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

Solaris Energy Infrastructure (NYSE:SEI) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on Tuesday,Zacks.com reports.

A number of other research firms have also commented on SEI. Northland Securities set a $70.00 price target on Solaris Energy Infrastructure in a research report on Monday, January 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Citigroup raised their price target on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a research report on Tuesday. Finally, Morgan Stanley assumed coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $56.10.

Solaris Energy Infrastructure Stock Performance

NYSE:SEI opened at $53.84 on Tuesday. The business’s 50-day moving average price is $49.71 and its two-hundred day moving average price is $42.22. The stock has a market cap of $3.69 billion, a P/E ratio of 57.28 and a beta of 1.12. Solaris Energy Infrastructure has a twelve month low of $14.27 and a twelve month high of $59.80. The company has a quick ratio of 2.28, a current ratio of 2.39 and a debt-to-equity ratio of 0.69.

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

Insider Activity

In other news, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total value of $106,056,367.45. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Laurie H. Argo sold 2,300 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $44.25, for a total transaction of $101,775.00. Following the sale, the director directly owned 50,039 shares of the company’s stock, valued at $2,214,225.75. This trade represents a 4.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 2,164,094 shares of company stock valued at $108,255,773. 21.20% of the stock is currently owned by insiders.

Institutional Trading of Solaris Energy Infrastructure

Several institutional investors have recently added to or reduced their stakes in SEI. Vanguard Group Inc. lifted its holdings in shares of Solaris Energy Infrastructure by 9.2% during the third quarter. Vanguard Group Inc. now owns 2,664,870 shares of the company’s stock valued at $106,515,000 after purchasing an additional 224,021 shares in the last quarter. Westwood Holdings Group Inc. grew its stake in shares of Solaris Energy Infrastructure by 11.8% in the second quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock worth $42,569,000 after acquiring an additional 158,338 shares during the period. Van ECK Associates Corp lifted its position in Solaris Energy Infrastructure by 623.5% during the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock valued at $51,797,000 after purchasing an additional 1,116,794 shares during the period. GW&K Investment Management LLC raised its stake in Solaris Energy Infrastructure by 12.5% during the 3rd quarter. GW&K Investment Management LLC now owns 1,177,830 shares of the company’s stock valued at $47,078,000 after buying an additional 130,975 shares during the last quarter. Finally, Two Sigma Investments LP boosted its stake in shares of Solaris Energy Infrastructure by 88.9% in the 3rd quarter. Two Sigma Investments LP now owns 1,007,320 shares of the company’s stock worth $40,263,000 after buying an additional 474,087 shares during the last quarter. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland projects a materially stronger FY2027 (FY2027 EPS of $3.17) and elevated quarterly targets for 2027 (e.g., Q1–Q4 2027 estimates range from $0.55 to $0.81), implying a multiyear recovery that could support a higher longer‑term valuation if execution matches estimates.
• Neutral Sentiment: Solaris scheduled its full‑year and Q4 2025 earnings release for after the market close on Feb 24, 2026 and a conference call for Feb 25, 2026 — a near‑term event that will provide management’s results and guidance. Conference Call Notice
• Negative Sentiment: Northland Securities (analyst B. Brooks) cut multiple near‑term estimates on Jan 26: Q4 2026 EPS to $0.42 (from $0.61), Q3 2026 to $0.32 (from $0.50), Q2 2026 to $0.25 (from $0.42), Q1 2026 to $0.19 (from $0.29) and Q4 2025 to $0.15 (from $0.30). Most notably Northland lowered FY2026 EPS to $1.17 from $1.82 — these downward revisions increase short‑term earnings risk and help explain selling pressure today.

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.