Solaris Energy Infrastructure, Inc. (SEI) Price Target Analysis

Updated Jul 2, 2026

Analyst Rating: Buy

Based on 8 analysts

31.8% Below Target

SEI trades 31.8% below Wall Street's consensus target of $86.13.

Current Price$65.35

Average Target$86.13

Target

Current

Low$65.00

Median$88.00

High$104.00

Analyst Target Range

Forward P/E48.4x

(Growth Premium)

PEG Ratio—

Implied Growth+44.5%

(High Growth)

Analyst Spread45.3%

(Moderate)

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$65.35

Consensus$86.13

High$104.00

Low$65.00

Consensus Scenario Assumptions

The base valuation assumes SEI achieves its forward estimates and maintains a stable P/E multiple of 48.4x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.

Analyst Ratings Distribution

Breakdown of 8 published analyst recommendations for SEI

7/8 analysts are bullish

BearishBullish

Weighted analyst sentiment score based on 8 ratings

ConsensusBuy

Coverage8 Analysts

Net Score+44

Bull / Bear88% / 0%

Strong Buy00%

Buy788%

Hold113%

Sell00%

Strong Sell00%

Strong Buy

00%

Buy

788%

Hold

113%

Sell

00%

Strong Sell

00%

Recommendation Mix88% Buy · 13% Hold · 0% Sell

Buy (7)Hold (1)Sell (0)

SEI Price Target Analysis

Updated July 8, 2026

As of July 8, 2026, Solaris Energy Infrastructure, Inc. (SEI) has a Wall Street consensus price target of $86.13, based on estimates from 8 covering analysts. With the stock currently trading at $65.35, this represents a potential upside of +31.8%. The company has a market capitalization of $4.69B.

Analyst price targets range from a low of $65.00 to a high of $104.00, representing a 45% spread in expectations. The median target of $88.00 aligns closely with the consensus average.

The current analyst consensus rating is Buy, with 7 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, SEI trades at a trailing P/E of 99.0x and forward P/E of 48.4x. Analysts expect EPS to grow +44.5% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $13.57, with bear and bull scenarios of $8.55 and $17.88 respectively. Model confidence stands at 42/100, suggesting limited visibility into future performance.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Energy stocks.

Analyst Sentiment Comparison

Industry Peer Analysis

Avg Peer Upside

+30.3%

Industry Consensus

Avg Forward P/E

66.8x

(High Premium)

Peers with Coverage

9 / 10

Active Analyst Tracking

Company	Market Cap	Price	Target	Upside Potential	Rating	Fwd P/E	Analysts
USACUSA Compression Partners, LP	$3.1B	$26.06	$29.67	+13.9%	Buy	22.4x	19
AROCArchrock, Inc.	$6.6B	$37.93	$42.33	+11.6%	Buy	20.1x	18
PUMPProPetro Holding Corp.	$1.5B	$12.30	$18.25	+48.4%	Buy	355.5x	30
ACDCProFrac Holding Corp.	$852M	$4.71	$6.00	+27.4%	Hold	—	6
WTTRSelect Water Solutions, Inc.	$2.1B	$18.65	$22.00	+18.0%	Buy	35.2x	15
NINENine Energy Service, Inc.	$463M	$10.70	$18.00	+68.2%	Hold	2.1x	9
KLXEKLX Energy Services Holdings, Inc.	$49M	$2.48	—	—	—	—	—
PTENPatterson-UTI Energy, Inc.	$3.5B	$9.15	$12.43	+35.8%	Buy	—	53
HALHalliburton Company	$28.2B	$33.79	$40.09	+18.6%	Buy	14.3x	64
SLBSLB N.V.	$69.4B	$46.42	$60.85	+31.1%	Buy	18.0x	66

SEI — Frequently Asked Questions

Quick answers to the most common questions about buying SEI stock.

What is the SEI stock price target for 2026?

The consensus Wall Street price target for SEI is $86.13, representing 31.8% upside from the current price of $65.35. With 8 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.

Is SEI a buy, sell, or hold?

SEI has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is predominantly bullish, with 7 Buy/Strong Buy ratings. The consensus 12-month price target of $86.13 implies 31.8% upside from current levels.

Is SEI stock overvalued or undervalued?

At a forward P/E of 48.368x, SEI trades at a premium valuation. The consensus price target of $86.13 (31.8% upside) suggests analysts still see growth justifying the multiple.

How high can SEI stock go?

The most bullish Wall Street analyst has a price target of $104 for SEI, while the most conservative target is $65. The consensus of $86.13 represents the median expectation. Our quantitative valuation model projects a bull case target of $18 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover SEI stock?

SEI is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 7 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the SEI stock forecast?

The 12-month SEI stock forecast based on 8 Wall Street analysts shows a consensus price target of $86.13, with estimates ranging from $65 (bear case) to $104 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $14, with bear/bull scenarios of $9/$18.

What is SEI's fair value based on fundamentals?

Our quantitative valuation model calculates SEI's fair value at $14 (base case), with a bear case of $9 and bull case of $18. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 42/100.

What is SEI's forward P/E ratio?

SEI trades at a forward P/E ratio of 48.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 99.0x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy SEI stock?

Wall Street analysts are very optimistic on SEI, with a "Buy" consensus rating and $86.13 price target (31.8% upside). 7 of 8 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do SEI price targets vary so much?

SEI analyst price targets range from $65 to $104, a 45% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $86.13 consensus represents the middle ground. Our model's $9-$18 range provides an independent fundamental perspective.

Consensus-Based Analysis Tools