Solaris Energy Infrastructure Inc. saw a price decline of 5.00% as it crossed below its 5-day SMA, reflecting investor skepticism in the energy sector.
The S&P 500 energy sector (XLE) has gained only 3.2% over the past year, significantly underperforming the broader market's 16.7% increase, indicating potential investor concerns regarding the sector's growth prospects. Additionally, Solaris Energy was reported as the most shorted stock with a short ratio of 30.88%, reflecting strong market skepticism about its future performance, which may impact its financing capabilities and stock price stability.
This underperformance in the energy sector, coupled with the high short interest in Solaris Energy, suggests that investors are cautious about the company's prospects, which could lead to further volatility in its stock price.
Wall Street analysts forecast SEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEI is 67.00 USD with a low forecast of 61.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast SEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEI is 67.00 USD with a low forecast of 61.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 53.770
Low
61.00
Averages
67.00
High
71.00
Current: 53.770
Low
61.00
Averages
67.00
High
71.00
Northland
Outperform
maintain
$61 -> $70
2026-01-05
Reason
Northland
Price Target
$61 -> $70
AI Analysis
2026-01-05
maintain
Outperform
Reason
Northland raised the firm's price target on Solaris Energy to $70 from $61 and keeps an Outperform rating on the shares, which were also named a 2026 Top Pick. With 900 MW of open capacity likely contracted in the first half of 2026 and "a clear appetite to further grow" through more equipment and value-add services, the firm sees multiple levers to drive sustained EBITDA growth for what it calls "the leading off-grid power provider to data centers."
Morgan Stanley
NULL -> Overweight
initiated
$68
2025-12-02
Reason
Morgan Stanley
Price Target
$68
2025-12-02
initiated
NULL -> Overweight
Reason
Morgan Stanley initiated coverage of Solaris Energy with an Overweight rating and $68 price target. The firm says the company provides onsite power for data centers, enabling faster time to power by avoiding electric grid bottlenecks. Solaris Energy's generation equipment has been secured through 2028, its business model builds creates cash flows, and the stock is pricing in only limited growth beyond 2028, the analyst tells investors in a research note.
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Piper Sandler
Derek Podhaizer
Overweight
maintain
$50 -> $65
2025-11-17
Reason
Piper Sandler
Derek Podhaizer
Price Target
$50 -> $65
2025-11-17
maintain
Overweight
Reason
Piper Sandler analyst Derek Podhaizer raised the firm's price target on Solaris Energy to $65 from $50 and keeps an Overweight rating on the shares. The firm notes the company added another 500MW to raise its total capacity to 2.2GW by early 2028, resulting in 900MW of available capacity, supporting the company's efforts to secure its second data center contract. Although the stock has come under pressure recently, Piper still favors the story and believes investors are waiting on the next catalyst to reengage.
Barclays
NULL -> Overweight
upgrade
$44 -> $61
2025-11-05
Reason
Barclays
Price Target
$44 -> $61
2025-11-05
upgrade
NULL -> Overweight
Reason
Barclays raised the firm's price target on Solaris Energy to $61 from $44 and keeps an Overweight rating on the shares.
About SEI
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation as well as the management of raw materials used in the completion of oil and natural gas wells. Its segments include Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment offers configurable sets of natural gas-powered mobile turbines and ancillary equipment. This segment leases equipment to data center and oilfield customers and is focused on continuing to grow its services with these customers as well as across multiple commercial and industrial end-markets. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the management of raw materials used in the completion of oil and natural gas wells. Its equipment-based logistics services include field technician support, software solutions, and also include last mile and mobilization services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
