Solaris Energy Infrastructure (SEI) Continued to Rally Following Bullish Analyst Rating

The share price of Solaris Energy Infrastructure, Inc. (NYSE:SEI) surged by 15.6% between November 28 and December 5, 2025, putting it among the Energy Stocks that Gained the Most This Week.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) continued its rally after Morgan Stanley initiated coverage of the stock on December 2, assigning it an ‘Overweight’ rating and a price target of $68.  The analyst highlighted the company’s strategic position as a provider of on-site power for data centers, allowing them to avoid electric grid bottlenecks.

Solaris Energy also continues to expand and revealed in its latest earnings call that it has already secured another 500 MW of generation equipment to raise its total  capacity to approximately 2.2 GW by early 2028. Moreover, the company’s ‘ power-as-a-service’ business model includes long-term contracts, which help it generate strong cash flows. The analyst believes the stock is pricing in only limited growth beyond 2028.

Following the recent uptick, Solaris Energy Infrastructure, Inc.’s (NYSE:SEI) stock has surged by almost 88% since the beginning of 2025.

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