E-Infrastructure And Transportation Will Offer Mixed Industry Outcomes

AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Published
03 Sep 24
Updated
24 Jul 25
AnalystConsensusTarget's Fair Value
US$256.33
2.6% overvalued intrinsic discount
24 Jul
US$263.05
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1Y
156.5%
7D
-0.2%

Author's Valuation

US$256.3

2.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Jul 25
Fair value Increased 30%

Analysts have revised Sterling Infrastructure’s price target significantly higher—from $197.67 to $256.33—citing the accretive CEC Facilities Group acquisition, which expands growth opportunities in attractive electrical contracting markets and is expected to drive revenue synergies despite modest margin dilution. Analyst Commentary Bullish analysts expect the CEC Facilities Group acquisition to provide Sterling Infrastructure with access to attractive markets and act as a new growth platform.

Shared on08 May 25
Fair value Increased 0.45%

AnalystConsensusTarget has decreased revenue growth from 1.4% to 0.6% and increased future PE multiple from 27.8x to 31.6x.

Shared on30 Apr 25
Fair value Increased 1.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 25%

AnalystConsensusTarget has decreased revenue growth from 4.5% to 1.4% and increased profit margin from 10.4% to 11.6%.