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Sterling Infrastructure, Inc. Stock Price

NasdaqGS:STRL Community·US$22.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 126 Fair Values set on narratives written by author

STRL Share Price Performance

US$732.94
732.94 (0.00%)
US$1,000.00
Fair Value
US$732.94
732.94 (0.00%)
26.7% undervalued intrinsic discount
US$1,000.00
Fair Value
Price US$732.94
AnalystHighTarget US$1,000.00
AnalystConsensusTarget US$841.00

STRL Community Narratives

·
Fair Value US$1k 26.7% undervalued intrinsic discount

Mega Data Center And Semiconductor Projects Will Drive Major Long Term Upside

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·
Fair Value US$841 12.8% undervalued intrinsic discount

E-Infrastructure Reliance Will Erode Future Margins

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57users have followed this narrative
US$841
12.8% undervalued intrinsic discount
Revenue
15.89% p.a.
Profit Margin
22.8%
Future PE
32.89x
Price in 2029
US$1.07k
US$1k
26.7% undervalued intrinsic discount
Revenue
21.82% p.a.
Profit Margin
22.57%
Future PE
39.8x
Price in 2029
US$1.29k

Trending Discussion

Updated Narratives

STRL logo

STRL: Data Center Backlog Versus Short Seller Claims Will Shape 2026 Outlook

Fair Value: US$841 12.8% undervalued intrinsic discount
57 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
STRL logo

Mega Data Center And Semiconductor Projects Will Drive Major Long Term Upside

Fair Value: US$1k 26.7% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
3 Rewards

Sterling Infrastructure, Inc. Key Details

US$2.9b

Revenue

US$2.2b

Cost of Revenue

US$671.8m

Gross Profit

US$325.1m

Other Expenses

US$346.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
11.30
23.29%
12.02%
24.0%
View Full Analysis

About STRL

Founded
1955
Employees
4400
CEO
Joseph Cutillo
WebsiteView website
www.strlco.com

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States. It operates through three segments: E-Infrastructure, Transportation, and Building Solutions. The E-Infrastructure Solutions segment provides site development services for the blue-chip end users in the e-commerce distribution center, data center, manufacturing, warehousing, and power generation sectors. Its Transportation Solutions segment is involved in the development of infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail, and storm drainage systems for the departments of transportation, regional transit, airport, port, water, and railroads authorities. The Building Solutions segment offers residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for developers and general contractors, as well as plumbing and surveys services for residential builds. It operates in the United States, primarily across the Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions, and the Pacific Islands. The company was formerly known as Sterling Construction Company, Inc. and changed its name to Sterling Infrastructure, Inc. in June 2022. Sterling Infrastructure, Inc. was founded in 1955 and is headquartered in The Woodlands, Texas.

Recent STRL News & Updates

Narrative Update 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.

Recent updates

No updates