Solaris Energy Infrastructure (NYSE:SEI) Stock Breaks Below 200 Day Moving Average – Time to Sell?

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) passed below its two hundred day moving average during trading on Wednesday. The stock has a two hundred day moving average of $63.38 and traded as low as $54.90. Solaris Energy Infrastructure shares last traded at $57.42, with a volume of 8,375,907 shares.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: SEI reported third-quarter EPS of $0.45, more than double the $0.22 consensus estimate, on revenue of $341.09 million. Its earnings call also highlighted a raised outlook, $16 billion in contracted revenue, and expanding long-term power deals. Solaris Q3 earnings call highlights power deals and raised outlook
• Positive Sentiment: The company indicated Q1 2027 adjusted EBITDA of $220 million to $260 million and said it is advancing a 15-year, 900-megawatt contract—potentially reinforcing confidence in future earnings and power demand. Solaris signals Q1 2027 EBITDA and advances power contract
• Positive Sentiment: Barclays raised its price target to $140 from $116 and maintained an Overweight rating. Raymond James also upgraded SEI to Strong Buy, adding to the positive analyst sentiment. Barclays recommendations Raymond James upgrade
• Negative Sentiment: Wells Fargo cut its target to $65 from $72, suggesting more measured near-term upside, although it kept its Overweight rating. Wells Fargo recommendations

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Northland Securities set a $111.00 price target on shares of Solaris Energy Infrastructure in a research report on Wednesday, September 16th. Barclays boosted their price target on shares of Solaris Energy Infrastructure from $116.00 to $140.00 and gave the stock an “overweight” rating in a report on Friday. Zacks Research raised Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a report on Friday, October 9th. Needham & Company LLC reaffirmed a “buy” rating and set a $104.00 price objective on shares of Solaris Energy Infrastructure in a report on Friday, October 30th. Finally, Piper Sandler raised their price objective on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the stock an “overweight” rating in a research report on Thursday, August 27th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $98.15.

Solaris Energy Infrastructure Stock Up 14.5%

The firm’s 50-day moving average price is $65.69 and its 200-day moving average price is $63.36. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. The company has a market cap of $4.43 billion, a price-to-earnings ratio of 43.60 and a beta of 1.40.

Solaris Energy Infrastructure (NYSE:SEI) last announced its earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.23. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. The firm had revenue of $341.09 million during the quarter. Sell-side analysts forecast that Solaris Energy Infrastructure, Inc. will post 1.37 earnings per share for the current fiscal year.

Solaris Energy Infrastructure Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be given a $0.12 dividend. The ex-dividend date is Tuesday, December 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.8%. Solaris Energy Infrastructure’s dividend payout ratio is presently 50.00%.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, Director A. Teague bought 3,900 shares of the stock in a transaction on Tuesday, September 8th. The shares were purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the completion of the transaction, the director directly owned 116,865 shares of the company’s stock, valued at $7,503,901.65. This represents a 3.45% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 20.23% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of SEI. Situational Awareness LP lifted its holdings in shares of Solaris Energy Infrastructure by 2.2% during the second quarter. Situational Awareness LP now owns 1,129,621 shares of the company’s stock valued at $90,889,000 after purchasing an additional 24,070 shares in the last quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its holdings in Solaris Energy Infrastructure by 146.2% during the third quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 1,029,000 shares of the company’s stock valued at $73,244,000 after buying an additional 611,000 shares during the last quarter. 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 purchasing an additional 805,319 shares in the last quarter. Two Seas Capital LP bought a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $56,007,000. Finally, Dimensional Fund Advisors LP lifted its holdings in Solaris Energy Infrastructure by 19.6% during the first quarter. Dimensional Fund Advisors LP now owns 871,462 shares of the company’s stock valued at $49,239,000 after purchasing an additional 142,973 shares in the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Company Profile

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.