Solaris Energy Infrastructure (NYSE:SEI) Research Coverage Started at Glj Research

Glj Research assumed coverage on shares of Solaris Energy Infrastructure (NYSE:SEI) in a research note issued to investors on Thursday morning, Marketbeat Ratings reports. The firm issued a buy rating on the stock.

SEI has been the topic of a number of other reports. Northland Securities set a $70.00 target price on shares of Solaris Energy Infrastructure in a research note on Monday, January 5th. Morgan Stanley began coverage on Solaris Energy Infrastructure in a research note on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 price objective on the stock. Wall Street Zen lowered Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a report on Saturday. Zacks Research downgraded Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, Raymond James Financial restated an “outperform” rating on shares of Solaris Energy Infrastructure in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $56.60.

Solaris Energy Infrastructure Stock Performance

NYSE:SEI opened at $49.14 on Thursday. 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 has a 1-year low of $14.27 and a 1-year high of $61.36. The company has a current ratio of 2.96, a quick ratio of 2.28 and a debt-to-equity ratio of 1.37. The stock’s 50-day moving average is $52.08 and its 200-day moving average is $46.31.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $0.35 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.11. The company 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%. Equities research analysts anticipate that Solaris Energy Infrastructure will post 0.36 earnings per share for the current year.

Insider Activity

In other news, CEO Amanda M. Brock purchased 3,669 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was purchased at an average cost of $40.89 per share, with a total value of $150,025.41. Following the acquisition, the chief executive officer directly owned 141,080 shares in the company, valued at approximately $5,768,761.20. This trade represents a 2.67% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Aj Teague purchased 2,310 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was purchased at an average cost of $43.13 per share, with a total value of $99,630.30. Following the completion of the acquisition, the director owned 106,465 shares in the company, valued at approximately $4,591,835.45. This trade represents a 2.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 21.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On Solaris Energy Infrastructure

A number of institutional investors and hedge funds have recently made changes to their positions in SEI. Assetmark Inc. purchased a new position in Solaris Energy Infrastructure during the second quarter worth about $25,000. Signaturefd LLC raised its holdings in shares of Solaris Energy Infrastructure by 344.9% in the 4th quarter. Signaturefd LLC now owns 614 shares of the company’s stock valued at $28,000 after acquiring an additional 476 shares in the last quarter. Cullen Frost Bankers Inc. purchased a new stake in shares of Solaris Energy Infrastructure in the 4th quarter valued at about $28,000. Strs Ohio bought a new stake in shares of Solaris Energy Infrastructure during the 1st quarter valued at about $28,000. Finally, Caitong International Asset Management Co. Ltd purchased a new position in shares of Solaris Energy Infrastructure during the third quarter worth about $31,000. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: GLJ Research initiated coverage with a “Buy” rating, providing a new independent endorsement that can attract fresh investor interest. GLJ Research initiation
• Positive Sentiment: Northland Securities materially raised its EPS forecasts across 2026–2028 (notable lifts to FY2026 and FY2027/2028 estimates), signaling analysts expect stronger earnings growth over the next several years—this is a bullish fundamental catalyst if the company hits those targets. Northland Securities estimate updates
• Positive Sentiment: Brokerage consensus is skewed toward buy-side sentiment (consensus “Moderate Buy”), reinforcing the analyst-positive backdrop. Brokerage consensus
• Neutral Sentiment: Northland’s upgrades are forward-looking estimates; investors should watch upcoming quarterly results and guidance to see whether operational/contract wins and margin progress validate the raised forecasts. Analyst note summary
• Negative Sentiment: Despite the bullish analyst headlines, the share price is down today — likely reflecting short-term profit-taking or market/sector weakness. Technical and valuation headwinds may be weighing: SEI sits below its 50‑day moving average (resistance), trading above its 200‑day (longer-term support), volume is below its average, and the trailing P/E is elevated (~69), which can amplify downside on disappointing 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.