What is Northland Securities’ Forecast for SEI Q4 Earnings?

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Equities research analysts at Northland Securities lowered their Q4 2025 earnings per share estimates for Solaris Energy Infrastructure in a research note issued to investors on Monday, January 26th. Northland Securities analyst B. Brooks now forecasts that the company will earn $0.15 per share for the quarter, down from their prior estimate of $0.30. 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 $0.25 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.42 EPS and FY2026 earnings at $1.17 EPS.

A number of other research analysts also recently issued reports on the stock. Morgan Stanley initiated coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. Raymond James Financial restated an “outperform” rating on shares of Solaris Energy Infrastructure in a research note on Tuesday. Zacks Research downgraded Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Piper Sandler raised their price objective 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, UBS Group set a $65.00 target price on shares of Solaris Energy Infrastructure in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Solaris Energy Infrastructure has an average rating of “Buy” and a consensus target price of $56.10.

Solaris Energy Infrastructure Stock Up 3.6%

SEI stock opened at $53.85 on Wednesday. The company has a market capitalization of $3.69 billion, a P/E ratio of 57.29 and a beta of 1.12. Solaris Energy Infrastructure has a 12 month low of $14.27 and a 12 month high of $59.80. The firm’s fifty day simple moving average is $49.52 and its 200-day simple moving average is $42.14. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.39 and a quick ratio of 2.28.

Solaris Energy Infrastructure (NYSE:SEI) last issued its earnings results on Monday, November 3rd. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.08. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%.The firm had revenue of $166.84 million for the quarter, compared to analyst estimates of $142.82 million.

Insider Buying and Selling at Solaris Energy Infrastructure

In other news, Director Laurie H. Argo sold 2,300 shares of the 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 transaction, the director owned 50,039 shares in the company, valued at $2,214,225.75. This trade represents a 4.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Aj Teague purchased 2,310 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average cost of $43.13 per share, with a total value of $99,630.30. Following the acquisition, the director owned 106,465 shares in the company, valued at $4,591,835.45. This represents a 2.22% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 2,164,094 shares of company stock worth $108,255,773. 21.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Solaris Energy Infrastructure

Institutional investors have recently made changes to their positions in the company. Assetmark Inc. purchased a new stake in shares of Solaris Energy Infrastructure during the second quarter worth $25,000. Signaturefd LLC boosted its position in Solaris Energy Infrastructure by 344.9% during the fourth quarter. Signaturefd LLC now owns 614 shares of the company’s stock worth $28,000 after acquiring an additional 476 shares during the last quarter. Strs Ohio acquired a new position in Solaris Energy Infrastructure during the first quarter worth about $28,000. Caitong International Asset Management Co. Ltd purchased a new stake in Solaris Energy Infrastructure during the 3rd quarter valued at about $31,000. Finally, Larson Financial Group LLC raised its holdings in Solaris Energy Infrastructure by 363.0% in the 3rd quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock valued at $41,000 after acquiring an additional 795 shares during the last quarter. 67.44% of the stock is owned by institutional investors and hedge funds.

Solaris Energy Infrastructure News Roundup

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

• Positive Sentiment: Northland projects a meaningful earnings ramp in 2027 — analyst B. Brooks models FY2027 EPS of $3.17 (slightly down from $3.21 previously) with quarterly 2027 EPS ranging roughly $0.55–$0.81, which signals a strong recovery/growth trajectory beyond the near term and may support higher forward valuation. MarketBeat SEI – 2027 Estimates
• Neutral Sentiment: Solaris scheduled its full‑year and fourth‑quarter 2025 earnings release for Feb 24, 2026 (after market close) and a conference call for Feb 25, 2026 — this provides a near-term catalyst for fresh company guidance and management commentary that could resolve analyst estimate dispersion. Solaris Energy Infrastructure Schedules Full Year and Fourth Quarter 2025 Results Conference Call
• Negative Sentiment: Northland cut several near‑term estimates: Q4 2025 EPS from $0.30 to $0.15, Q1 2026 from $0.29 to $0.19, Q2 2026 from $0.42 to $0.25, Q3 2026 from $0.50 to $0.32 and Q4 2026 from $0.61 to $0.42 — overall FY2026 was trimmed materially from $1.82 to $1.17. Those downward revisions increase near‑term earnings uncertainty and are a headwind for sentiment despite the longer‑term 2027 outlook. (Consensus current full‑year estimate remains around $0.36 per share, highlighting analyst dispersion.) MarketBeat SEI – Northland Estimates

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.