Northland Capmk Issues Negative Forecast for SEI Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities researchers at Northland Capmk dropped their Q1 2026 earnings per share (EPS) estimates for shares of Solaris Energy Infrastructure in a research report issued to clients and investors on Monday, January 5th. Northland Capmk analyst B. Brooks now expects that the company will earn $0.29 per share for the quarter, down from their prior forecast of $0.32. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.36 per share. Northland Capmk also issued estimates for Solaris Energy Infrastructure’s Q2 2026 earnings at $0.42 EPS, Q3 2026 earnings at $0.50 EPS, Q4 2026 earnings at $0.61 EPS, FY2026 earnings at $1.82 EPS and FY2027 earnings at $3.21 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.32 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.08. The firm had revenue of $166.84 million for the quarter, compared to analyst estimates of $142.82 million. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%.

Several other brokerages have also commented on SEI. Barclays upped their price objective on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the stock an “overweight” rating in a report on Wednesday, November 5th. Piper Sandler boosted their price target on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the company an “overweight” rating in a research report on Monday, November 17th. Zacks Research lowered shares of Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research report on Monday, December 29th. Finally, Morgan Stanley started coverage on Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Solaris Energy Infrastructure has a consensus rating of “Buy” and an average target price of $53.70.

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock opened at $51.16 on Tuesday. The firm has a market capitalization of $3.50 billion, a price-to-earnings ratio of 54.43 and a beta of 1.12. The stock has a fifty day moving average of $48.34 and a 200 day moving average of $39.71. Solaris Energy Infrastructure has a 52 week low of $14.27 and a 52 week high of $57.17. The company has a quick ratio of 2.28, a current ratio of 2.39 and a debt-to-equity ratio of 0.69.

Insiders Place Their Bets

In other Solaris Energy Infrastructure news, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total transaction of $106,056,367.45. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Cynthia M. Durrett sold 47,011 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $44.62, for a total value of $2,097,630.82. Following the completion of the sale, the insider directly owned 131,152 shares in the company, valued at approximately $5,852,002.24. This represents a 26.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 2,164,094 shares of company stock valued at $108,255,773. Insiders own 21.20% of the company’s stock.

Institutional Investors Weigh In On Solaris Energy Infrastructure

A number of institutional investors have recently modified their holdings of the stock. Farmers Trust Co. increased its holdings in shares of Solaris Energy Infrastructure by 3.2% during the fourth quarter. Farmers Trust Co. now owns 6,450 shares of the company’s stock valued at $297,000 after acquiring an additional 200 shares in the last quarter. Hudson Bay Capital Management LP purchased a new stake in Solaris Energy Infrastructure during the 3rd quarter valued at about $1,204,000. Tudor Investment Corp ET AL increased its stake in Solaris Energy Infrastructure by 18.1% during the 3rd quarter. Tudor Investment Corp ET AL now owns 468,187 shares of the company’s stock valued at $18,713,000 after purchasing an additional 71,796 shares in the last quarter. Penn Capital Management Company LLC increased its stake in Solaris Energy Infrastructure by 21.7% during the 3rd quarter. Penn Capital Management Company LLC now owns 17,377 shares of the company’s stock valued at $695,000 after purchasing an additional 3,097 shares in the last quarter. Finally, CIBC Private Wealth Group LLC purchased a new position in Solaris Energy Infrastructure in the third quarter worth about $244,000. 67.44% of the stock is owned by hedge funds and other institutional investors.

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.