Solaris Energy Infrastructure (SEI) Update - Feb 17

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SEI is the most volatile stock in the Sweet 16. The share prices has pulled back this morning after a big run up last week.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States. It also delivers utility-scale power solutions for AI Data Centers.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) shot up on February 13 after the company revealed in a regulatory filing that it had signed a master equipment rental agreement with Hatchbo to provide more than 500 MW of power generation equipment to support AI computing needs at Hatchbo’s data centers. The rental term begins in January 2027 and continues for 10 years or until the partners enter into a power purchase agreement (PPA), whichever comes first.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is set to announce its Q4 2025 results after the market closes on February 24.

TipRanks Premium: "Based on 5 Best Performing Wall Street analysts offering 12 month price targets for Solaris Energy Infrastructure in the last 3 months. The average price target is $67.20 with a high forecast of $71.00 and a low forecast of $61.00. The average price target represents a 26.34% change from the last price of $53.19." < There are nine analysts who have submitted price targets to TipRanks and all of them rate the stock a BUY. My current valuation is $61.00, which I will adjust after they release Q4 results and updated guidance for 2026.

Buying the dips has been working well.