Sterling Infrastructure (STRL) Aandelenoverzicht
Sterling Infrastructure, Inc. houdt zich bezig met het leveren van e-infrastructuur, transport en bouwoplossingen in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
STRL Community Fair Values
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Analyst Price Targets
Sterling Infrastructure, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$576.48 |
| 52 Week Hoogtepunt | US$1,005.68 |
| 52 Week Laag | US$263.45 |
| Bèta | 1.89 |
| 1 maand verandering | -13.81% |
| 3 maanden verandering | -32.09% |
| 1 Jaar Verandering | 109.36% |
| 3 jaar verandering | 648.48% |
| 5 jaar verandering | 2,526.33% |
| Verandering sinds IPO | 30,645.60% |
Recent nieuws en updates
Analyse-artikel • 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
Narratiefupdate • 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
Analyse-artikel • 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 AlphaNarratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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 AlphaRendement voor aandeelhouders
| STRL | US Construction | US Markt | |
|---|---|---|---|
| 7D | 5.4% | 1.9% | 0.6% |
| 1Y | 109.4% | 59.4% | 19.9% |
Rendement versus industrie: STRL overtrof de US Construction industrie, die het afgelopen jaar een rendement 59.4 % opleverde.
Rendement versus markt: STRL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.9 %.
Prijsvolatiliteit
| 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 | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van STRL is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 13% ) van STRL is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1955 | 4,400 | Joe Cutillo | www.strlco.com |
Sterling Infrastructure, Inc. houdt zich bezig met het leveren van e-infrastructuur, transport en bouwoplossingen in de Verenigde Staten. Het bedrijf is actief in drie segmenten: E-infrastructuur, transport en bouwoplossingen. Het segment E-infrastructuuroplossingen biedt locatieontwikkelingsdiensten voor de blue-chip eindgebruikers in de sectoren e-commerce distributiecentra, datacenters, productie, opslag en energieopwekking.
Sterling Infrastructure, Inc. Samenvatting
| STRL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$16.92b |
| Inkomsten(TTM) | US$431.48m |
| Inkomsten(TTM) | US$3.44b |
40.9x
Koers/Winstverhouding5.1x
P/S-verhoudingIs STRL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| STRL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.44b |
| Kosten van inkomsten | US$2.62b |
| Brutowinst | US$818.59m |
| Overige uitgaven | US$387.11m |
| Inkomsten | US$431.48m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 14.11 |
| Brutomarge | 23.81% |
| Nettowinstmarge | 12.55% |
| Schuld/Eigen Vermogen Verhouding | 20.4% |
Hoe presteerde STRL op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/14 16:11 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sterling Infrastructure, Inc. wordt gevolgd door 8 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Brent Thielman | D.A. Davidson & Co. |
| Sangita Jain | KeyBanc Capital Markets Inc. |