Northland Securities Has Pessimistic View of SEI Q1 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities research analysts at Northland Securities cut their Q1 2026 EPS estimates for Solaris Energy Infrastructure in a note issued to investors on Monday, January 26th. Northland Securities analyst B. Brooks now expects that the company will post earnings of $0.19 per share for the quarter, down from their prior estimate of $0.29. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.36 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s Q1 2027 earnings at $0.55 EPS, Q2 2027 earnings at $0.65 EPS, Q3 2027 earnings at $0.70 EPS, Q4 2027 earnings at $0.81 EPS and FY2027 earnings at $3.17 EPS.

Other equities research analysts have also issued reports about the company. Piper Sandler upped their price target on Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. Zacks Research downgraded shares of Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research 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. Barclays boosted their price objective on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 5th. Finally, Raymond James Financial reissued an “outperform” rating on shares of Solaris Energy Infrastructure in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $56.10.

Solaris Energy Infrastructure Trading Down 0.1%

SEI stock opened at $53.84 on Tuesday. The company has a quick ratio of 2.28, a current ratio of 2.39 and a debt-to-equity ratio of 0.69. The company has a market cap of $3.69 billion, a price-to-earnings ratio of 57.28 and a beta of 1.12. The business has a fifty day simple moving average of $49.71 and a 200-day simple moving average of $42.22. Solaris Energy Infrastructure has a 52 week low of $14.27 and a 52 week high of $59.80.

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

Institutional Trading of Solaris Energy Infrastructure

Several large investors have recently modified their holdings of SEI. Farmers Trust Co. lifted its stake in shares of Solaris Energy Infrastructure by 3.2% in the fourth quarter. Farmers Trust Co. now owns 6,450 shares of the company’s stock worth $297,000 after acquiring an additional 200 shares in the last quarter. Assetmark Inc. increased its holdings in Solaris Energy Infrastructure by 29.1% during the 3rd quarter. Assetmark Inc. now owns 1,130 shares of the company’s stock worth $45,000 after purchasing an additional 255 shares during the last quarter. Oppenheimer Asset Management Inc. increased its holdings in Solaris Energy Infrastructure by 2.8% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 10,917 shares of the company’s stock worth $436,000 after purchasing an additional 295 shares during the last quarter. Nisa Investment Advisors LLC raised its position in shares of Solaris Energy Infrastructure by 17.8% in the 2nd quarter. Nisa Investment Advisors LLC now owns 2,199 shares of the company’s stock valued at $62,000 after purchasing an additional 333 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of Solaris Energy Infrastructure by 1.1% during the 3rd quarter. Legal & General Group Plc now owns 36,698 shares of the company’s stock valued at $1,467,000 after buying an additional 391 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Solaris Energy Infrastructure

In other news, CEO Amanda M. Brock bought 3,669 shares of Solaris Energy Infrastructure stock in a transaction dated Wednesday, December 17th. The shares were acquired at an average cost of $40.89 per share, with a total value of $150,025.41. Following the completion of the transaction, the chief executive officer owned 141,080 shares in the company, valued at approximately $5,768,761.20. This trade represents a 2.67% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the firm’s stock in a transaction 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 SEC filing for this sale provides additional information. In the last quarter, insiders sold 2,164,094 shares of company stock valued at $108,255,773. 21.20% of the stock is owned by company insiders.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland projects a materially stronger FY2027 (FY2027 EPS of $3.17) and elevated quarterly targets for 2027 (e.g., Q1–Q4 2027 estimates range from $0.55 to $0.81), implying a multiyear recovery that could support a higher longer‑term valuation if execution matches estimates.
• Neutral Sentiment: Solaris scheduled its full‑year and Q4 2025 earnings release for after the market close on Feb 24, 2026 and a conference call for Feb 25, 2026 — a near‑term event that will provide management’s results and guidance. Conference Call Notice
• Negative Sentiment: Northland Securities (analyst B. Brooks) cut multiple near‑term estimates on Jan 26: Q4 2026 EPS to $0.42 (from $0.61), Q3 2026 to $0.32 (from $0.50), Q2 2026 to $0.25 (from $0.42), Q1 2026 to $0.19 (from $0.29) and Q4 2025 to $0.15 (from $0.30). Most notably Northland lowered FY2026 EPS to $1.17 from $1.82 — these downward revisions increase short‑term earnings risk and help explain selling pressure today.

Solaris Energy Infrastructure Company Profile

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.