Solaris Energy Infrastructure (NYSE:SEI) Announces Earnings Results, Beats Estimates By $0.23 EPS

Solaris Energy Infrastructure (NYSE:SEI) issued its quarterly earnings results on Wednesday. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.23, Zacks reports. Solaris Energy Infrastructure had a return on equity of 14.56% and a net margin of 7.99%. The company had revenue of $341.09 million for the quarter.

Solaris Energy Infrastructure Price Performance

Shares of Solaris Energy Infrastructure stock traded up $7.97 during trading hours on Friday, reaching $58.52. 2,834,976 shares of the company’s stock were exchanged, compared to its average volume of 2,818,513. Solaris Energy Infrastructure has a 1 year low of $38.50 and a 1 year high of $86.19. The company has a market capitalization of $4.48 billion, a P/E ratio of 60.96 and a beta of 1.40. The business has a fifty day moving average of $65.59 and a two-hundred day moving average of $63.35. The company has a quick ratio of 4.03, a current ratio of 4.12 and a debt-to-equity ratio of 2.23.

Solaris Energy Infrastructure Announces Dividend

The firm 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 of this dividend 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 dividend payout ratio is presently 50.00%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Weiss Ratings cut Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, August 11th. Wall Street Zen upgraded Solaris Energy Infrastructure from a “strong sell” rating to a “sell” rating in a research report on Saturday, October 3rd. Raymond James Financial raised shares of Solaris Energy Infrastructure from an “outperform” rating to a “strong-buy” rating and set a $113.00 price target on the stock in a research note on Friday. Stifel Nicolaus boosted their price target on shares of Solaris Energy Infrastructure from $98.00 to $101.00 and gave the stock a “buy” rating in a report on Thursday, September 24th. Finally, Barclays boosted their price target on shares of Solaris Energy Infrastructure from $116.00 to $140.00 and gave the stock an “overweight” rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $98.15.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: SEI 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. Solaris Q3 results and increased guidance
• Positive Sentiment: Management highlighted $16 billion in contracted revenues and expanding power deals, including progress on a 15-year, 900-megawatt contract. It indicated Q1 2027 adjusted EBITDA could reach $220 million to $260 million, pointing to potential earnings growth. Solaris outlook and power contract
• Positive Sentiment: Raymond James upgraded SEI to Strong Buy, while Barclays raised its price target to $140 from $116 and maintained an Overweight rating. Raymond James upgrade Barclays rating
• Negative Sentiment: Wells Fargo lowered its price target to $65 from $72, tempering the bullish analyst news, though it retained an Overweight rating. Wells Fargo rating

Insider Buying and Selling at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, Director A. Teague purchased 3,900 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the completion of the purchase, the director owned 116,865 shares in the company, valued at approximately $7,503,901.65. This represents a 3.45% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Corporate insiders own 20.23% of the company’s stock.

Institutional Trading of Solaris Energy Infrastructure

Several large investors have recently added to or reduced their stakes in SEI. Allworth Financial LP raised its holdings in Solaris Energy Infrastructure by 591.9% in the 3rd quarter. Allworth Financial LP now owns 512 shares of the company’s stock valued at $36,000 after buying an additional 438 shares during the period. Pinnacle Wealth Planning Services Inc. acquired a new position in Solaris Energy Infrastructure in the third quarter valued at about $44,000. Parallel Advisors LLC lifted its position in Solaris Energy Infrastructure by 590.9% in the third quarter. Parallel Advisors LLC now owns 684 shares of the company’s stock valued at $49,000 after buying an additional 585 shares during the last quarter. West Branch Capital LLC purchased a new position in Solaris Energy Infrastructure during the third quarter worth about $71,000. Finally, C M Bidwell & Associates Ltd. purchased a new position in Solaris Energy Infrastructure during the second quarter worth about $84,000. 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.