Infrastructure by 2,120.7% in the 4th quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company's stock worth $67,408,000 after acquiring an additional 1,400,311 shares during the last quarter. Van ECK Associates Corp raised its holdings in Solaris Energy Infrastructure by 623.5% in the 3rd quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company's stock worth $51,797,000 after acquiring an additional 1,116,794 shares during the last quarter. Advent International L.P. purchased a new position in Solaris Energy Infrastructure in the 3rd quarter worth approximately $40,246,000. Value Aligned Research Advisors LLC purchased a new position in Solaris Energy Infrastructure in the 4th quarter worth approximately $44,864,000. Finally, Ceredex Value Advisors LLC purchased a new position in Solaris Energy Infrastructure in the 3rd quarter worth approximately $35,050,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

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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