Solaris Energy Infrastructure (NYSE: SEI) Draws Higher Price Target After Raising Financial Guidance

• Higher Analyst Target: Northland Securities reiterated its “Buy” rating on Solaris Energy Infrastructure, Inc. (NYSE: SEI) and raised its price target from $104 to $111.
• Stronger Financial Outlook: SEI raised its Adjusted EBITDA guidance for the third and fourth quarters of 2026, increasing the respective midpoints by 23% and 48%.
• Expanded Capabilities: The acquisitions of GESA and Omega Foundation Services broaden Solaris’ power-generation, maintenance and specialized construction capabilities.

Solaris Energy Infrastructure, Inc. (NYSE: SEI) provides power-infrastructure solutions, including generation, distribution, installation, commissioning, aftermarket support, and operations and maintenance. The company serves customers in data centers, energy, and other commercial and industrial markets.

On September 16, 2026, Northland Securities reiterated its “Buy” rating on SEI and raised its price target to $111 from $104. Based on the reference share price of $65.34, the new target implied potential upside of approximately 69.88%. A price target represents an analyst’s projection and does not guarantee future stock performance.

The analyst action followed Solaris’ September 8 announcement that it had raised its Adjusted EBITDA guidance. For the third quarter of 2026, the company now expects Adjusted EBITDA of $110 million to $130 million, up from its previous range of $90 million to $105 million. The revised midpoint represents a 23% increase.

For the fourth quarter of 2026, Solaris raised its Adjusted EBITDA guidance to $145 million to $180 million, compared with its prior forecast of $100 million to $120 million. That represents a 48% increase at the midpoint. The company also introduced first-quarter 2027 Adjusted EBITDA guidance of $200 million to $240 million. Solaris attributed the improved outlook to stronger contributions from its core power-services operations and better-than-expected performance from recently acquired businesses. Adjusted EBITDA is a non-GAAP financial measure and should be considered alongside the company’s GAAP results.

Solaris has also expanded its service offerings through acquisitions. In July, it acquired Global Energy Services Alliance, Inc. (GESA), adding power-plant installation, commissioning, operations, maintenance and repair capabilities. In September, Solaris acquired Omega Foundation Services, which specializes in engineering, procurement and construction work, including heavy civil construction for large-scale data centers and other industrial markets.

SEI shares rose approximately 16% on September 8 following the updated guidance. The market reaction reflected investor enthusiasm about the company’s expanding role in data-center power infrastructure, although its future results remain subject to acquisition-integration, project-timing and customer-demand risks.