Solaris Energy Infrastructure, Inc. (NYSE:SEI) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio.
On May 13, 2026, Solaris Energy Infrastructure, Inc. (NYSE:SEI) completed nearly $2 billion in financing, closing its $1.3 billion inaugural senior unsecured bond at 6.375% and a new $650 million credit facility. The bond proceeds were used for retiring higher-cost debt, adding $800 million in net liquidity to the balance sheet. Concurrently, the company expanded a February 2026 contract by 130 MW, boosting its total contracted project investment by over 60%. The 10-year agreement maintains its original terms and includes an enhanced balance-of-plant scope.
In a separate event, Northland raised the firm’s price target on Solaris Energy (SEI) to $86 from $81 while maintaining an Outperform rating on the stock. According to the firm’s analyst Bobby Brooks, Northland feels Solaris has sufficiently addressed investor concerns on customer concentration with 1,100 MW of new contracts year-to-date from two different IG rate technology companies. With an open 600 MW of capacity available to contract and the likelihood of further capacity expansions, the analyst believes the stock will see further upside.
Founded in 2014, Solaris Energy Infrastructure, Inc. (NYSE:SEI) is a rapidly evolving leader in behind-the-meter (BTM) power generation and mobile infrastructure. Based in Texas, the company provides massive, turnkey molecule-to-electron power solutions to hyperscale AI data centers and industrial facilities.
While we acknowledge the potential of SEI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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