Q4 Earnings Forecast for SEI Issued By Northland Securities

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities researchers at Northland Securities dropped their Q4 2025 EPS estimates for shares of Solaris Energy Infrastructure in a note issued to investors on Monday, January 26th. Northland Securities analyst B. Brooks now forecasts that the company will earn $0.15 per share for the quarter, down from their prior 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.

Other analysts also recently issued research reports about the company. Weiss Ratings restated a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Citigroup increased their target price on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. Morgan Stanley began coverage on Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 price target for the company. Raymond James Financial reissued an “outperform” rating on shares of Solaris Energy Infrastructure in a research report on Tuesday. Finally, Barclays raised their price objective on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the company an “overweight” rating in a research note on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $56.10.

Solaris Energy Infrastructure Price Performance

Shares of NYSE SEI opened at $53.84 on Wednesday. The company has a 50 day simple moving average of $49.71 and a two-hundred day simple moving average of $42.22. Solaris Energy Infrastructure has a fifty-two week low of $14.27 and a fifty-two week high of $59.80. The company has a market capitalization of $3.69 billion, a price-to-earnings ratio of 57.28 and a beta of 1.12. The company has a debt-to-equity ratio of 0.69, a quick ratio of 2.28 and a current ratio of 2.39.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings results on Monday, November 3rd. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.08. The company had revenue of $166.84 million during 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%.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, Director Laurie H. Argo sold 2,300 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $44.25, for a total value of $101,775.00. Following the completion of the transaction, the director owned 50,039 shares of the company’s stock, valued at approximately $2,214,225.75. The trade was a 4.39% decrease in their position. The sale was disclosed in a filing 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 dated Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total transaction of $106,056,367.45. The disclosure for this sale is available in the SEC filing. Insiders sold 2,164,094 shares of company stock worth $108,255,773 in the last three months. 21.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in shares of Solaris Energy Infrastructure by 9.2% in the 3rd quarter. Vanguard Group Inc. now owns 2,664,870 shares of the company’s stock worth $106,515,000 after buying an additional 224,021 shares during the last quarter. Westwood Holdings Group Inc. boosted its position in Solaris Energy Infrastructure by 11.8% in the second quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock worth $42,569,000 after purchasing an additional 158,338 shares during the last quarter. Van ECK Associates Corp boosted its position in Solaris Energy Infrastructure by 623.5% in the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock worth $51,797,000 after purchasing an additional 1,116,794 shares during the last quarter. GW&K Investment Management LLC grew its stake in shares of Solaris Energy Infrastructure by 12.5% during the 3rd quarter. GW&K Investment Management LLC now owns 1,177,830 shares of the company’s stock valued at $47,078,000 after purchasing an additional 130,975 shares during the period. Finally, Two Sigma Investments LP increased its position in shares of Solaris Energy Infrastructure by 88.9% during the 3rd quarter. Two Sigma Investments LP now owns 1,007,320 shares of the company’s stock valued at $40,263,000 after purchasing an additional 474,087 shares during the last quarter. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Solaris Energy Infrastructure News Roundup

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.