Equities Analysts Set Expectations for SEI FY2026 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Stock analysts at Northland Securities raised their FY2026 earnings estimates for shares of Solaris Energy Infrastructure in a research note issued to investors on Thursday, August 20th. Northland Securities analyst B. Brooks now expects that the company will earn $0.94 per share for the year, up from their prior forecast 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.

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

Other equities analysts have also recently issued reports about the company. Barclays upped their price objective on Solaris Energy Infrastructure from $86.00 to $90.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Wall Street Zen cut Solaris Energy Infrastructure from a “sell” rating to a “strong sell” rating in a report on Saturday, August 8th. Stifel Nicolaus set a $98.00 target price on Solaris Energy Infrastructure in a research report on Friday, August 7th. Raymond James Financial reaffirmed an “outperform” rating and issued a $82.00 target price on shares of Solaris Energy Infrastructure in a research note on Wednesday, April 29th. Finally, Morgan Stanley increased their price target on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. Ten analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Solaris Energy Infrastructure currently has a consensus rating of “Moderate Buy” and a consensus target price of $86.33.

Solaris Energy Infrastructure Trading Down 1.2%

NYSE SEI opened at $52.91 on Monday. The stock’s 50-day simple moving average is $64.04 and its two-hundred day simple moving average is $63.52. Solaris Energy Infrastructure has a twelve month low of $24.57 and a twelve month high of $86.19. 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 company has a market capitalization of $4.05 billion, a price-to-earnings ratio of 62.25 and a beta of 1.23.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Royal Bank of Canada purchased a new position in shares of Solaris Energy Infrastructure in the first quarter worth about $477,000. AQR Capital Management LLC purchased a new stake in Solaris Energy Infrastructure during the 1st quarter valued at about $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in Solaris Energy Infrastructure during the 1st quarter worth approximately $396,000. Goldman Sachs Group Inc. bought a new position in Solaris Energy Infrastructure during the 1st quarter worth approximately $13,714,000. Finally, Strs Ohio purchased a new position in Solaris Energy Infrastructure in the 1st quarter worth approximately $28,000. 67.44% of the stock is 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.