Solaris Energy Infrastructure, Inc. (NYSE:SEI) Given Consensus Rating of “Moderate Buy” by Brokerages

Posted by Geri Gentry on May 26th, 2026

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the ten analysts that are currently covering the firm, MarketBeat.com reports. Three analysts have rated the stock with a hold rating and seven have given a buy rating to the company. The average twelve-month target price among analysts that have covered the stock in the last year is $79.10.

Several research analysts have weighed in on SEI shares. Northland Securities set a $86.00 price target on Solaris Energy Infrastructure in a report on Thursday, April 30th. Raymond James Financial reiterated an “outperform” rating and issued a $82.00 price target on shares of Solaris Energy Infrastructure in a report on Wednesday, April 29th. UBS Group set a $65.00 price target on Solaris Energy Infrastructure in a report on Tuesday, January 27th. Morgan Stanley reiterated an “overweight” rating and issued a $81.00 price target on shares of Solaris Energy Infrastructure in a report on Monday, April 27th. Finally, Piper Sandler boosted their price target on Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th.

Get Our Latest Stock Report on Solaris Energy Infrastructure

Insider Buying and Selling

In other news, major shareholder Ktr Management Company, Llc sold 2,000,000 shares of the business’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $70.75, for a total transaction of $141,500,000.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ray N. Walker, Jr. sold 56,841 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $72.11, for a total transaction of $4,098,804.51. Following the sale, the director directly owned 5,760 shares of the company’s stock, valued at $415,353.60. This represents a 90.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,099,593 shares of company stock worth $297,782,099 in the last three months. 20.23% of the stock is currently owned by insiders.

Institutional Trading of Solaris Energy Infrastructure

Several institutional investors have recently made changes to their positions in the stock. Amundi grew its stake in shares of Solaris Energy Infrastructure by 51.7% during the 1st quarter. Amundi now owns 8,497 shares of the company’s stock valued at $480,000 after buying an additional 2,895 shares during the period. California State Teachers Retirement System boosted its position in Solaris Energy Infrastructure by 24.2% during the 1st quarter. California State Teachers Retirement System now owns 51,791 shares of the company’s stock worth $2,927,000 after purchasing an additional 10,083 shares during the period. Rokos Capital Management LLP purchased a new stake in Solaris Energy Infrastructure during the 1st quarter worth $1,900,000. The Manufacturers Life Insurance Company boosted its position in Solaris Energy Infrastructure by 8.7% during the 1st quarter. The Manufacturers Life Insurance Company now owns 22,561 shares of the company’s stock worth $1,275,000 after purchasing an additional 1,815 shares during the period. Finally, Quantinno Capital Management LP boosted its position in Solaris Energy Infrastructure by 21.4% during the 1st quarter. Quantinno Capital Management LP now owns 26,064 shares of the company’s stock worth $1,473,000 after purchasing an additional 4,600 shares during the period. 67.44% of the stock is owned by hedge funds and other institutional investors.

Solaris Energy Infrastructure Trading Up 0.2%

Shares of SEI opened at $74.41 on Thursday. The stock has a fifty day moving average of $66.35 and a two-hundred day moving average of $55.96. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.07 and a current ratio of 1.11. The company has a market capitalization of $5.09 billion, a PE ratio of 83.61 and a beta of 1.25. Solaris Energy Infrastructure has a fifty-two week low of $24.50 and a fifty-two week high of $81.24.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last issued its quarterly earnings results on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.26 by $0.18. The company had revenue of $196.24 million during the quarter. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%. As a group, analysts forecast that Solaris Energy Infrastructure will post 1.3 EPS for the current year.

Solaris Energy Infrastructure Company Profile

(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.