Solaris Energy Infrastructure (NYSE:SEI) Shares Gap Up – What’s Next?

Posted by Francis Steltz on Oct 23rd, 2026

Solaris Energy Infrastructure, Inc. (NYSE:SEI – Get Free Report)’s stock price gapped up prior to trading on Wednesday. The stock had previously closed at $63.34, but opened at $67.69. Solaris Energy Infrastructure shares last traded at $67.42, with a volume of 344,386 shares traded.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Needham & Company LLC upped their price objective on shares of Solaris Energy Infrastructure from $98.00 to $104.00 and gave the company a “buy” rating in a research note on Tuesday, September 15th. Northland Securities set a $111.00 target price on shares of Solaris Energy Infrastructure in a research report on Wednesday, September 16th. Zacks Research raised shares of Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 9th. Wolfe Research initiated coverage on shares of Solaris Energy Infrastructure in a report on Monday, July 6th. They issued an “outperform” rating and a $120.00 target price for the company. Finally, Wall Street Zen raised shares of Solaris Energy Infrastructure from a “strong sell” rating to a “sell” rating in a research report on Saturday, October 3rd. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $95.17.

View Our Latest Analysis on Solaris Energy Infrastructure

Solaris Energy Infrastructure Stock Performance

The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12. The firm has a market capitalization of $4.50 billion, a price-to-earnings ratio of 69.17 and a beta of 1.28. The stock’s fifty day moving average is $64.29 and its two-hundred day moving average is $66.77.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $0.39 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 firm had revenue of $219.40 million during the quarter. Analysts forecast that Solaris Energy Infrastructure, Inc. will post 1.16 earnings per share for the current year.

Insider Activity

In related news, Director A. Teague purchased 3,900 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the completion of the acquisition, the director directly owned 116,865 shares of the company’s stock, valued at approximately $7,503,901.65. The trade was a 3.45% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 20.23% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Readystate Asset Management LP acquired a new stake in shares of Solaris Energy Infrastructure in the 2nd quarter valued at about $3,058,000. Two Seas Capital LP bought a new position in shares of Solaris Energy Infrastructure during the third quarter worth about $56,007,000. Rokos Capital Management LLP acquired a new position in Solaris Energy Infrastructure in the first quarter worth about $1,900,000. Ranger Investment Management L.P. acquired a new position in Solaris Energy Infrastructure in the second quarter worth about $46,967,000. Finally, Gunderson Capital Management LLC acquired a new position in Solaris Energy Infrastructure in the first quarter worth about $3,408,000. 67.44% of the stock is owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Company Profile

(Get Free Report)

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.