Northland Securities Has Optimistic View of SEI Q3 Earnings

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities researchers at Northland Securities increased their Q3 2027 EPS estimates for Solaris Energy Infrastructure in a report issued on Monday, April 13th. Northland Securities analyst B. Brooks now expects that the company will post earnings of $0.92 per share for the quarter, up from their prior estimate of $0.72. 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 Q4 2027 earnings at $1.03 EPS, FY2027 earnings at $3.43 EPS and FY2028 earnings at $4.33 EPS.

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

Other equities analysts have also recently issued research reports about the stock. Barclays boosted their price objective on shares of Solaris Energy Infrastructure from $63.00 to $74.00 and gave the company an “overweight” rating in a research report on Tuesday, March 17th. Zacks Research upgraded shares of Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a research report on Thursday, March 12th. Piper Sandler boosted their price target on shares of Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday. Wells Fargo & Company initiated coverage on shares of Solaris Energy Infrastructure in a research report on Friday, March 20th. They set an “equal weight” rating and a $71.00 price target on the stock. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $60.00.

Solaris Energy Infrastructure Price Performance

SEI stock opened at $65.94 on Wednesday. The firm’s 50-day moving average price is $55.54 and its two-hundred day moving average price is $51.64. Solaris Energy Infrastructure has a 12-month low of $17.02 and a 12-month high of $70.17. The stock has a market capitalization of $4.51 billion, a price-to-earnings ratio of 92.87 and a beta of 1.05. The company has a current ratio of 2.96, a quick ratio of 2.87 and a debt-to-equity ratio of 1.37.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Hedge funds and other institutional investors have recently modified their holdings of the stock. CenterBook Partners LP boosted its stake in Solaris Energy Infrastructure by 513.1% during the third quarter. CenterBook Partners LP now owns 415,453 shares of the company’s stock worth $16,606,000 after acquiring an additional 347,693 shares in the last quarter. Advent International L.P. purchased a new stake in Solaris Energy Infrastructure in the third quarter worth about $40,246,000. Hiddenite Capital Partners LP purchased a new stake in Solaris Energy Infrastructure in the third quarter worth about $13,990,000. AGF Management Ltd. purchased a new stake in Solaris Energy Infrastructure in the third quarter worth about $6,613,000. Finally, Mercuria Capital Strategies LLC purchased a new stake in Solaris Energy Infrastructure in the third quarter worth about $3,398,000. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland raised near‑term 2026 estimates, including Q2–Q4 2026 and FY2026 (FY2026 raised to $1.44 from $1.33), reflecting better expected operating results for the current fiscal year. MarketBeat SEI
• Positive Sentiment: Northland materially increased 2027 projections across multiple quarters (Q1–Q4 2027) and lifted FY2027 to $3.43 (from $2.81), implying stronger growth and improving profitability visibility for next year. MarketBeat SEI
• Positive Sentiment: Northland also boosted FY2028 estimates sharply (to $4.33 from $3.34), signaling accelerating earnings power beyond 2027 — a positive for longer‑term valuation assumptions. MarketBeat SEI
• Positive Sentiment: Positive editorial coverage highlights Solaris’ positioning in oil & gas equipment & services, which can support investor interest and multiple expansion if fundamentals track analyst upgrades. What Makes Solaris Energy (SEI) One of the Best Oil and Gas Equipment & Services Stocks

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.