What is Northland Securities’ Forecast for SEI Q1 Earnings?

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Analysts at Northland Securities lifted their Q1 2026 earnings per share (EPS) estimates for Solaris Energy Infrastructure in a research report issued to clients and investors on Wednesday, March 4th. Northland Securities analyst B. Brooks now forecasts that the company will post earnings of $0.23 per share for the quarter, up from their previous forecast of $0.19. 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 $0.28 EPS, Q3 2026 earnings at $0.35 EPS, Q4 2026 earnings at $0.46 EPS, FY2026 earnings at $1.33 EPS and FY2027 earnings at $2.81 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data 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 firm had revenue of $179.70 million for the quarter. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%.

A number of other brokerages have also issued reports on SEI. Wall Street Zen lowered Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research report on Saturday. Zacks Research cut Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Raymond James Financial reissued an “outperform” rating on shares of Solaris Energy Infrastructure in a research note on Tuesday, January 27th. Piper Sandler lifted their target price on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. Finally, Glj Research assumed coverage on shares of Solaris Energy Infrastructure in a report on Thursday. They set a “buy” rating and a $60.00 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 assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $56.60.

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock opened at $49.14 on Monday. 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 PE ratio of 69.21 and a beta of 1.13. The business has a 50-day simple moving average of $52.08 and a 200-day simple moving average of $46.45. Solaris Energy Infrastructure has a 52-week low of $14.27 and a 52-week high of $61.36.

Insider Buying and Selling

In related news, Director Aj Teague acquired 2,310 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was acquired at an average price of $43.13 per share, for a total transaction of $99,630.30. Following the purchase, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. This represents a 2.22% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Laurie H. Argo sold 2,300 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $44.25, for a total transaction of $101,775.00. Following the sale, the director owned 50,039 shares in the company, valued at $2,214,225.75. The trade was a 4.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 21.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Hiddenite Capital Partners LP acquired a new stake in shares of Solaris Energy Infrastructure during the 3rd quarter valued at about $13,990,000. CenterBook Partners LP raised its position in Solaris Energy Infrastructure by 513.1% in the third quarter. CenterBook Partners LP now owns 415,453 shares of the company’s stock worth $16,606,000 after purchasing an additional 347,693 shares in the last quarter. AE Wealth Management LLC lifted its stake in Solaris Energy Infrastructure by 39.7% during the second quarter. AE Wealth Management LLC now owns 120,112 shares of the company’s stock worth $3,398,000 after purchasing an additional 34,164 shares during the period. AGF Management Ltd. acquired a new stake in Solaris Energy Infrastructure during the third quarter valued at approximately $6,613,000. Finally, Ardsley Advisory Partners LP acquired a new stake in Solaris Energy Infrastructure during the second quarter valued at approximately $566,000. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Key Headlines Impacting 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)

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.