5 High Growth Energy Stocks to Buy Now

Page 5 of 5

1. Solaris Energy Infrastructure, Inc. (NYSE:SEI)

On March 20, Wells Fargo initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE:SEI) with an Equal Weight rating and a $71 price target, citing confidence in the company’s ability to support U.S. AI-driven power demand through its reliable energy solutions. However, following significant share price outperformance over the past year, the firm views the current valuation as more balanced, suggesting limited near-term upside despite strong fundamentals.

On March 17, Barclays raised its price target on Solaris Energy Infrastructure, Inc. (NYSE:SEI) to $74 from $63 while maintaining an Overweight rating, highlighting the addition of 900 MW of natural gas-powered turbine capacity expected to come online between 2026 and 2029. The firm also pointed to the likelihood of securing an additional hyperscaler contract, which could further accelerate growth and expand the company’s role in powering large-scale digital infrastructure.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is a provider of power generation, distribution, and logistics solutions, serving both energy and industrial markets. Headquartered in Houston, Texas, the company has evolved to focus on mobile power solutions and infrastructure supporting high-growth sectors such as data centers. With strong demand drivers, expanding capacity, and potential new contracts, Solaris is well-positioned to deliver sustained growth, supporting a compelling investment case with significant upside potential.

While we acknowledge the potential of SEI as one of the high growth energy stocks to buy now, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SEI and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 13 Best Strong Buy AI Stocks to Invest In Now and Lithium Stocks List: 9 Biggest Lithium Stocks.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 5 of 5