Glj Research Begins Coverage on Solaris Energy Infrastructure (NYSE:SEI)

Glj Research started coverage on shares of Solaris Energy Infrastructure (NYSE:SEI) in a research note issued to investors on Thursday, MarketBeat reports. The firm set a “buy” rating on the stock.

A number of other equities analysts also recently weighed in on the stock. Wall Street Zen downgraded shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research note on Saturday. Northland Securities set a $70.00 price target on Solaris Energy Infrastructure in a report on Monday, January 5th. Piper Sandler raised their target price on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the company an “overweight” rating in a research note on Monday, November 17th. Zacks Research downgraded Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $56.60.

Solaris Energy Infrastructure Stock Down 2.6%

Shares of SEI stock traded down $1.31 on Thursday, reaching $49.14. 1,880,326 shares of the company’s stock traded hands, compared to its average volume of 2,930,401. The company has a market capitalization of $3.36 billion, a P/E ratio of 69.21 and a beta of 1.13. Solaris Energy Infrastructure has a 12-month low of $14.27 and a 12-month high of $61.36. The company has a debt-to-equity ratio of 1.37, a quick ratio of 2.28 and a current ratio of 2.96. The business’s 50 day moving average price is $52.08 and its two-hundred day moving average price is $46.18.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $0.35 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter. On average, equities analysts forecast that Solaris Energy Infrastructure will post 0.36 earnings per share for the current year.

Insider Buying and Selling at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, insider Cynthia M. Durrett sold 47,011 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $44.62, for a total transaction of $2,097,630.82. Following the sale, the insider directly owned 131,152 shares of the company’s stock, valued at approximately $5,852,002.24. The trade was a 26.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Amanda M. Brock acquired 3,669 shares of the stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $40.89 per share, for a total transaction of $150,025.41. Following the completion of the purchase, the chief executive officer owned 141,080 shares in the company, valued at approximately $5,768,761.20. This trade represents a 2.67% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 21.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of SEI. Principal Financial Group Inc. grew its position in 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 acquiring an additional 1,400,311 shares during the last quarter. Van ECK Associates Corp boosted its stake in Solaris Energy Infrastructure by 623.5% in 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. Advent International L.P. acquired a new position in Solaris Energy Infrastructure in the third quarter worth $40,246,000. Value Aligned Research Advisors LLC bought a new stake in shares of Solaris Energy Infrastructure during the fourth quarter worth $44,864,000. Finally, Ceredex Value Advisors LLC bought a new stake in shares of Solaris Energy Infrastructure during the third quarter worth $35,050,000. Institutional investors own 67.44% of the company’s stock.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: GLJ Research initiated coverage with a “Buy” rating, giving SEI fresh sell-side visibility and a formal buy recommendation that can attract new demand. GLJ Research starts coverage
• Positive Sentiment: Northland Securities materially raised earnings estimates across 2026–2028 (quarterly and annual): FY2026 to $1.33 (from $1.17), FY2027 to $2.81 (from $2.70) and FY2028 to $3.34 (from $3.17), plus raised several quarterly forecasts — signaling expectations for accelerating profitability that could support higher future multiples if results follow. Northland Securities research note
• Positive Sentiment: Brokerage consensus remains favorable: third‑party aggregators show a “Moderate Buy” consensus for SEI, reinforcing that multiple firms see upside from current levels. Consensus rating coverage

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.