SEI
Solaris Energy Infrastructure, Inc.
$74.01
-2.67%
$5.4B
No data for this timeframe.
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity23 buys / 11 sells
Insider Activity1B / 6S
Insider Net $-$295.5M
Reddit Sentiment68° Warm
SEC Reports11
Recent Activity
Jun 10, 2026
short_volume
Short Volume: SEI — 58.2% short (0.5M / 0.8M)
Short: 472,750 | Exempt: 84 | TRF Vol: 812,746 | Short Ratio: 58.2% | Off-exchange volume (dark pool
Jun 4, 2026
Event
HSR Early Termination: Solaris Energy Infrastructure, Inc.; Diane Lowrance
The FTC granted early termination of the HSR Act waiting period for a transaction involving Solaris
Jun 1, 2026
Insider
Wirtz Christopher P. surrendered for taxes 1,303 shares
Chief Accounting Officer @ $69.54 ($90.6K)
May 14, 2026
SEC
A massive insider selling cluster at Solaris Energy Infrastructure (SEI) totaling ~$154M, dominated by Director Keenan W
CLUSTER — Impact 7/10
May 13, 2026
Insider
Wirtz Christopher P. sold 700 shares
Chief Accounting Officer @ $77.22 ($54.1K)
May 12, 2026
Insider
Argo Laurie H sold 5,200 shares
Director @ $72.88 ($379.0K)
May 11, 2026
SEC
Director Keenan W. Howard Jr. sold $149M of SEI stock on May 6, the same day the company's subsidiary priced $1.3B in 6.
CLUSTER — Impact 7/10
May 11, 2026
SEC
Two directors sold a combined $153.1M in open-market stock within days of Solaris Energy Infrastructure issuing $1.3B in
CLUSTER — Impact 8/10
Price Targets
$91.98
+24.3% upside
Strong Buy
Current $74.01
Low $80.00
Median $88.00
High $110.80
12 analysts
$80.00
$110.80
Analyst Ratings
4Strong Buy
12Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 5, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 29, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.32 ▼ -5.1% | $0.19 — $0.42 | -6% YoY | 5 |
| Next Q | $0.23 ▼ -19.5% | $0.10 — $0.37 | -28% YoY | 5 |
| Current FY | $1.29 ▼ -4.5% | $0.69 — $1.90 | 3% YoY | 7 |
| Next FY | $2.54 ▼ -0.7% | $1.33 — $3.21 | 97% YoY | 7 |
Latest Reports
BEARISH
CLUSTER
7/10
A massive insider selling cluster at Solaris Energy Infrastructure (SEI) totaling ~$154M, dominated by Director Keenan W
May 14, 2026
BEARISH
CLUSTER
7/10
Director Keenan W. Howard Jr. sold $149M of SEI stock on May 6, the same day the company's subsidiary priced $1.3B in 6.
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $233.0M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.3M | — |
| TWO SIGMA INVESTMENTS, LP | $109.7M | — |
| FMR LLC | $105.3M | — |
| MORGAN STANLEY | $96.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Wirtz Christopher | F | $90.6K |
| May 13, 2026 | Wirtz Christopher | SELL | $54.1K |
| May 12, 2026 | Argo Laurie | SELL | $379.0K |
| May 11, 2026 | Powell Christopher | SELL | $678.3K |
| May 8, 2026 | Walker Ray | SELL | $4.1M |
Reddit Sentiment
68°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $1.9B total value (34,008,489 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, TWO. Net buying activity: 23 institutions added/increased vs 11 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,122,436 | $233.0M | 12.1% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,040,451 | $115.3M | 6.0% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 1,941,546 | $109.7M | 5.7% | — |
| 4 | FMR LLC | 1,862,561 | $105.3M | 5.5% | — |
| 5 | MORGAN STANLEY | 1,707,455 | $96.5M | 5.0% | — |
| 6 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1,628,174 | $92.0M | 4.8% | ADD +32.6% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,486,400 | $84.0M | 4.4% | — |
| 8 | MARSHALL WACE, LLP | 1,470,242 | $83.1M | 4.3% | ADD +75.4% |
| 9 | STATE STREET CORP | 1,355,346 | $76.6M | 4.0% | — |
| 10 | JENNISON ASSOCIATES LLC | 1,179,736 | $66.7M | 3.5% | DOUBLED +215.1% |
| 11 | GOLDMAN SACHS GROUP INC | 1,133,863 | $64.1M | 3.3% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 980,700 | $55.4M | 2.9% | — |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 929,162 | $52.5M | 2.7% | TRIM -25.5% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 871,462 | $49.2M | 2.6% | ADD +26.2% |
| 15 | VOYA INVESTMENT MANAGEMENT LLC | 790,645 | $44.7M | 2.3% | ADD +65.9% |
| 16 | AMERIPRISE FINANCIAL INC | 725,023 | $41.0M | 2.1% | DOUBLED +583.8% |
| 17 | Korea Investment CORP | 670,514 | $37.9M | 2.0% | DOUBLED +2374.2% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 606,161 | $34.3M | 1.8% | — |
| 19 | Nuveen, LLC | 545,259 | $30.8M | 1.6% | DOUBLED +888.9% |
| 20 | CITADEL ADVISORS LLC | 493,484 | $27.9M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 1,227,721 | 1,628,174 | +32.6% | $92.0M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 838,110 | 1,470,242 | +75.4% | $83.1M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | DOUBLED | 374,417 | 1,179,736 | +215.1% | $66.7M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,247,663 | 929,162 | -25.5% | $52.5M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 476,476 | 790,645 | +65.9% | $44.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 106,032 | 725,023 | +583.8% | $41.0M | 2026-Q1 |
| Korea Investment CORP | DOUBLED | 27,100 | 670,514 | +2374.2% | $37.9M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 227,542 | 431,923 | +89.8% | $24.4M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 56,112 | 395,111 | +604.1% | $22.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 44,300 | 328,460 | +641.4% | $18.6M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 138,229 | 261,807 | +89.4% | $14.8M | 2026-Q1 |
| Neuberger Berman Group LLC | ADD | 169,250 | 257,680 | +52.2% | $14.6M | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | NEW | — | 210,000 | — | $11.9M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 23,271 | 188,956 | +712.0% | $10.7M | 2026-Q1 |
| Freestone Grove Partners LP | TRIM | 213,140 | 133,480 | -37.4% | $7.5M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | DOUBLED | 13,241 | 110,552 | +734.9% | $6.2M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 53,009 | 106,181 | +100.3% | $6.0M | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 249,157 | 103,701 | -58.4% | $5.9M | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC | DOUBLED | 28,597 | 83,675 | +192.6% | $4.7M | 2026-Q1 |
| LMR Partners LLP | TRIM | 136,931 | 39,083 | -71.5% | $2.2M | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 8,451 | 17,956 | +112.5% | $1.0M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | NEAR_EXIT | 52,793 | 9,817 | -81.4% | $554.8K | 2026-Q1 |
| Cerity Partners LLC | ADD | 7,184 | 9,227 | +28.4% | $521.4K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 6,998 | 9,048 | +29.3% | $504.9K | 2026-Q1 |
| Amundi | ADD | 5,602 | 8,497 | +51.7% | $480.2K | 2026-Q1 |
12 unique insiders with 21 transactions. Net insider value: -$295.5M ($250.0K bought, $295.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Wirtz Christopher P. | Chief Accounting Officer | TAX W/H | 1,303 | $69.54 | $90.6K |
| May 13, 2026 | Wirtz Christopher P. | Chief Accounting Officer | SELL | 700 | $77.22 | $54.1K |
| May 12, 2026 | Argo Laurie H | Director | SELL | 5,200 | $72.88 | $379.0K |
| May 11, 2026 | Powell Christopher M | Chief Legal Officer | SELL | 9,179 | $73.90 | $678.3K |
| May 8, 2026 | Walker Ray N JR | Director | SELL | 56,841 | $72.11 | $4.1M |
| May 8, 2026 | TEAGUE AJ | Director | BUY | 3,425 | $72.98 | $250.0K |
| May 6, 2026 | Keenan W Howard JR | Director | CONVERT | 2,000,000 | — | — |
| May 6, 2026 | Keenan W Howard JR | Director | SELL | 2,000,000 | $74.50 | $149.0M |
| May 6, 2026 | Keenan W Howard JR | Director | CONVERT | 2,000,000 | — | — |
| May 6, 2026 | Keenan W Howard JR | Director | J | 2,000,000 | — | — |
| Apr 30, 2026 | KTR Management Company, LLC | 10%+ Owner | CONVERT | 2,000,000 | — | — |
| Apr 30, 2026 | KTR Management Company, LLC | 10%+ Owner | CONVERT | 2,000,000 | — | — |
| Apr 30, 2026 | KTR Management Company, LLC | 10%+ Owner | J | 2,000,000 | — | — |
| Apr 30, 2026 | KTR Management Company, LLC | 10%+ Owner | SELL | 2,000,000 | $70.75 | $141.5M |
| Mar 1, 2026 | Durrett Cynthia M. | Chief Administrative Officer | AWARD | 21,444 | — | — |
| Mar 1, 2026 | Zartler William A | Chairman and Co-CEO | AWARD | 150,000 | — | — |
| Mar 1, 2026 | Brock Amanda M | Co-Chief Executive Officer | AWARD | 135,000 | — | — |
| Mar 1, 2026 | Wirtz Christopher P. | Chief Accounting Officer | AWARD | 3,296 | — | — |
| Mar 1, 2026 | Powell Christopher M | Chief Legal Officer | AWARD | 18,165 | — | — |
| Mar 1, 2026 | Ramachandran Kyle S. | President | AWARD | 37,004 | — | — |
| Feb 12, 2026 | Tompsett Stephan E | Chief Financial Officer | AWARD | 30,000 | — | — |
11 SEC filing reports analyzed. Sentiment: 3 bullish, 5 bearish, 0 mixed, 3 neutral. Avg impact: 6.3/10.
BEARISH
CLUSTER
7/10
A massive insider selling cluster at Solaris Energy Infrastructure (SEI) totaling ~$154M, dominated
May 14, 2026
BEARISH
CLUSTER
7/10
Director Keenan W. Howard Jr. sold $149M of SEI stock on May 6, the same day the company's subsidiar
May 11, 2026
BEARISH
CLUSTER
8/10
Two directors sold a combined $153.1M in open-market stock within days of Solaris Energy Infrastruct
May 11, 2026
BEARISH
144
6/10
Yorktown Energy Partners X, L.P., a major affiliate, filed a Form 144 indicating intent to sell 2,00
May 8, 2026
BEARISH
CLUSTER
8/10
Director Keenan Howard and 10% owner KTR Management sold a combined $290.5M of SEI stock in a 7-day
May 8, 2026
BULLISH
8-K
8/10
Solaris Energy Infrastructure announced a $1.3 billion private placement of Senior Notes due 2031, a
May 5, 2026
BULLISH
8-K
8/10
Solaris Energy Infrastructure reported Q1 2026 revenue of $196M, beating consensus of $184.8M, and a
Apr 27, 2026
NEUTRAL
S-3ASR
3/10
Solaris Energy Infrastructure filed an S-3ASR shelf registration to allow selling stockholders to of
Apr 13, 2026
NEUTRAL
8-K
4/10
Solaris Energy Infrastructure has amended its senior secured term loan agreement to add $200 million
Apr 8, 2026
NEUTRAL
DEFA14A
2/10
Solaris Energy Infrastructure, Inc. (SEI) has filed a definitive proxy statement (DEFA14A) for an up
Apr 1, 2026
BULLISH
8-K
8/10
Solaris Energy Infrastructure reported strong fourth quarter and full year 2025 results, with revenu
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (89% buy). Based on 18 analysts: 4 strong buy, 12 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$91.98 mean target
+24.3% upside
Strong Buy (1.50)
$80.00 Low
$110.80 High
| Metric | Value |
|---|---|
| Current Price | $74.01 |
| Target Low | $80.00 |
| Target Mean | $91.98 |
| Target Median | $88.00 |
| Target High | $110.80 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.32 | $0.19 | $0.42 | -5.7% | -5.1% | 2↑ 0↓ | $0.2B | 39.0% | 5 |
| Next Q 2026-09-30 |
$0.23 | $0.10 | $0.37 | -27.9% | -19.5% | 0↑ 2↓ | $0.2B | 25.3% | 5 |
| Current FY 2026-12-31 |
$1.29 | $0.69 | $1.90 | 3.0% | -4.5% | 0↑ 1↓ | $0.8B | 33.2% | 7 |
| Next FY 2027-12-31 |
$2.54 | $1.33 | $3.21 | 97.3% | -0.7% | 1↑ 0↓ | $1.2B | 48.5% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.320 | |
| 7d ago | $0.342 | -0.022 |
| 30d ago | $0.338 | -0.017 |
| 60d ago | $0.287 | +0.034 |
| 90d ago | $0.296 | +0.025 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 5, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 29, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Apr 15, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 20, 2026 | Wells Fargo | INITIATE | — | Equal-Weight |
| Mar 17, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 10, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | GLJ Research | INITIATE | — | Buy |
| Feb 26, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| May 1, 2026 | 4 | 12 | 2 | 0 | 0 | 89% | |
| Apr 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 4 | 10 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
68°
Warm
Bearish
Neutral
Bullish
7 mentions
4 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 19, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| May 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Jun 10, 2026
short_volume
Short Volume: SEI — 58.2% short (0.5M / 0.8M)
Short: 472,750 | Exempt: 84 | TRF Vol: 812,746 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
Enforcement
HSR Early Termination: Solaris Energy Infrastructure, Inc.; Diane Lowrance
The FTC granted early termination of the HSR Act waiting period for a transaction involving Solaris Energy Infrastructure, Inc.; Diane Lowrance.
Jun 3, 2026
short_volume
Short Volume: SEI — 62.5% short (0.4M / 0.6M)
Short: 400,894 | Exempt: 315 | TRF Vol: 640,946 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SEI — 56.2% short (0.5M / 0.9M)
Short: 500,501 | Exempt: 1,372 | TRF Vol: 889,908 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SEI — 55.9% short (0.7M / 1.2M)
Short: 657,909 | Exempt: 132 | TRF Vol: 1,176,446 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: SEI — 55.4% short (0.3M / 0.5M)
Short: 299,414 | Exempt: 0 | TRF Vol: 540,084 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: SEI — 547,582 shares ($40.0M) failed to deliver
Settlement: 20260508, Price: $73.07, FTD Value: $40,011,816.74, SOLARIS ENERGY INFRASTRUCTURE,
May 6, 2026
short_volume
Short Volume: SEI — 58.4% short (0.6M / 1.1M)
Short: 624,395 | Exempt: 626 | TRF Vol: 1,068,502 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: SEI — 20,645 shares ($1.5M) failed to deliver
Settlement: 20260429, Price: $74.44, FTD Value: $1,536,813.8, SOLARIS ENERGY INFRASTRUCTURE,
Apr 29, 2026
short_volume
Short Volume: SEI — 59.0% short (0.9M / 1.5M)
Short: 860,462 | Exempt: 0 | TRF Vol: 1,457,490 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
earnings_calendar
SEI Q1 2026 Earnings Scheduled — 2026-04-27
Apr 21, 2026
short_volume
Short Volume: SEI — 62.9% short (0.4M / 0.6M)
Short: 379,166 | Exempt: 137 | TRF Vol: 602,663 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: SEI — 61.5% short (0.4M / 0.7M)
Short: 432,960 | Exempt: 0 | TRF Vol: 703,893 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: SEI — 85.5% short (2.3M / 2.7M)
Short: 2,279,345 | Exempt: 94,308 | TRF Vol: 2,665,270 | Short Ratio: 85.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: SEI — 40,597 shares ($2.5M) failed to deliver
Settlement: 20260413, Price: $62.39, FTD Value: $2,532,846.83, SOLARIS ENERGY INFRASTRUCTURE,
Apr 9, 2026
short_volume
Short Volume: SEI — 83.9% short (1.6M / 1.9M)
Short: 1,625,655 | Exempt: 8 | TRF Vol: 1,936,940 | Short Ratio: 83.9% | Off-exchange volume (dark pool + OTC)