Northland raised the firm’s price target on Solaris Energy (SEI) to $70 from $61 and keeps an Outperform rating on the shares, which were also named a 2026 Top Pick. With 900 MW of open capacity likely contracted in the first half of 2026 and “a clear appetite to further grow” through more equipment and value-add services, the firm sees multiple levers to drive sustained EBITDA growth for what it calls “the leading off-grid power provider to data centers.”
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