Northland Securities Has Bearish Outlook for SEI Q4 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Analysts at Northland Securities reduced their Q4 2025 earnings per share (EPS) estimates for Solaris Energy Infrastructure in a research report issued to clients and investors on Monday, January 26th. Northland Securities analyst B. Brooks now forecasts that the company will post earnings of $0.15 per share for the quarter, down from their previous forecast of $0.30. 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 Q2 2026 earnings at $0.25 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.42 EPS and FY2026 earnings at $1.17 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last released 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. The business had revenue of $166.84 million for the quarter, compared to analysts’ expectations of $142.82 million. Solaris Energy Infrastructure had a net margin of 7.02% and a return on equity of 9.38%.

A number of other research firms have also recently commented on SEI. Citigroup increased their price target on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the company a “buy” rating in a research note on Monday, October 13th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research report on Monday, December 29th. UBS Group set a $65.00 target price on shares of Solaris Energy Infrastructure in a research report on Tuesday. Piper Sandler raised their price target on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a report on Monday, November 17th. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Solaris Energy Infrastructure in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Solaris Energy Infrastructure presently has an average rating of “Moderate Buy” and an average price target of $56.10.

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock opened at $56.18 on Wednesday. Solaris Energy Infrastructure has a 12-month low of $14.27 and a 12-month high of $59.80. The business’s fifty day simple moving average is $50.00 and its 200-day simple moving average is $42.32. The company has a current ratio of 2.39, a quick ratio of 2.28 and a debt-to-equity ratio of 0.69. The company has a market cap of $3.85 billion, a PE ratio of 59.77 and a beta of 1.12.

Insider Buying and Selling

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

Institutional Investors Weigh In On Solaris Energy Infrastructure

Institutional investors have recently bought and sold shares of the company. Comerica Bank increased its stake in Solaris Energy Infrastructure by 91.7% during the 4th quarter. Comerica Bank now owns 2,883 shares of the company’s stock worth $133,000 after buying an additional 1,379 shares in the last quarter. Pictet Asset Management Holding SA boosted its stake in shares of Solaris Energy Infrastructure by 17.4% in the fourth quarter. Pictet Asset Management Holding SA now owns 6,733 shares of the company’s stock worth $310,000 after acquiring an additional 998 shares during the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of Solaris Energy Infrastructure during the fourth quarter worth approximately $226,000. Vanguard Group Inc. raised its stake in Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock valued at $133,940,000 after purchasing an additional 248,762 shares during the last quarter. Finally, Concurrent Investment Advisors LLC acquired a new position in Solaris Energy Infrastructure in the 4th quarter valued at $286,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland Securities issued a long‑term projection that could be interpreted as bullish — the firm’s analyst B. Brooks models FY2028 EPS of $3.17, implying significant upside versus current consensus and suggesting expectations for stronger longer‑term cash flow or re‑rating. Northland FY2028 estimate (MarketBeat)
• Neutral Sentiment: Company fundamentals and technicals provide support — Solaris beat Q3/Nov quarter EPS and revenue, has healthy liquidity ratios listed in public filings, and the stock is trading above its 50‑ and 200‑day averages on elevated volume, which can attract momentum buyers. Company profile / recent results (MarketBeat)
• Negative Sentiment: Near‑term outlook was cut across multiple quarters by Northland: Q2, Q3 and Q4 2026 estimates were lowered (e.g., Q2 to $0.25 from $0.42; Q3 to $0.32 from $0.50; Q4 2026 to $0.42), and FY2026 was reduced to $1.17 from $1.82 — signaling weaker near‑term earnings visibility. Northland near‑term cuts (MarketBeat)
• Negative Sentiment: Zacks Research downgraded SEI from “hold” to “strong sell,” which can pressure investor sentiment and trigger selling or lower positioning by funds that follow Zacks ratings. Zacks downgrade TickerReport

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.