Analysts have raised their price target for Solaris Energy Infrastructure from $49.56 to $55.89, citing the company's increased power capacity and greater financial flexibility as drivers of further potential upside.
Analyst Commentary
Bullish Takeaways- Analysts point to Solaris Energy Infrastructure's recent doubling of power capacity as a primary catalyst for raising price targets. They highlight the company’s ability to scale operations rapidly.
- There is consensus that ongoing financial flexibility, bolstered by a recent $650 million convertible offering, provides the company with considerable capacity to fund future growth initiatives and navigate market volatility.
- Bullish analysts view Solaris as still being early in an extensive growth cycle. This suggests the potential for further upside despite an already significant stock rally over the past month.
- Upward revisions to valuation multiples are being justified by improved long-term earnings forecasts and notably higher adjusted EBITDA estimates, supporting the belief that the company’s growth prospects remain robust.
What's in the News
- Amanda Brock has been appointed Co-Chief Executive Officer of Solaris Energy Infrastructure, effective October 16, 2025. She will share the role with current Chairman and Co-CEO Bill Zartler. Brock is recognized for her leadership in the global energy and water sectors, as well as for board service at various public companies (Key Developments).
- The company is pursuing the acquisition of approximately 80 MW of new turbine capacity. This, combined with capacity on order for delivery in the second half of 2026, will raise available turbine resources to about 500 MW (Key Developments).
- Solaris Energy Infrastructure recently completed a follow-on equity offering, raising $79.2 million through the sale of 1,800,000 shares of Class A Common Stock at a price of $44 per share (Key Developments).
- The company has filed an additional follow-on equity offering for Class A Common Stock to further support its capital and growth plans (Key Developments).
- Solaris has completed a major share buyback initiative begun in 2023, having repurchased over 4.2 million shares for $34.56 million (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased, rising from $49.56 to $55.89 per share.
- Discount Rate edged up marginally, moving from 7.68 percent to 7.69 percent.
- Revenue Growth expectations have risen slightly, now at 28.94 percent compared to the prior 28.75 percent.
- Net Profit Margin forecast has decreased modestly, shifting from 15.06 percent to 14.99 percent.
- Future P/E multiple has gone up, increasing from 23.26x to 26.24x.
Disclaimer
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