Solaris Energy Infrastructure: Differentiated Off-Grid Power Leader Poised to Monetize 900 MW Capacity and Drive 2026 Top-Pick Upside

Bobby Brooks, an analyst from Northland Securities, assigned the Buy rating on Solaris Energy Infrastructure. The associated price target is $70.00.

Bobby Brooks has given his Buy rating due to a combination of factors that underscore Solaris Energy Infrastructure’s unique strategic position and growth outlook. He highlights that SEI has built a differentiated track record as a large-scale, off-grid power provider to data center customers, already operating hundreds of megawatts with high reliability for a major hyperscale client. By delivering fully managed, onsite power solutions—including engineering, distribution, commissioning, and ongoing support—SEI enables data center operators to avoid long grid interconnection delays and focus on compute and AI performance instead of power infrastructure. Brooks also notes that SEI’s modular and mobile assets, along with its demonstrated ability to redeploy generation equipment without sacrificing uptime, create a competitive moat that many early-stage rivals lack.

Brooks further bases his Buy rating on the substantial monetization opportunity from SEI’s 900 MW of open capacity, which he expects is likely to be contracted in the first half of 2026, turning into long-duration, recurring revenue streams. He views successful placement of this capacity as a key catalyst that can both diversify the customer base and reinforce SEI’s leadership in onsite power for data centers. While acknowledging external risks tied to data center development milestones—such as permitting, land acquisition, gas access, and construction—he believes demand trends and SEI’s proven execution materially tilt the odds in the company’s favor. Reflecting this confidence in sustained EBITDA growth and the strengthening commercial pipeline, Brooks raises his price target to $70 and designates SEI as a top pick for 2026.