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8-K filing — Solaris Energy Infrastructure, Inc. (SEI)

Filed: 2026-10-01 AccNo: 0001193125-26-410682 Size: 1 MB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

Citigroup Maintains Buy on Solaris Energy Infr, Raises Price Target to $100

Citigroup analyst Scott Gruber maintains Solaris Energy Infr (NYSE:SEI) with a Buy and raises the price target from $84 to $100.

Stifel Maintains Buy on Solaris Energy Infr, Raises Price Target to $101

Stifel analyst Stephen Gengaro maintains Solaris Energy Infr (NYSE:SEI) with a Buy and raises the price target from $98 to $101.

Needham Maintains Buy on Solaris Energy Infr, Raises Price Target to $104

Needham analyst Sean Milligan maintains Solaris Energy Infr (NYSE:SEI) with a Buy and raises the price target from $98 to $104.

Shares of oil and gas engineering and services companies are trading lower. Saudi Arabia's reported oil production decline and a drone strike on its East-West oil pipeline, along with continued vessel strikes in the ongoing Strait of Hormuz conflict, may lead to lucrative Middle East contracts being delayed or canceled.

Solaris Energy shares are trading higher after a Form 4 filing showed its Director bought 7,800 shares at an average price of $64.23 each. Also, Raymond James raised its price target on the stock from $82 to $96.

Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum

Solaris Energy Infrastructure (SEI) raised its 2026 Adjusted EBITDA guidance, with Q3 expectations up 23% and Q4 up 48% from previous midpoints, driven by stronger core power services and recent acquisitions of GESA and Omega Foundation Services. The company also initiated Q1 2027 guidance of $200-240 million, reflecting expansion into a broader full-cycle power infrastructure platform serving data centers and industrial markets.

Raymond James Maintains Outperform on Solaris Energy Infr, Raises Price Target to $96

Raymond James analyst J.R. Weston maintains Solaris Energy Infr (NYSE:SEI) with a Outperform and raises the price target from $82 to $96.