SEI trades 2.0% below Wall Street's consensus target of $84.57.
Last 12 months price action with 12-month analyst target path
The base valuation assumes SEI achieves its forward estimates and maintains a stable P/E multiple of 61.1x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 22, 2026, Solaris Energy Infrastructure, Inc. (SEI) has a Wall Street consensus price target of $84.57, based on estimates from 8 covering analysts. With the stock currently trading at $82.88, this represents a potential upside of +2.0%. The company has a market capitalization of $5.95B.
Analyst price targets range from a low of $65.00 to a high of $104.00, representing a 46% spread in expectations. The median target of $86.00 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 7 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, SEI trades at a trailing P/E of 125.6x and forward P/E of 61.1x. Analysts expect EPS to grow +122.5% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $13.57, with bear and bull scenarios of $8.55 and $17.88 respectively. Model confidence stands at 42/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
USACUSA Compression Partners, LP | $3.0B | $25.06 | $29.67 | +18.4% | Buy | 20.0x | 19 |
AROCArchrock, Inc. | $6.5B | $36.97 | $42.33 | +14.5% | Buy | 19.6x | 18 |
PUMPProPetro Holding Corp. | $1.8B | $14.75 | $16.67 | +13.0% | Buy | 426.3x | 30 |
ACDCProFrac Holding Corp. | $1.1B | $6.07 | $6.00 | -1.2% | Hold | — | 6 |
WTTRSelect Water Solutions, Inc. | $2.0B | $17.70 | $22.00 | +24.3% | Buy | 33.4x | 15 |
NINENine Energy Service, Inc. | $487M | $11.25 | $18.00 | +60.0% | Hold | 2.3x | 9 |
KLXEKLX Energy Services Holdings, Inc. | $46M | $2.31 | — | — | — | — | — |
PTENPatterson-UTI Energy, Inc. | $3.8B | $10.04 | $12.43 | +23.8% | Buy | — | 53 |
HALHalliburton Company | $29.2B | $34.93 | $39.64 | +13.5% | Buy | 14.8x | 64 |
SLBSLB N.V. | $72.2B | $48.09 | $60.46 | +25.7% | Buy | 18.6x | 66 |
Quick answers to the most common questions about buying SEI stock.
The consensus price target for SEI is $84.57, close to the current price of $82.88 (2.0% implied move). Based on 8 analyst estimates, the stock appears fairly valued near current levels.
SEI has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is predominantly bullish, with 7 Buy/Strong Buy ratings. The consensus 12-month price target of $84.57 implies 2.0% upside from current levels.
At a forward P/E of 61.1345x, SEI trades at a premium valuation. The consensus price target of $84.57 (2.0% upside) suggests analysts may view current valuations as stretched.
The most bullish Wall Street analyst has a price target of $104 for SEI, while the most conservative target is $65. The consensus of $84.57 represents the median expectation. Our quantitative valuation model projects a bull case target of $18 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
SEI is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 7 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month SEI stock forecast based on 8 Wall Street analysts shows a consensus price target of $84.57, with estimates ranging from $65 (bear case) to $104 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $14, with bear/bull scenarios of $9/$18.
Our quantitative valuation model calculates SEI's fair value at $14 (base case), with a bear case of $9 and bull case of $18. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 42/100.
SEI trades at a forward P/E ratio of 61.1x based on next-twelve-months earnings estimates compared to a trailing P/E of 125.6x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
SEI appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $84.57 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
SEI analyst price targets range from $65 to $104, a 46% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $84.57 consensus represents the middle ground. Our model's $9-$18 range provides an independent fundamental perspective.
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