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Solaris Energy Infrastructure gains as investors lean into power-growth outlook

Investivoq PriceTracker

Solaris Energy Infrastructure (SEI) is up 6.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued momentum around Solaris’ fast-growing power business rather than a clearly new single-day catalyst. Investors may be reacting to the company’s recently raised outlook, expanding data-center and power contracts, and fresh financing that gives it more capacity to fund growth.

Details:

  • In early September, Solaris raised its adjusted EBITDA outlook for both the third and fourth quarters of 2026 and introduced an initial first-quarter 2027 range, citing stronger core power services and better-than-expected contributions from acquired businesses.
  • Earlier second-quarter disclosures showed expanded long-term contracts expected to add more than $100 million of annual adjusted EBITDA, including a roughly 660 MW power plant tied to AI-oriented workloads and an extension of contract duration.
  • Last week, Solaris completed an upsized $1.25 billion senior notes offering and simultaneously increased its revolving credit facility to $850 million, which could be viewed as support for future capital spending and fleet expansion.
  • This could also be because investors are favoring companies exposed to large-scale electricity demand and data-center infrastructure, an area Solaris has been emphasizing throughout 2026.

    • Sources:

    Solaris Energy Infrastructure, SEC, AP News

    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 Insider Trades

    $SEI insiders have traded $SEI stock on the open market 6 times in the past 6 months. Of those trades, 2 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:

    • W HOWARD JR KEENAN sold 2,000,000 shares for an estimated $149,000,000
    • MANAGEMENT COMPANY, LLC KTR sold 2,000,000 shares for an estimated $141,500,000
    • AJ TEAGUE has made 2 purchases buying 7,800 shares for an estimated $500,994 and 0 sales.
    • LAURIE H ARGO sold 5,200 shares for an estimated $378,976
    • CHRISTOPHER P. WIRTZ (Chief Accounting Officer) sold 700 shares for an estimated $54,054

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $SEI Hedge Fund Activity

    We have seen 257 institutional investors add shares of $SEI stock to their portfolio, and 155 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • MILLENNIUM MANAGEMENT LLC removed 2,017,819 shares (-88.3%) from their portfolio in Q2 2026, for an estimated $162,353,716
    • JANE STREET GROUP, LLC removed 1,518,145 shares (-96.8%) from their portfolio in Q2 2026, for an estimated $122,149,946
    • BLACKROCK, INC. added 1,081,979 shares (+26.2%) to their portfolio in Q2 2026, for an estimated $87,056,030
    • MARSHALL WACE, LLP removed 1,038,371 shares (-70.6%) from their portfolio in Q2 2026, for an estimated $83,547,330
    • CLEARBRIDGE INVESTMENTS, LLC added 1,026,595 shares (+920.2%) to their portfolio in Q2 2026, for an estimated $82,599,833
    • VALUE ALIGNED RESEARCH ADVISORS, LLC removed 896,985 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $72,171,413
    • ENCOMPASS CAPITAL ADVISORS LLC added 769,604 shares (+44.0%) to their portfolio in Q2 2026, for an estimated $61,922,337

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $SEI Government Contracts

    We have seen $19,162,411 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:

    • 8512164262!GASOLINE,AUTOMOTIVE: $197,314

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $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:

    • Barclays issued a "Overweight" rating on 04/30/2026

    To track analyst ratings and price targets for $SEI, check out Investivoq's $SEI forecast page.

    $SEI Price Targets

    Multiple analysts have issued price targets for $SEI recently. We have seen 8 analysts offer price targets for $SEI in the last 6 months, with a median target of $88.0.

    Here are some recent targets:

    • Steve Fleishman from Wolfe Research set a target price of $120.0 on 07/06/2026
    • Sean Milligan from Needham set a target price of $97.0 on 06/29/2026
    • David Arcaro from Morgan Stanley set a target price of $90.0 on 06/04/2026
    • Scott Gruber from Citigroup set a target price of $84.0 on 05/05/2026
    • David Anderson from Barclays set a target price of $86.0 on 04/30/2026
    • Stephen Gengaro from Stifel set a target price of $93.0 on 04/29/2026
    • Jerry Revich from Wells Fargo set a target price of $82.0 on 04/29/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.