Sterling Infrastructure (STRL) Panoramica del titolo
Sterling Infrastructure, Inc. si occupa della fornitura di soluzioni di e-infrastrutture, trasporti ed edilizia negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
STRL Community Fair Values
Create NarrativeSee what 156 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Sterling Infrastructure, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$534.40 |
| Massimo di 52 settimane | US$1,005.68 |
| Minimo di 52 settimane | US$263.45 |
| Beta | 1.89 |
| Variazione di 1 mese | -17.81% |
| Variazione a 3 mesi | -27.17% |
| Variazione di 1 anno | 94.41% |
| Variazione a 3 anni | 569.59% |
| Variazione a 5 anni | 2,249.01% |
| Variazione dall'IPO | 28,401.33% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 08
Sterling Infrastructure, Inc. Just Beat Revenue Estimates By 14%
As you might know, Sterling Infrastructure, Inc. ( NASDAQ:STRL ) just kicked off its latest quarterly results with some...Seeking Alpha • Aug 08
Sterling Infrastructure: Strong Growth Makes Valuation Attractive
Summary Sterling Infrastructure posts exceptional Q2 results, with revenue up 90% and adjusted EPS up 116%, driven by data center demand. Backlog exceeds $7 billion, with mission-critical e-infrastructure projects comprising over 92% of the segment's backlog and providing multi-year growth visibility. Valuation at $536/share implies 27x 2026 and 21x 2027 earnings; fair value estimated at $645, offering ~20% upside and supporting a Buy rating. Key risks include heavy reliance on data center investments and capacity scaling challenges; monitoring backlog, CEC margins, and EPS estimates is crucial. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 06
STRL: AI Data Center Backlog Will Drive 2026 Earnings Power
Sterling Infrastructure’s updated analyst price target has moved lower by $22.50, as analysts weigh solid demand prospects for data center and infrastructure projects against recent margin pressure, softer near term bookings, and expectations for a continued mix shift in upcoming quarters. Analyst Commentary Recent research on Sterling Infrastructure highlights a mix of enthusiasm around growth opportunities in data center and infrastructure work, alongside fresh concerns about margins and near term bookings.Recent updates
Articolo di analisi • Aug 08
Sterling Infrastructure, Inc. Just Beat Revenue Estimates By 14%
As you might know, Sterling Infrastructure, Inc. ( NASDAQ:STRL ) just kicked off its latest quarterly results with some...Seeking Alpha • Aug 08
Sterling Infrastructure: Strong Growth Makes Valuation Attractive
Summary Sterling Infrastructure posts exceptional Q2 results, with revenue up 90% and adjusted EPS up 116%, driven by data center demand. Backlog exceeds $7 billion, with mission-critical e-infrastructure projects comprising over 92% of the segment's backlog and providing multi-year growth visibility. Valuation at $536/share implies 27x 2026 and 21x 2027 earnings; fair value estimated at $645, offering ~20% upside and supporting a Buy rating. Key risks include heavy reliance on data center investments and capacity scaling challenges; monitoring backlog, CEC margins, and EPS estimates is crucial. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 06
STRL: AI Data Center Backlog Will Drive 2026 Earnings Power
Sterling Infrastructure’s updated analyst price target has moved lower by $22.50, as analysts weigh solid demand prospects for data center and infrastructure projects against recent margin pressure, softer near term bookings, and expectations for a continued mix shift in upcoming quarters. Analyst Commentary Recent research on Sterling Infrastructure highlights a mix of enthusiasm around growth opportunities in data center and infrastructure work, alongside fresh concerns about margins and near term bookings.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...
Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.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 AlphaRendimenti per gli azionisti
| STRL | US Construction | US Mercato | |
|---|---|---|---|
| 7D | -2.7% | -2.1% | -0.8% |
| 1Y | 94.4% | 56.4% | 20.5% |
Ritorno vs Industria: STRL ha superato il US Construction che ha restituito 56.4 % nell'ultimo anno.
Rendimento vs Mercato: STRL ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| STRL volatility | |
|---|---|
| STRL Average Weekly Movement | 13.0% |
| Construction Industry Average Movement | 10.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di STRL è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 13% ) di STRL è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1955 | 4,400 | Joe Cutillo | www.strlco.com |
Sterling Infrastructure, Inc. è impegnata nella fornitura di soluzioni di e-infrastrutture, trasporti ed edilizia negli Stati Uniti. Opera attraverso tre segmenti: E-Infrastructure, Transportation e Building Solutions. Il segmento E-Infrastructure Solutions fornisce servizi di sviluppo di siti per gli utenti finali blue-chip nei settori dei centri di distribuzione e-commerce, dei centri dati, della produzione, dei magazzini e della generazione di energia.
Sterling Infrastructure, Inc. Riepilogo dei fondamenti
| STRL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$16.97b |
| Utili (TTM) | US$431.48m |
| Ricavi(TTM) | US$3.44b |
37.9x
Rapporto P/E4.8x
Rapporto P/SSTRL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| STRL Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.44b |
| Costo del fatturato | US$2.62b |
| Profitto lordo | US$818.59m |
| Altre spese | US$387.11m |
| Utili | US$431.48m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 14.11 |
| Margine lordo | 23.81% |
| Margine di profitto netto | 12.55% |
| Rapporto debito/patrimonio netto | 20.4% |
Come si è comportato STRL nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/19 18:11 |
| Prezzo dell'azione a fine giornata | 2026/08/19 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sterling Infrastructure, Inc. è coperta da 8 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Brent Thielman | D.A. Davidson & Co. |
| Sangita Jain | KeyBanc Capital Markets Inc. |