Solaris Energy Infrastructure gains as investors lean into power-growth outlook

Solaris Energy Infrastructure (SEI) is up 6.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued momentum around Solaris’ fast-growing power business rather than a clearly new single-day catalyst. Investors may be reacting to the company’s recently raised outlook, expanding data-center and power contracts, and fresh financing that gives it more capacity to fund growth.

Details:

In early September, Solaris raised its adjusted EBITDA outlook for both the third and fourth quarters of 2026 and introduced an initial first-quarter 2027 range, citing stronger core power services and better-than-expected contributions from acquired businesses.

Earlier second-quarter disclosures showed expanded long-term contracts expected to add more than $100 million of annual adjusted EBITDA, including a roughly 660 MW power plant tied to AI-oriented workloads and an extension of contract duration.

Last week, Solaris completed an upsized $1.25 billion senior notes offering and simultaneously increased its revolving credit facility to $850 million, which could be viewed as support for future capital spending and fleet expansion.

This could also be because investors are favoring companies exposed to large-scale electricity demand and data-center infrastructure, an area Solaris has been emphasizing throughout 2026.

Sources:

Solaris Energy Infrastructure, SEC, AP News

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 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 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
AJ TEAGUE has made 2 purchases buying 7,800 shares for an estimated $500,994 and 0 sales.
LAURIE H ARGO sold 5,200 shares for an estimated $378,976
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.

$SEI Hedge Fund Activity

We have seen 257 institutional investors add shares of $SEI stock to their portfolio, and 155 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC removed 2,017,819 shares (-88.3%) from their portfolio in Q2 2026, for an estimated $162,353,716
JANE STREET GROUP, LLC removed 1,518,145 shares (-96.8%) from their portfolio in Q2 2026, for an estimated $122,149,946
BLACKROCK, INC. added 1,081,979 shares (+26.2%) to their portfolio in Q2 2026, for an estimated $87,056,030
MARSHALL WACE, LLP removed 1,038,371 shares (-70.6%) from their portfolio in Q2 2026, for an estimated $83,547,330
CLEARBRIDGE INVESTMENTS, LLC added 1,026,595 shares (+920.2%) to their portfolio in Q2 2026, for an estimated $82,599,833
VALUE ALIGNED RESEARCH ADVISORS, LLC removed 896,985 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $72,171,413
ENCOMPASS CAPITAL ADVISORS LLC added 769,604 shares (+44.0%) to their portfolio in Q2 2026, for an estimated $61,922,337

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 $19,162,411 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:

8512164262!GASOLINE,AUTOMOTIVE: $197,314

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 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 8 analysts offer price targets for $SEI in the last 6 months, with a median target of $88.0.

Here are some recent targets:

Steve Fleishman from Wolfe Research set a target price of $120.0 on 07/06/2026
Sean Milligan from Needham set a target price of $97.0 on 06/29/2026
David Arcaro from Morgan Stanley set a target price of $90.0 on 06/04/2026
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

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.