Solaris Energy Infrastructure (NYSE:SEI) Hits New 12-Month High – Here’s Why

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $81.68 and last traded at $81.48, with a volume of 1319356 shares trading hands. The stock had previously closed at $76.15.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: SEI was highlighted as an AI infrastructure stock with breakout potential, tied to strong growth in data-center demand. Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
• Positive Sentiment: Northland Securities’ updated estimates still point to substantial earnings growth in future periods, supporting the stock’s long-term growth case.
• Neutral Sentiment: SEI continues to draw attention from investors looking for beneficiaries of the AI/data-center power buildout, but recent analyst revisions also show some near-term earnings uncertainty.
• Negative Sentiment: Northland Securities lowered several near-term and out-year EPS forecasts, including FY2026 and multiple 2027 quarters, which could temper enthusiasm if growth does not accelerate as expected.

Analysts Set New Price Targets

A number of research firms have issued reports on SEI. Glj Research began coverage on Solaris Energy Infrastructure in a research note on Thursday, March 5th. They issued a “buy” rating and a $60.00 target price on the stock. Wall Street Zen lowered shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Wells Fargo & Company raised their price target on shares of Solaris Energy Infrastructure from $71.00 to $82.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 29th. Raymond James Financial restated an “outperform” rating and issued a $82.00 price target on shares of Solaris Energy Infrastructure in a research note on Wednesday, April 29th. Finally, Northland Securities set a $104.00 price target on shares of Solaris Energy Infrastructure in a research note on Friday, June 12th. Eight research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Solaris Energy Infrastructure presently has an average rating of “Moderate Buy” and a consensus target price of $81.80.

Solaris Energy Infrastructure Stock Up 8.3%

The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.07 and a current ratio of 1.11. The stock has a 50 day moving average price of $70.57 and a 200 day moving average price of $58.81. The company has a market cap of $6.06 billion, a P/E ratio of 92.66 and a beta of 1.19.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data on Monday, April 27th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%.The company had revenue of $196.24 million for the quarter. Research analysts expect that Solaris Energy Infrastructure, Inc. will post 1.09 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Ray N. Walker, Jr. sold 56,841 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $72.11, for a total value of $4,098,804.51. Following the transaction, the director owned 5,760 shares of the company’s stock, valued at $415,353.60. The trade was a 90.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, major shareholder Ktr Management Company, Llc sold 2,000,000 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $70.75, for a total transaction of $141,500,000.00. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 4,099,593 shares of company stock worth $297,782,099. 20.23% of the stock is owned by insiders.

Institutional Trading of Solaris Energy Infrastructure

Several large investors have recently made changes to their positions in SEI. Signaturefd LLC lifted its stake in shares of Solaris Energy Infrastructure by 344.9% in the fourth quarter. Signaturefd LLC now owns 614 shares of the company’s stock worth $28,000 after buying an additional 476 shares during the last quarter. Cullen Frost Bankers Inc. acquired a new stake in shares of Solaris Energy Infrastructure in the fourth quarter worth $28,000. Strs Ohio acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter worth $28,000. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Solaris Energy Infrastructure in the third quarter worth $31,000. Finally, Larson Financial Group LLC lifted its stake in shares of Solaris Energy Infrastructure by 363.0% in the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock valued at $41,000 after buying an additional 795 shares during the period. Institutional investors own 67.44% of the company’s stock.

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.