Solaris Energy Infrastructure: Strong Data Center Demand, Capacity Expansion, and Contracted Growth Support Buy Rating and $72 Target

Morgan Stanley analyst David Arcaro maintained a Buy rating on Solaris Energy Infrastructure today and set a price target of $72.00.

David Arcaro has given his Buy rating due to a combination of factors tied to Solaris Energy Infrastructure’s improving growth and visibility. He notes that SEI is in advanced discussions with several customers to lock in its remaining capacity for on-site power projects, with demand currently outstripping available supply, which supports the likelihood of additional long-term contracts and more predictable cash flows.

Arcaro also points to SEI’s clear path to expand beyond the 2.2 GW already secured, with identified opportunities to bring new generation capacity online in 2027 and 2028. He emphasizes that existing contracted deliveries are fully funded, the company retains flexibility in financing future projects, and the newly signed data center agreement justifies a higher valuation, prompting an increase in his price target to $72 per share.

In another report released today, Barclays also maintained a Buy rating on the stock with a $63.00 price target.