Sterling Infrastructure, Inc.

Report azionario NasdaqGS:STRL

Capitalizzazione di mercato: US$25.8b

Sterling Infrastructure Crescita futura

Criteri Future verificati 5/6

Si prevede che Sterling Infrastructure aumenterà gli utili e i ricavi rispettivamente del 45.2% e 31.8% all'anno, mentre si prevede che l'EPS crescerà del 44.5% all'anno.

Informazioni chiave

45.2%

Tasso di crescita degli utili

44.52%

Tasso di crescita dell'EPS

Construction crescita degli utili24.6%
Tasso di crescita dei ricavi31.8%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento10 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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 della narrazione • 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 Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:STRL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20275,1187896928722
12/31/20263,9635396127162
3/31/20262,885347442521N/A
12/31/20252,490290363440N/A
9/30/20252,233316362428N/A
6/30/20252,138285436497N/A
3/31/20252,106266456532N/A
12/31/20242,116257416497N/A
9/30/20242,103184390470N/A
6/30/20242,070162391468N/A
3/31/20242,009150407479N/A
12/31/20231,972139414479N/A
9/30/20231,935119350412N/A
6/30/20231,868110287358N/A
3/31/20231,80799181242N/A
12/31/20221,76997158219N/A
9/30/20221,55586106161N/A
6/30/20221,5257756109N/A
3/31/20221,4656997147N/A
12/31/20211,41461112159N/A
9/30/20211,52858114164N/A
6/30/20211,44852120160N/A
3/31/20211,44650112148N/A
12/31/20201,2274390123N/A
9/30/20201,4275995125N/A
6/30/20201,335527398N/A
3/31/20201,199415271N/A
12/31/20191,12640N/A42N/A
9/30/20191,03523N/A22N/A
6/30/20191,03424N/A43N/A
3/31/20191,03925N/A43N/A
12/31/20181,03825N/A39N/A
9/30/20181,03623N/A45N/A
6/30/20181,04921N/A29N/A
3/31/20181,02716N/A5N/A
12/31/201795812N/A25N/A
9/30/20178722N/A14N/A
6/30/2017774-3N/A5N/A
3/31/2017717-4N/A40N/A
12/31/2016690-9N/A44N/A
9/30/2016674-23N/A41N/A
6/30/2016645-25N/A39N/A
3/31/2016632-30N/A12N/A
12/31/2015624-39N/A9N/A
9/30/2015625-27N/A10N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di STRL ( 45.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di STRL ( 45.2% all'anno) cresceranno più rapidamente del mercato US ( 18.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di STRL cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di STRL ( 31.8% all'anno) crescerà più rapidamente del mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di STRL ( 31.8% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di STRL è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/01 08:58
Prezzo dell'azione a fine giornata2026/06/30 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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. 2 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.

AnalistaIstituzione
Manish SomaiyaCantor Fitzgerald & Co.
Brent ThielmanD.A. Davidson & Co.
Sangita JainKeyBanc Capital Markets Inc.