Needham Reiterates Buy Rating on Solaris Energy Infrastructure
Needham's Sean Milligan reaffirms a buy rating for SEI with a $97 price target, a 20.23% upside from the current price.
Key Points
- Needham reiterates a buy rating on Solaris Energy Infrastructure with a $97 price target.
- Needham's $97 price target implies 20.23% upside from Solaris Energy Infrastructure, Inc.'s ($SEI) current $80.68 share price.
- Shares of NYSE:SEI traded near $76.8 on Monday, with a market cap of $4.49 billion.
- Recent insider sales include 36,852 shares by Chief Legal Officer Christopher Powell.
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Needham, led by analyst Sean Milligan, has reiterated its buy rating on Solaris Energy Infrastructure, Inc. (NYSE:SEI) with a price target of $97. On June 29, 2026, Needham reaffirmed its optimistic stance on the company, highlighting its potential in the energy sector.
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Solaris Energy Infrastructure, Inc. Stock Up 61.7%
Shares of NYSE:SEI traded near $76.8 on Monday. Solaris Energy Infrastructure has a market cap of approximately $4.49 billion and a P/E ratio of 91.4, with a forward P/E of 30.2. The company's stock has experienced a 52-week low of $24.57 and a high of $86.19. Its 50-day moving average is $73.43, while the 200-day moving average stands at $56.02. The company maintains a current ratio of 1.11 and a quick ratio of 1.05, with a debt-to-equity ratio of 146.5.
$SEI price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
Solaris Energy Infrastructure reported revenue of $692.1 million, reflecting a growth rate of 55.3%. The company achieved a net margin of 6.7% and a return on equity of 8.7%. Its earnings per share came in at $0.84. The next earnings report is scheduled for July 23, 2026.
Dividend
The company offers an annual dividend rate of $0.48, resulting in a yield of 0.63%. With a dividend payout ratio of 57.1%, Solaris Energy Infrastructure remains committed to returning value to its shareholders.
Insider Buying and Selling at Solaris Energy Infrastructure, Inc.
Recent insider activity at Solaris Energy Infrastructure includes several sales. Chief Legal Officer Christopher Powell sold 36,852 shares at an average price of $74.63 on May 11, 2026. Additionally, Chief Accounting Officer Christopher Wirtz sold 1,303 shares on June 1, 2026, at $69.54, and another 700 shares on May 13, 2026, at $77.22. However, AJ Teague bought 6,175 shares at $72.98 on May 8, 2026.
Analysts Set New Price Targets
Needham initiated its buy rating on Solaris Energy Infrastructure with a $97 target on June 29, 2026. Other analysts have maintained their outlooks, with Morgan Stanley setting a $90 target on June 4, 2026, and Citigroup maintaining a $84 target on May 5, 2026. The consensus rating for Solaris Energy Infrastructure is strong buy, with an average target price of $91.98 based on 12 analyst opinions.
About Solaris Energy Infrastructure
Solaris Energy Infrastructure, Inc., headquartered in Houston, Texas, provides modular and scalable solutions for power generation and logistics in the oil and gas industry. The company operates through two main segments: Solaris Power Solutions and Solaris Logistics Solutions. Led by CEO William A. Zartler, Solaris employs 468 people and focuses on delivering equipment-based solutions for energy and industrial sectors.
Bottom Line
Needham's reiteration of a buy rating for Solaris Energy Infrastructure underscores the firm's confidence in the company's growth prospects. As Solaris continues to expand its market presence, investors are keeping a close eye on its performance. It's important to note that analyst ratings and price targets are based on current information and may change as new data becomes available.
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