Key Points
- Insider buying: Solaris Energy Infrastructure Director A. Teague purchased 3,900 shares for approximately $250,419, increasing their ownership by 3.45% to 116,865 shares.
- Improved outlook: Solaris recently raised its 2026 adjusted EBITDA guidance and initiated first-quarter 2027 guidance, citing stronger operations and contributions from acquisitions.
- Positive market sentiment: Analysts’ consensus rating is “Moderate Buy,” with a consensus price target of $88.33; institutional investors and hedge funds own 67.44% of the stock.
Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) Director A. Teague bought 3,900 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Tuesday, September 8th. The stock was purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the completion of the transaction, the director owned 116,865 shares of the company's stock, valued at $7,503,901.65. This trade represents a 3.45% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.
Solaris Energy Infrastructure Stock Performance
NYSE:SEI opened at $67.71 on Thursday. Solaris Energy Infrastructure, Inc. has a 12-month low of $26.19 and a 12-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 firm has a market capitalization of $5.18 billion, a PE ratio of 79.66 and a beta of 1.25. The firm has a 50-day moving average price of $58.69 and a 200 day moving average price of $63.71.
Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.31 by $0.08. Solaris Energy Infrastructure had a return on equity of 13.26% and a net margin of 7.19%.The company had revenue of $219.40 million during the quarter. Research analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.84 earnings per share for the current fiscal year.
Key Stories Impacting Solaris Energy Infrastructure
Here are the key news stories impacting Solaris Energy Infrastructure this week:
- Positive Sentiment: Higher EBITDA guidance: Solaris raised its adjusted EBITDA outlook for the third and fourth quarters of 2026 and increased its full-year 2026 guidance. Management also initiated first-quarter 2027 guidance, signaling confidence that operating momentum will continue. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
- Positive Sentiment: Growth from operations and acquisitions: The company’s stronger core business and newly acquired assets are driving the improved outlook, while management’s 2027 commentary provides additional visibility into future growth. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
- Positive Sentiment: Insider buying: Director A. Teague purchased 3,900 SEI shares for approximately $250,419, increasing their direct ownership by 3.45%. The purchase may be viewed as a signal of confidence in the company’s prospects, although it is not a guarantee of future performance. SEC insider transaction filing
- Neutral Sentiment: SEI’s shares have extended a multiday rally following the guidance increase, with coverage highlighting strong second-half expectations and increased hedge-fund interest. The sharp move improves sentiment but could also raise expectations for continued execution. Solaris Energy Rockets on Upbeat Second-Half Outlook
Analyst Ratings Changes
Several research firms have recently commented on SEI. Wells Fargo & Company raised Solaris Energy Infrastructure from an "equal weight" rating to an "overweight" rating and lowered their target price for the company from $82.00 to $73.00 in a research note on Monday, August 3rd. Wolfe Research started coverage on Solaris Energy Infrastructure in a research note on Monday, July 6th. They set an "outperform" rating and a $120.00 price target on the stock. Weiss Ratings cut Solaris Energy Infrastructure from a "hold (c+)" rating to a "hold (c)" rating in a report on Tuesday, August 11th. Needham & Company LLC reiterated a "buy" rating and issued a $98.00 price objective on shares of Solaris Energy Infrastructure in a research report on Wednesday, September 2nd. Finally, Barclays boosted 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. Ten analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $88.33.
Check Out Our Latest Stock Report on SEI
Hedge Funds Weigh In On Solaris Energy Infrastructure
Several institutional investors have recently modified their holdings of SEI. California State Teachers Retirement System increased its stake in Solaris Energy Infrastructure by 7,779.5% in the second quarter. California State Teachers Retirement System now owns 4,080,851 shares of the company's stock valued at $328,345,000 after purchasing an additional 4,029,060 shares in the last quarter. Value Aligned Research Advisors LLC bought a new stake in shares of Solaris Energy Infrastructure in the fourth quarter valued at about $44,864,000. Jennison Associates LLC boosted its position in Solaris Energy Infrastructure by 215.1% during the 1st quarter. Jennison Associates LLC now owns 1,179,736 shares of the company's stock worth $66,667,000 after acquiring an additional 805,319 shares during the last quarter. Valiant Capital Management L.P. acquired a new position in Solaris Energy Infrastructure during the fourth quarter worth $33,765,000. Finally, Situational Awareness LP boosted its stake in shares of Solaris Energy Infrastructure by 62.3% during the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company's stock worth $85,803,000 after buying an additional 716,200 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.
About Solaris Energy Infrastructure
(
Get Free Report)
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.
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