Q3 Earnings Forecast for SEI Issued By Northland Securities

Key Points

• Northland Securities lowered Solaris Energy Infrastructure’s Q3 2026 EPS forecast to $0.07 from $0.10. The firm projects full-year 2027 EPS of $2.17, with quarterly estimates rising into 2028.
• Solaris reported quarterly EPS of $0.39, beating consensus by $0.08, on revenue of $219.4 million. The company posted a 7.19% net margin and 13.26% return on equity.
• SEI shares opened at $54.29 after declining 7.7%; analysts maintain a “Moderate Buy” consensus rating with an average price target of $86.33, while institutional investors own 67.44% of the stock.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Investment analysts at Northland Securities decreased their Q3 2026 earnings per share (EPS) estimates for shares of Solaris Energy Infrastructure in a report issued on Thursday, August 20th. Northland Securities analyst B. Brooks now expects that the company will earn $0.07 per share for the quarter, down from their prior forecast of $0.10. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.90 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure's Q4 2026 earnings at $0.04 EPS, Q1 2027 earnings at $0.32 EPS, Q2 2027 earnings at $0.50 EPS, Q3 2027 earnings at $0.59 EPS, Q4 2027 earnings at $0.75 EPS, FY2027 earnings at $2.17 EPS, Q1 2028 earnings at $0.84 EPS and Q2 2028 earnings at $1.04 EPS.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.39 EPS for the quarter, topping the consensus estimate 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 during the quarter.

SEI has been the topic of several other reports. Wall Street Zen cut shares of Solaris Energy Infrastructure from a "sell" rating to a "strong sell" rating in a report on Saturday, August 8th. Stifel Nicolaus set a $98.00 price objective on Solaris Energy Infrastructure in a report on Friday, August 7th. Zacks Research lowered Solaris Energy Infrastructure from a "hold" rating to a "strong sell" rating in a report on Tuesday, June 30th. Barclays lifted their price objective on Solaris Energy Infrastructure from $86.00 to $90.00 and gave the company an "overweight" rating in a research report on Monday, August 10th. Finally, Wolfe Research began coverage on Solaris Energy Infrastructure in a research report on Monday, July 6th. They issued an "outperform" rating and a $120.00 target price on the stock. Ten equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $86.33.

Solaris Energy Infrastructure Stock Down 7.7%

Solaris Energy Infrastructure stock opened at $54.29 on Friday. Solaris Energy Infrastructure has a twelve month low of $24.57 and a twelve month high of $86.19. The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12. The firm has a market cap of $4.16 billion, a PE ratio of 63.87 and a beta of 1.23. The firm's 50 day moving average price is $65.41 and its two-hundred day moving average price is $63.52.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in SEI. Cullen Frost Bankers Inc. acquired a new stake in Solaris Energy Infrastructure in the 4th quarter worth approximately $28,000. Strs Ohio bought a new stake in Solaris Energy Infrastructure during the first quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd acquired a new position in Solaris Energy Infrastructure during the third quarter valued at approximately $31,000. Larson Financial Group LLC grew its holdings in Solaris Energy Infrastructure by 363.0% during the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company's stock valued at $41,000 after purchasing an additional 795 shares during the last quarter. Finally, Smartleaf Asset Management LLC raised its position in shares of Solaris Energy Infrastructure by 105.6% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,205 shares of the company's stock valued at $56,000 after purchasing an additional 619 shares during the period. 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.

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