Solaris Energy Infrastructure (SEI) Price Target Raised to $70

Core Insights - Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced a significant share price increase of 14.64% from December 30, 2025, to January 6, 2026, ranking it among the top-performing energy stocks for that week [1] Group 1: Price Target and Analyst Ratings - Northland raised the price target for Solaris Energy Infrastructure from $61 to $70, suggesting an upside potential of over 32% from the current share price [3] - The analyst maintained an 'Outperform' rating on SEI's shares and designated it as a 2026 Top Pick [3] Group 2: Capacity Expansion - Solaris Energy Infrastructure announced plans to secure an additional 500 MW, increasing its total generation capacity to approximately 2.2 gigawatts by early 2028, with 900 MW expected to be contracted in the first half of 2026 [4] Group 3: Market Position and Growth Potential - Northland identified Solaris as the leading off-grid power provider to data centers, highlighting the company's growth strategy through enhanced equipment and value-added services, which are expected to support its EBITDA growth [5] - Solaris successfully began providing primary power to a second data center in the third quarter of 2025, indicating its operational capabilities and market demand [5]