SEIEnergy · Oil & Gas Equipment & ServicesThe 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. hold a median 12-month price target of $103 — +40.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 8 Oct 2026 — in the lower half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (96): 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.
The bullish and bearish analyst opinions on SEI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +40.3% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Sept 2026 | Barclays | Maintains | Overweight | $90 → $116 |
| 24 Sept 2026 | Citigroup | Maintains | Buy | $84 → $100 |
| 24 Sept 2026 | Stifel | Maintains | Buy | $98 → $101 |
| 15 Sept 2026 | Needham | Maintains | Buy | $98 → $104 |
| 15 Sept 2026 | Needham | Maintains | Buy | — |
| 9 Sept 2026 | Raymond James | Maintains | Outperform | $82 → $96 |
| 9 Sept 2026 | Raymond James | Maintains | Outperform | — |
| 2 Sept 2026 | Needham | Reiterates | Buy | — |
| 2 Sept 2026 | Needham | Reiterates | Buy | $98 |
| 27 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 27 Aug 2026 | Piper Sandler | Maintains | Overweight | $80 → $82 |
| 10 Aug 2026 | Barclays | Maintains | Overweight | — |
| 10 Aug 2026 | Barclays | Maintains | Overweight | $86 → $90 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $97 → $98 |
| 3 Aug 2026 | Wells Fargo | Upgrade | Overweight | $82 → $73 |
| 3 Aug 2026 | Wells Fargo | Upgrade | Overweight | — |
| 6 July 2026 | Wolfe Research | Initiates | Outperform | $120 |
| 6 July 2026 | Wolfe Research | Initiates | Outperform | — |
| 29 June 2026 | Needham | Initiates | Buy | $97 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Solaris Energy Infrastructure, Inc. returned +52.8% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 8% of US stocks
Cheaper than 14% of US stocks
Cheaper than 18% of US stocks
Cheaper than 11% of US stocks
Higher than 85% of US stocks
Higher than 80% of US stocks
Higher than 49% of US stocks
Higher than 85% of US stocks
Higher than 65% of US stocks
Higher than 59% of US stocks
Higher than 71% of US stocks
Higher than 67% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Solaris Energy Infrastructure, Inc. has a market value of $7.7B and an enterprise value of $7.0B.
Revenue in the twelve months to 30 June 2026: $762.2M. The latest quarter grew 46.9% year on year.
Net income over the same four quarters: $78.6M, a 10.3% net margin.
Diluted earnings per share, trailing twelve months: $0.85.
Free cash flow in the twelve months to 30 June 2026: −$727.8M.
Solaris Energy Infrastructure, Inc. spent $4.5M on share buybacks and $26.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 95.6×; forward P/E: 21.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.63%, paying out 60% of earnings.
Solaris Energy Infrastructure, Inc. employs 468 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Solaris Energy Infrastructure Chairman and CEO Bill Zartler appeared on CNBC’s “Power Lunch” to discuss building power capacity and the company’s performance over the past two years.
Why it matters — The interview addresses SEI’s efforts to build power capacity, a topic relevant to investors following the company’s operations.
Zacks reports that analysts’ consensus price target implies about 26.3% upside for Solaris Energy Infrastructure. It notes that this metric has limited empirical effectiveness, while rising earnings estimate revisions may indicate potential near-term upside.
Why it matters — SEI watchers may note the optimistic analyst target alongside the caveat that price-target metrics are not reliably predictive.
Schaeffers Research published a piece examining where short sellers are positioning their money as bond yields, oil prices, and inflation rhetoric create a difficult environment heading into Q4. The piece highlights stocks with significant short squeeze potential.
Why it matters — SEI watchers may be interested because the article identifies stocks where high short interest could lead to sharp upward moves, indicating which names traders are betting against amid challenging market conditions.
Zacks Investment Research highlights SEI as one of three momentum stocks to profit from the current oil surge, noting it offers exposure to tight oil markets through logistics and power infrastructure. The article positions SEI alongside BKR and MPC as different ways to tap the market.
Why it matters — The article draws favorable attention to SEI as a recommended momentum play amid tight oil markets, which may raise investor visibility for the company.
Solaris Energy Infrastructure announced that its subsidiary, Solaris Energy Infrastructure, LLC, priced an upsized offering of $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032. The notes will mature on April 1, 2032, will be issued at par, and the offering is expected to close on October 1, 2026, subject to customary closing conditions.
Why it matters — SEI watchers would care because this $1.25 billion senior notes offering details the company's debt financing terms and planned capital structure, affecting its funding position going forward.
The 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. have a median 12-month price target of $103, with estimates ranging from $82 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 42 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Solaris Energy Infrastructure, Inc. ranks 42 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +40.3% from the last close, and Ticker Nerd's factor model ranks Solaris Energy Infrastructure, Inc. 42 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $82 to $120 over the next 12 months.
Solaris Energy Infrastructure, Inc. returned +52.8% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Solaris Energy Infrastructure, Inc. is an energy infrastructure and services company based in Houston, Texas.
The most recent item we track (CNBC Television, 8 Oct 2026): "Solaris Energy Infrastructure's Zartler on building power capacity". Solaris Energy Infrastructure Chairman and CEO Bill Zartler appeared on CNBC’s “Power Lunch” to discuss building power capacity and the company’s performance over the past two years.
Solaris Energy Infrastructure, Inc. is an energy infrastructure and services company based in Houston, Texas. It provides modular and scalable equipment-based solutions for power generation, control, and distribution, alongside logistics and materials-handling services used in oil and natural gas well completion. The company serves a range of U.S. end markets, including data centers, energy, commercial, and industrial customers, through its Solaris Power Solutions and Solaris Logistics Solutions segments. Solaris Power Solutions focuses on mobile and distributed power offerings, while Solaris Logistics Solutions designs and manufactures specialized equipment and supports field operations, last-mile logistics, and software-enabled inventory management. Solaris Energy Infrastructure, Inc. plays a role in helping customers manage temporary power needs and the movement of critical raw materials in complex industrial environments.
CEO Mr. William A. Zartler · 468 employees · United States · https://www.solaris-energy.com
