The investors in Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) will be rubbing their hands together with glee today, after the share price leapt 25% to US$16.52 in the week following its third-quarter results. Revenues came in at US$75m, in line with estimates, while Solaris Energy Infrastructure reported a statutory loss of US$0.04 per share, well short of prior analyst forecasts for a profit. This is an important time for investors, as they can track a company's performance in its report, look at what expert is forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.

See our latest analysis for Solaris Energy Infrastructure

Taking into account the latest results, the most recent consensus for Solaris Energy Infrastructure from single analyst is for revenues of US$734.3m in 2025. If met, it would imply a huge 162% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 143% to US$1.03. Before this earnings report, the analyst had been forecasting revenues of US$640.2m and earnings per share (EPS) of US$0.94 in 2025. Sentiment certainly seems to have improved after the latest results, with a solid increase in revenue and a small increase to earnings per share estimates.

It will come as no surprise to learn that the analyst has increased their price target for Solaris Energy Infrastructure 24% to US$20.50on the back of these upgrades.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analyst is definitely expecting Solaris Energy Infrastructure's growth to accelerate, with the forecast 116% annualised growth to the end of 2025 ranking favourably alongside historical growth of 14% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.6% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Solaris Energy Infrastructure is expected to grow much faster than its industry.

The Bottom Line

The most important thing here is that the analyst upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Solaris Energy Infrastructure following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analyst believes the intrinsic value of the business is likely to improve over time.

With that in mind, we wouldn't be too quick to come to a conclusion on Solaris Energy Infrastructure. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2025, which can be seen for free on our platform here.

We don't want to rain on the parade too much, but we did also find 4 warning signs for Solaris Energy Infrastructure (1 is a bit unpleasant!) that you need to be mindful of.

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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.