Market Cap
$5.2B
SEI
Solaris Energy Infrastructure, Inc.
$74.08 ▲ +3.78%
Prev close $71.38Market cap$5.2B
ConsensusStrong Buy
12-mo target$101.27 (+36.7%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on SEI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$3.9B
Inst. Activity
39 buys / 11 sells
Insider Activity
$951.6K buy / $297.8M sell
Insider Net $
-$296.8M
Social Sentiment
68° Warm
SEC Reports
11
Price chart 30d +40.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SEI — 75.6% short (0.5M / 0.6M)
Short: 468,762 | Exempt: 0 | TRF Vol: 620,115 | Short Ratio: 75.6% | Off-exchange volume (dark pool
Sep 8, 2026 Insider
TEAGUE AJ bought 3,900 shares
Director @ $64.21 ($250.4K)
Sep 8, 2026 Insider
TEAGUE AJ bought 3,900 shares
Director @ $64.25 ($250.6K)
Aug 23, 2026 Insider
BURKE JAMES R was granted 3,075 shares
Director
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
5,204,415 shares ($418.7M)
Jun 30, 2026 Inst.
JENNISON ASSOCIATES LLC — ADD
1,691,193 shares ($136.1M)
Jun 4, 2026 Event
May 14, 2026 SEC 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
A massive insider selling cluster at Solaris Energy Infrastructure (SEI) totaling ~$154M, dominated by Director Keenan W
CLUSTER — Impact 7/10
Analyst ratings buy % +2.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 15, 2026 | Needham | MAINTAIN | Buy | 50% |
| Sep 9, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 2, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 27, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 3, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 14 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 5 | 13 | 2 | 0 | 0 | 90% | |
| Jul 1, 2026 | 4 | 13 | 2 | 0 | 0 | 89% | |
| 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% |
Price targets
Where 14 covering analysts think SEI trades over the next 12 months.
$101.27 +36.7% upside Strong Buy
Current$74.08 Low$82.00 Median$102.50 High$120.00 14 analysts
$82.00$120.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 3 bullish, 5 bearish, 0 mixed, 3 neutral · avg impact 6.3/10.
BEARISHCLUSTER7/10
A massive insider selling cluster at Solaris Energy Infrastructure (SEI) totaling ~$154M, dominated
May 14, 2026
BEARISHCLUSTER7/10
Director Keenan W. Howard Jr. sold $149M of SEI stock on May 6, the same day the company's subsidiar
May 11, 2026
BEARISHCLUSTER8/10
Two directors sold a combined $153.1M in open-market stock within days of Solaris Energy Infrastruct
May 11, 2026
BEARISH1446/10
Yorktown Energy Partners X, L.P., a major affiliate, filed a Form 144 indicating intent to sell 2,00
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SEI — 75.6% short (0.5M / 0.6M)
Short: 468,762 | Exempt: 0 | TRF Vol: 620,115 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SEI — 69.6% short (0.5M / 0.8M)
Short: 531,157 | Exempt: 0 | TRF Vol: 762,810 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SEI — 65.8% short (0.7M / 1.1M)
Short: 716,652 | Exempt: 66 | TRF Vol: 1,089,671 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SEI — 59.7% short (0.4M / 0.7M)
Short: 435,749 | Exempt: 0 | TRF Vol: 729,606 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SEI — 57.4% short (0.4M / 0.6M)
Short: 356,938 | Exempt: 0 | TRF Vol: 621,319 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.25 | $0.05–$0.49 | -20.9% | +321.7% | 0↑ 5↓ | $0.3B | 8 |
| Next Q | $0.47 | $0.07–$0.86 | 33.8% | +455.7% | 0↑ 5↓ | $0.4B | 8 |
| Current FY | $1.42 | $0.93–$1.96 | 13.8% | +42.3% | 1↑ 5↓ | $1.1B | 7 |
| Next FY | $3.54 | $1.89–$4.52 | 148.9% | +90.4% | 1↑ 5↓ | $2.0B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.253 | — |
| 7d ago | $0.223 | +0.030 |
| 30d ago | $0.060 | +0.193 |
| 60d ago | $0.234 | +0.019 |
| 90d ago | $0.234 | +0.019 |
Institutional ownership
Which big funds own SEI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.9B total value (48,331,723 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, SUSQUEHANNA. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,204,415 | $418.7M | 10.8% | ADD +26.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,447,630 | $196.9M | 5.1% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,135,700 | $171.8M | 4.4% | DOUBLED +134.9% |
| MORGAN STANLEY | 2,024,283 | $162.9M | 4.2% | — |
| TWO SIGMA INVESTMENTS, LP | 1,979,861 | $159.3M | 4.1% | — |
| JENNISON ASSOCIATES LLC | 1,691,193 | $136.1M | 3.5% | ADD +43.4% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,584,985 | $127.5M | 3.3% | — |
| FMR LLC | 1,581,402 | $127.2M | 3.3% | — |
| STATE STREET CORP | 1,487,464 | $119.7M | 3.1% | — |
| VAN ECK ASSOCIATES CORP | 1,478,669 | $119.0M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 4,122,436 | 5,204,415 | +26.2% | $418.7M |
| JENNISON ASSOCIATES LLC | ADD | 1,179,736 | 1,691,193 | +43.4% | $136.1M |
| AMERIPRISE FINANCIAL INC | ADD | 725,023 | 1,144,927 | +57.9% | $92.1M |
| Clearbridge Investments, LLC | DOUBLED | 111,564 | 1,138,159 | +920.2% | $91.6M |
| Korea Investment CORP | ADD | 670,514 | 1,096,000 | +63.5% | $88.2M |
| Neuberger Berman Group LLC | DOUBLED | 257,680 | 927,422 | +259.9% | $74.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 606,161 | 794,184 | +31.0% | $63.9M |
| Alyeska Investment Group, L.P. | NEW | — | 761,755 | — | $61.3M |
| DEUTSCHE BANK AG\ | ADD | 448,900 | 627,809 | +39.9% | $50.5M |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 790,645 | 569,949 | -27.9% | $45.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 42 transactions. Net -$296.8M — $951.6K bought, $297.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | TEAGUE AJ | Director | BUY | 3,900 | $64.21 | $250.4K |
| Sep 8, 2026 | TEAGUE AJ | Director | BUY | 3,900 | $64.25 | $250.6K |
| Aug 23, 2026 | BURKE JAMES R | Director | AWARD | 3,075 | — | — |
| Aug 23, 2026 | YZAGUIRRE MARIO MAX | Director | AWARD | 3,160 | — | — |
| Aug 23, 2026 | TEAGUE AJ | Director | AWARD | 3,075 | — | — |
| Aug 23, 2026 | Keenan W Howard JR | Director | AWARD | 2,989 | — | — |
| Aug 23, 2026 | Walker Ray N JR | Director | AWARD | 3,075 | — | — |
| Aug 23, 2026 | Argo Laurie H | Director | AWARD | 3,331 | — | — |
| Aug 23, 2026 | Giesinger Edgar R. JR. | Director | AWARD | 3,246 | — | — |
| Jun 1, 2026 | Wirtz Christopher P. | Chief Accounting Officer | TAX W/H | 1,303 | $69.54 | $90.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SEI.
Shares short
15,713,527
Settlement Sep 15, 2026
Change vs prior
+4.7%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈20.5%
Estimate — not % of float
All SEI filing & press-release reports (11)
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 11, 2026
- CLUSTER reportMay 11, 2026
- 144 reportMay 8, 2026
- CLUSTER reportMay 8, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 27, 2026
- S-3ASR reportApr 13, 2026
- 8-K reportApr 8, 2026
- DEFA14A reportApr 1, 2026
- 8-K reportFeb 24, 2026