Solaris Energy Infrastructure slides as investors position ahead of earnings and digest potential share-supply overhang

Solaris Energy Infrastructure (SEI) is down 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears driven by pre-earnings de-risking after a strong run, alongside lingering concerns about incremental share supply tied to a recently filed resale registration. With expectations elevated into the company’s earnings report, even normal positioning can pressure the stock.

Details:

SEI is scheduled to report quarterly results after the market close today, which can prompt short-term volatility as traders reduce exposure or hedge into the event.

The company recently filed paperwork for a resale registration covering about 4.18 million shares by selling stockholders, which can be viewed as an overhang even if it does not raise new capital for the company.

Earlier company updates highlighted new long-term power contracting momentum and updated EBITDA guidance, which has helped drive optimism; when optimism is high, stocks can dip on “risk-off” positioning ahead of a key print.

This could also reflect broader profit-taking in energy and energy-services names, especially if the market is rotating away from higher-multiple winners into earnings week.

Sources:

Solaris Energy Infrastructure Investor Relations, StreetInsider, 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 7 times in the past 6 months. Of those trades, 3 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:

MANAGEMENT COMPANY, LLC KTR sold 2,114,783 shares for an estimated $106,056,367
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
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
LAURIE H ARGO sold 2,300 shares for an estimated $101,775

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.

$SEI Hedge Fund Activity

We have seen 217 institutional investors add shares of $SEI stock to their portfolio, and 121 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRINCIPAL FINANCIAL GROUP INC added 1,400,311 shares (+2120.7%) to their portfolio in Q4 2025, for an estimated $64,372,296
POINT72 ASSET MANAGEMENT, L.P. removed 1,053,275 shares (-96.0%) from their portfolio in Q4 2025, for an estimated $48,419,051
MILLENNIUM MANAGEMENT LLC added 1,042,902 shares (+130.0%) to their portfolio in Q4 2025, for an estimated $47,942,204
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 1,021,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $46,935,370
CITADEL ADVISORS LLC added 978,183 shares (+525.0%) to their portfolio in Q4 2025, for an estimated $44,967,072
VALUE ALIGNED RESEARCH ADVISORS, LLC added 975,939 shares (+inf%) to their portfolio in Q4 2025, for an estimated $44,863,915
QUBE RESEARCH & TECHNOLOGIES LTD added 874,762 shares (+312.3%) to their portfolio in Q4 2025, for an estimated $40,212,809

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.

$SEI Government Contracts

We have seen $7,186,091 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.

$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.

$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:

Piper Sandler issued a "Overweight" rating on 11/17/2025

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 6 analysts offer price targets for $SEI in the last 6 months, with a median target of $69.5.

Here are some recent targets:

Derek Podhaizer from Piper Sandler set a target price of $72.0 on 04/15/2026
Jerry Revich from Wells Fargo set a target price of $71.0 on 03/20/2026
David Anderson from Barclays set a target price of $74.0 on 03/17/2026
Scott Gruber from Citigroup set a target price of $61.0 on 03/10/2026
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.