SEIEnergy · Oil & Gas Equipment & ServicesThe 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. hold a median 12-month price target of $97 — +43.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 12 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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 (86): 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 +43.9% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Sept 2026 | Raymond James | Maintains | Outperform | $82 → $96 |
| 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 |
| 29 June 2026 | Needham | Initiates | Buy | — |
| 4 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 5 May 2026 | Citigroup | Maintains | Buy | — |
| 30 Apr 2026 | Barclays | Maintains | Overweight | — |
| 29 Apr 2026 | Stifel | Maintains | Buy | — |
| 29 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 15 Apr 2026 | Piper Sandler | Maintains | Overweight | — |
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 11 Sept 2026, Solaris Energy Infrastructure, Inc. returned +124.8% against +17.5% 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 15% of US stocks
Cheaper than 22% of US stocks
Cheaper than 12% 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 14% 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 $6.8B and an enterprise value of $6.4B.
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: 85.3×; forward P/E: 28.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.71%, paying out 61% 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 raised its 2026 EBITDA guidance and introduced a 2027 outlook, citing stronger core operations and contributions from acquisitions as sources of momentum.
Why it matters — The raised guidance and initial 2027 outlook signal growing operational strength and acquisition-driven momentum for Solaris Energy Infrastructure.
Solaris Energy Infrastructure, Inc. stock surged 16% after the company raised its quarterly guidance expectations, exceeding Wall Street forecasts. The share price jumped following the positive outlook announcement.
Why it matters — The raised guidance topping analyst expectations signals stronger-than-anticipated near-term performance for SEI, which is relevant to watchers tracking the company's financial outlook.
Solaris Energy Infrastructure, Inc. (SEI) raised its guidance for the third and fourth quarters of 2026 and initiated guidance for the first quarter of 2027. The announcement was made via Business Wire from Houston.
Why it matters — SEI watchers would care because the company is revising its near-term outlook upward and extending forward-looking guidance into 2027.
Solaris Energy Infrastructure, Inc. (SEI) reported earnings 30 days ago, and its stock has since declined 6.7%. The article examines what the earnings report means for the company going forward.
Why it matters — SEI watchers would care because the post-earnings decline highlights how the market is reacting to the company's latest results and what may come next.
Solaris Energy Infrastructure, Inc. announced a $101 million deal to acquire Omega, adding specialized EPC (engineering, procurement, and construction) expertise while expanding its power infrastructure platform. The acquisition targets the growing data center demand.
Why it matters — SEI watchers would care because the Omega acquisition broadens the company's capabilities and positions it to address rising data center power demand.
The 14 Wall Street analysts covering Solaris Energy Infrastructure, Inc. have a median 12-month price target of $97, with estimates ranging from $73 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. 30 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Solaris Energy Infrastructure, Inc. ranks 30 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 (86 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +43.9% from the last close, and Ticker Nerd's factor model ranks Solaris Energy Infrastructure, Inc. 30 out of 100 as at 12 Sept 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: $73 to $120 over the next 12 months.
Solaris Energy Infrastructure, Inc. returned +124.8% over the 12 months to 11 Sept 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 (Zacks Investment Research, 9 Sept 2026): "Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum". Solaris Energy Infrastructure raised its 2026 EBITDA guidance and introduced a 2027 outlook, citing stronger core operations and contributions from acquisitions as sources of momentum.
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
