14 stories mentioning SEIUpdated 5d ago
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Solaris Energy Infrastructure (SEI) shares were up 7.7% in Monday trading after Wells Fargo upgraded the company's stock to overweight from equalweight and adjusted its price target to $73 from $82.Trading volume stood at 2.8 million shares, matching the stock's daily average.Price: $55.37, Change: $+3.96, Percent Change: +7.70%
Investor optimism over oilfield service pricing weakened last week as frac pricing gains failed to materialize and AI-linked energy stocks sold off, TPH Energy Research said in its Monday energy weekly note.Halliburton (HAL) and Liberty Energy (LBRT) cooled expectations for broader hydraulic fracturing pricing gains, TPH said.Upstream companies had already signaled mostly stable pricing in early July, but the industry's reluctance to discuss its 2027 outlook surprised investors, according to TPH.The AI-driven market pullback weighed on modular power companies. Shares of Solaris Energy Infrastructure (SEI) fell about 36% from June 30 before rebounding 18% since Thursday, TPH said.TPH attributed the selloff to the unwinding of AI trades after leveraged South Korean retail investors and AI-focused funds, including Situational Awareness, managed by Leopold Aschenbrenner, liquidated positions.Despite slower-than-expected contract awards, TPH said electricity markets remain short of power over the next several years. That supply imbalance continues to support the long-term investment case, according to the note.Enbridge (ENB) said the Blackcomb pipeline, with about 2.5 billion cubic feet per day of Permian takeaway capacity, is moving toward commissioning. The startup should provide a clearer picture of Permian gas production, according to TPH.TPH expects Blackcomb to further tighten the Waha basis by about 20 cents to 30 cents during the first half of 2027 as additional pipeline capacity enters service.TPH added the market continues to overestimate Permian production shut-ins. Improvements in Waha pricing since the Hugh Brinson project and the Gulf Coast Express expansion entered service support a stronger outlook.On natural gas, TPH said weaker prices are prompting producers to adjust 2027 development plans.Price: $32.04, Change: $-0.22, Percent Change: -0.67%
Solaris Energy Infrastructure (SEI) has an average rating of buy and mean price target of $93.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Energy stocks were lower Friday afternoon, with the NYSE Energy Sector Index decreasing 0.2% and the State Street Energy Select Sector SPDR ETF (XLE) shedding 0.3%.The Philadelphia Oil Service Sector Index was adding 0.9%, and the Dow Jones US Utilities Index was up 0.3%.Crude oil prices fell as Washington said it remains committed to finding a diplomatic solution for Iran. Talks between the US and Iran over a permanent peace deal are continuing, Bloomberg reported, citing an American official, despite two days of clashes that threatened to shatter a ceasefire. The US is still committed to finding a diplomatic solution with Iran, the official told Bloomberg on Thursday. The official described the ongoing discussions as technical talks.Front-month West Texas Intermediate crude oil fell 1.1% to $71.32 a barrel, and the global benchmark Brent crude contract decreased 0.7% to $75.79 a barrel. Henry Hub natural gas futures dropped 2.6% to $2.93 per 1 million BTU.In sector news, the International Energy Agency on Friday projected a smaller decline in global oil demand in 2026 amid signs of a rebound in consumption as crude flows improve. The agency now expects oil consumption to fall by 1 million barrels per day this year, compared with a 1.1 million-barrel drop forecast in June. That would mark the first annual contraction since 2020, CNBC reported.In corporate news, South Bow's (SOBO) subsidiaries South Bow USA and South Bow Infrastructure Operations have agreed to pay more than $26 million to settle allegations that the 2022 Keystone Pipeline rupture in Kansas violated the Clean Water Act, the Environmental Protection Agency, the Department of Justice and the State of Kansas said Friday. South Bow shares were down 0.9%.Plains All American Pipeline's (PAA) Q2 results are likely to be pressured by the company's recent sale of its Canadian natural gas liquids business, UBS Securities said Thursday in a report. Plains All American shares were down 0.6%.Solaris Energy Infrastructure (SEI) will join the S&P SmallCap 600, replacing Catalyst Pharmaceuticals (CPRX), effective prior to the opening of trading next Wednesday, S&P Dow Jones Indices said. Solaris shares rose 5.9%.
Energy stocks were advancing pre-bell Friday, with the State Street Energy Select Sector SPDR ETF (XLE) 0.4% higher.The United States Oil Fund (USO) was up 0.4% and the United States Natural Gas Fund (UNG) was 2.1% lower.Front-month US West Texas Intermediate crude oil was slightly higher at $72.09 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil rose 0.3% to $76.53 per barrel, and natural gas futures were down 1.9% at $2.96 per 1 million British Thermal Units.Solaris Energy Infrastructure (SEI) will join the S&P SmallCap 600, replacing Catalyst Pharmaceuticals (CPRX), effective prior to the opening of trading next Wednesday, S&P Dow Jones Indices said. Solaris Energy Infrastructure stock was nearly 4% higher premarket.BW LPG (BWLP) shares were up more than 1% after the company said its BW LPG India subsidiary has agreed to sell BW Elm vessel to an unnamed buyer for cash proceeds of $64 million.
Energy stocks were advancing pre-bell Friday, with the State Street Energy Select Sector SPDR ETF (XLE) 0.4% higher.The United States Oil Fund (USO) was up 1.7% and the United States Natural Gas Fund (UNG) was 1.8% lower.Front-month US West Texas Intermediate crude oil was 0.3% higher at $72.26 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil rose 0.4% to $76.62 per barrel, and natural gas futures were down 1.6% at $2.96 per 1 million British Thermal Units.Solaris Energy Infrastructure (SEI) will join the S&P SmallCap 600, replacing Catalyst Pharmaceuticals (CPRX), effective prior to the opening of trading next Wednesday, S&P Dow Jones Indices said. Solaris Energy Infrastructure stock was nearly 4% higher premarket.
Solaris Energy Infrastructure (SEI) has an average rating of buy and mean price target of $91.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Energy stocks were mixed late Thursday afternoon, with the NYSE Energy Sector Index increasing 0.2% and the State Street Energy Select Sector SPDR ETF (XLE) 0.1% lower.The Philadelphia Oil Service Sector Index climbed up 1.7%, and the Dow Jones US Utilities Index rose 0.5%.Front-month West Texas Intermediate crude oil fell 3% to $93.11 a barrel, and the global benchmark Brent crude contract dropped 2.7% to $95.18 a barrel. Henry Hub natural gas futures rose 4.7% to $3.37 per 1 million BTU.In sector news, US Treasury Secretary Scott Bessent said waivers allowing countries to buy Russian oil could be granted on a country-by-country basis rather than across the board, Bloomberg reported, citing the official's testimony before the House Ways and Means Committee.In corporate news, Venture Global (VG) shares jumped 5.8% after JPMorgan upgraded the stock to overweight from neutral and increased its price target to $17 from $16.Expro (XPRO) shares surged past 8% after the company said it has filed its definitive proxy statement with the Securities and Exchange Commission regarding its proposed move to redomicile in the Cayman Islands from the Netherlands.Solaris Energy Infrastructure (SEI) is expected to continue to expand capacity despite facing a tight supply chain in the near term, Morgan Stanley said in a note. Morgan Stanley kept its overweight rating and increased its price target to $90 from $81. Solaris shares rose 3%.Murphy Oil (MUR) shares rose 2.3% after KeyBanc upgraded the stock to overweight from sector weight.
Energy stocks were slightly higher Thursday afternoon, with the NYSE Energy Sector Index increasing 0.1% and the State Street Energy Select Sector SPDR ETF (XLE) adding 0.2%.The Philadelphia Oil Service Sector Index climbed 1.3%, and the Dow Jones US Utilities Index increased 0.1%.Front-month West Texas Intermediate crude oil fell 4% to $92.18 a barrel, and the global benchmark Brent crude contract dropped 3.2% to $94.64 a barrel. Henry Hub natural gas futures rose 4.2% to $3.35 per 1 million BTU.In sector news, Hezbollah on Thursday rejected the latest ceasefire agreement between Israel and the Lebanese government, demanding a complete Israeli withdrawal from Lebanon as more fighting there hampered efforts to end the Iran war, the Associated Press reported. This comes as the House on Wednesday approved a war powers resolution that would halt US military action against Iran, according to a separate Associated Press report.Separately, President Donald Trump is set to announce $500 million in federal funding to support domestic coal-fired power plants and a coal export terminal, invoking the 1950 Defense Production Act, Bloomberg reported. The plan includes $425 million for 13 existing coal plants and separate Energy Department grants for two new plants in Alaska and West Virginia, Bloomberg said.In corporate news, Murphy Oil (MUR) shares rose 2.8% after KeyBanc upgraded the stock to overweight from sector weight.Expro (XPRO) shares jumped past 6% after the company said it has filed its definitive proxy statement with the Securities and Exchange Commission regarding its proposed move to redomicile in the Cayman Islands from the Netherlands.Solaris Energy Infrastructure (SEI) is expected to continue to expand capacity despite facing a tight supply chain in the near term, Morgan Stanley said in a note. Morgan Stanley retained an overweight rating on the stock and increased its price target to $90 from $81. Solaris shares rose 1.9%.
Solaris Energy Infrastructure (SEI) is expected to continue to expand capacity despite facing a tight supply chain in the near term, Morgan Stanley analysts said in a Thursday note.Analysts said that the company will reach 3.2 gigawatts delivered by 2029, with roughly 1 gigawatt under shorter-term contracts or available for new contracts.Morgan Stanley said that Solaris' three long-term contracts with hyperscalers significantly enhance its credit profile and improve financial flexibility.Analysts said that Solaris' Q3 guidance is "conservative" and expects the company to beat it.Morgan Stanley retained an overweight rating on the stock and increased its price target to $90 from $81.Price: $74.61, Change: $+0.41, Percent Change: +0.55%
Christopher M Powell, Chief Legal Officer, on May 11, 2026, sold 36,852 shares in Solaris Energy Infrastructure (SEI) for $2,750,444. Following the Form 4 filing with the SEC, Powell has control over a total of 114,117 Class A common shares of the company, with 114,117 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1697500/000162828026034132/xslF345X05/wk-form4_1778617140.xml
Ray N Walker Jr, Director, on May 08, 2026, sold 56,841 shares in Solaris Energy Infrastructure (SEI) for $4,098,805. Following the Form 4 filing with the SEC, Walker has control over a total of 5,760 Class A common shares of the company, with 5,760 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1697500/000162828026033547/xslF345X05/wk-form4_1778531299.xml
Solaris Energy Infrastructure (SEI) said Tuesday its unit intends to offer $1.3 billion of senior notes due 2031.The net proceeds will be used to repay outstanding borrowings, cover related fees, and fund general corporate purposes, including growth capital expenditures, Solaris Energy Infrastructure said.The notes are being offered exclusively to qualified institutional buyers, the company added.Shares of the company were up about 3.1% in Tuesday trading.Price: $76.47, Change: $+1.99, Percent Change: +2.67%
Solaris Energy Infrastructure (SEI) reported Q1 adjusted pro forma earnings Monday of $0.44 per diluted share, up from $0.20 a year earlier.Analysts polled by FactSet expected $0.26 a share.Revenue for the quarter ended March 31 was $196.2 million, up from $126.3 million a year earlier.Analysts surveyed by FactSet expected $183.4 million.
