Solaris Energy Infrastructure jumps as investors lean into contract expansion, financing capacity, and bullish targets

Solaris Energy Infrastructure (SEI) is up 8.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued enthusiasm around Solaris’ fast-growing data-center power business, especially after the company expanded a major long-term contract, secured large-scale financing to fund growth, and received several higher Wall Street price targets in recent weeks. There does not appear to be a single fresh company announcement today, so part of the rally could also be momentum as shares pushed to a new 52-week high.

Details:

Solaris said in May that it completed nearly $2 billion of financing transactions, including senior notes and a new credit facility, giving it funding to support current capital spending plans.

The same update said an existing contract signed earlier in 2026 was expanded by another 130 MW plus added balance-of-plant scope, lifting total contracted project investment by more than 60%.

In first-quarter results, Solaris announced a third long-term contract with a technology customer, added 900 MW of incremental power generation capacity, and raised near-term EBITDA guidance.

Recent analyst target increases have also reinforced the bullish setup, while market data shows the stock trading at or near its highest level of the past year.

Sources:

Solaris Energy Infrastructure Investor Relations, Stock Analysis, MarketBeat

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 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 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
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 214 institutional investors add shares of $SEI stock to their portfolio, and 178 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 $9,578,803 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
4571777060!TURBINE FUEL,AVIATION, JA1: $47,524

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 $84.0.

Here are some recent targets:

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
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

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.