Sterling Infrastructure (STRL) Aperçu de l'action
Sterling Infrastructure, Inc. fournit des solutions d'e-infrastructure, de transport et de construction aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 5/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
STRL Community Fair Values
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Analyst Price Targets
Sterling Infrastructure, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$776.55 |
| Plus haut sur 52 semaines | US$1,005.68 |
| Plus bas sur 52 semaines | US$222.00 |
| Bêta | 1.82 |
| Variation sur 1 mois | -8.14% |
| Variation sur 3 mois | 86.52% |
| Variation sur 1 an | 239.52% |
| Variation sur 3 ans | 1,228.80% |
| Variation sur 5 ans | 3,434.59% |
| Évolution depuis l'introduction en bourse | 41,316.00% |
Nouvelles et mises à jour récentes
Recent updates
Article d’analyse • Jun 16
Sterling Infrastructure (STRL) Stock Could Be 7.9% Undervalued After Fresh Analyst Upgrades
Recent analyst activity around Sterling Infrastructure (STRL) has centered on a cluster of strong buy style ratings supported by upward revisions to earnings estimates, a combination that can draw fresh attention to the stock. See our latest analysis for Sterling Infrastructure. At a latest share price of $866.67, Sterling Infrastructure has seen strong momentum, with the 90 day share price return above 100% and a very large 5 year total shareholder return. This contrasts with a softer 7 day...
Mise à jour du récit • Jun 14
STRL: AI Data Center Backlog And Acquisitions Will Shape 2026 Outlook
Analysts have nudged the blended fair value estimate for Sterling Infrastructure higher to $941.17 from $938.17, citing higher price targets such as KeyBanc's move to $922 and Oppenheimer's initiation at $950. These are supported by views that the company is solidifying its role in large data center site preparation and expanding into higher margin electrical construction services.Seeking Alpha • Jun 02
Sterling: How A Valuation Analyst Tried (And Failed) To Justify The Price
Summary Sterling Infrastructure, Inc. trades at a premium that cannot justify a 10% required return, even under optimistic growth assumptions. STRL's explosive growth and margin expansion are driven by the AI data center buildout, but market size is nearing its practical ceiling. DCF modeling with generous assumptions yields an intrinsic value of $14.3B, far below STRL's $26B market cap. Despite strong recent performance, STRL's thin-margined, competitive contracting business faces reversion risk as margins and growth normalize. Read the full article on Seeking AlphaMise à jour du récit • May 31
STRL: Mission Critical Backlog And Acquisition Execution Will Shape 2026 Earnings Visibility
Sterling Infrastructure's updated fair value estimate has moved from $841 to about $938, as analysts factor in a higher $950 Street price target, alongside views that the company’s shift toward higher margin specialty services and inside electrical construction could support stronger profitability and justify a richer future P/E multiple. Analyst Commentary Recent research highlights a clear focus on how Sterling Infrastructure’s business mix and backlog visibility could underpin the updated fair value estimate, but views differ on how much of this is already captured in the stock’s valuation and how execution risk should be treated.Mise à jour du récit • May 14
STRL: Data Center Backlog Versus Short Seller Claims Will Shape 2026 Outlook
Narrative Update on Sterling Infrastructure The updated analyst fair value estimate for Sterling Infrastructure has moved from about $510 to about $841. Analysts attribute this change to research indicating stronger profitability and a lower future P/E assumption, even though they are using slightly more conservative revenue growth estimates and a modestly higher discount rate.Article d’analyse • May 06
Growth Investors: Industry Analysts Just Upgraded Their Sterling Infrastructure, Inc. (NASDAQ:STRL) Revenue Forecasts By 22%
Celebrations may be in order for Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shareholders, with the analysts...
Nouveau récit • May 06
Mega Data Center And Semiconductor Projects Will Drive Major Long Term Upside
Catalysts About Sterling Infrastructure Sterling Infrastructure provides infrastructure solutions across E-Infrastructure, Transportation Solutions and Building Solutions with a focus on large, mission critical projects in the United States. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 28
STRL: Data Center Backlog And Short Seller Clash Will Shape 2026 Path
Analysts have lifted the consolidated price target for Sterling Infrastructure to about $510, citing higher assumed revenue growth, a slightly richer future P/E near 39x, and continued confidence in long term demand visibility and mission critical project backlogs highlighted in recent research. Analyst Commentary Bullish Takeaways Bullish analysts are emphasizing CEO and CFO commentary that quarterly book-to-bill ratios and short-term margin swings can understate what they see as durable mission-critical demand, which they argue supports the use of a richer forward P/E.Mise à jour du récit • Apr 11
STRL: Data Center Backlog And Short Seller Challenge Will Shape 2026 Outlook
Analysts have adjusted their blended price target for Sterling Infrastructure slightly lower to about $494 from $495, supported by recent research that points to solid Q4 execution, steady backlog visibility into 2026, and ongoing demand for mission critical data center and complex infrastructure projects. Analyst Commentary Recent research on Sterling Infrastructure centers on how effectively the company is executing on mission critical data center and complex infrastructure work, and how that ties into backlog visibility through 2026 and current valuation targets around $494.Mise à jour du récit • Mar 26
STRL: Data Center Backlog And Short Seller Scrutiny Will Shape Future Outcomes
Sterling Infrastructure's fair value estimate has shifted from $481.60 to $495.40 as analysts factor in higher price targets around $482 and $500, citing solid recent results, mission critical data center demand, and visibility supported by backlog and high probability future phases. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into the $482 to $500 range, signaling that recent information is being incorporated into higher fair value assumptions.Mise à jour du récit • Mar 11
STRL: Mission Critical Data Center Backlog Will Drive Future Upside
Sterling Infrastructure's fair value estimate has moved from $451.80 to $481.60 as analysts raise price targets into the $482 to $500 range, citing solid recent results, mission critical data center exposure, and what they view as improving revenue visibility backed by backlog and high probability future phases. Analyst Commentary Recent research highlights a generally constructive stance on Sterling Infrastructure, with higher fair value estimates and price targets supported by company specific growth drivers and management commentary on revenue visibility.Mise à jour du récit • Feb 24
STRL: Bullish Initiations And Short Seller Scrutiny Will Shape Balanced Return Outlook
The analyst price target on Sterling Infrastructure has been revised from about $443 to roughly $452, as analysts factor in updated fair value estimates, slightly adjusted growth and margin expectations, and a P/E framework supported by recent bullish initiations from multiple firms. Analyst Commentary Recent research coverage has framed Sterling Infrastructure as a name where updated price targets and fresh initiations are grounded in a reassessment of fair value, growth potential, and execution risk, all within a P/E framework that analysts see as supported by recent coverage.Article d’analyse • Feb 13
There's Reason For Concern Over Sterling Infrastructure, Inc.'s (NASDAQ:STRL) Massive 34% Price Jump
Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shareholders have had their patience rewarded with a 34% share price jump...Mise à jour du récit • Feb 08
STRL: Buyback Plan And Bullish Initiation Will Shape Balanced Return Profile
Analysts have nudged their price target on Sterling Infrastructure higher to $443.25, reflecting updated views on the discount rate, long term revenue growth, profit margin, and future P/E assumptions following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a sign that updated discount rate and P/E assumptions still leave room for upside if Sterling Infrastructure executes on its current project pipeline and maintains its profitability profile.Mise à jour du récit • Jan 24
STRL: New Buyback Authorization Will Support Mission-Critical Project Execution Upside
Analysts have trimmed their fair value estimate for Sterling Infrastructure from about US$453.33 to roughly US$443.25, citing updated assumptions on revenue growth, profit margins and future P/E, while maintaining a generally constructive view reflected in recent bullish Street research. Analyst Commentary Recent Street research on Sterling Infrastructure has generally framed the trimmed fair value estimate as a tuning of assumptions rather than a shift in overall stance.Mise à jour du récit • Jan 08
STRL: Share Repurchases And Index Inclusion Will Support Mission-Critical Project Upside
Analysts have slightly adjusted their price target on Sterling Infrastructure to US$453.33, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. These updates keep their overall valuation view broadly intact.Mise à jour du récit • Dec 19
STRL: Expanding E-Infrastructure Backlog Will Drive Mission-Critical Project Upside
Analysts trimmed their 12 month price target for Sterling Infrastructure by $105 to $348, citing the companys impressive multi year revenue and EPS growth, expanding e infrastructure backlog, and evolving role as a diversified infrastructure provider that together support a more balanced risk reward profile. Analyst Commentary Bullish Takeaways Bullish analysts note that Sterling has transitioned from a low margin heavy civil contractor into a diversified infrastructure platform, supporting a structurally higher earnings base and justifying a premium to historical valuation multiples.Mise à jour du récit • Dec 05
STRL: Expanding E-Infrastructure Backlog Will Drive Future Earnings Momentum
Analysts modestly raised their price target on Sterling Infrastructure to $453.33 from $348.00, citing the company’s successful evolution into a higher growth, diversified infrastructure provider with a strong backlog in mission critical e-infrastructure projects. Analyst Commentary Analyst commentary on Sterling Infrastructure highlights a company that has materially upgraded its business profile, but where much of the near term upside may already be reflected in shares.Mise à jour du récit • Nov 21
STRL: Expanding E-Infrastructure Backlog Will Drive Earnings Momentum Ahead
Analysts have raised their price target for Sterling Infrastructure from $390 to approximately $453, citing stronger revenue growth and improving profit margins. This increased confidence is attributed to the company’s strategic evolution and expanding project backlog.Article d’analyse • Nov 12
Additional Considerations Required While Assessing Sterling Infrastructure's (NASDAQ:STRL) Strong Earnings
Despite posting some strong earnings, the market for Sterling Infrastructure, Inc.'s ( NASDAQ:STRL ) stock hasn't moved...Mise à jour du récit • Nov 06
STRL: E-Infrastructure Backlog Expansion Will Face Execution Risks Ahead
Analysts have increased their fair value estimate for Sterling Infrastructure from $355 to $390 per share. They cite a stronger outlook for revenue growth and profit margins as the company capitalizes on its expanding backlog and diversified infrastructure services.Article d’analyse • Oct 09
Sterling Infrastructure, Inc. (NASDAQ:STRL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Sterling Infrastructure, Inc. ( NASDAQ:STRL ) shares have continued their recent momentum with a 28% gain in the last...Article d’analyse • Sep 09
Investors Shouldn't Overlook Sterling Infrastructure's (NASDAQ:STRL) Impressive Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Mise à jour du récit • Aug 22
E-Infrastructure Reliance Will Erode Future Margins
Sterling Infrastructure's consensus price target has increased from $313 to $355, reflecting raised earnings estimates and forward guidance, as well as anticipated growth and strategic value from the CEC Facilities Group acquisition. Analyst Commentary Q2 earnings beat and raised forward guidance prompted upward revisions to valuation assumptions.Article d’analyse • Aug 13
Earnings Not Telling The Story For Sterling Infrastructure, Inc. (NASDAQ:STRL) After Shares Rise 28%
NasdaqGS:STRL 1 Year Share Price vs Fair Value Explore Sterling Infrastructure's Fair Values from the Community and...Mise à jour du récit • Aug 07
E-Infrastructure Reliance Will Erode Future Margins
With no changes observed in either the discount rate or net profit margin, Sterling Infrastructure’s consensus analyst price target remains steady at $313.00. What's in the News Raised full-year guidance, expecting revenue of $2.10–$2.15 billion, net income of $243–$252 million, and diluted EPS of $7.87–$8.13.Article d’analyse • Jul 28
Does Sterling Infrastructure (NASDAQ:STRL) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Jul 14
Why Sterling Infrastructure, Inc. (NASDAQ:STRL) Could Be Worth Watching
Sterling Infrastructure, Inc. ( NASDAQ:STRL ), might not be a large cap stock, but it led the NASDAQGS gainers with a...Seeking Alpha • Apr 17
Sterling Infrastructure: Still A Decent Bet At The Current Multiple
Summary The E-Infrastructure segment remains resilient, and is expected to drive top line growth further with strong data center and with a $1.7 billion backlog. The company's margins are expected to improve due to a shift towards high-margin projects and a focus on operational efficiency. STRL stock remains a BUY as valuations remain attractive, and growth prospects are still favorable. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Sterling Infrastructure: Declining Backlog, Uncertain Outlook
Summary Sterling Infrastructure's mixed quarterly results and shrinking E-Infrastructure backlog raise concerns about the cooling data center market and future growth prospects. Despite a solid FY'24 performance, the company's reliance on data centers and potential slowdown in demand pose risks to hitting FY'25 targets. The company's valuation is attractive after a 34% YTD decline, but I recommend waiting for further clarity on backlog and data center demand. Maintaining a 'hold' rating on STRL stock, I may consider adding to my position if the stock drops 20% lower, reflecting a more conservative valuation. Read the full article on Seeking AlphaRendement pour les actionnaires
| STRL | US Construction | US Marché | |
|---|---|---|---|
| 7D | -10.5% | -3.3% | 1.6% |
| 1Y | 239.5% | 83.3% | 21.1% |
Rendement vs Industrie: STRL a dépassé le secteur US Construction qui a rapporté 83.3 % au cours de l'année écoulée.
Rendement vs marché: STRL a dépassé le marché US qui a rapporté 21.1 % au cours de l'année écoulée.
Volatilité des prix
| STRL volatility | |
|---|---|
| STRL Average Weekly Movement | 18.5% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de STRL a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de STRL est passée de 12% à 19% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1955 | 4,400 | Joe Cutillo | www.strlco.com |
Sterling Infrastructure, Inc. fournit des solutions en matière d'infrastructures électroniques, de transport et de construction aux États-Unis. Elle opère à travers trois segments : E-Infrastructure, Transport et Building Solutions. Le segment E-Infrastructure Solutions fournit des services de développement de sites pour les utilisateurs finaux de premier ordre dans les secteurs des centres de distribution de commerce électronique, des centres de données, de la fabrication, de l'entreposage et de la production d'énergie.
Sterling Infrastructure, Inc. Résumé des fondamentaux
| STRL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$25.76b |
| Bénéfices(TTM) | US$346.65m |
| Recettes(TTM) | US$2.88b |
68.7x
Ratio P/E8.3x
Ratio P/SLe site STRL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| STRL compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.88b |
| Coût des recettes | US$2.21b |
| Marge brute | US$671.77m |
| Autres dépenses | US$325.13m |
| Les revenus | US$346.65m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 11.30 |
| Marge brute | 23.29% |
| Marge bénéficiaire nette | 12.02% |
| Ratio dettes/capitaux propres | 24.0% |
Quelles ont été les performances à long terme de STRL?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/01 07:41 |
| Cours de l'action en fin de journée | 2026/07/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sterling Infrastructure, Inc. est couverte par 8 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Brent Thielman | D.A. Davidson & Co. |
| Sangita Jain | KeyBanc Capital Markets Inc. |