Solaris Energy Infrastructure (NYSE:SEI) Price Target Raised to $82.00

Solaris Energy Infrastructure (NYSE:SEI) had its target price hoisted by Wells Fargo & Company from $71.00 to $82.00 in a research note released on Wednesday,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

Other research analysts have also recently issued reports about the stock. Northland Securities set a $70.00 target price on shares of Solaris Energy Infrastructure in a report on Monday, January 5th. Zacks Research raised shares of Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a report on Thursday, March 12th. Raymond James Financial reaffirmed an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. Barclays increased their target price on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a report on Wednesday. Finally, Piper Sandler increased their target price on shares of Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $73.09.

Solaris Energy Infrastructure Stock Performance

NYSE SEI traded down $1.41 during trading hours on Wednesday, hitting $72.43. 2,889,146 shares of the stock were exchanged, compared to its average volume of 2,262,134. The company has a market cap of $4.96 billion, a price-to-earnings ratio of 81.38 and a beta of 1.25. Solaris Energy Infrastructure has a 12-month low of $21.22 and a 12-month high of $81.24. The stock has a 50-day moving average of $59.26 and a 200 day moving average of $53.47. The company has a quick ratio of 2.87, a current ratio of 2.96 and a debt-to-equity ratio of 1.37.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Monday, April 27th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.18. The firm had revenue of $196.24 million during the quarter. Solaris Energy Infrastructure had a net margin of 6.69% and a return on equity of 14.48%. As a group, equities research analysts forecast that Solaris Energy Infrastructure will post 1.33 earnings per share for the current year.

Institutional Trading of Solaris Energy Infrastructure

Several large investors have recently modified their holdings of SEI. Royal Bank of Canada acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at approximately $477,000. AQR Capital Management LLC acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at approximately $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at approximately $396,000. Goldman Sachs Group Inc. acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at approximately $13,714,000. Finally, Strs Ohio acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at approximately $28,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Market reaction: SEI shares have surged on heightened investor interest and headlines calling the move a rally — a likely driver of momentum buying today. Article Title
• Positive Sentiment: Analyst upside for later years: Northland lifted its FY2028 EPS forecast (to $4.68 from $4.33) and nudged Q2‑2026 EPS higher, implying improving longer‑term growth expectations that could support valuation if execution continues. (Northland research notes, 4/30)
• Neutral Sentiment: Fundamentals & sector outlook: Recent coverage (Seeking Alpha) underscores SEI’s strong Q1 ’26 results, a large pro‑forma capacity pipeline (~3,100 MW through 2029) and rapid Power Solutions sales growth — positives for secular demand — but also calls out high valuation, small‑operator risks and negative free cash flow, implying higher execution and financing risk. Article Title
• Negative Sentiment: Near‑term earnings trimmed: Northland cut multiple near‑term quarterly estimates (Q3/Q4 2026, Q1–Q3 2027) and reduced FY2026 and FY2027 EPS views (FY2027 from $3.43 to $3.15). Those downgrades lower near‑term profitability expectations and increase the risk of future downward revisions if growth/costs don’t align with the company’s capital‑intensive expansion. (Northland research notes, 4/30)

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.