Solaris US earnings beat by $0.17, revenue topped estimates

Solaris Energy Infrastructure (SEI) shares rose 14.3% after Raymond James upgraded it to Strong Buy with a $113 price target, citing undervalued power infrastructure transition. Barclays raised its target to $140, and Texas Capital reiterated a Buy rating. SEI reported Q3 2026 revenue of $341M, beating estimates by 30%, and secured a 15-year, 900MW power contract.

Raymond James upgraded Solaris Energy Infrastructure (SEI) to Strong Buy, raising its price target to $113. The move follows a 25% selloff and highlights the company's long-term earnings potential. Other analysts have mixed price targets. SEI reported strong Q3 earnings, beating expectations, and raised its Q4 EBITDA outlook.

Raymond James upgraded Solaris Energy Infrastructure (NYSE:SEI) to Strong Buy, raising its price target to $113. The firm cited a 25% stock decline as a buying opportunity, noting 91% of its 3.5 GW fleet is under contract. SEI reported Q3 2026 earnings of $0.45 per share, beating estimates, with revenue at $341.08 million, a 55% sequential increase.

Texas Capital Securities reiterated a Buy rating on Solaris Energy Infrastructure (NYSE:SEI) with a $113 price target, citing strong Q3 2026 EBITDA and positive guidance for Q4 2026 and Q1 2027. The company reported Q2 2026 earnings of $0.39 per share on $219.4M revenue, beating estimates. Analysts at Stifel and Needham also raised price targets to $101 and $104, respectively.

Solaris Energy Infrastructure, Inc. (SEI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance HOUSTON, Texas, November 4, 2026 — (BUSINESS WIRE) — Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), today announced the

Solaris Energy Infrastructure (SEI) reported Q3 2026 results, raising guidance and expecting 2027 Adjusted EBITDA to more than double 2026. The company signed a 15-year, 900 MW power contract, increasing long-term contracted capacity to 3.2 GW. This follows three long-term contracts with investment-grade counterparties this year, according to the company.