Solaris Energy Infrastructure (NYSE:SEI) Cut to “Strong Sell” at Zacks Research

Zacks Research lowered shares of Solaris Energy Infrastructure (NYSE:SEI) from a hold rating to a strong sell rating in a report released on Tuesday morning,Zacks.com reports.

A number of other research firms have also commented on SEI. Morgan Stanley began coverage on Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 price target on the stock. Raymond James Financial restated an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday. Northland Securities set a $70.00 price target on shares of Solaris Energy Infrastructure in a research note on Monday, January 5th. UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a research report on Tuesday. Finally, Barclays raised their price objective on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the stock an “overweight” rating in a report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $56.10.

Solaris Energy Infrastructure Trading Up 4.5%

Shares of NYSE SEI opened at $56.18 on Tuesday. Solaris Energy Infrastructure has a twelve month low of $14.27 and a twelve month high of $59.80. The stock has a market cap of $3.85 billion, a price-to-earnings ratio of 59.77 and a beta of 1.12. The company has a quick ratio of 2.28, a current ratio of 2.39 and a debt-to-equity ratio of 0.69. The company’s fifty day moving average is $50.00 and its 200-day moving average is $42.32.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.32 EPS for the quarter, topping the consensus estimate of $0.24 by $0.08. The business had revenue of $166.84 million for the quarter, compared to the consensus estimate of $142.82 million. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%. Equities research analysts predict that Solaris Energy Infrastructure will post 0.36 EPS for the current year.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, Director Aj Teague bought 2,310 shares of Solaris Energy Infrastructure stock in a transaction that occurred on 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 completion of the acquisition, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. This trade represents a 2.22% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Amanda M. Brock purchased 3,669 shares of the stock in a transaction on Wednesday, December 17th. The stock was acquired at an average price of $40.89 per share, for a total transaction of $150,025.41. Following the completion of the purchase, the chief executive officer directly owned 141,080 shares in the company, valued at approximately $5,768,761.20. The trade was a 2.67% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 2,164,094 shares of company stock valued at $108,255,773 over the last ninety days. Insiders own 21.20% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Signaturefd LLC grew its stake in Solaris Energy Infrastructure by 344.9% in the fourth quarter. Signaturefd LLC now owns 614 shares of the company’s stock valued at $28,000 after purchasing an additional 476 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Solaris Energy Infrastructure in the 3rd quarter valued at approximately $31,000. Assetmark Inc. bought a new position in shares of Solaris Energy Infrastructure in the second quarter valued at $25,000. Larson Financial Group LLC increased its holdings in Solaris Energy Infrastructure by 363.0% during the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock worth $41,000 after buying an additional 795 shares during the last quarter. Finally, Chung Wu Investment Group LLC bought a new stake in Solaris Energy Infrastructure during the third quarter worth $52,000. 67.44% of the stock is owned by institutional investors and hedge funds.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland Securities issued a long‑term projection that could be interpreted as bullish — the firm’s analyst B. Brooks models FY2028 EPS of $3.17, implying significant upside versus current consensus and suggesting expectations for stronger longer‑term cash flow or re‑rating. Northland FY2028 estimate (MarketBeat)
• Neutral Sentiment: Company fundamentals and technicals provide support — Solaris beat Q3/Nov quarter EPS and revenue, has healthy liquidity ratios listed in public filings, and the stock is trading above its 50‑ and 200‑day averages on elevated volume, which can attract momentum buyers. Company profile / recent results (MarketBeat)
• Negative Sentiment: Near‑term outlook was cut across multiple quarters by Northland: Q2, Q3 and Q4 2026 estimates were lowered (e.g., Q2 to $0.25 from $0.42; Q3 to $0.32 from $0.50; Q4 2026 to $0.42), and FY2026 was reduced to $1.17 from $1.82 — signaling weaker near‑term earnings visibility. Northland near‑term cuts (MarketBeat)
• Negative Sentiment: Zacks Research downgraded SEI from “hold” to “strong sell,” which can pressure investor sentiment and trigger selling or lower positioning by funds that follow Zacks ratings. Zacks downgrade TickerReport

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.