Solaris Energy Infrastructure jumps as Omega deal adds data-center construction capabilities

Solaris Energy Infrastructure (SEI) is up 5.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is Solaris’s September 2 announcement that it acquired Omega Foundation Services, a move that broadens its power infrastructure offering into specialized engineering, procurement, and construction work. Investors also may be responding to the company’s argument that the deal should be immediately accretive to earnings and free cash flow per share while strengthening its position in fast-growing data center and power markets.

Details:

Solaris announced it is buying Omega, a contractor with expertise in heavy civil construction and large-scale data center projects, adding another piece of the power project value chain.

The company said the acquisition expands its turnkey capabilities from early site work through plant installation, commissioning, and substation development, which could improve execution control on complex projects.

Management said the transaction is expected to be immediately accretive and is being funded with a mix of about $101 million in net cash, assumed debt and leases, and roughly 3.6 million newly issued shares.

The announcement builds on recent momentum: the company previously raised guidance, expanded long-term contracted power work, and highlighted more than $100 million of expected annual adjusted EBITDA from contract expansions.

Sources:

Solaris Energy Infrastructure, SEC, Nasdaq

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 4 times in the past 6 months. Of those trades, 0 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
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 273 institutional investors add shares of $SEI stock to their portfolio, and 196 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 $17,167,094 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:

4571383923!TURBINE FUEL,AVIATION, JAA: $92,684
4571343898!TURBINE FUEL,AVIATION, JAA: $87,349

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.