Raymond James upgrades Solaris Energy stock rating on contract visibility

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.

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 US (SEI) reported Q3 EPS of $0.45, beating estimates by $0.17, with revenue at $341.08M, exceeding expectations of $255.4M. The stock is down 0.55% over 3 months but up 7.82% year-over-year. InvestingPro rates its financial health as 'good performance'.

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.