Solaris Energy Expands Power Ambitions With $2B Financing
SEI strengthens its growth strategy with a $2 billion financing package and an expanded long-term power contract.
SEI - Solaris Energy Infrastructure, Inc.
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$80.71
DETAILS
HIGH:
$93.00
LOW:
$65.00
MEDIAN:
$82.00
CONSENSUS:
$80.71
UPSIDE:
8.67%
Stock News
Solaris Energy Infrastructure Announces Completion of $2 Billion Financing and Expansion of Existing Power Contract
HOUSTON--(BUSINESS WIRE)--SEI announces contract expansion.
Solaris Energy Infrastructure Announces Pricing of Offering of $1.3 Billion of 6.375% Senior Notes due 2031
HOUSTON--(BUSINESS WIRE)--SEI prices $1.3bn 6.375% senior unsecured notes.
Solaris Energy Infrastructure Announces Offering of $1.3 Billion of Senior Notes due 2031
HOUSTON--(BUSINESS WIRE)--SEI launches $1.3bn senior unsecured notes offering.
Solaris Energy Q1 Earnings Crush Estimates on Power Growth
SEI's Q1 profit jumped 120%, and revenues rose 55% as Power Solutions scaled, aided by behind-the-meter data center power demand.
Solaris Energy Infrastructure: Expensive, But Growing Fast
Solaris Energy Infrastructure, Inc. benefits from explosive AI data center demand but faces long-term risks due to a lack of a tech moat and small-operator status. Q1 '26 revenue surged 55% YoY, with Power Solutions sales up 160% and pro forma capacity pipeline reaching 3100 MW through 2029. Adjusted net income margin rose to 21.2% YoY, though free cash flow remains deeply negative due to capital-intensive growth and increased leverage.
SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels
Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation OAKS, Pa., April 30, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC), a leading global provider of financial technology, operations, and asset management services, and global investment firm Carlyle (NASDAQ: CG), today announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions.
Why Solaris Energy Infrastructure Stock Soared Today
The company easily topped analyst estimates in its first quarter.
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (SEI) Q1 2026 Earnings Call Transcript
Solaris Energy Infrastructure, Inc. (SEI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Solaris Energy Infrastructure, Inc. (SEI) Q1 Earnings and Revenues Surpass Estimates
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.2 per share a year ago.
Solaris Energy Infrastructure Announces First Quarter 2026 Results, Updated Earnings Guidance, Signing Of Third Long-term Contract With Global Technology Company
HOUSTON--(BUSINESS WIRE)--Announcing new contract and 1Q26 Adj. Pro Forma EPS of $0.44.
Why Solaris Energy Infrastructure, Inc. (SEI) is a Top Momentum Stock for the Long-Term
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Is Solaris Energy Infrastructure Inc (SEI) Overvalued After 5.0% Rally? GF Value Says Overvalued
On April 23, 2026, Solaris Energy Infrastructure Inc (SEI) shares rose 5.0% today, closing at $69.48. The stock has experienced significant price movement over
Why Solaris Energy Infrastructure, Inc. (SEI) is a Top Growth Stock for the Long-Term
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SEI Investments Beats on Q1 Earnings as Revenues & AUM Rise Y/Y
SEIC posts strong Q1 results with earnings beat and rising AUM, though higher expenses weigh on overall gains.
SEI Reports First-Quarter 2026 Financial Results
OAKS, Pa., April 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%.
Solaris Energy Building Scale in Fast-Growing Power Market
SEI is scaling behind-the-meter power for data centers, securing long-term megawatt deals and expanding natural gas capacity to about 3,100 MW by 2029.
Solaris Energy: Off-Grid Demand Drives Long-Term Growth
SEI rides surging off-grid demand from data centers as grid delays boost pricing power and longer contracts - while concentration and leverage loom.
Should You Invest in SEI Stock at $65? Upside vs Key Risks
Solaris Energy Infrastructure targets $70 in 6-12 months as off-grid power scarcity boosts pricing, but timing, concentration and financing risks loom.
Price Targets
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