As you might know, Solaris Energy Infrastructure, Inc. (NYSE:SEI) just kicked off its latest quarterly results with some very strong numbers. Solaris Energy Infrastructure beat earnings, with revenues hitting US$196m, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 17%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Taking into account the latest results, the current consensus from Solaris Energy Infrastructure's six analysts is for revenues of US$830.1m in 2026. This would reflect a meaningful 20% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 64% to US$1.25. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$797.0m and earnings per share (EPS) of US$1.77 in 2026. While next year's revenue estimates increased, there was also a pretty serious reduction to EPS expectations, suggesting the consensus has a bit of a mixed view of these results.

Curiously, the consensus price target rose 11% to US$85.48. We can only conclude that the forecast revenue growth is expected to offset the impact of the expected fall in earnings. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Solaris Energy Infrastructure, with the most bullish analyst valuing it at US$111 and the most bearish at US$72.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Solaris Energy Infrastructure shareholders.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of Solaris Energy Infrastructure'shistorical trends, as the 27% annualised revenue growth to the end of 2026 is roughly in line with the 28% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.7% per year. So it's pretty clear that Solaris Energy Infrastructure is forecast to grow substantially faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Solaris Energy Infrastructure. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Solaris Energy Infrastructure going out to 2028, and you can see them free on our platform here..

You still need to take note of risks, for example - Solaris Energy Infrastructure has 2 warning signs we think you should be aware of.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.