Wall Street Zen Downgrades Solaris Energy Infrastructure (NYSE:SEI) to Sell

Solaris Energy Infrastructure (NYSE:SEI) was downgraded by Wall Street Zen from a “hold” rating to a “sell” rating in a report issued on Saturday.

A number of other research analysts have also weighed in on the stock. Weiss Ratings lowered shares of Solaris Energy Infrastructure from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 2nd. UBS Group set a $65.00 target price on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Northland Securities set a $70.00 target price on shares of Solaris Energy Infrastructure in a report on Monday, January 5th. Zacks Research cut shares of Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, Barclays lifted their price target 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. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $56.60.

Solaris Energy Infrastructure Price Performance

Shares of SEI opened at $49.14 on Friday. Solaris Energy Infrastructure has a 12-month low of $14.27 and a 12-month high of $61.36. The business’s fifty day moving average is $52.08 and its 200 day moving average is $46.45. The company has a quick ratio of 2.87, a current ratio of 2.96 and a debt-to-equity ratio of 1.37. The stock has a market cap of $3.36 billion, a P/E ratio of 69.21 and a beta of 1.13.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.11. The business 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%. Sell-side analysts anticipate that Solaris Energy Infrastructure will post 0.36 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Solaris Energy Infrastructure news, CEO Amanda M. Brock purchased 3,669 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average cost of $40.89 per share, for a total transaction of $150,025.41. Following the completion of the acquisition, the chief executive officer owned 141,080 shares of the company’s stock, valued at $5,768,761.20. The trade was a 2.67% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Laurie H. Argo sold 2,300 shares of the business’s stock in a transaction on 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 directly owned 50,039 shares in the company, valued at approximately $2,214,225.75. This represents a 4.39% decrease in their position. The disclosure for this sale is available in the SEC filing. 21.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On Solaris Energy Infrastructure

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd increased its holdings in Solaris Energy Infrastructure by 179.1% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,194 shares of the company’s stock worth $101,000 after buying an additional 1,408 shares during the last quarter. T. Rowe Price Investment Management Inc. purchased a new position in Solaris Energy Infrastructure in the fourth quarter valued at about $10,591,000. Empowered Funds LLC bought a new position in shares of Solaris Energy Infrastructure during the 4th quarter valued at approximately $92,000. XTX Topco Ltd grew its position in shares of Solaris Energy Infrastructure by 169.3% during the 4th quarter. XTX Topco Ltd now owns 33,129 shares of the company’s stock valued at $1,523,000 after acquiring an additional 20,826 shares during the period. Finally, Zacks Investment Management purchased a new stake in shares of Solaris Energy Infrastructure during the 4th quarter worth approximately $2,240,000. 67.44% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Solaris Energy Infrastructure

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

• Positive Sentiment: GLJ Research initiated coverage of Solaris with a “Buy” rating, adding a new independent buyer to the analyst base that can support demand for the shares. GLJ Research Starts Solaris at Buy (Street Insider)
• Positive Sentiment: Northland Securities lifted EPS forecasts across Q1–Q4 2026 and raised FY2026 and FY2027 estimates (FY2026 to ~$1.33 and FY2027 to ~$2.81), signaling stronger forward earnings expectations that justify a higher multiple over time. This is a material upward revision cycle that tends to be supportive for the stock. Reference: MarketBeat SEI coverage
• Neutral Sentiment: Brokerage consensus remains constructive with a “Moderate Buy” consensus rating, reflecting broad analyst optimism but not unanimous conviction. Consensus Rating: Moderate Buy (American Banking News)

About Solaris Energy Infrastructure

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.