Q1 Earnings Forecast for SEI Issued By Northland Securities

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities researchers at Northland Securities raised their Q1 2026 earnings per share estimates for Solaris Energy Infrastructure in a note issued to investors on Wednesday, March 4th. Northland Securities analyst B. Brooks now expects that the company will earn $0.23 per share for the quarter, up from their previous forecast of $0.19. 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 Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.35 EPS, Q4 2026 earnings at $0.46 EPS, FY2026 earnings at $1.33 EPS and FY2027 earnings at $2.81 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.35 earnings per share for the quarter, beating 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 business had revenue of $179.70 million for the quarter.

SEI has been the topic of several other reports. Wall Street Zen cut shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a report on Saturday. Weiss Ratings cut Solaris Energy Infrastructure from a “buy (b-)” rating to a “hold (c)” rating in a report on Monday, March 2nd. Glj Research initiated coverage on Solaris Energy Infrastructure in a research note on Thursday. They issued a “buy” rating and a $60.00 price target for the company. Raymond James Financial reiterated an “outperform” rating on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Finally, Barclays boosted their target price on shares of Solaris Energy Infrastructure from $61.00 to $63.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $56.60.

Solaris Energy Infrastructure Price Performance

Shares of SEI opened at $49.59 on Monday. The company’s 50-day moving average is $52.18 and its 200-day moving average is $46.60. The company has a debt-to-equity ratio of 1.37, a current ratio of 2.96 and a quick ratio of 2.87. The firm has a market capitalization of $3.39 billion, a PE ratio of 69.85 and a beta of 1.13. Solaris Energy Infrastructure has a fifty-two week low of $14.27 and a fifty-two week high of $61.36.

Insider Buying and Selling

In related news, Director Aj Teague purchased 2,310 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired 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 directly owned 106,465 shares in the company, valued at $4,591,835.45. This trade represents a 2.22% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Laurie H. Argo sold 2,300 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $44.25, for a total transaction of $101,775.00. Following the sale, the director owned 50,039 shares in the company, valued at $2,214,225.75. The trade was a 4.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 21.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Principal Financial Group Inc. boosted its holdings in shares of 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 valued at $67,408,000 after purchasing an additional 1,400,311 shares in 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 valued at $51,797,000 after buying an additional 1,116,794 shares in the last quarter. Advent International L.P. bought a new position in Solaris Energy Infrastructure in the third quarter valued at about $40,246,000. Value Aligned Research Advisors LLC acquired a new position in Solaris Energy Infrastructure during the fourth quarter worth about $44,864,000. Finally, Ceredex Value Advisors LLC bought a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $35,050,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

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.