Solaris Energy Infrastructure (NYSE:SEI) Shares Gap Up – Here’s Why

Posted by George Bondi on Sep 10th, 2026

Solaris Energy Infrastructure, Inc. (NYSE:SEI – Get Free Report) gapped up before the market opened on Tuesday . The stock had previously closed at $55.00, but opened at $61.85. Solaris Energy Infrastructure shares last traded at $63.77, with a volume of 869,825 shares.

Solaris Energy Infrastructure News Roundup

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

Positive Sentiment: Higher EBITDA guidance: Solaris raised its adjusted EBITDA outlook for the third and fourth quarters of 2026 and increased its full-year 2026 guidance. Management also initiated first-quarter 2027 guidance, signaling confidence that operating momentum will continue. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
Positive Sentiment: Growth from operations and acquisitions: The company’s stronger core business and newly acquired assets are driving the improved outlook, while management’s 2027 commentary provides additional visibility into future growth. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
Positive Sentiment: Insider buying: Director A. Teague purchased 3,900 SEI shares for approximately $250,419, increasing their direct ownership by 3.45%. The purchase may be viewed as a signal of confidence in the company’s prospects, although it is not a guarantee of future performance. SEC insider transaction filing
Neutral Sentiment: SEI’s shares have extended a multiday rally following the guidance increase, with coverage highlighting strong second-half expectations and increased hedge-fund interest. The sharp move improves sentiment but could also raise expectations for continued execution. Solaris Energy Rockets on Upbeat Second-Half Outlook

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Piper Sandler increased their target price on Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Stifel Nicolaus set a $98.00 price target on Solaris Energy Infrastructure in a research report on Friday, August 7th. Needham & Company LLC reissued a “buy” rating and issued a $98.00 price objective on shares of Solaris Energy Infrastructure in a research note on Wednesday, September 2nd. Wolfe Research began coverage on Solaris Energy Infrastructure in a research note on Monday, July 6th. They set an “outperform” rating and a $120.00 target price on the stock. Finally, Wall Street Zen downgraded Solaris Energy Infrastructure from a “sell” rating to a “strong sell” rating in a report on Saturday, August 8th. Ten analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $88.33.

Read Our Latest Research Report on SEI

Solaris Energy Infrastructure Trading Up 5.9%

The firm has a market capitalization of $5.18 billion, a PE ratio of 79.66 and a beta of 1.25. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. The company has a fifty day moving average of $58.69 and a 200-day moving average of $63.71.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last issued its 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 for the quarter. On average, sell-side analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.84 earnings per share for the current fiscal year.

Insider Activity at Solaris Energy Infrastructure

In other news, Director A. Teague purchased 3,900 shares of the stock in a transaction that occurred on Tuesday, September 8th. The stock was acquired at an average price of $64.21 per share, with a total value of $250,419.00. Following the purchase, the director owned 116,865 shares in the company, valued at $7,503,901.65. This represents a 3.45% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 20.23% of the company’s stock.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Royal Bank of Canada bought a new stake in Solaris Energy Infrastructure in the first quarter worth approximately $477,000. AQR Capital Management LLC bought a new position in shares of Solaris Energy Infrastructure during the 1st quarter valued at $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of Solaris Energy Infrastructure in the 1st quarter valued at $396,000. Goldman Sachs Group Inc. acquired a new stake in shares of Solaris Energy Infrastructure in the 1st quarter valued at $13,714,000. Finally, Strs Ohio acquired a new stake in shares of Solaris Energy Infrastructure in the 1st quarter valued at $28,000. Institutional investors own 67.44% of the company’s stock.

About Solaris Energy Infrastructure

(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.