New insider activity at Solaris Energy Infrastructure ( (SEI) ) has taken place on December 18, 2025.
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Solaris Energy Infrastructure has seen a flurry of insider activity, with both major purchases and sizeable sales. Director Aj Teague boosted his stake by acquiring 4,620 shares in a transaction valued at $199,214, while Co-CEO Amanda M Brock also showed confidence in the company by purchasing 3,669 shares worth $150,025. On the other side, Director Laurie Argo trimmed her holdings by selling 2,300 shares for $101,775. The largest move came from CAO Cynthia M. Durrett, who sold 47,011 shares of Solaris Energy Infrastructure stock in a transaction totaling $2,097,630. These mixed insider trades highlight diverging strategies among the company’s leadership team.
Recent Updates on SEI stock
Solaris Energy Infrastructure saw heightened bullish activity over the last 24 hours, with call option volume running at about twice normal levels, implied volatility jumping, and a very low put/call ratio, suggesting traders are positioning for further upside ahead of its February 19 earnings. On the fundamentals side, Morgan Stanley initiated coverage positively, citing Solaris’s role in providing onsite power solutions for data centers that help customers bypass grid bottlenecks and accelerate time-to-power, a structural demand theme tied to rising data center power needs and grid constraints. The firm also emphasized that Solaris has secured its generation equipment through 2028, supporting visibility into future cash flows, while the current share price is viewed as reflecting only modest growth beyond that period. These factors, along with previously noted strong Q3 2025 results and the broader narrative of growing data center power demand, underpin recent upward revisions to analysts’ outlooks and valuations, even though specific target levels and recommendations are not detailed here.
Spark’s Take on SEI Stock
According to Spark, TipRanks’ AI Analyst, SEI is a Neutral.
Solaris Energy Infrastructure’s strong technical indicators and positive earnings call outlook are significant strengths, driving the stock’s potential. However, high valuation metrics and financial performance challenges, particularly in cash flow management, temper the overall score. Recent corporate events present mixed implications, with strategic financial moves offset by regulatory concerns.
To see Spark’s full report on SEI stock, click here.
More about Solaris Energy Infrastructure
YTD Price Performance: 43.45%
Average Trading Volume: 3,832,012
Technical Sentiment Signal: Buy
Current Market Cap: $2.99B