SEI

Solaris Energy Infrastructure (SEI) is expected to report Q3 2026 earnings on Nov. 4 with consensus estimates of 17 cents per share and $252.9 million in revenues (up 51.6% YoY). The company's Power Solutions segment is projected to benefit from strong data center demand, with EBITDA estimated at $104 million.

SEI raised its Q3 EBITDA guidance to $110-$130 million, supported by its acquisition of Global Energy Services Alliance and stronger power services demand. The company has beaten earnings estimates in the last four consecutive quarters.

Solaris Energy Infrastructure, Inc. (SEI) has demonstrated a strong earnings-beat streak, surpassing estimates by an average of 47.52% over the last two quarters. With a positive Earnings ESP of +8.00% and a Zacks Rank #1 (Strong Buy) rating, analysts suggest the company is well-positioned to beat estimates again in its upcoming earnings report expected on November 4, 2026. The combination of positive Earnings ESP and Strong Buy rank historically produces positive surprises nearly 70% of the time.

Solaris Energy Infrastructure (SEI) has formed a golden cross technical pattern, with its 50-day moving average crossing above its 200-day moving average, signaling a potential bullish breakout. The stock has gained 29.7% over the past four weeks and holds a #1 Strong Buy rating on the Zacks Rank. Positive earnings estimate revisions with no cuts in the past 60 days further support the bullish outlook.

Solaris Energy Infrastructure (SEI) has gained 13% over the past four weeks and trades at $76.46. Wall Street analysts project a mean price target of $96.56, indicating a potential 26.3% upside.

The stock holds a Zacks Rank #1 (Strong Buy) rating, supported by strong earnings estimate revisions with a 47% increase in consensus estimates over the past month. However, the article cautions that price targets alone should not be the sole basis for investment decisions.