5 Oil Stocks with Highest Upside Potential

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

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is one of the best oil stocks with highest upside potential. Morgan Stanley lifted the price target on Solaris Energy Infrastructure, Inc. (NYSE:SEI) to $72 from $68 on February 26, reiterating an Overweight rating on the shares and telling investors that it is “encouraged” by the progress on new data center deals and line of sight on new equipment procurement. It added that it incorporates the recent DC contract into its valuation and raised its implied multiple.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) also received a rating update from Barclays the same day. The firm lifted the price target on the stock to $63 from $61, maintaining an Overweight rating on the shares and stating that the company reported “another quarter of strong results” as it continually executes, adding capacity.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) announced financial and operational results for fiscal Q4 2025 on February 24 and provided updated earnings guidance. Revenue for fiscal Q4 reached $180 million, up 8% sequentially compared to fiscal Q3 2025. Full year 2025 saw revenue growth of 99% compared to 2024 and net income growth of 102%, while adjusted EBITDA rose 137% year over year. Solaris Energy Infrastructure, Inc. (NYSE:SEI) increased its fiscal Q1 2026 adjusted EBITDA guidance to $72-77 million from previous guidance of $70-75 million and established Q2 2026 adjusted EBITDA guidance at $76-84 million.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) manufactures patented mobile proppant management systems that store, unload, and deliver proppant to natural gas and oil well sites. The company’s products include Inventory Management Software and Mobile Proppant and Mobile Chemical Management Systems.