Solaris Energy Infrastructure Inc: Northland Capital raises target price to $104 from $86

Solaris Energy Infrastructure, Inc. (NYSE: SEI) has recently seen an upward revision in its price target from Northland Capital. The firm raised its target price for the stock to $104 from $86, reflecting a significant increase in its perceived value. This adjustment follows a period of notable growth for SEI, with its share price rising by 14.64% between December 30, 2025, and January 6, 2026.

Northland Capital’s updated assessment underscores the company’s strategic expansion, including the addition of 500 MW of generation capacity, which is expected to bring its total to approximately 2.2 gigawatts by early 2028. The firm also highlighted Solaris Energy Infrastructure’s role as a leading off-grid power provider to data centers, emphasizing its potential for sustained EBITDA growth through expanded equipment and value-added services.

The company’s recent financial performance also supports this optimism, with quarterly revenue reaching $126.33 million and a net profit of $5.06 million for the quarter ending March 31. Despite these positive indicators, insider sentiment has shown a negative trend, with increased insider selling activity reported over the past quarter. Investors are advised to consider both the company’s growth trajectory and insider activity when evaluating SEI as a potential investment.