Northland Securities Has Positive Outlook of SEI Q1 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Stock analysts at Northland Securities increased their Q1 2027 earnings per share estimates for Solaris Energy Infrastructure in a research report issued on Wednesday, March 4th. Northland Securities analyst B. Brooks now anticipates that the company will post earnings per share of $0.58 for the quarter, up from their previous forecast of $0.55. 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 2027 earnings at $0.67 EPS, Q3 2027 earnings at $0.72 EPS, Q4 2027 earnings at $0.83 EPS and FY2028 earnings at $3.34 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $0.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.11. The company had revenue of $179.70 million during the quarter. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%.

Several other equities research analysts have also weighed in on SEI. Barclays upped their price objective on Solaris Energy Infrastructure from $61.00 to $63.00 and gave the company an “overweight” rating in a research note on Thursday, February 26th. Zacks Research lowered Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. Raymond James Financial reiterated an “outperform” rating on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Wall Street Zen downgraded shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research note on Saturday. Finally, Morgan Stanley began coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $56.60.

Solaris Energy Infrastructure Stock Performance

NYSE:SEI opened at $49.14 on Friday. The firm has a market capitalization of $3.36 billion, a PE ratio of 69.21 and a beta of 1.13. The company has a quick ratio of 2.28, a current ratio of 2.96 and a debt-to-equity ratio of 1.37. Solaris Energy Infrastructure has a 12-month low of $14.27 and a 12-month high of $61.36. The firm has a 50-day moving average price of $52.08 and a 200 day moving average price of $46.18.

Insider Transactions at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, CEO Amanda M. Brock bought 3,669 shares of Solaris Energy Infrastructure stock in a transaction dated Wednesday, December 17th. The shares were bought at an average price of $40.89 per share, with a total value of $150,025.41. Following the purchase, the chief executive officer owned 141,080 shares of the company’s stock, valued at $5,768,761.20. This trade represents a 2.67% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Aj Teague purchased 2,310 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average cost of $43.13 per share, with a total value of $99,630.30. Following the completion of the purchase, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. The trade was a 2.22% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 21.20% of the company’s stock.

Institutional Trading of Solaris Energy Infrastructure

A number of institutional investors have recently bought and sold shares of the business. Hiddenite Capital Partners LP bought a new stake in Solaris Energy Infrastructure in the third quarter valued at about $13,990,000. CenterBook Partners LP grew its position in shares of Solaris Energy Infrastructure by 513.1% during the 3rd quarter. CenterBook Partners LP now owns 415,453 shares of the company’s stock worth $16,606,000 after buying an additional 347,693 shares during the period. AE Wealth Management LLC grew its position in shares of Solaris Energy Infrastructure by 39.7% during the 2nd quarter. AE Wealth Management LLC now owns 120,112 shares of the company’s stock worth $3,398,000 after buying an additional 34,164 shares during the period. AGF Management Ltd. bought a new stake in shares of Solaris Energy Infrastructure in the 3rd quarter valued at about $6,613,000. Finally, Ardsley Advisory Partners LP acquired a new stake in shares of Solaris Energy Infrastructure in the 2nd quarter valued at approximately $566,000. Institutional investors and hedge funds own 67.44% of the company’s stock.

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.