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SEISEIEnergy · Oil & Gas Equipment & Services

SEI Stock Forecast: Solaris Energy Infrastructure, Inc. Price Predictions for 2026-2027

Last close, 21 Aug 2026
$53
−1.77% on the day

The 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. hold a median 12-month price target of $94 — +76.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 29 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$5.4B
Ticker Nerd rank
29 / 100
Median analyst target
$94
Analysts covering
14
Total return, dividends reinvested
1W
−15.8%
1M
−18.2%
YTD
+16.4%
1Y
+91.7%
From 52W high
−35.7%
From 52W low
+116.0%
$25
$83
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SEI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Solaris Energy Infrastructure, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 22 Aug 2026
29 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
81
Growth
80
Quality
57
Accruals
53
Revisions
47
Size
27
Value
11
Volatility
7
Issuance
5

Momentum (81): The shares have been drifting up relative to others.

Issuance (5): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SEI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SEI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$40$60$80$100$120Oct 25Jan 26Apr 26Jul 26SEIHigh $120Median $94Low $73

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says14 analysts
14 Buy0 Hold0 Sell
Low $73Median $94High $120

The green dot is the last close — the median target sits +76.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
10 Aug 2026BarclaysMaintainsOverweight$86 → $90
7 Aug 2026NeedhamMaintainsBuy$97 → $98
3 Aug 2026Wells FargoUpgradeOverweight$82 → $73
6 July 2026Wolfe ResearchInitiatesOutperform$120
6 July 2026Wolfe ResearchInitiatesOutperform—
29 June 2026NeedhamInitiatesBuy$97
29 June 2026NeedhamInitiatesBuy—
4 June 2026Morgan StanleyMaintainsOverweight—
5 May 2026CitigroupMaintainsBuy—
30 Apr 2026BarclaysMaintainsOverweight—
29 Apr 2026StifelMaintainsBuy—
29 Apr 2026Wells FargoMaintainsEqual-Weight—
15 Apr 2026Piper SandlerMaintainsOverweight—
20 Mar 2026Wells FargoInitiatesEqual-Weight—
17 Mar 2026BarclaysMaintainsOverweight—
10 Mar 2026CitigroupMaintainsBuy—
5 Mar 2026GLJ ResearchInitiatesBuy—
26 Feb 2026BarclaysMaintainsOverweight—
2 Dec 2025Morgan StanleyInitiatesOverweight—
17 Nov 2025Piper SandlerMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SEI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

SEI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−25.0%
Analysts raising
1
Analysts cutting
1
Fundamentals

Solaris Energy Infrastructure, Inc. (SEI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
67.4×

Cheaper than 11% of US stocks

Price / sales
7.0×

Cheaper than 19% of US stocks

Price / book
3.7×

Cheaper than 29% of US stocks

EV / EBITDA
20.2×

Cheaper than 16% of US stocks

Growth & margins
Revenue growth (YoY)
46.9%

Higher than 85% of US stocks

Earnings growth (YoY)
71.4%

Higher than 80% of US stocks

Gross margin
39.5%

Higher than 50% of US stocks

Operating margin
26.5%

Higher than 85% of US stocks

Net margin
7.2%

Higher than 65% of US stocks

Returns & dividend
Return on equity
8.1%

Higher than 59% of US stocks

Return on assets
4.1%

Higher than 71% of US stocks

Dividend yield
0.9%

Higher than 20% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

SEI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
SEISolaris Energy Infrastructure, Inc.$5.4B
29
WBIWaterBridge Infrastructure LLC$3.9B
3
EROKEagleRock Land LLC$3.5B
0
TDWTidewater, Inc.$4.7B
39
NESRNational Energy Services Reunited Corp.$3.3B
84
LBRTLiberty Energy, Inc.$3.2B
32
OIIOceaneering International, Inc.$5.3B
81

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Solaris Energy Infrastructure, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SEI news & analysis

Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

24/7 Wall Street · 15 Aug 2026positive

The AI Investor Podcast hosts Eric Bleeker and Austin Smith discussed a new portfolio addition tied directly to SpaceX's and hyperscaler data center power buildout, framing it as a $10,000 bet on a supplier behind that boom. The excerpt describes the rationale behind adding this company to the portfolio.

Why it matters — A SEI watcher would care because it highlights investor interest in companies supplying power and infrastructure for the SpaceX and hyperscaler data center buildout, the same demand space in which Solaris Energy Infrastructure operates.

Solaris Energy Q2 Earnings Beat Estimates on Power Solutions Growth

Zacks Investment Research · 13 Aug 2026positive

Solaris Energy Infrastructure (SEI) posted Q2 earnings that exceeded estimates, with growth in its Power Solutions segment lifting revenues and EBITDA. The company also noted that expanded contracts are expected to add over $100 million in annual EBITDA.

Why it matters — For SEI watchers, this points to continued strength in the Power Solutions segment and a significant expected uplift in annual EBITDA from expanded contracts.

Deployable Energy Welcomes Strategic Investment and Commercialization Collaboration with Solaris Energy Infrastructure

PRNewsWire · 10 Aug 2026positive

Solaris Energy Infrastructure has made an equity investment in Deployable Energy and will collaborate on commercializing its deployable microreactor technology. The investment was announced as part of Solaris's second quarter 2026 business update.

Why it matters — This expands Solaris's involvement in deployable small modular reactor technology for critical energy infrastructure, broadening its energy offerings.

Solaris Energy Infrastructure Q2 Earnings Call Highlights

MarketBeat · 9 Aug 2026positive

Solaris Energy Infrastructure reported record second-quarter results, supported by growth in its Power Solutions business, expanded customer contracts, and the acquisition of Global Energy Services Alliance (GESA). The company cited these factors as underpinning its outlook for the second half of 2026.

Why it matters — SEI watchers would care because record Q2 results, business growth, expanded contracts, and the GESA acquisition point to a strengthened outlook for the rest of 2026.

Solaris Energy Infrastructure, Inc. (SEI) Reports Q2 Earnings: What Key Metrics Have to Say

Zacks Investment Research · 7 Aug 2026neutral

Zacks Investment Research reported on Solaris Energy Infrastructure, Inc.'s (SEI) Q2 (June 2026) earnings, noting that revenue and EPS reflect the quarter's performance and are being reviewed against Wall Street estimates and year-ago figures. The piece focuses on how key metrics compare with expectations and prior-year results.

Why it matters — A SEI watcher would care because the coverage tracks whether the company's key quarterly metrics met analyst estimates and how they compared with the prior year.

FAQ

Frequently asked questions about SEI stock

What is the SEI stock price forecast for 2026-2027?

The 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. have a median 12-month price target of $94, with estimates ranging from $73 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SEI stock a buy right now?

Of the 14 analysts covering Solaris Energy Infrastructure, Inc., 14 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Solaris Energy Infrastructure, Inc. 29 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SEI?

As at 22 Aug 2026, Solaris Energy Infrastructure, Inc. ranks 29 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (81 of 100).

Will SEI stock go up?

No one can know that. What the data says: the median 12-month target from 14 analysts implies +76.4% from the last close, and Ticker Nerd's factor model ranks Solaris Energy Infrastructure, Inc. 29 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SEI stock forecast for 2030?

No analyst covering Solaris Energy Infrastructure, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SEI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $73 to $120 over the next 12 months.

How has SEI stock performed over the past year?

Solaris Energy Infrastructure, Inc. returned +91.7% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Solaris Energy Infrastructure, Inc. do?

Solaris Energy Infrastructure Inc. is a specialized company within the energy sector that focuses on the development, construction, maintenance, and management of renewable energy facilities.

What is the latest news on SEI?

The most recent item we track (24/7 Wall Street, 15 Aug 2026): "Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom". The AI Investor Podcast hosts Eric Bleeker and Austin Smith discussed a new portfolio addition tied directly to SpaceX's and hyperscaler data center power buildout, framing it as a $10,000 bet on a supplier behind that boom. The excerpt describes the rationale behind adding this company to the portfolio.

Company

About Solaris Energy Infrastructure, Inc.

Solaris Energy Infrastructure Inc. is a specialized company within the energy sector that focuses on the development, construction, maintenance, and management of renewable energy facilities. The primary function of Solaris Energy Infrastructure Inc. is to advance the sustainability agenda by investing in infrastructure that supports clean energy production, including solar power plants and wind farms. This company plays a crucial role in the transition to environmentally-friendly energy sources across various geographical regions. Its operations impact industries such as electricity generation, environmental technology, and utilities. Solaris Energy Infrastructure Inc. is significant in the market for its contribution to the reduction of carbon footprints, supporting the global shift towards renewable energy solutions. By mobilizing resources to build and optimize renewable energy infrastructure, Solaris Energy Infrastructure Inc. aids in the diversification of energy portfolios worldwide, fostering innovation in energy generation and distribution.

CEO Mr. William A. Zartler · 468 employees · United States · https://www.solaris-energy.com