Northland Capmk Analysts Lower Earnings Estimates for SEI

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Stock analysts at Northland Capmk dropped their Q1 2026 earnings estimates for shares of Solaris Energy Infrastructure in a note issued to investors on Monday, January 5th. Northland Capmk analyst B. Brooks now anticipates that the company will post earnings of $0.29 per share for the quarter, down from their prior forecast of $0.32. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.36 per share. Northland Capmk also issued estimates for Solaris Energy Infrastructure’s Q2 2026 earnings at $0.42 EPS, Q3 2026 earnings at $0.50 EPS, Q4 2026 earnings at $0.61 EPS, FY2026 earnings at $1.82 EPS and FY2027 earnings at $3.21 EPS.

Other research analysts also recently issued reports about the company. Citigroup raised their price target on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the company a “buy” rating in a research note on Monday, October 13th. Morgan Stanley assumed coverage on Solaris Energy Infrastructure in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. Barclays upped their price target on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the company an “overweight” rating in a research report on Wednesday, November 5th. Zacks Research downgraded Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Solaris Energy Infrastructure presently has an average rating of “Buy” and an average target price of $53.70.

Solaris Energy Infrastructure Stock Up 5.0%

Shares of NYSE SEI opened at $52.76 on Tuesday. The firm has a 50 day moving average price of $48.30 and a 200 day moving average price of $39.46. Solaris Energy Infrastructure has a 52-week low of $14.27 and a 52-week high of $57.17. The stock has a market cap of $3.61 billion, a P/E ratio of 56.13 and a beta of 1.12. The company has a debt-to-equity ratio of 0.69, a quick ratio of 2.28 and a current ratio of 2.39.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.32 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.08. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%.The business had revenue of $166.84 million for the quarter, compared to the consensus estimate of $142.82 million.

Insider Activity at Solaris Energy Infrastructure

In related news, insider Cynthia M. Durrett sold 47,011 shares of the 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 completion of the sale, the insider directly owned 131,152 shares of the company’s stock, valued at approximately $5,852,002.24. This trade represents a 26.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Aj Teague acquired 2,310 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $43.13 per share, for a total transaction of $99,630.30. Following the purchase, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. The trade was a 2.22% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 2,164,094 shares of company stock valued at $108,255,773 over the last three months. Insiders own 21.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. MetLife Investment Management LLC bought a new stake in Solaris Energy Infrastructure during the first quarter worth about $390,000. Corebridge Financial Inc. bought a new position in shares of Solaris Energy Infrastructure during the first quarter valued at approximately $327,000. Royal Bank of Canada purchased a new stake in shares of Solaris Energy Infrastructure in the 1st quarter worth about $477,000. AQR Capital Management LLC bought a new stake in shares of Solaris Energy Infrastructure during the 1st quarter valued at about $2,475,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in shares of Solaris Energy Infrastructure during the 1st quarter worth approximately $396,000. 67.44% of the stock is currently owned by institutional investors.

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.