Solaris Energy Infrastructure

SEI · NYSE

$63.34−$2.42 (−3.68%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $65.76

SEI analyst rating

BuyConsensus of 10 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy10
Hold0
Underperform0
Sell0

12-month price target · 17 analysts

Average $101.73 (+60.6% upside)

Low: $60.60
Now: $63.34
High: $128.10

Upgrades and downgrades

The latest rating actions, newest first

SEI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Sep 28, 2026	Maintains	Overweight	$90.00 → $116.00	54%
Citigroup	Sep 24, 2026	Maintains	Buy	$84.00 → $100.00	48%
Stifel	Sep 24, 2026	Maintains	Buy	$98.00 → $101.00	51%
Needham	Sep 15, 2026	Maintains	Buy	$98.00 → $104.00	30%
Raymond James	Sep 9, 2026	Maintains	Outperform	$82.00 → $96.00	69%
Needham	Sep 2, 2026	Maintains	Buy	$98.00	30%
Piper Sandler	Aug 27, 2026	Maintains	Overweight	$80.00 → $82.00	46%
Barclays	Aug 10, 2026	Maintains	Overweight	$86.00 → $90.00	54%
Needham	Aug 7, 2026	Maintains	Buy	$97.00 → $98.00	30%
Wells Fargo	Aug 3, 2026	Upgrade	Equal-Weight → Overweight	$82.00 → $73.00	54%

The case for and against

Updated Oct 15, 2026

Bull case

Solaris Energy Infr is viewed positively because its contracted behind-the-meter power platform is scaling rapidly as AI-driven data center demand outstrips grid supply, with over 2 GW under long-term contracts and more than 3.1 GW of secured capacity expected by 2029. The company’s recent $1.25 billion debt deal, expanded liquidity, and 2024 Mobile Energy Rentals acquisition strengthen funding and execution while broadening the business into higher-value services, O&M, EPC, and turnkey solutions that increase scope and earnings durability. Financially, 1Q26 revenue rose 55.3% year over year to $196.2 million and adjusted EBITDA surged 78.3% to $83.6 million, while forecasts for 2026-28 EBITDA and 2026-27 guidance were materially raised on robust contract visibility and growing cash generation from Logistics.

Bear case

Solaris Energy Infr is viewed negatively because its higher-growth Power Solutions story still depends on a near-single-supplier base, rapid grid investment, and permitting or local opposition, all of which can delay production and compress returns. The Logistics Solutions segment is also weakening, with revenue of $67.7 million missing the $75.6 million forecast, down 11.1% sequentially and 12.0% year over year, while 3Q26 adjusted EBITDA guidance of $80-95 million came in below consensus. Even with $338 million in cash and management’s claim of $1.16-1.26 billion of annual adjusted EBITDA net to SEI, the outlook remains cautious because growth is exposed to data-center timing, well-completion activity, and rising capital intensity.

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