Solaris Energy Infrastructure (NYSE:SEI) Shares Gap Down – What’s Next?

Solaris Energy Infrastructure, Inc. (NYSE:SEI) shares gapped down prior to trading on Wednesday. The stock had previously closed at $69.37, but opened at $63.64. Solaris Energy Infrastructure shares last traded at $61.09, with a volume of 716,534 shares trading hands.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Solaris reported third-quarter adjusted EPS of $0.45, more than double the $0.22 consensus estimate, and revenue of $341.1 million. The company also raised its outlook after a record quarter. Read More.
• Positive Sentiment: Management highlighted $16 billion in contracted revenue and expanding long-term power deals. Solaris also signaled $220–$260 million in adjusted EBITDA for Q1 2027 while advancing a 15-year, 900-megawatt contract, supporting expectations for substantial future growth. Read More. · Read More.
• Positive Sentiment: Raymond James upgraded SEI to Strong Buy. Barclays raised its price target to $140 from $116 and retained an Overweight rating, reinforcing the bullish analyst view. Read More. · Read More.
• Negative Sentiment: Wells Fargo lowered its price target to $65 from $72, though it maintained an Overweight rating. The cut tempers the positive analyst news. Read More.

Analyst Ratings Changes

Several brokerages have recently weighed in on SEI. Morgan Stanley increased their price objective on shares of Solaris Energy Infrastructure from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, October 21st. Raymond James Financial raised shares of Solaris Energy Infrastructure from an “outperform” rating to a “strong-buy” rating and set a $113.00 target price on the stock in a research report on Friday. Wall Street Zen upgraded shares of Solaris Energy Infrastructure from a “strong sell” rating to a “sell” rating in a report on Saturday, October 3rd. Wells Fargo & Company dropped their price target on shares of Solaris Energy Infrastructure from $72.00 to $65.00 and set an “overweight” rating for the company in a research report on Friday. Finally, Weiss Ratings lowered shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, August 11th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $98.15.

Solaris Energy Infrastructure Stock Up 12.6%

The stock has a market cap of $4.36 billion, a price-to-earnings ratio of 58.91 and a beta of 1.40. The company has a quick ratio of 4.03, a current ratio of 4.12 and a debt-to-equity ratio of 2.23. The stock has a fifty day moving average of $65.59 and a two-hundred day moving average of $63.35.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings results on Wednesday, November 4th. The company reported $0.45 EPS for the quarter, topping the consensus estimate of $0.22 by $0.23. The company had revenue of $341.09 million during the quarter. Solaris Energy Infrastructure had a return on equity of 14.56% and a net margin of 7.99%. As a group, analysts predict that Solaris Energy Infrastructure, Inc. will post 1.37 EPS for the current fiscal year.

Solaris Energy Infrastructure Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Tuesday, December 8th will be issued a dividend of $0.12 per share. The ex-dividend date is Tuesday, December 8th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.8%. Solaris Energy Infrastructure’s payout ratio is presently 50.00%.

Insider Transactions at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, Director A. Teague bought 3,900 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was purchased at an average price of $64.21 per share, with a total value of $250,419.00. Following the transaction, the director owned 116,865 shares in the company, valued at $7,503,901.65. This trade represents a 3.45% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Company insiders own 20.23% of the company’s stock.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Several institutional investors have recently bought and sold shares of the business. Jennison Associates LLC grew its stake in shares of Solaris Energy Infrastructure by 215.1% during the first quarter. Jennison Associates LLC now owns 1,179,736 shares of the company’s stock valued at $66,667,000 after acquiring an additional 805,319 shares in the last quarter. Two Seas Capital LP acquired a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $56,007,000. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lifted its stake in shares of Solaris Energy Infrastructure by 146.2% in the third quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 1,029,000 shares of the company’s stock worth $73,244,000 after acquiring an additional 611,000 shares in the last quarter. Ranger Investment Management L.P. purchased a new position in Solaris Energy Infrastructure in the second quarter valued at about $46,967,000. Finally, Bank of New York Mellon Corp purchased a new position in Solaris Energy Infrastructure in the second quarter valued at about $30,881,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.