Q3 EPS Estimates for SEI Increased by Northland Securities

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Northland Securities lifted their Q3 2026 earnings estimates for Solaris Energy Infrastructure in a report issued on Wednesday, September 16th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings per share of $0.26 for the quarter, up from their prior forecast of $0.07. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.94 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s Q4 2026 earnings at $0.41 EPS, FY2026 earnings at $1.50 EPS, Q1 2027 earnings at $0.93 EPS, Q2 2027 earnings at $1.03 EPS, Q3 2027 earnings at $1.10 EPS, Q4 2027 earnings at $1.32 EPS, FY2027 earnings at $4.38 EPS, Q1 2028 earnings at $1.45 EPS, Q2 2028 earnings at $1.73 EPS and FY2028 earnings at $7.42 EPS.

A number of other brokerages also recently weighed in on SEI. Raymond James Financial boosted their price target on shares of Solaris Energy Infrastructure from $82.00 to $96.00 and gave the stock an “outperform” rating in a report on Wednesday, September 9th. Barclays increased their target price on shares of Solaris Energy Infrastructure from $86.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, August 10th. Piper Sandler lifted their price target on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the stock an “overweight” rating in a report on Thursday, August 27th. Zacks Research raised Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a report on Thursday, September 10th. Finally, Stifel Nicolaus set a $98.00 price target on Solaris Energy Infrastructure in a research note on Friday, August 7th. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $89.42.

Solaris Energy Infrastructure Stock Up 6.8%

Shares of NYSE:SEI opened at $69.00 on Friday. The company has a market capitalization of $5.28 billion, a PE ratio of 81.18 and a beta of 1.25. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. The business has a fifty day moving average price of $58.48 and a two-hundred day moving average price of $64.26. Solaris Energy Infrastructure has a 1 year low of $34.08 and a 1 year high of $86.19.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.39 EPS for the quarter, beating the consensus estimate of $0.31 by $0.08. The firm had revenue of $219.40 million during the quarter. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%.

Institutional Trading of Solaris Energy Infrastructure

Hedge funds and other institutional investors have recently bought and sold shares of the company. Engineers Gate Manager LP bought a new position in shares of Solaris Energy Infrastructure in the second quarter worth $475,000. Integrated Wealth Concepts LLC purchased a new position in shares of Solaris Energy Infrastructure during the second quarter worth about $219,000. NewEdge Advisors LLC bought a new position in shares of Solaris Energy Infrastructure in the second quarter worth approximately $880,000. Nykredit A S purchased a new stake in Solaris Energy Infrastructure in the second quarter valued at approximately $164,000. Finally, Readystate Asset Management LP purchased a new stake in Solaris Energy Infrastructure in the 2nd quarter worth approximately $3,058,000. Institutional investors own 67.44% of the company’s stock.

Insider Buying and Selling at Solaris Energy Infrastructure

In other news, Director A. Teague purchased 3,900 shares of the stock in a transaction dated Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the completion of the acquisition, the director owned 116,865 shares in the company, valued at $7,503,901.65. This represents a 3.45% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 20.23% of the stock is currently owned by corporate insiders.

Trending Headlines about Solaris Energy Infrastructure

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

• Positive Sentiment: Northland Securities sharply raised EPS forecasts through 2028. Estimates increased to $1.50 for fiscal 2026 from $0.94, $4.38 for fiscal 2027 from $2.17, and $7.42 for fiscal 2028 from $4.60. The firm also lifted quarterly estimates across late 2026, 2027 and early 2028, including Q3 2026 EPS to $0.26 from $0.07 and Q4 2026 EPS to $0.41 from $0.04. The revisions imply accelerating profitability and were likely the primary catalyst for investor buying. Solaris Energy Infrastructure Trading Up Following Analyst Upgrade
• Positive Sentiment: Needham raised its price target to $104. The new target represents considerable potential upside from the stock’s recent trading level and signals increased confidence in Solaris Energy Infrastructure’s earnings growth prospects. Needham Raises Solaris Energy Infrastructure Price Target
• Positive Sentiment: The broader market attention surrounding SEI’s strong share performance reflects investor interest in its growth trajectory and the recent wave of favorable analyst commentary. Solaris Energy Infrastructure Shares Climbed
• Neutral Sentiment: Valuation remains an important risk. Solaris Energy Infrastructure trades at a high trailing price-to-earnings ratio, so the stock’s gains depend on the company delivering the sharply higher earnings projected by Northland. Any delay in growth or weaker execution could increase volatility.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc (NYSE: SEI) is an energy infrastructure company that provides mobile, scalable power generation and management solutions. The company designs, manufactures, and deploys equipment intended to support customers that require reliable, flexible power in energy-intensive operating environments.

Solaris has historically served the North American oil and natural gas industry, supplying infrastructure used in well completion and other field operations. Its offerings include mobile power-generation systems, electrical distribution equipment, and related services designed to help customers manage on-site power requirements and reduce reliance on traditional diesel-based solutions.

The company has also expanded its focus beyond oilfield services to address growing power needs associated with data centers and other large-scale, power-intensive facilities.