Solaris Energy Infrastructure, Liberty Energy, DHT Holdings, Atlas Energy Solutions, and Select Water Solutions shares are soaring, what you need to know

Five stocks received analyst upgrades on Nov. 6, 2026, with average upside potential ranging from 43% to 84%. Sociedad Química y Minera (SQM) was upgraded by JPMorgan, Baytex Energy (BTE) by TD Cowen, SiTime (SITM) by Seaport Global, Centrus Energy (LEU) by Roth Capital, and Solaris Energy Infrastructure (SEI) by Raymond James.

Solaris Energy Infrastructure (SEI) reported Q3 revenue growth in Power Solutions, up 79% to $284M, with adjusted EBITDA rising 32% to $127M. The company added liquidity and expects increased services business. Logistics Solutions revenue fell to $57M. SEI declared a $0.12 dividend for Q4.

Solaris Energy Infrastructure reported 3Q 2026 revenue of $341.09M, up 104.4% YoY, driven by acquisitions and higher power capacity. Net income rose 137.8% to $34.6M. Power Solutions revenue grew significantly, while Logistics Solutions saw an 8% decline due to lower transportation activity. The company added 1 GW capacity from the GESA acquisition and secured new contracts.

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.