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Solaris Energy Infrastructure rated Buy with $97 target, boosted by growth and S&P SmallCap 600 inclusion.

Analyst Insights
12 Jul 2026
Seeking Alpha
View Source
Bullish
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Solaris Energy Infrastructure (SEI) maintains a Buy rating with a new price target of $97, driven by strong growth from its Power Solutions segment and a 2.2GW contracted capacity with major tech clients. Its upcoming inclusion in the S&P SmallCap 600 index is expected to increase demand, liquidity, and attract institutional investors. EBITDA is projected to grow from $244 million in 2025 to $646 million in 2027, though investors should watch execution risks, capital expenditures, and leverage as the company scales. Free cash flow is expected to turn positive after 2027 as capital spending peaks.

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