The $200 Oil Playbook: 5 Energy Stocks Positioned to Outperform as the Strait Remains Closed

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

Share Price Gains Between March 9 and March 16: 15.25%

Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States.

On March 5, GLJ Research analyst Austin Wang initiated coverage of Solaris Energy Infrastructure, Inc. (NYSE:SEI) with a ‘Buy’ rating and a price target of $60. The target indicated an upside potential of over 7% from the current share price.

GLJ Research highlighted Solaris’ Power business and its ability to contract co-located power on demand to hyperscalers, which continues to ensure access to OEM supply.

The power business now accounts for roughly 70% of Solaris Energy Infrastructure, Inc. (NYSE:SEI)’s earnings, allowing the company to double its revenue and more than double its adjusted EBITDA in FY 2025. The company has already bagged deals with multiple data center customers and remains in advanced negotiations for the remaining open capacity. Moreover, it also signalled towards further capacity additions in 2027 and 2028.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) continued to be favored by Wall Street and is placed among the 11 Oil Stocks with Highest Upside Potential.