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Investing.com - Raymond (NSE:RYMD) James raised its price target on Solaris Energy Infrastructure (NYSE:SEI) to $41.00 from $38.00 on Friday, while maintaining an Outperform rating following the company’s second-quarter earnings beat. According to InvestingPro data, analyst targets for SEI range from $32 to $53, with the stock currently trading at elevated multiples, including a P/E ratio of 64x.
Solaris Energy reported adjusted EBITDA of $60.6 million for the second quarter of 2025, exceeding both Raymond James and Street estimates of $51.7 million and $52.6 million, respectively. The earnings beat was primarily driven by the company’s Power Solutions segment, which delivered adjusted EBITDA of $45.7 million. The company, now valued at $2.27 billion, has demonstrated strong revenue growth of 63% over the last twelve months.
The Power Solutions segment showed significant growth, with revenue-earning capacity increasing 53% sequentially to 600 MW, surpassing both analyst models and prior guidance of 440 MW. Meanwhile, the Logistics Solutions segment posted adjusted EBITDA of $22.7 million, in line with Raymond James expectations.
Raymond James noted that Solaris Energy, which has roots in oilfield services, has pivoted to power over the past year and is building a 1.7 GW gas turbine fleet. The company has already secured contracts for 75% of its pro forma fleet and has established a joint venture partnership for its installations.
Solaris Energy maintained its quarterly dividend of $0.12 per share, marking eight consecutive years of dividend payments, according to InvestingPro analysis. The stock has gained approximately 180% over the trailing twelve months as the company has executed its strategic shift toward power solutions. For deeper insights into SEI’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.
In other recent news, Solaris Energy Infrastructure Inc. reported strong financial results for the second quarter of 2025, significantly surpassing market expectations. The company achieved an earnings per share of $0.34, which was 61.9% higher than the forecasted $0.21. Revenue also outperformed predictions, reaching $149.3 million and exceeding estimates by 21.18%. These results indicate a robust performance by Solaris Energy, drawing attention from investors and analysts alike. The impressive earnings and revenue figures have been a focal point for analysts reviewing the company’s recent performance. No mergers or analyst upgrades or downgrades were reported in the recent developments. Investors are closely monitoring Solaris Energy’s future performance following these positive results.
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