What is Northland Securities’ Estimate for SEI Q2 Earnings?

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Stock analysts at Northland Securities raised their Q2 2026 EPS estimates for shares of Solaris Energy Infrastructure in a research report issued to clients and investors on Monday, April 13th. Northland Securities analyst B. Brooks now expects that the company will post earnings per share of $0.32 for the quarter, up from their previous forecast of $0.28. 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 Q3 2026 earnings at $0.39 EPS, Q4 2026 earnings at $0.50 EPS, FY2026 earnings at $1.44 EPS, Q1 2027 earnings at $0.67 EPS and Q2 2027 earnings at $0.82 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, topping analysts’ consensus estimates of $0.24 by $0.11. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%. The company had revenue of $179.70 million during the quarter.

A number of other research firms also recently issued reports on SEI. Raymond James Financial reaffirmed an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. Barclays lifted their price objective on shares of Solaris Energy Infrastructure from $63.00 to $74.00 and gave the stock an “overweight” rating in a report on Tuesday, March 17th. Zacks Research raised shares of Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a report on Thursday, March 12th. Wall Street Zen downgraded shares of Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Finally, Wells Fargo & Company began coverage on shares of Solaris Energy Infrastructure in a report on Friday, March 20th. They set an “equal weight” rating and a $71.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $59.36.

Solaris Energy Infrastructure Stock Performance

NYSE SEI opened at $65.04 on Tuesday. Solaris Energy Infrastructure has a 52-week low of $17.02 and a 52-week high of $70.17. The company has a debt-to-equity ratio of 1.37, a quick ratio of 2.87 and a current ratio of 2.96. The company has a market capitalization of $4.45 billion, a P/E ratio of 91.61 and a beta of 1.05. The company has a fifty day moving average of $55.18 and a 200-day moving average of $51.54.

Institutional Trading of Solaris Energy Infrastructure

Several hedge funds have recently added to or reduced their stakes in SEI. CenterBook Partners LP increased its position in shares of Solaris Energy Infrastructure by 513.1% during the third quarter. CenterBook Partners LP now owns 415,453 shares of the company’s stock valued at $16,606,000 after buying an additional 347,693 shares during the period. Advent International L.P. purchased a new position in shares of Solaris Energy Infrastructure during the third quarter valued at about $40,246,000. Hiddenite Capital Partners LP purchased a new position in shares of Solaris Energy Infrastructure during the third quarter valued at about $13,990,000. AGF Management Ltd. purchased a new position in shares of Solaris Energy Infrastructure during the third quarter valued at about $6,613,000. Finally, Westwood Holdings Group Inc. increased its position in shares of Solaris Energy Infrastructure by 11.8% during the second quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock valued at $42,569,000 after buying an additional 158,338 shares during the period. 67.44% of the stock is owned by institutional investors.

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.