Solaris Energy Price Target Raised as Company Hikes 2026 Profit Guidance

Key Facts

1Northland Securities raised its price target for SEI from $104 to $111 while maintaining a Buy rating.

2The company raised its Adjusted EBITDA guidance for Q3 and Q4 2026 by 23% and 48% respectively at the midpoints.

3Solaris Energy introduced Q1 2027 Adjusted EBITDA guidance in the range of $200 million to $240 million.

Amid surging demand for energy infrastructure and data center solutions, Northland Securities has raised its price target for Solaris Energy Infrastructure (SEI) from $104 to $111 while maintaining a Buy rating. This analyst action follows the company's significant upward revision of its Adjusted EBITDA guidance for the third and fourth quarters of 2026, which were increased by 23% and 48% respectively. Furthermore, Solaris introduced robust initial guidance for the first quarter of 2027, projecting EBITDA between $200 million and $240 million based on expanded service capabilities.

The improved outlook is attributed to stronger contributions from core operations and better-than-expected performance from recent acquisitions in the data center and industrial markets. Per market data, SEI shares had already reacted positively to the guidance news, rising approximately 16% on September 8. The revised price target from Northland Securities suggests continued confidence in the company's fundamental growth trajectory and its ability to successfully integrate new business units into its power-infrastructure portfolio.

As of the close on September 14, 2026, SEI was priced at $61.11, having traded between a day low of $60.59 and a high of $64.29. Investors should monitor the upcoming EIA Weekly Petroleum Report scheduled for later today, September 16, as a broader sector catalyst. The stock's ability to maintain its current momentum will be key as it moves toward the newly established analyst target of $111.