Fourteen analysts currently cover Solaris Energy Infrastructure, Inc. and have assigned an average recommendation of “Buy,” according to MarketBeat Ratings. Eleven analysts rate the stock as a buy, two as strong buy and one as hold. The group’s average 12-month price target stands at $53.70, reflecting an upside potential of roughly 20% relative to recent trading levels.

Several brokerages have raised their price objectives in the past quarter. Piper Sandler increased its target from $50.00 to $65.00 and maintained an overweight rating, while Citigroup lifted its target from $38.00 to $56.00 alongside a buy rating. Morgan Stanley initiated coverage with an overweight rating and a $68.00 objective. Barclays boosted its target from $44.00 to $61.00. Weiss Ratings reaffirmed its buy (B–) rating without adjusting its target.

On November 3, Solaris reported third-quarter EPS of $0.32, beating the consensus forecast of $0.24 by 33%. Quarterly revenue of $166.84 million exceeded the $142.82 million estimate by 17%. The fund’s net margin reached 7.02%, and return on equity was 9.38%. The company’s current ratio of 2.39 and quick ratio of 2.28 indicate solid liquidity, while its debt-to-equity ratio of 0.69 reflects a moderately leveraged capital structure.

In early November, KTR Management Company sold approximately 2.1 million shares for aggregate proceeds exceeding $106 million. In mid-December, director AJ Teague acquired 2,310 shares at an average cost of $43.13, increasing their stake by 2.22%. Over the last quarter, insiders sold 2.16 million shares valued at roughly $108 million, representing 21.20% insider ownership. Institutional investors hold 67.44% of the fund’s shares, with VanEck Associates boosting its stake by over 600% to 1.3 million shares in Q3 and Advent International, Ceredex Value Advisors, Goodlander Investment Management and Honeycomb Asset Management establishing new positions totaling more than $134 million combined.