Needham Maintains Buy on Solaris Energy Infr, Raises Price Target to $104
Needham analyst Sean Milligan maintains Solaris Energy Infr (NYSE:SEI) with a Buy and raises the price target from $98 to $104.
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Needham analyst Sean Milligan maintains Solaris Energy Infr (NYSE:SEI) with a Buy and raises the price target from $98 to $104.
Solaris Energy Infrastructure (SEI) raised its 2026 Adjusted EBITDA guidance, with Q3 expectations up 23% and Q4 up 48% from previous midpoints, driven by stronger core power services and recent acquisitions of GESA and Omega Foundation Services. The company also initiated Q1 2027 guidance of $200-240 million, reflecting expansion into a broader full-cycle power infrastructure platform serving data centers and industrial markets.