Solaris Energy Infrastructure (NYSE:SEI) Shares Down 8.2% – Here’s What Happened

Solaris Energy Infrastructure, Inc. (NYSE:SEI)’s share price was down 8.2% during trading on Wednesday . The stock traded as low as $56.03 and last traded at $56.85. 581,737 shares changed hands during trading, a decline of 79% from the average session volume of 2,750,961 shares. The stock had previously closed at $61.94.

Key Solaris Energy Infrastructure News

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

• Neutral Sentiment: Northland still projects a significant earnings ramp, forecasting EPS of $2.17 for FY2027 versus the current-year consensus estimate of $0.90. However, the revisions indicate that the pace of growth may be less robust than previously anticipated. Solaris Energy Infrastructure analyst estimates
• Negative Sentiment: Northland cut its EPS forecasts for Q3 2026 to $0.07 from $0.10, Q4 2026 to $0.04 from $0.10, Q1 2027 to $0.32 from $0.35, Q2 2027 to $0.50 from $0.52, Q3 2027 to $0.59 from $0.62, and Q4 2027 to $0.75 from $0.77. The firm also lowered its FY2027 estimate to $2.17 from $2.26, Q1 2028 to $0.84 from $0.87, and Q2 2028 to $1.04 from $1.13. The largest near-term reductions are likely to weigh on sentiment because they point to weaker profitability in late 2026 and throughout 2027.

Analyst Ratings Changes

SEI has been the subject of a number of research reports. Barclays upped their price objective on shares of Solaris Energy Infrastructure from $86.00 to $90.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Wells Fargo & Company raised shares of Solaris Energy Infrastructure from an “equal weight” rating to an “overweight” rating and cut their target price for the company from $82.00 to $73.00 in a research report on Monday, August 3rd. Stifel Nicolaus set a $98.00 price target on shares of Solaris Energy Infrastructure in a report on Friday, August 7th. Wall Street Zen cut shares of Solaris Energy Infrastructure from a “sell” rating to a “strong sell” rating in a research report on Saturday, August 8th. Finally, Morgan Stanley increased their price objective on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. Ten research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Solaris Energy Infrastructure has a consensus rating of “Moderate Buy” and a consensus target price of $86.33.

Solaris Energy Infrastructure Price Performance

The firm has a market capitalization of $4.16 billion, a PE ratio of 63.87 and a beta of 1.23. The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12. The stock has a fifty day moving average price of $65.41 and a 200-day moving average price of $63.52.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.31 by $0.08. Solaris Energy Infrastructure had a return on equity of 13.26% and a net margin of 7.19%.The firm had revenue of $219.40 million during the quarter. Sell-side analysts forecast that Solaris Energy Infrastructure, Inc. will post 0.9 EPS for the current fiscal year.

Institutional Trading of Solaris Energy Infrastructure

Several hedge funds have recently modified their holdings of SEI. Vanguard Group Inc. boosted its holdings in shares of Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock valued at $133,940,000 after buying an additional 248,762 shares in the last quarter. Situational Awareness LP raised its stake in shares of Solaris Energy Infrastructure by 62.3% during the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock worth $85,803,000 after acquiring an additional 716,200 shares in the last quarter. Principal Financial Group Inc. raised its stake in shares of Solaris Energy Infrastructure by 2,120.7% during the 4th quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company’s stock worth $67,408,000 after acquiring an additional 1,400,311 shares in the last quarter. Advent International L.P. lifted its position in Solaris Energy Infrastructure by 25.5% during the fourth quarter. Advent International L.P. now owns 1,263,809 shares of the company’s stock valued at $58,097,000 after acquiring an additional 256,909 shares during the last quarter. Finally, Jennison Associates LLC lifted its position in Solaris Energy Infrastructure by 215.1% during the first quarter. Jennison Associates LLC now owns 1,179,736 shares of the company’s stock valued at $66,667,000 after acquiring an additional 805,319 shares during the last quarter. 67.44% of the stock is owned by hedge funds and other institutional investors.

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.