Sterling Infrastructure（STRL）株式概要
スターリング・インフラストラクチャー社は、米国で電子インフラ、輸送、建築ソリューションの提供に従事している。 詳細
STRL Community Fair Values
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Analyst Price Targets
Sterling Infrastructure, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$848.84 |
| 52週高値 | US$893.13 |
| 52週安値 | US$176.15 |
| ベータ | 1.64 |
| 1ヶ月の変化 | 86.12% |
| 3ヶ月変化 | 93.90% |
| 1年変化 | 350.15% |
| 3年間の変化 | 1,831.82% |
| 5年間の変化 | 3,725.33% |
| IPOからの変化 | 45,171.47% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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?Seeking Alpha • May 01
Sterling Infrastructure: Why The Growth Story Isn't Over (Earnings Preview)
Summary Sterling Infrastructure, Inc. remains a Buy with strong medium-term growth prospects, driven by data center and semiconductor construction demand. STRL's Q4 2025 saw sales up 51.5% YoY and EBITDA up 70%, with a robust $3.01 billion backlog and $100 million net cash position. Management guides for FY2026 revenue of $3.05–3.20B and non-GAAP EPS of $13.45–14.05, with consensus estimates viewed as too conservative. Upcoming earnings will likely focus on backlog conversion, pipeline expansion, and management commentary, with potential for another earnings beat given conservative consensus expectations. I see 21.5% medium-term upside for STRL to $628/share, supported by margin expansion, cross-selling synergies, and a multi-year infrastructure supercycle. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • Feb 21
From Highways to Hyperscalers: The E-Infrastructure Evolution
Sterling Infrastructure (STRL) has undergone a dramatic transformation, evolving from a traditional civil construction firm into a mission-critical partner for the AI revolution. As of February 2026, the stock is trading near $435, fueled by an explosive 125% year-over-year revenue increase in its E-Infrastructure Solutions segment.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • Jun 30
Calculating The Fair Value Of Sterling Infrastructure, Inc. (NASDAQ:STRL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sterling Infrastructure fair value estimate is US$200 Current...分析記事 • May 20
Is Sterling Infrastructure (NASDAQ:STRL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...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 AlphaSeeking Alpha • Feb 18
Sterling Infrastructure's Fall From Grace Is Warranted - Still No Margin Of Safety
Summary STRL has lost over -30% of its value since the DeepSeek revelation, with more pain likely than not, given the massive pulled forward upside potential. With the stock now trading beyond historical valuations, we believe that there remains a minimal margin of safety here, worsened by the higher short interest volume. This is despite STRL's robust data center related backlog at higher profit margins and the promising AI related capex trends as reiterated by numerous market leaders. While the construction company may report a bottom-line beat in the upcoming FQ4'24 earnings call on February 25, 2025, there is still no floor in sight. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Sterling Infrastructure: A Compelling Buy Opportunity
Summary Sterling Infrastructure's topline growth moderated due to a decline in the building solution segment, but strong demand in other areas and a robust backlog support revenue. The company's focus on high-margin projects and a favorable backlog are expected to drive margin expansion in FY24 and beyond. Despite the stock trading above its historical average, its strong long-term prospects and diversified market position make it a compelling buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Sterling Infrastructure: Worth Trimming This AI Beneficiary After A Significant Run (Rating Downgrade)
Summary Sterling Infrastructure delivered a record-breaking Q3 with strong revenue growth, significant margin expansion, and impressive EPS growth, driven by the E-Infrastructure and Transportation segments. The company is well-positioned to benefit from the AI and data center boom, with a robust $2.1 billion backlog and strong cash generation. Given the recent multiple expansion and current valuation, I recommend taking profits or waiting for a pullback for a more attractive entry point. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Sterling Infrastructure: Expensive In A Competitive Market
Summary Sterling Infrastructure's valuation has surged from under 10x PE to 27x PE due to growth in its e-commerce infrastructure division, making it potentially overvalued. The construction business is asset-light with high returns but faces challenges like non-recurring revenue, macroeconomic susceptibility, and low barriers to entry. Sterling's backlog is over $2bn, but future revenue growth and margins are expected to plateau, making further valuation expansion unlikely. I rate Sterling a Sell due to its high valuation, competitive sector risks, and better alternatives in the data center supply chain. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Why I'm Downgrading Sterling Infrastructure Stock
Summary Sterling Infrastructure's stock has surged from $59.11 to over $188, driven by strong business growth and margin expansion, but now appears overvalued. Despite a robust backlog and impressive margin gains, the stock's recent price increase is mainly due to multiple expansions rather than business growth. Management's optimistic outlook and healthy balance sheet support future growth, especially in e-infrastructure, but EPS growth is expected to slow significantly. I'm downgrading STRL to 'Hold' as it seems already overvalued by ~6% in my base case scenario. Read the full article on Seeking Alpha株主還元
| STRL | US Construction | US 市場 | |
|---|---|---|---|
| 7D | 0.5% | 0.1% | -0.9% |
| 1Y | 350.1% | 113.1% | 24.4% |
業界別リターン: STRL過去 1 年間で113.1 % の収益を上げたUS Construction業界を上回りました。
リターン対市場: STRL過去 1 年間で24.4 % の収益を上げたUS市場を上回りました。
価格変動
| STRL volatility | |
|---|---|
| STRL Average Weekly Movement | 17.5% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: STRLの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: STRLの 週次ボラティリティ は、過去 1 年間で11%から17%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1955 | 4,400 | Joe Cutillo | www.strlco.com |
スターリング・インフラストラクチャー社は、米国で電子インフラ、輸送、建築ソリューションの提供に従事している。3つのセグメントで事業を展開：Eインフラ、輸送、建築ソリューション。Eインフラ・ソリューション部門は、Eコマース物流センター、データセンター、製造業、倉庫業、発電業などの優良エンドユーザー向けにサイト開発サービスを提供している。運輸ソリューション部門は、運輸省、地方運輸局、空港、港湾、水道局、鉄道当局向けに、高速道路、道路、橋梁、空港、港湾、鉄道、雨水排水システムなどのインフラ整備や復旧プロジェクトに携わっている。ビルディング・ソリューション部門は、デベロッパーやゼネコン向けに、一戸建てや集合住宅の住宅・商業用コンクリート基礎、駐車場構造、高架スラブ、その他のコンクリート工事、住宅建設向けの配管・調査サービスを提供している。主に米国南部、北東部、中部大西洋岸、ロッキー山脈地域、太平洋諸島で事業を展開している。以前はスターリング・コンストラクション社として知られていたが、2022年6月にスターリング・インフラストラクチャー社に社名変更した。は1955年に設立され、テキサス州ウッドランズに本社を置いている。
Sterling Infrastructure, Inc. 基礎のまとめ
| STRL 基礎統計学 | |
|---|---|
| 時価総額 | US$27.28b |
| 収益（TTM） | US$346.65m |
| 売上高(TTM) | US$2.88b |
75.1x
PER（株価収益率9.0x
P/SレシオSTRL は割高か？
公正価値と評価分析を参照収益と収入
| STRL 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.88b |
| 売上原価 | US$2.21b |
| 売上総利益 | US$671.77m |
| その他の費用 | US$325.13m |
| 収益 | US$346.65m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 11.30 |
| グロス・マージン | 23.29% |
| 純利益率 | 12.02% |
| 有利子負債／自己資本比率 | 24.0% |
STRL の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/15 14:02 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sterling Infrastructure, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Brent Thielman | D.A. Davidson & Co. |
| Sangita Jain | KeyBanc Capital Markets Inc. |