Solaris Energy Infrastructure (SEI) slides as investors digest recent convertible and debt financing

Solaris Energy Infrastructure, Inc. (SEI) is down 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to investor digestion of Solaris’s recent financing activity, including a sizable convertible notes deal and broader refinancing steps that can pressure equities via hedging and dilution concerns. This could also be amplified by profit-taking after a strong run and elevated short interest, which can make daily moves more volatile.

Details:

Solaris recently priced an upsized convertible senior notes offering, with settlement mechanics that can involve share delivery and are often paired with hedging activity in the stock.

The company also completed a large financing package that included new senior notes and a new revolving credit facility to support growth, which can shift market focus toward leverage and funding costs.

Public filings and related disclosures around these financings highlighted that proceeds were intended for refinancing, fees/expenses, and general corporate purposes, including growth capital needs.

Shares saw a sharp down day into the May 18, 2026 close, consistent with a financing-digestion move rather than a single operational headline.

Sources:

Solaris Energy Infrastructure Investor Relations, Business Wire, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SEI Insider Trading Activity

$SEI insiders have traded $SEI stock on the open market 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $SEI stock by insiders over the last 6 months:

W HOWARD JR KEENAN sold 2,000,000 shares for an estimated $149,000,000
MANAGEMENT COMPANY, LLC KTR sold 2,000,000 shares for an estimated $141,500,000
CYNTHIA M. DURRETT (CHIEF ADMINISTRATIVE OFFICER) sold 47,011 shares for an estimated $2,097,630
JAMES R BURKE sold 11,277 shares for an estimated $598,019
LAURIE H ARGO has made 0 purchases and 2 sales selling 7,500 shares for an estimated $480,751.
AJ TEAGUE has made 2 purchases buying 4,620 shares for an estimated $199,214 and 0 sales.
AMANDA M BROCK (Co-Chief Executive Officer) purchased 3,669 shares for an estimated $150,025
CHRISTOPHER P. WIRTZ (Chief Accounting Officer) sold 700 shares for an estimated $54,054

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$SEI Hedge Fund Activity

We have seen 213 institutional investors add shares of $SEI stock to their portfolio, and 181 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND removed 1,021,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $57,696,710
GOODLANDER INVESTMENT MANAGEMENT, LLC removed 960,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $54,249,600
TWO SIGMA INVESTMENTS, LP added 861,615 shares (+79.8%) to their portfolio in Q1 2026, for an estimated $48,689,863
ENCOMPASS CAPITAL ADVISORS LLC removed 809,543 shares (-31.6%) from their portfolio in Q1 2026, for an estimated $45,747,274
JENNISON ASSOCIATES LLC added 805,319 shares (+215.1%) to their portfolio in Q1 2026, for an estimated $45,508,576
SITUATIONAL AWARENESS LP removed 760,949 shares (-40.8%) from their portfolio in Q1 2026, for an estimated $43,001,227
GOLDMAN SACHS GROUP INC removed 748,984 shares (-39.8%) from their portfolio in Q1 2026, for an estimated $42,325,085

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SEI Government Contracts

We have seen $7,442,739 of award payments to $SEI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

8511690836!TURBINE FUEL,AVIATION: $60,090
8511402708!TURBINE FUEL,AVIATION: $56,998
4568548613!TURBINE FUEL,AVIATION, JAA: $45,746

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$SEI Congressional Stock Trading

Members of Congress have traded $SEI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $SEI stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $50,000 on 01/09.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SEI Analyst Ratings

Wall Street analysts have issued reports on $SEI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 04/30/2026

To track analyst ratings and price targets for $SEI, check out Quiver Quantitative's $SEI forecast page.

$SEI Price Targets

Multiple analysts have issued price targets for $SEI recently. We have seen 7 analysts offer price targets for $SEI in the last 6 months, with a median target of $82.0.

Here are some recent targets:

Scott Gruber from Citigroup set a target price of $84.0 on 05/05/2026
David Anderson from Barclays set a target price of $86.0 on 04/30/2026
Stephen Gengaro from Stifel set a target price of $93.0 on 04/29/2026
Jerry Revich from Wells Fargo set a target price of $82.0 on 04/29/2026
Derek Podhaizer from Piper Sandler set a target price of $72.0 on 04/15/2026
Gordon L. Johnson from GLJ Research set a target price of $60.0 on 03/05/2026
David Arcaro from Morgan Stanley set a target price of $68.0 on 12/02/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.