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Sterling Infrastructure, Inc. Stock Price

NasdaqGS:STRL Community·US$15.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 191 Fair Values set on narratives written by author
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STRL Share Price Performance

US$0
-301.13 (-100.00%)
​
US$876.00
Fair Value
US$0
-301.13 (-100.00%)
​
Price US$0
Fri, 21 Aug 26
Fair ValueUS$876.00
Share Pricen/a

STRL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$876 43.5% undervalued intrinsic discount

E-Infrastructure Reliance Will Erode Future Margins

0users have liked this narrative
0users have commented on this narrative
87users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$1k 50.5% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$700 29.3% undervalued intrinsic discount

E‑Infrastructure Reliance And Capacity Strains Will Test Execution Yet Support Long-Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
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STRL logo
Sterling Infrastructure
43.5% undervalued intrinsic discount

E-Infrastructure Reliance Will Erode Future Margins

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
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STRL logo
Sterling Infrastructure
29.3% undervalued intrinsic discount

E‑Infrastructure Reliance And Capacity Strains Will Test Execution Yet Support Long-Term Upside Potential

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Published 20 Aug
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STRL logo
Sterling Infrastructure
50.5% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 6 May
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
STRL logo

STRL: Data Center And Semiconductor Projects Will Drive 2026 Earnings Power

Fair Value: US$876 43.5% undervalued intrinsic discount
87 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
STRL logo

E‑Infrastructure Reliance And Capacity Strains Will Test Execution Yet Support Long-Term Upside Potential

Fair Value: US$700 29.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
STRL logo

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

Fair Value: US$1k 50.5% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
4 Rewards
View Full Analysis

Sterling Infrastructure, Inc. Key Details

US$3.4b

Revenue

US$2.6b

Cost of Revenue

US$818.6m

Gross Profit

US$387.1m

Other Expenses

US$431.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
14.11
23.81%
12.55%
20.4%
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

Seeking Alpha • Sep 03

Sterling Infrastructure: Growth Is Not In Doubt

Summary Sterling Infrastructure has transformed into a leading data center construction play, posting 90% revenue growth and raising guidance for the third straight quarter. STRL's recent 55% stock correction is attributed to margin compression from business mix, not demand or operational deterioration. E-infrastructure's margin fell as lower-margin electrical work (CEC) gained share, but both site development and electrical margins are improving individually. I assign a Buy rating at 22.8x EV/EBIT, seeing the correction as healthy, but will monitor E-infrastructure margins and hyperscaler CapEx trends closely. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 21

STRL: Data Center And Semiconductor Projects Will Drive 2026 Earnings Power

Sterling Infrastructure's updated analyst price target reflects a lower fair value estimate of about $876, as analysts factor in resilient data center and semiconductor related demand, along with recent commentary on margin mix shifts and near term booking softness. Analyst Commentary Recent Street commentary on Sterling Infrastructure highlights a mix of optimism around growth opportunities in data centers and semiconductors and caution around near term execution and bookings.

Recent updates

No updates

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