Solaris Energy Infrastructure (NYSE:SEI) Trading 5.5% Higher – Should You Buy?

Solaris Energy Infrastructure, Inc. (NYSE:SEI)’s stock price shot up 5.5% during mid-day trading on Wednesday . The stock traded as high as $67.52 and last traded at $67.49. 2,774,860 shares changed hands during trading, an increase of 1% from the average daily volume of 2,753,777 shares. The stock had previously closed at $63.96.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: Solaris raised its 2026 outlook and initiated 2027 guidance. The company increased adjusted EBITDA guidance for the third and fourth quarters of 2026 and established first-quarter 2027 guidance, signaling that management expects momentum to continue beyond the current year. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Operating performance and acquisitions are driving the improved forecast. Solaris said stronger results from its core business, along with newly acquired operations, are supporting the higher 2026 EBITDA outlook and a favorable start to 2027. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: The guidance announcement triggered a sharp rally and extended SEI’s winning streak. Multiple reports attributed the stock’s advance to the raised EBITDA outlook and optimistic second-half growth expectations. Solaris Energy Infrastructure surges 16% on raised EBITDA outlook
• Neutral Sentiment: Reports also noted increased hedge-fund ownership, which may improve investor attention and sentiment, although it does not directly change Solaris’s operating results. Solaris Energy Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

Analysts Set New Price Targets

SEI has been the subject of several recent research reports. Stifel Nicolaus set a $98.00 target price on shares of Solaris Energy Infrastructure in a report on Friday, August 7th. Barclays increased their price target on shares of Solaris Energy Infrastructure from $86.00 to $90.00 and gave the company an “overweight” rating in a research report on Monday, August 10th. Northland Securities set a $104.00 price objective on shares of Solaris Energy Infrastructure in a research note on Friday, June 12th. Zacks Research downgraded Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday, June 30th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $98.00 target price on shares of Solaris Energy Infrastructure in a research note on Wednesday, September 2nd. Ten research 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 data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $88.33.

Solaris Energy Infrastructure Trading Up 5.6%

The business’s fifty day moving average price is $58.80 and its 200 day moving average price is $63.58. 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 firm has a market capitalization of $5.17 billion, a PE ratio of 79.50 and a beta of 1.25.

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, beating the consensus estimate 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 business had revenue of $219.40 million for the quarter. As a group, analysts expect that Solaris Energy Infrastructure, Inc. will post 0.84 EPS for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Situational Awareness LP grew its position in Solaris Energy Infrastructure by 62.3% in the fourth quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock valued at $85,803,000 after acquiring an additional 716,200 shares in the last quarter. Dockside LLC purchased a new position in shares of Solaris Energy Infrastructure in the fourth quarter valued at $3,803,000. Vanguard Group Inc. grew its holdings in Solaris Energy Infrastructure by 9.3% during the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock valued at $133,940,000 after purchasing an additional 248,762 shares in the last quarter. Rokos Capital Management LLP purchased a new stake in Solaris Energy Infrastructure during the 1st quarter worth $1,900,000. Finally, Penn Capital Management Company LLC increased its stake in Solaris Energy Infrastructure by 1,559.3% during the 4th quarter. Penn Capital Management Company LLC now owns 288,343 shares of the company’s stock worth $13,269,000 after buying an additional 270,966 shares during the period. Hedge funds and other institutional investors own 67.44% of the company’s stock.

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.