Solaris Energy Infrastructure (SEI) Price Target Raised to $70

The share price of Solaris Energy Infrastructure, Inc. (NYSE:SEI) surged by 14.64% between December 30, 2025, and January 6, 2026, 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) received a lift on January 5 when Northland raised its price target on the stock from $61 to $70, indicating an upside potential of over 32% from the current share price. The analyst maintained an ‘Outperform’ rating on SEI’s shares and named it a 2026 Top Pick.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) revealed in November that it has secured another 500 MW to raise its total generation capacity to approximately 2.2 gigawatts by early 2028. The expansion will result in 900 MW of additional capacity, which the analyst believes will likely be contracted in the first half of 2026.

Moreover, Northland named Solaris Energy Infrastructure, Inc. (NYSE:SEI) ‘the leading off-grid power provider to data centers’, noting that the company has ‘a clear appetite to grow’ through more equipment and value-added services, which will help sustain its EBIDTA growth. It should be noted that Solaris successfully began providing primary power to a second data center in the third quarter of 2025.

While we acknowledge the potential of SEI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.