President Capital Management Initiates Solaris Energy Infrastructure at Buy
Solaris Energy Infrastructure (SEI) has an average rating of buy and mean price target of $98.12, according to analysts polled by FactSet.
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Solaris Energy Infrastructure (SEI) has an average rating of buy and mean price target of $98.12, according to analysts polled by FactSet.
Solaris Energy Infrastructure (SEI) said late Tuesday it priced an upsized offering of $1.25 billion of 7% senior notes due 2032.The offering is expected to be completed on Oct. 1, subject to closing conditions, the company said.Net proceeds will be used to cover offering-related expenses and for general corporate purposes, according to a statement.
Energy stocks were falling pre-bell Tuesday, with the State Street Energy Select Sector SPDR ETF (XLE) declining by 1.4%.The United States Oil Fund (USO) was down 2.9% and the United States Natural Gas Fund (UNG) was 0.4% higher.Front-month US West Texas Intermediate crude oil was 2.4% lower at $93.51 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil fell 1.8% to $98.50 per barrel, and natural gas futures were up 0.3% at $2.84 per 1 million British Thermal Units.TotalEnergies' (TTE) E&P New Ventures and PDVSA signed a memorandum of understanding on Saturday in Caracas, Venezuela, according to a government statement translated via Google Translate. Shares of TotalEnergies were 0.9% lower premarket.Solaris Energy Infrastructure's (SEI) Solaris Energy Infrastructure unit plans to offer $1 billion aggregate principal amount of senior notes due 2032, subject to market conditions. Shares of Solaris Energy Infrastructure were 0.4% higher pre-bell.ProPetro's (PUMP) Propwr business unit signed new long-term contracts with a Targa Resources (TRGP) subsidiary for around 230 megawatts of power generation capacity, ProPetro said. Shares of ProPetro were down 0.4% premarket.
Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index rising 1.4% and the State Street Energy Select Sector SPDR ETF (XLE) up 1.3%.The Philadelphia Oil Service Sector Index was decreasing 0.2%, and the Dow Jones US Utilities Index rose 1.2%.Brent crude futures rose close to the $100 mark on Tuesday after attacks on Saudi Arabian energy facilities prompted temporary production shutdowns. Oil prices are up so far in September following two consecutive monthly gains as tensions between the US and Iran escalated. Yemen's Iran-allied Houthi group struck civilian and economic sites in Saudi Arabia, injuring 73 people, the kingdom's Ministry of Foreign Affairs said Tuesday. The attacks sparked fires at several energy facilities, prompting a temporary halt to operations, the Saudi Energy Ministry. The Houthi group targeted Saudi Aramco's facilities across Abha, Najran, and Jazan, Bloomberg reported, citing the group's military spokesperson.Front-month West Texas Intermediate crude oil rose 2.2% to $93.52 a barrel, and the global benchmark Brent crude contract added 1.6% to $98.59 a barrel. Henry Hub natural gas futures fell 2% to $2.92 per 1 million BTU.In corporate news, Cenovus Energy (CVE) shares rose 2.8% after JPMorgan upgraded the stock to overweight from neutral.NextEra Energy (NEE) and the US Department of Energy, through its Office of Energy Dominance Financing, have agreed to a combined conditional commitment of up to $1.9 billion to restart the Duane Arnold Energy Center in Iowa, the company said Tuesday. NextEra shares added 0.9%.Equinor (EQNR) and Standard Lithium's (SLI) Smackover Lithium partnership said Tuesday that a preliminary economic assessment of the Franklin project in northeast Texas estimates annual production of up to 70,000 tonnes of battery-quality lithium carbonate. Equinor shares rose 2.9%.Solaris Energy Infrastructure (SEI) shares jumped past 15% after the firm said Tuesday that it now expects Q3 adjusted Ebitda of $110 million to $130 million, up from its previous guidance of $90 million to $105 million.
(Updates with the latest stock price movement in the headline and first paragraph.)Solaris Energy Infrastructure (SEI) shares rose more than 16% in Tuesday trading after the company said it now expects Q3 adjusted EBITDA of $110 million to $130 million, up from its previous guidance of $90 million to $105 million.The company also said it now expects Q4 adjusted EBITDA of $145 million to $180 million, up from its prior forecast of $100 million to $120 million.Additionally, Solaris said its adjusted EBITDA guidance for Q1 will be between $200 million and $240 million.Price: $64.26, Change: $+9.26, Percent Change: +16.83%
Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.5%.The Philadelphia Oil Service Sector Index was decreasing 0.6%, and the Dow Jones US Utilities Index rose 1.1%.In geopolitical news, Yemen's Tehran-backed Houthis attacked energy facilities and cities in US ally Saudi Arabia on Tuesday, wounding more than 70 people and underscoring the risk of the Iran conflict escalating into a wider regional war, Reuters reported. Saudi Arabia said the attacks stopped operations at several energy facilities in the kingdom's south, Bloomberg reported, while noting a pick-up in buying by China, the world's largest importer.Front-month West Texas Intermediate crude oil rose 0.6% to $92.02 a barrel, and the global benchmark Brent crude contract eased 0.1% to $96.93 a barrel. Henry Hub natural gas futures fell 3% to $2.89 per 1 million BTU.In corporate news, Equinor (EQNR) and Standard Lithium's (SLI) Smackover Lithium partnership said Tuesday that a preliminary economic assessment of the Franklin project in northeast Texas estimates annual production of up to 70,000 tonnes of battery-quality lithium carbonate. Equinor shares rose 2%, and Standard Lithium added 1.5%.Solaris Energy Infrastructure (SEI) shares jumped past 16% after the firm said Tuesday that it now expects Q3 adjusted Ebitda of $110 million to $130 million, up from its previous guidance of $90 million to $105 million.Tamboran Resources (TBN) and Formentera Partners' joint venture, Daly Waters Energy, has recorded its first natural gas sales from the Shenandoah South Pilot Project in Australia's Beetaloo Basin, Formentera said. Tamboran shares gained 3.3%.TotalEnergies (TTE) shares rose 1.6% after the firm said Papua LNG has reached key contractual and commercial milestones, advancing the project toward a final investment decision.
Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.5%.The Philadelphia Oil Service Sector Index was decreasing 0.6%, and the Dow Jones US Utilities Index rose 1.1%.Front-month West Texas Intermediate crude oil rose 0.7% to $91.10 a barrel, and the global benchmark Brent crude contract shed 0.02% to $97.02 a barrel. Henry Hub natural gas futures fell 3.1% to $2.88 per 1 million BTU.In corporate news, Solaris Energy Infrastructure (SEI) shares jumped past 17% after it said Tuesday that it now expects Q3 adjusted Ebitda of $110 million to $130 million, up from its previous guidance of $90 million to $105 million.
Energy stocks were rising pre-bell Tuesday, with the State Street Energy Select Sector SPDR ETF (XLE) advancing by 0.9%.The United States Oil Fund (USO) was up 1.4% and the United States Natural Gas Fund (UNG) was 0.6% higher.Front-month US West Texas Intermediate crude oil was 1.3% higher at $92.65 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil rose 0.7% to $97.72 per barrel, and natural gas futures were down 0.3% at $2.97 per 1 million British Thermal Units.TotalEnergies (TTE) shares were up more than 1% after the company said Papua LNG has reached key contractual and commercial milestones, advancing the project toward a final investment decision.Solaris Energy Infrastructure (SEI) stock was up more than 12% after the company said it now expects Q3 adjusted ebitda of $110 million to $130 million, up from its previous guidance of $90 million to $105 million.Tamboran Resources (TBN) and Formentera Partners' joint venture, Daly Waters Energy, has recorded its first natural gas sales from the Shenandoah South Pilot Project in Australia's Beetaloo Basin, Formentera said. Tamboran Resources stock was up more than 3% premarket.
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively traded Invesco QQQ Trust (QQQ) was 0.2% higher in Tuesday's premarket activity amid rising oil prices.US stock futures were also mixed, with S&P 500 Index futures down 0.2%, Dow Jones Industrial Average futures slipping 0.8%, and Nasdaq futures advancing 0.1% before the start of regular trading.The National Federation of Independent Business' monthly Small Business Optimism Index fell to a reading of 98.7 in August from 99.8 in July and was below a 100.8 reading a year ago.The New York Fed's inflation expectations report for August will be released at 11 am ET.The July consumer credit data is slated for a 3 pm ET release.In premarket activity, bitcoin was down by 1.3%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 2.1% lower, Ether ETF (EETH) advanced 0.4%, and Bitcoin & Ether Market Cap Weight ETF (BETH) was flat.Power Play:Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) retreated 1.1%, the Vanguard Health Care Index Fund (VHT) was down 0.8%, while the iShares US Healthcare ETF (IYH) slipped 0.5%. The iShares Biotechnology ETF (IBB) was 1% lower.Pharvaris (PHVS) stock was up more than 16% premarket after the company said that a global phase 3 study of deucrictibant extended-release tablets met the primary endpoint of reducing the mean monthly attack rate by 83%, compared with placebo, in people with hereditary angioedema.Winners and Losers:IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) retreated 0.2%, while the Vanguard Industrials Index Fund (VIS) and the iShares US Industrials ETF (IYJ) were inactive.Bloom Energy (BE) was up 6% premarket, after a 7.4% increase in Friday's session. The company will join the S&P 500, effective Sept. 21, S&P Dow Jones Indices said Friday.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) advanced 0.6%, the iShares US Technology ETF (IYW) and the iShares Expanded Tech Sector ETF (IGM) were inactive. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) was inactive, while the iShares Semiconductor ETF (SOXX) rose by 1.7%.IonQ (IONQ) shares were up 6% after the company raised its 2026 revenue outlook to a range of $450 million to $460 million, up from $280 million to $290 million anticipated previously, reflecting contributions from SkyWater Technology following its acquisition on July 31.EnergyThe iShares US Energy ETF (IYE) was inactive, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 1%.Solaris Energy Infrastructure (SEI) stock was 6% higher after the company raised its guidance for Q3 and Q4 adjusted earnings before interest, taxes, depreciation and amortization.ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.3%, the Vanguard Consumer Staples Index Fund ETF Shares (VDC) and the iShares US Consumer Staples ETF (IYK) were inactive. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.7%. The VanEck Retail ETF (RTH) and the State Street SPDR S&P Retail ETF (XRT) were inactive.General Mills (GIS) shares were up more than 1% pre-bell after the company reaffirmed its fiscal 2027 financial guidance.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) retreated 0.7%. Direxion Daily Financial Bull 3X Shares (FAS) was down 2.1%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 2.1% higher.First Citizens BancShares (FCNCA) shares were up 1% in early-hours activity after the company said it converted 138 bank branches that it acquired from Bank of Montreal (BMO).CommoditiesFront-month US West Texas Intermediate crude oil was up by 2.1% at $93.43 per barrel on the New York Mercantile Exchange. Natural gas was 0.5% lower at $2.96 per 1 million British Thermal Units. The United States Oil Fund (USO) rose 2%, while the United States Natural Gas Fund (UNG) advanced 0.6%.Gold futures for November were down by 0.7% at $4,446.90 an ounce on the Comex. Silver futures advanced 0.2% to $66.85 an ounce. SPDR Gold Shares (GLD) decreased 0.8%, and the iShares Silver Trust (SLV) was flat.
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.
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.
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
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