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Sterling Infrastructure, Inc. Stock Price

NasdaqGS:STRL Community·US$26.4b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 124 Fair Values set on narratives written by author

STRL Share Price Performance

US$860.84
671.24 (354.03%)
US$938.17
Fair Value
US$860.84
671.24 (354.03%)
2.4% overvalued intrinsic discount
US$841.00
Fair Value
Price US$860.84
AnalystConsensusTarget US$841.00
AnalystHighTarget US$1,000.00

STRL Community Narratives

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Fair Value US$938.17 8.2% undervalued intrinsic discount

E-Infrastructure Reliance Will Erode Future Margins

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·
Fair Value US$1k 13.9% undervalued intrinsic discount

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

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US$1k
13.9% 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: Mission Critical Backlog And Acquisition Execution Will Shape 2026 Earnings Visibility

Fair Value: US$938.17 8.2% undervalued intrinsic discount
58 users have set this as their fair value
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STRL logo

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

Fair Value: US$1k 13.9% 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
2 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 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.

Recent updates

No updates