Sterling Infrastructure, Inc.

NasdaqGS:STRL 株式レポート

時価総額：US$16.9b

Sterling Infrastructure 将来の成長

Future 基準チェック /56

Sterling Infrastructure利益と収益がそれぞれ年間35.9%と16.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.7% 35%なると予測されています。

主要情報

35.9%

収益成長率

35.00%

EPS成長率

Construction 収益成長25.7%
収益成長率16.9%
将来の株主資本利益率27.66%
アナリストカバレッジ

Good

最終更新日07 Aug 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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?
ナラティブ更新 • 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.
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.
ナラティブ更新 • 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.
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

業績と収益の成長予測

NasdaqGS:STRL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,625N/A9661,1351
12/31/20274,9007438359817
12/31/20264,0985466477766
6/30/20263,438431482598N/A
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
3/31/20201,19941N/A71N/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

アナリストによる今後の成長予測

収入対貯蓄率: STRLの予測収益成長率 (年間35.9% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: STRLの収益 ( 35.9% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: STRLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: STRLの収益 ( 16.9% ) US市場 ( 12.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: STRLの収益 ( 16.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: STRLの 自己資本利益率 は、3年後には高くなると予測されています ( 27.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/14 20:26
終値2026/08/14 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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. 7 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。8

アナリスト機関
Manish SomaiyaCantor Fitzgerald & Co.
Brent ThielmanD.A. Davidson & Co.
Sangita JainKeyBanc Capital Markets Inc.