Wells Fargo Initiates Coverage on Solaris Energy Infrastructure with Equal Weight Rating and $71 Price Target

Wells Fargo has initiated coverage on Solaris Energy Infrastructure (NYSE:SEI) with an Equal Weight rating and a price target of $71, citing the company's operational track record and the demand for energy in data centers. Currently trading at $65.88 with a P/E ratio of 102.11, Solaris has contracts with hyperscalers and a projected 20% unit profitability. The company reported Q4 2025 results with an EPS loss of $0.04 but revenue of $180 million, surpassing expectations. Solaris also announced the acquisition of 900 MW of gas turbines, enhancing its capacity significantly.

Published Mar 21, 2026

Wells Fargo has started coverage on Solaris Energy Infrastructure (NYSE:SEI) with an Equal Weight rating and a price target of $71. The stock is trading at $65.88, showing a P/E ratio of 102.11. The company holds contracts with hyperscalers and is positioned in the behind-the-meter energy market, estimating unit profitability at approximately 20%.

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Wells Fargo anticipates over 50% growth in data center energy demand over the next three years. Solaris reported a Q4 2025 EPS loss of $0.04 but revenues reached $180 million, exceeding forecasts. Additionally, it announced the acquisition of 900 MW of gas turbines, enhancing its capacity, including 400 MW from Genco Power Solutions.