SEI FY2026 EPS Forecast Lifted by Northland Securities

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Analysts at Northland Securities boosted their FY2026 EPS estimates for Solaris Energy Infrastructure in a report released on Thursday, August 20th. Northland Securities analyst B. Brooks now expects that the company will post earnings of $0.94 per share for the year, up from their previous estimate of $0.88. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.91 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s FY2028 earnings at $4.60 EPS.

Other equities analysts have also recently issued reports about the stock. Wolfe Research initiated coverage on shares of Solaris Energy Infrastructure in a research note on Monday, July 6th. They set an “outperform” rating and a $120.00 target price for the company. Stifel Nicolaus set a $98.00 target price on shares of Solaris Energy Infrastructure in a research note on Friday, August 7th. Barclays increased their price target on Solaris Energy Infrastructure from $86.00 to $90.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Zacks Research lowered shares of Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a report on Tuesday, June 30th. Finally, Wall Street Zen cut Solaris Energy Infrastructure from a “sell” rating to a “strong sell” rating in a research note on Saturday, August 8th. Ten investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $86.33.

Solaris Energy Infrastructure Price Performance

Shares of Solaris Energy Infrastructure stock opened at $53.56 on Monday. Solaris Energy Infrastructure has a 1-year low of $24.57 and a 1-year high of $86.19. The firm has a fifty day simple moving average of $64.51 and a 200-day simple moving average of $63.48. The company has a current ratio of 4.12, a quick ratio of 4.03 and a debt-to-equity ratio of 2.23. The stock has a market capitalization of $4.10 billion, a price-to-earnings ratio of 63.01 and a beta of 1.23.

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

Hedge Funds Weigh In On Solaris Energy Infrastructure

A number of hedge funds and other institutional investors have recently bought and sold shares of SEI. California State Teachers Retirement System raised its stake in Solaris Energy Infrastructure by 7,779.5% during the second quarter. California State Teachers Retirement System now owns 4,080,851 shares of the company’s stock worth $328,345,000 after acquiring an additional 4,029,060 shares in the last quarter. Principal Financial Group Inc. raised 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 purchasing an additional 1,400,311 shares during the last quarter. Value Aligned Research Advisors LLC acquired a new position in shares of Solaris Energy Infrastructure in the fourth quarter worth approximately $44,864,000. Jennison Associates LLC lifted its position in shares of Solaris Energy Infrastructure by 215.1% in the 1st quarter. Jennison Associates LLC now owns 1,179,736 shares of the company’s stock worth $66,667,000 after purchasing an additional 805,319 shares during the period. Finally, Valiant Capital Management L.P. bought a new stake in Solaris Energy Infrastructure during the fourth quarter valued at $33,765,000. Institutional investors own 67.44% of the company’s stock.

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.