SEI Investments Beats on Q2 Earnings as Revenues & AUM Rise Y/Y
SEIC tops Q2 earnings estimates as revenues, AUM and AUA climb y/y despite higher expenses.
SEI - Solaris Energy Infrastructure, Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$93.00
DETAILS
HIGH:
$120.00
LOW:
$72.00
MEDIAN:
$91.50
CONSENSUS:
$93.00
UPSIDE:
76.84%
Stock News
SEI Investments Q2 Earnings Call Highlights
SEI Investments NASDAQ: SEIC reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.
SEI Reports Second-Quarter 2026 Financial Results
OAKS, Pa., July 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the second quarter 2026. Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operating margin increasing to 31%.
SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)
Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution OAKS, Pa., July 14, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS), an actively managed core U.S. equity solution that brings SEI's established U.S. Equity Factor Allocation strategy to the ETF market.
SEI: Buy Before The S&P 600 Flows Arrive
Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.
Solaris Energy Infrastructure Set to Join S&P SmallCap 600
NEW YORK, July 9, 2026 /PRNewswire/ -- Solaris Energy Infrastructure Inc. (NYSE: SEI) will replace Catalyst Pharmaceuticals Inc. (NASD: CPRX) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, July 15. Angelini Pharma S.p.A.
SEI to Announce Second-Quarter 2026 Earnings on Wednesday, July 22, 2026
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa.
Solaris Energy's $55M GESA Deal Expands Power Services Portfolio
SEI is acquiring GESA in a $55 million cash-and-stock deal to strengthen its full-cycle power services and accelerate long-term growth.
Solaris Energy Infrastructure Acquires Leading Global Provider of Full Cycle Power Generation Operations, Maintenance, and Technical Solutions
HOUSTON--(BUSINESS WIRE)--SEI announces acquisition of GESA, a full cycle power services company.
SEI Expands SEC-Registered Transfer Agency
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services OAKS, Pa., June 30, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the expansion of its transfer agency solutions with the introduction of SEI Transfer Agency and Registry Services, Inc. to support a broader range of fund structures.
Solaris Energy Infrastructure: A Bullish Case For The AI Power Bottleneck
Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure.
Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy OAKS, Pa., June 23, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business.
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
New Leadership Role to Scale Capabilities and Support Client Transformation OAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services.
Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
The two companies serve different end markets. But they have emerged as AI infrastructure stocks amid growth of data centers.
SEI Introduces Technology and AI to Boost Investment Manager Efficiency
Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management OAKS, Pa. and LONDON, June 16, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.
Data Center Power Name Tests Critical Level
This AI data center power provider is expected to have two straight years of triple-digit profit growth. Shares are nearing a buy point.
Exercise of Options
TORONTO, ON / ACCESS Newswire / June 12, 2026 / Sintana Energy Inc. (TSXV:SEI)(AIM:SEI)(OTCQX:SEUSF) ("Sintana" or the "Company") announces that it has received a notice of exercise in respect of stock options over 650,000 common shares of no-par value each in the Company ("Common Shares"). The options are being exercised by Mr.
SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership
New Leadership Appointments Reinforce SEI's Path Toward Becoming an AI-Native Organization OAKS, Pa., June 9, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company's leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes.
Accenture and the Carnegie Mellon University Software Engineering Institute Launch AI Adoption Maturity Model to Help Organizations Scale AI with Predictable Outcomes
Accenture (NYSE: ACN) and the [url="]Carnegie Mellon University Software Engineering Institute[/url] (SEI) today launched the AI Adoption Maturity Model, a res
Do Options Traders Know Something About Solaris Energy Stock We Don't?
Investors need to pay close attention to SEI stock based on the movements in the options market lately.
Price Targets
Solaris Energy initiated with an Outperform at Wolfe Research
$120.00
(was $68.55)
Wolfe Research
Solaris Energy initiated with a Buy at Needham
$97.00
(was $76.80)
Sean Milligan
·
Needham
Solaris Energy price target raised to $104 from $86 at Northland
$104.00
(was $77.61)
Northland Securities
Solaris Energy Infrastructure (SEI) PT Raised to $90 at Morgan Stanley
$90.00
(was $74.20)
David Arcaro
·
Morgan Stanley
Solaris Energy price target raised to $86 from $81 at Northland
$86.00
(was $74.91)
Bobby Brooks
·
Northland Securities
Solaris Energy price target raised to $82 from $70 at Raymond James
$82.00
(was $74.02)
Raymond James
Solaris Energy price target raised to $93 from $71 at Stifel
$93.00
(was $74.44)
Stephen Gengaro
·
Stifel Nicolaus
Solaris Energy price target raised to $86 from $74 at Barclays
$86.00
(was $74.44)
David Anderson
·
Barclays
Solaris Energy price target raised to $81 from $72 at Morgan Stanley
$81.00
(was $70.81)
David Arcaro
·
Morgan Stanley
Solaris Energy price target raised to $72 from $65 at Piper Sandler
$72.00
(was $65.03)
Derek Podhaizer
·
Piper Sandler
Solaris Energy Infrastructure (SEI) PT Raised to $65 at Raymond James
$65.00
(was $53.09)
UBS
Solaris Energy price target raised, named a 2026 Top Pick at Northland
$70.00
(was $51.49)
Northland Securities
Solaris Energy initiated with an Overweight at Morgan Stanley
$68.00
(was $48.81)
Morgan Stanley
Solaris Energy price target raised to $65 from $50 at Piper Sandler
$65.00
(was $45.21)
Derek Podhaizer
·
Piper Sandler
Solaris Energy price target raised to $61 from $44 at Barclays
$61.00
(was $52.90)
Barclays
Solaris Energy price target raised to $61 from $50 at Northland
$61.00
(was $48.16)
Bobby Brooks
·
Northland Securities
Solaris Energy price target raised to $50 from $42 at Northland
$50.00
(was $30.86)
Northland Securities
Solaris Energy initiated with an Outperform at Northland
$37.00
(was $18.65)
Bobby Brooks
·
Northland Securities