Equities Analysts Offer Predictions for SEI FY2026 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Investment analysts at Northland Securities increased their FY2026 EPS estimates for shares of Solaris Energy Infrastructure in a research note issued on Wednesday, November 11th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings per share of $2.25 for the year, up from their previous forecast of $1.50. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $1.37 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s Q4 2026 earnings at $0.97 EPS, Q1 2027 earnings at $1.39 EPS, Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.73 EPS, FY2027 earnings at $6.12 EPS, Q1 2028 earnings at $1.83 EPS, Q2 2028 earnings at $2.08 EPS, Q3 2028 earnings at $2.49 EPS and FY2028 earnings at $9.08 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last issued its earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.23. The business had revenue of $341.09 million for the quarter. Solaris Energy Infrastructure had a net margin of 7.99% and a return on equity of 12.82%.

SEI has been the subject of several other reports. Needham & Company LLC boosted their price objective on Solaris Energy Infrastructure from $104.00 to $126.00 and gave the company a “buy” rating in a report on Wednesday. Stifel Nicolaus increased their target price on Solaris Energy Infrastructure from $98.00 to $101.00 and gave the stock a “buy” rating in a report on Thursday, September 24th. Citigroup increased their target price on Solaris Energy Infrastructure from $100.00 to $104.00 and gave the stock a “buy” rating in a report on Monday. Barclays lifted their target price on Solaris Energy Infrastructure from $116.00 to $140.00 and gave the stock an “overweight” rating in a research report on Friday, November 6th. Finally, Wall Street Zen upgraded Solaris Energy Infrastructure from a “sell” rating to a “hold” rating in a report on Saturday, November 7th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $100.38.

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock opened at $64.46 on Friday. The stock has a market capitalization of $4.94 billion, a price-to-earnings ratio of 39.76 and a beta of 1.40. Solaris Energy Infrastructure has a one year low of $38.50 and a one year high of $86.19. The company’s 50-day simple moving average is $66.70 and its 200-day simple moving average is $63.53. The company has a debt-to-equity ratio of 1.68, a quick ratio of 4.03 and a current ratio of 2.10.

Solaris Energy Infrastructure Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be issued a $0.12 dividend. The ex-dividend date of this dividend is Tuesday, December 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.7%. Solaris Energy Infrastructure’s dividend payout ratio (DPR) is currently 50.00%.

Insider Buying and Selling

In related news, Director A. Teague bought 3,900 shares of the firm’s stock in a transaction on Tuesday, September 8th. The stock was bought at an average cost of $64.21 per share, for a total transaction of $250,419.00. Following the completion of the purchase, the director directly owned 116,865 shares in the company, valued at approximately $7,503,901.65. The trade was a 3.45% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders purchased 4,570 shares of company stock valued at $291,136 in the last three months. Insiders own 20.23% of the company’s stock.

Institutional Trading of Solaris Energy Infrastructure

Institutional investors and hedge funds have recently made changes to their positions in the stock. Allworth Financial LP lifted its holdings in shares of Solaris Energy Infrastructure by 591.9% in the 3rd quarter. Allworth Financial LP now owns 512 shares of the company’s stock worth $36,000 after purchasing an additional 438 shares during the last quarter. Pinnacle Wealth Planning Services Inc. acquired a new position in Solaris Energy Infrastructure during the 3rd quarter valued at approximately $44,000. Parallel Advisors LLC boosted its position in Solaris Energy Infrastructure by 590.9% during the 3rd quarter. Parallel Advisors LLC now owns 684 shares of the company’s stock valued at $49,000 after purchasing an additional 585 shares during the period. West Branch Capital LLC bought a new position in Solaris Energy Infrastructure during the 3rd quarter worth $71,000. Finally, Hantz Financial Services Inc. bought a new position in Solaris Energy Infrastructure during the 3rd quarter worth $72,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Recent Solaris Energy Infrastructure Headlines

Investors following SEI have been watching these headlines:

• Positive Sentiment: Needham raised its price target to $126 from $104 and reiterated a “buy” rating. That target implies substantial upside from the $64.46 reference price in the report. Needham recommendations
• Positive Sentiment: Directors reported purchases totaling 670 shares for about $40,700 across transactions on Nov. 9, 10 and 11. Insider buying can signal confidence in the company, though these purchases were modest relative to SEI’s size. SEC filing
• Positive Sentiment: Citigroup also raised its price target, adding to the recent favorable analyst commentary; the article provided no revised target figure. Citigroup price-target report

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc. provides equipment and services for energy production and power generation. Its offerings include natural gas-fueled power systems and related equipment, as well as mobile systems used to store, transport and deliver proppant at oil and gas wells. The company was established as Solaris Oilfield Infrastructure and later adopted its current name as its business expanded beyond oilfield logistics. Its oilfield services primarily support operators in U.S. shale basins, while its power solutions serve customers seeking scalable power generation.