Analysts Raise Solaris Energy Infrastructure Targets After 99% Revenue Growth in 2025
Solaris Energy Infrastructure reported fiscal Q4 2025 revenue of $180 million (up 8% sequentially) and full-year revenue growth of 99% with net income up 102% and adjusted EBITDA rising 137%. Morgan Stanley lifted its price target to $72 (from $68) and Barclays raised its target to $63 (from $61), both maintaining Overweight ratings and revising upward adjusted EBITDA guidance for Q1 and Q2 2026.
1. Analyst Upgrades Increase Valuation
Morgan Stanley raised its price target to $72 from $68 and Barclays lifted its target to $63 from $61, with both firms maintaining Overweight ratings and citing progress on data center contracts and capacity expansion.
2. Strong Q4 2025 Financial Performance
Fiscal Q4 2025 revenue reached $180 million, an 8% sequential increase from Q3, while full-year revenue nearly doubled with 99% growth, net income rose 102%, and adjusted EBITDA surged 137% year over year.
3. Elevated 2026 EBITDA Guidance
Management increased fiscal Q1 2026 adjusted EBITDA guidance to $72–77 million (from $70–75 million) and set Q2 guidance at $76–84 million, reflecting confidence in equipment procurement and contract backlog.