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SEI: Strong Q4 Beat, Upgraded EBITDA Outlook, and Robust Demand Support Buy Rating

SEI: Strong Q4 Beat, Upgraded EBITDA Outlook, and Robust Demand Support Buy Rating

Northland Securities analyst Bobby Brooks has maintained their bullish stance on SEI stock, giving a Buy rating on February 17.

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Bobby Brooks has given his Buy rating due to a combination of factors that underscore both solid execution and improving earnings visibility for SEI. The company delivered fourth quarter revenue and adjusted EBITDA above consensus, with strong performance in its Logistics operations and higher managed megawatts, while adjusted EPS materially outpaced expectations despite a one‑time debt repayment charge.

Brooks also highlights management’s higher near‑term EBITDA guidance and the introduction of second quarter 2026 guidance that aligns with market forecasts, reinforcing confidence in forward fundamentals. Ongoing discussions with customers for power capacity that exceeds SEI’s current open megawatt availability point to healthy demand and potential growth, supporting the view that the stock remains attractively positioned for upside.

In another report released on February 17, Barclays also maintained a Buy rating on the stock with a $61.00 price target.

Based on the recent corporate insider activity of 47 insiders, corporate insider sentiment is neutral on the stock.

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