Solaris Energy Infrastructure (NYSE:SEI) Upgraded by Glj Research to Strong-Buy Rating

Key Points

• Glj Research upgraded Solaris Energy Infrastructure (NYSE:SEI) to a "strong-buy," while the brokerage consensus remains a "Moderate Buy" with a $56.60 average target and several firms (Piper Sandler, UBS) setting $65 price targets.
• Solaris beat EPS estimates last quarter ($0.35 vs. $0.24) on $179.7M revenue; the stock trades around $49 with a $3.36B market cap and a 12‑month range of $14.27–$61.36.
• Insiders and institutions are active: Director Aj Teague purchased shares while another insider sold, insiders own 21.20% of the company and institutional investors hold about 67.44%, with Vanguard and others materially increasing stakes.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) was upgraded by equities researchers at Glj Research to a "strong-buy" rating in a research report issued on Thursday, MarketBeat.com reports.

SEI has been the topic of several other reports. Piper Sandler upped their price objective on Solaris Energy Infrastructure from $50.00 to $65.00 and gave the company an "overweight" rating in a research report on Monday, November 17th. Wall Street Zen cut Solaris Energy Infrastructure from a "hold" rating to a "sell" rating in a research note on Saturday. Zacks Research downgraded shares of Solaris Energy Infrastructure from a "hold" rating to a "strong sell" rating in a research report on Tuesday, January 27th. Weiss Ratings downgraded shares of Solaris Energy Infrastructure from a "buy (b-)" rating to a "hold (c)" rating in a report on Monday. Finally, UBS Group set a $65.00 price target on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $56.60.

Solaris Energy Infrastructure Trading Down 2.6%

NYSE SEI opened at $49.14 on Thursday. The company has a quick ratio of 2.28, a current ratio of 2.96 and a debt-to-equity ratio of 1.37. The firm has a market capitalization of $3.36 billion, a PE ratio of 69.21 and a beta of 1.13. The stock's 50 day moving average is $52.08 and its 200 day moving average is $46.18. Solaris Energy Infrastructure has a twelve month low of $14.27 and a twelve month high of $61.36.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released its earnings results on Tuesday, February 24th. The company reported $0.35 earnings per share for the quarter, topping analysts' consensus estimates of $0.24 by $0.11. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%. The firm had revenue of $179.70 million for the quarter. Research analysts forecast that Solaris Energy Infrastructure will post 0.36 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Aj Teague purchased 2,310 shares of the firm's stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average price of $43.13 per share, with a total value of $99,630.30. Following the completion of the purchase, the director owned 106,465 shares of the company's stock, valued at approximately $4,591,835.45. The trade was a 2.22% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Cynthia M. Durrett sold 47,011 shares of the firm's stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $44.62, for a total value of $2,097,630.82. Following the transaction, the insider owned 131,152 shares in the company, valued at approximately $5,852,002.24. This represents a 26.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 21.20% of the company's stock.

Institutional Investors Weigh In On Solaris Energy Infrastructure

A number of institutional investors have recently added to or reduced their stakes in SEI. Vanguard Group Inc. raised its stake in shares of Solaris Energy Infrastructure by 9.3% during 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 in the last quarter. Situational Awareness LP grew its stake in shares of Solaris Energy Infrastructure by 62.3% during the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company's stock worth $85,803,000 after purchasing an additional 716,200 shares during the period. Westwood Holdings Group Inc. grew its position in shares of Solaris Energy Infrastructure by 11.8% during the 2nd quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company's stock valued at $42,569,000 after acquiring an additional 158,338 shares during the period. Principal Financial Group Inc. raised its stake in shares of Solaris Energy Infrastructure by 2,120.7% during the 4th quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company's stock worth $67,408,000 after buying an additional 1,400,311 shares during the period. Finally, Van ECK Associates Corp increased its stake in shares of Solaris Energy Infrastructure by 623.5% during the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company's stock worth $51,797,000 after purchasing an additional 1,116,794 shares in the last quarter. Institutional investors own 67.44% 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: Northland Securities raised multiple 2027 quarterly EPS estimates and lifted FY2028 forecast materially (Q1 2027 to $0.58 from $0.55; Q2 to $0.67 from $0.65; Q3 to $0.72 from $0.70; Q4 to $0.83 from $0.81; FY2028 to $3.34 from $3.17). The upgrades signal expectations for stronger earnings growth and help justify a higher valuation. Northland Securities raises estimates (MarketBeat summary)
• Positive Sentiment: GLJ Research initiated coverage of SEI with a buy recommendation, adding institutional attention and potential demand from investors who follow new-coverage signals. GLJ Research initiates coverage
• Positive Sentiment: Brokerage consensus aggregated by American Banking News shows a "Moderate Buy" rating for SEI, reinforcing a market view that the shares have more upside than downside at current levels. Consensus rating: Moderate Buy

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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