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Is Sterling Infrastructure’s (STRL) Margin-Focused Bid Strategy Quietly Redefining Its Long-Term Profit Engine?

https://simplywall.st/stocks/us/capital-goods/nasdaq-strl/sterling-infrastructure/news/is-sterling-infrastructures-strl-margin-focused-bid-strategy
Sterling Infrastructure (STRL) is demonstrating a margin-focused bid strategy, highlighted by its consistent outperformance of earnings estimates and growing backlog in Transportation Solutions. Management forecasts higher operating margins of 13.5% to 14% for 2025 in this segment, linking backlog quality directly to profitability. The company is set to release its Q4 2025 results soon, with high growth expected, underscoring its shift towards complex, higher-margin projects as a core profit driver.

Should Investors Hold or Fold Sterling Stock Ahead of Q4 Earnings?

https://www.tradingview.com/news/zacks:b391c9ec0094b:0-should-investors-hold-or-fold-sterling-stock-ahead-of-q4-earnings/
Sterling Infrastructure, Inc. (STRL) is set to release its Q4 2025 earnings, with Zacks estimating significant year-over-year growth in both EPS and revenue, driven by strong performance in its E-Infrastructure Solutions segment. The company has a history of surpassing earnings expectations and the Zacks Model predicts another beat due to its positive Earnings ESP and a Zacks Rank #3 (Hold). While growth is expected from favorable infrastructure spending and demand for data centers, challenges in the Transportation Solutions and Building Solutions segments, along with cost inflation, could moderate margin expansion.

Sterling Infrastructure (STRL) Earnings Expected to Grow: Should You Buy?

https://finviz.com/news/314503/sterling-infrastructure-strl-earnings-expected-to-grow-should-you-buy
Sterling Infrastructure (STRL) is anticipated to report an 82.2% year-over-year increase in earnings and a 29.9% rise in revenues for the quarter ended December 2025. The company has a positive Earnings ESP of +2.01% and a Zacks Rank #3 (Hold), suggesting a high probability of beating consensus EPS estimates. This expectation is supported by a history of consistently beating EPS estimates over the last four quarters.

Shell Asset Management Co. Sells 2,387 Shares of Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-shell-asset-management-co-sells-2387-shares-of-sterling-infrastructure-inc-strl-2026-02-18/
Shell Asset Management Co. significantly reduced its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by selling 2,387 shares, leaving it with holdings valued at $485,000. This comes as company insiders also sold shares worth millions, though insiders still retain a 2.7% ownership. Despite these sales, Wall Street analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $453, and the company has authorized a $400 million share buyback program.

Sterling's Transportation Margins Rebound: A Structural Shift?

https://www.bitget.com/amp/news/detail/12560605202596
Sterling Infrastructure, Inc. (STRL) demonstrated significant margin expansion in its Transportation Solutions segment in Q3 2025, driven by a strategic shift from a volume-based model to one focused on higher-margin projects and disciplined selection. This structural change, including the wind-down of low-bid heavy-highway business, is expected to lead to sustained double-digit margins and profitable growth. The company's stock has outperformed its industry peers, and earnings estimates for 2026 show strong year-over-year growth.
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Will Sterling Infrastructure (STRL) Beat Estimates Again in Its Next Earnings Report?

https://sg.finance.yahoo.com/news/sterling-infrastructure-strl-beat-estimates-171001584.html
Sterling Infrastructure (STRL) is poised to potentially beat earnings estimates in its upcoming quarterly report, building on a strong track record of surpassing expectations in its last two reports. With a positive Zacks Earnings ESP of +2.01% and a Zacks Rank #3 (Hold), the company exhibits favorable indicators for another earnings surprise. The next earnings report for STRL is expected on February 25, 2026.

Sterling's Transportation Margins Rebound: A Structural Shift?

https://www.tradingview.com/news/zacks:6c9a4e988094b:0-sterling-s-transportation-margins-rebound-a-structural-shift/
Sterling Infrastructure, Inc. (STRL) reported significant margin expansion in its Transportation Solutions segment, driven by a strategic shift towards disciplined project selection and higher-margin expertise. This transition, which includes winding down lower-margin heavy-highway business, has led to a 335 basis point increase in adjusted operating margins to 15.6%. Management anticipates structurally higher margins for the segment in 2025, forecasting 13.5%-14%, and views this rebound as a strategic portfolio reset rather than a temporary cyclical improvement.

TimesSquare Capital Management LLC Purchases Shares of 23,600 Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-timessquare-capital-management-llc-purchases-shares-of-23600-sterling-infrastructure-inc-strl-2026-02-16/
TimesSquare Capital Management LLC has acquired a new position in Sterling Infrastructure, Inc. (NASDAQ:STRL), purchasing 23,600 shares valued at approximately $8,016,000. This investment represents about 0.08% of the company. Sterling Infrastructure currently holds a "Moderate Buy" consensus rating with an average analyst target price of $453.00, and its board recently authorized a $400 million share buyback program.

Jim Cramer on Sterling Infrastructure: “They’ll Be Able to Get a Bigger piece of the data center pie”

http://www.msn.com/en-us/money/news/jim-cramer-on-sterling-infrastructure-they-ll-be-able-to-get-a-bigger-piece-of-the-data-center-pie/ar-AA1OhcFo?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1
Jim Cramer highlighted Sterling Infrastructure as a company poised to benefit significantly from the growing demand for data centers. He noted their involvement in various infrastructure projects and their strong strategic position to acquire a larger share of data center construction work. Cramer expressed confidence in the company's future performance due to this trend.

Illinois Municipal Retirement Fund Buys 4,079 Shares of Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-illinois-municipal-retirement-fund-buys-4079-shares-of-sterling-infrastructure-inc-strl-2026-02-14/
The Illinois Municipal Retirement Fund increased its stake in Sterling Infrastructure (NASDAQ:STRL) by 26.8%, acquiring an additional 4,079 shares to hold a total of 19,274 shares valued at $6.55 million. Other institutional investors like State Street Corp, Invesco Ltd., and American Century Companies Inc. also significantly increased their positions. Despite recent insider selling, Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $453.00 for the construction company.
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Oppenheimer & Co. Inc. Has $1.67 Million Holdings in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-oppenheimer-co-inc-has-167-million-holdings-in-sterling-infrastructure-inc-strl-2026-02-14/
Oppenheimer & Co. Inc. significantly reduced its stake in Sterling Infrastructure (NASDAQ:STRL) by 41.1% in Q3, selling 3,428 shares, leaving it with holdings valued at $1.67 million. Despite institutional selling, the company has seen insider sales totaling $2.61 million over the last quarter, though its board authorized a $400 million share buyback program. Analysts maintain a "Moderate Buy" rating with a consensus target price of $453 for Sterling Infrastructure.

2,983 Shares in Sterling Infrastructure, Inc. $STRL Bought by New York Life Investment Management LLC

https://www.marketbeat.com/instant-alerts/filing-2983-shares-in-sterling-infrastructure-inc-strl-bought-by-new-york-life-investment-management-llc-2026-02-14/
New York Life Investment Management LLC has acquired 2,983 shares of Sterling Infrastructure, Inc. (NASDAQ:STRL) valued at $1.01 million. This move is part of a broader trend of institutional investors increasing their stakes, pushing total institutional ownership to 80.95%. Analysts maintain a "Moderate Buy" rating with an average price target of $453, while recent insider selling is balanced by a strong share repurchase program indicating management confidence.

Sterling Infrastructure (STRL) Laps the Stock Market: Here's Why

https://www.sharewise.com/us/news_articles/Sterling_Infrastructure_STRL_Laps_the_Stock_Market_Heres_Why_Zacks_20260213_2345
Sterling Infrastructure (STRL) has shown strong performance, outperforming the S&P 500 and the Construction sector, with its stock climbing 28.28% in the past month. The company is anticipated to report significant EPS and revenue growth for its upcoming earnings, with full-year estimates also showing substantial increases. Despite trading at a premium valuation compared to its industry, analysts' steady estimates and a Zacks Rank of #3 suggest a cautiously optimistic outlook.

Cibc World Market Inc. Boosts Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-cibc-world-market-inc-boosts-stake-in-sterling-infrastructure-inc-strl-2026-02-13/
Cibc World Market Inc. increased its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 9.0% in the third quarter, now owning 45,261 shares valued at $15.37 million. Despite institutional investors holding approximately 80.95% of the company, insiders have sold 6,860 shares worth about $2.61 million in the last 90 days. Analysts maintain a "Moderate Buy" rating with an average price target of $453.00, and the board has authorized a $400 million share buyback program.

There's Reason For Concern Over Sterling Infrastructure, Inc.'s (NASDAQ:STRL) Massive 34% Price Jump

https://simplywall.st/stocks/us/capital-goods/nasdaq-strl/sterling-infrastructure/news/theres-reason-for-concern-over-sterling-infrastructure-incs
Sterling Infrastructure's stock has seen a significant 34% price jump in the last month, contributing to a 232% annual gain. Despite this, the company's P/E ratio of 42x is high compared to the market, and analysts anticipate a 1.7% decline in EPS for the coming year, contrasting with the broader market's expected 16% expansion. This suggests that the current high valuation might be unsustainable, as declining earnings could pressure the share price in the future.
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Sterling Infrastructure Buyback And Insider Sales Put Valuation In Focus

https://www.sahmcapital.com/news/content/sterling-infrastructure-buyback-and-insider-sales-put-valuation-in-focus-2026-02-12
Sterling Infrastructure (STRL) has authorized a $400 million stock repurchase program, while simultaneously a company director executed share sales, creating mixed signals for investors. The company is actively working on high-profile projects and shifting its focus to higher-margin markets. Analysts note that STRL is trading slightly below its target price, but Simply Wall St's valuation suggests shares are significantly overvalued.

Sterling Schedules 2025 Fourth Quarter and Full Year Release and Conference Call

https://finviz.com/news/310372/sterling-schedules-2025-fourth-quarter-and-full-year-release-and-conference-call
Sterling Infrastructure, Inc. (NasdaqGS: STRL) announced it will release its financial results for the fourth quarter of 2025 on Wednesday, February 25, 2026, after the market closes. The company will host a conference call on Thursday, February 26, 2026, at 9:00 am ET to discuss these results and the 2026 outlook. A slide presentation and webcast will be available on Sterling's investor relations website.

Sterling sets dates for Q4 2025 results release and call

https://www.stocktitan.net/news/STRL/sterling-schedules-2025-fourth-quarter-and-full-year-release-and-nlwoctkxasji.html
Sterling Infrastructure (NasdaqGS: STRL) announced it will release its fourth quarter and full year 2025 financial results on Wednesday, February 25, 2026, after market close. Management will then host a conference call on Thursday, February 26, 2026, at 9:00 am ET to discuss the results and provide a 2026 outlook. Investors can participate via a dial-in number or a simultaneous webcast, with the webcast archive available for thirty days.

Public Sector Pension Investment Board Has $40.32 Million Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-public-sector-pension-investment-board-has-4032-million-stake-in-sterling-infrastructure-inc-strl-2026-02-13/
The Public Sector Pension Investment Board increased its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 14.4% in the third quarter, bringing its total holding to 118,703 shares valued at $40.32 million. Analysts have a "Moderate Buy" rating on STRL with a consensus price target of $453.00, and the company's board has authorized a $400 million stock buyback program.

Sterling Schedules 2025 Fourth Quarter and Full Year Release and Conference Call

https://www.streetinsider.com/PRNewswire/Sterling+Schedules+2025+Fourth+Quarter+and+Full+Year+Release+and+Conference+Call/25996410.html
Sterling Infrastructure, Inc. has announced it will release its fourth quarter 2025 financial results on Wednesday, February 25, 2026, after market close. Management will then host a conference call on Thursday, February 26, 2026, at 9:00 am ET to discuss these results, the full year, and the 2026 outlook. A slide presentation and webcast of the call will be available on the company's website.
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Sterling Schedules 2025 Fourth Quarter and Full Year Release and Conference Call

https://www.nasdaq.com/press-release/sterling-schedules-2025-fourth-quarter-and-full-year-release-and-conference-call-2026
Sterling Infrastructure, Inc. (NasdaqGS: STRL) announced it will release its financial results for the fourth quarter of 2025 on Wednesday, February 25, 2026, after the market closes. Management will host a conference call on Thursday, February 26, 2026, at 9:00 am ET to discuss the results, full year performance, and the 2026 outlook. A slide presentation and webcast will be available on the company's website.

Sterling Infrastructure, Inc. (NASDAQ:STRL) Receives Consensus Rating of "Moderate Buy" from Analysts

https://www.marketbeat.com/instant-alerts/sterling-infrastructure-inc-nasdaqstrl-receives-consensus-rating-of-moderate-buy-from-analysts-2026-02-12/
Sterling Infrastructure, Inc. (NASDAQ:STRL) has received a "Moderate Buy" consensus rating from five analysts, with an average one-year price target of $453. The company's board has also approved a $400 million share buyback, indicating a belief that the stock may be undervalued. Insider transactions show recent sales by directors, while institutional investors hold a significant portion of the stock.

Envestnet Asset Management Inc. Cuts Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-envestnet-asset-management-inc-cuts-stake-in-sterling-infrastructure-inc-strl-2026-02-12/
Envestnet Asset Management Inc. reduced its stake in Sterling Infrastructure (NASDAQ:STRL) by 12.1% in Q3, selling 13,544 shares, though institutional ownership remains high at 80.95%. Despite this, other major institutional investors like State Street Corp and Invesco Ltd. significantly increased their positions. The company has a "Moderate Buy" consensus rating from analysts with a target price of $453.00, and its board recently authorized a $400 million share buyback program.

Sterling Construction stock initiated with Buy rating at Stifel on AI exposure

https://www.investing.com/news/analyst-ratings/sterling-construction-stock-initiated-with-buy-rating-at-stifel-on-ai-exposure-93CH-4501379
Stifel initiated coverage on Sterling Construction (NASDAQ:STRL) with a Buy rating and a price target of $486.00, citing its significant exposure to secular growth themes like AI and cloud computing, which account for over 50% of its revenue. The firm highlighted Sterling's strong position as the largest excavating contractor in the U.S. and its robust profitability in large-scale projects. This positive outlook is further supported by recent analyst upgrades and the company's strategic initiatives, including a $400 million stock repurchase program and previous "Overweight" and "Outperform" ratings from other financial firms.

O’Brien Dana C. sells Sterling Infrastructure (STRL) shares for $1.61m

https://www.investing.com/news/insider-trading-news/obrien-dana-c-sells-sterling-infrastructure-strl-shares-for-161m-93CH-4498676
O’Brien Dana C., a director at Sterling Infrastructure (NASDAQ:STRL), sold 4,000 shares of company stock between February 6 and February 9, 2026, for a total of $1.61 million. These transactions were executed under a Rule 10b5-1 trading plan. Despite the sales, Sterling Infrastructure maintains a strong financial health score and has attracted positive analyst attention, including a new $400 million stock repurchase program.
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O’Brien Dana C. sells Sterling Infrastructure (STRL) shares for $1.61m

https://m.investing.com/news/insider-trading-news/obrien-dana-c-sells-sterling-infrastructure-strl-shares-for-161m-93CH-4498676?ampMode=1
Director O’Brien Dana C. of Sterling Infrastructure (STRL) sold 4,000 shares of common stock for a total of $1.61 million between February 6 and February 9, 2026, under a Rule 10b5-1 trading plan. The shares were sold in multiple transactions at prices ranging from $390.0 to $410.0. The company recently announced a new $400 million stock repurchase program and has received "Overweight" and "Outperform" ratings from analysts, highlighting its strategic shift to higher-margin markets.

Insider Selling: Sterling Infrastructure (NASDAQ:STRL) Director Sells 2,000 Shares of Stock

https://www.marketbeat.com/instant-alerts/insider-selling-sterling-infrastructure-nasdaqstrl-director-sells-2000-shares-of-stock-2026-02-10/
Sterling Infrastructure (NASDAQ:STRL) Director Dana O'Brien sold 2,000 shares of the company's stock for $820,000 on February 9th, reducing her stake by 14.82%. The company also announced a $400 million stock repurchase plan, which often signals management believes the stock is undervalued. Analysts have set an average target price of $436.50 for STRL, which recently traded near its 52-week high.

Sterling Infrastructure (NASDAQ:STRL) Director Dana O'brien Sells 2,000 Shares of Stock

https://www.marketbeat.com/instant-alerts/sterling-infrastructure-nasdaqstrl-director-dana-obrien-sells-2000-shares-of-stock-2026-02-10/
Sterling Infrastructure Director Dana O'Brien sold 2,000 shares of company stock for $790,000, reducing her stake by 12.9%. The company's board recently approved a $400 million share repurchase plan, indicating a belief that the stock may be undervalued. Analysts currently have a "Moderate Buy" rating on STRL with an average target price of $436.50.

Sterling Infrastructure, Inc. $STRL is Essex Investment Management Co. LLC's 2nd Largest Position

https://www.marketbeat.com/instant-alerts/filing-sterling-infrastructure-inc-strl-is-essex-investment-management-co-llcs-2nd-largest-position-2026-02-10/
Essex Investment Management Co. LLC has reduced its stake in Sterling Infrastructure (STRL) by 14.1% in Q3, now holding 45,636 shares, yet it remains their second-largest position at 2.4% of their portfolio, valued at $15.5 million. Sterling Infrastructure has authorized a $400 million stock repurchase program and is trading near its 52-week high with a $12.9 billion market cap. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $436.50.

Sterling Stock Soars 45% in 6 Months: Should You Buy, Sell or Hold?

https://finviz.com/news/305705/sterling-stock-soars-45-in-6-months-should-you-buy-sell-or-hold
Shares of Sterling Infrastructure, Inc. (STRL) have significantly outperformed the market and its peers, surging 44.5% in the past six months, driven by favorable U.S. infrastructure spending, strong demand in E-Infrastructure, especially data centers, and a robust backlog. While the company benefits from mission-critical projects and expanding E-commerce and manufacturing segments, it faces challenges like soft residential activity, cost pressures, and a high valuation compared to competitors. Therefore, Zacks recommends a "Hold" rating, suggesting existing investors keep the stock and new investors await a better entry point.
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Wall Street Analysts Think Sterling Infrastructure (STRL) Is a Good Investment: Is It?

https://finviz.com/news/304463/wall-street-analysts-think-sterling-infrastructure-strl-is-a-good-investment-is-it
Sterling Infrastructure (STRL) currently holds an average brokerage recommendation (ABR) of 1.67, indicating a Strong Buy to Buy rating from six brokerage firms, with 66.7% being Strong Buys. However, the article cautions against relying solely on ABRs due to analyst bias and suggests using the Zacks Rank, which for STRL is currently a #3 (Hold) due to unchanged earnings estimates, as a more reliable indicator for investment decisions. Investors should be cautious with the ABR and consider the Zacks Rank #3 (Hold) for STRL.

Sterling Infrastructure, Inc. (STRL) is a trending stock: Facts to know before betting on it

https://www.msn.com/en-us/money/topstocks/sterling-infrastructure-inc-strl-is-a-trending-stock-facts-to-know-before-betting-on-it/ar-AA1UcClR?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1
This article identifies Sterling Infrastructure, Inc. (STRL) as a trending stock. It suggests investors should research key facts about the company before making investment decisions. The content itself states "MSN" indicating the placeholder for a full article which is not provided.

Renaissance Group LLC Decreases Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-renaissance-group-llc-decreases-stake-in-sterling-infrastructure-inc-strl-2026-02-07/
Renaissance Group LLC reduced its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 27.0% in the third quarter, selling 11,382 shares and leaving it with 30,830 shares valued at approximately $10.47 million. Despite this, institutional investors collectively own about 80.95% of the construction company's stock. Sterling Infrastructure trades around $401 with a market cap of $12.33 billion and has a "Moderate Buy" analyst consensus with an average price target of $436.50, and its Board also authorized a $400 million share repurchase program.

BI Asset Management Fondsmaeglerselskab A S Lowers Holdings in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-bi-asset-management-fondsmaeglerselskab-a-s-lowers-holdings-in-sterling-infrastructure-inc-strl-2026-02-06/
BI Asset Management Fondsmaeglerselskab A S significantly reduced its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 70.1% in the third quarter of 2025, selling 58,733 shares to hold 25,049 shares valued at approximately $8.51 million. Despite this reduction, other major institutional investors like State Street Corp. and Invesco Ltd. increased their positions, with institutional and hedge fund ownership now standing at about 80.95%. The article also highlights Sterling Infrastructure's strong financial performance, including an earnings beat and a recently authorized $400 million share buyback, alongside a consensus "Moderate Buy" analyst rating.

Homestead Advisers Corp Purchases Shares of 3,700 Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-homestead-advisers-corp-purchases-shares-of-3700-sterling-infrastructure-inc-strl-2026-02-05/
Homestead Advisers Corp initiated a new position in Sterling Infrastructure (STRL) by purchasing 3,700 shares valued at approximately $1.257 million during Q3. The article highlights that hedge funds and institutional investors heavily own the stock, and analysts maintain a "Moderate Buy" rating with a target price of $436.50. Additionally, Sterling Infrastructure announced a $400 million share buyback program, while a director reduced their stake by selling shares worth $1 million.
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Linscomb Wealth Inc. Decreases Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-linscomb-wealth-inc-decreases-stake-in-sterling-infrastructure-inc-strl-2026-02-05/
Linscomb Wealth Inc. reduced its stake in Sterling Infrastructure (NASDAQ:STRL) by 26.5% in Q3, selling 6,934 shares and ending with 19,196 shares valued at $6.52 million. Despite this reduction, Sterling Infrastructure reported strong quarterly earnings, beating expectations, and announced a $400 million share buyback program. Analysts generally maintain a "Moderate Buy" rating with an average price target of $436.50.

Principal Financial Group Inc. Sells 47,176 Shares of Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-principal-financial-group-inc-sells-47176-shares-of-sterling-infrastructure-inc-strl-2026-02-03/
Principal Financial Group Inc. has reduced its stake in Sterling Infrastructure, Inc. by selling 47,176 shares, now holding 409,951 shares valued at approximately $139.25 million. This comes as Sterling Infrastructure's board authorized a $400 million share buyback, suggesting management views the stock as undervalued, despite a director also selling shares. Analysts generally maintain a "Moderate Buy" rating for Sterling Infrastructure with an average price target of $436.50.

Sterling Infrastructure, Inc. $STRL Shares Sold by WCM Investment Management LLC

https://www.marketbeat.com/instant-alerts/filing-sterling-infrastructure-inc-strl-shares-sold-by-wcm-investment-management-llc-2026-02-03/
WCM Investment Management LLC significantly reduced its stake in Sterling Infrastructure (NASDAQ:STRL) by 51.9% in Q3, now holding 72,443 shares valued at approximately $24.7 million. Despite this, Sterling Infrastructure reported strong Q3 earnings, beating analyst expectations with $3.48 EPS and $689.0 million in revenue, and its board approved a $400 million share buyback. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $436.50.

Sterling Ramps Up Mission-Critical Projects: Visibility Strengthens?

https://www.theglobeandmail.com/investing/markets/stocks/EME/pressreleases/37364130/sterling-ramps-up-mission-critical-projects-visibility-strengthens/
Sterling Infrastructure, Inc. (STRL) is experiencing strong growth in mission-critical projects, particularly within its E-Infrastructure Solutions segment, driven by soaring demand for data centers. This shift to high-margin, complex work has improved backlog quality, pipeline visibility, and future earnings estimates. Despite trading at a premium, the company's strategic focus on the early stages of large infrastructure projects positions it for sustained growth compared to its diversified competitors.

Sterling Ramps Up Mission-Critical Projects: Visibility Strengthens?

https://www.theglobeandmail.com/investing/markets/stocks/STRL/pressreleases/37364130/sterling-ramps-up-mission-critical-projects-visibility-strengthens/
Sterling Infrastructure, Inc. (STRL) is experiencing significant growth in mission-critical projects, particularly within its E-Infrastructure Solutions segment, driven by strong demand for data centers, manufacturing, and e-commerce distribution. The company reported 32% year-over-year revenue growth in Q3 2025, with E-Infrastructure up 58%, and has a robust "pool of work" exceeding $4 billion, strengthening its forward visibility and confirming the sustainability of its growth in technology-driven infrastructure. Despite trading at a premium P/E ratio, Sterling's earnings estimates for 2025 and 2026 show substantial growth.
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Sterling Ramps Up Mission-Critical Projects: Visibility Strengthens?

https://www.tradingview.com/news/zacks:62b3301a0094b:0-sterling-ramps-up-mission-critical-projects-visibility-strengthens/
Sterling Infrastructure, Inc. (STRL) is experiencing significant growth in mission-critical projects, particularly in data centers, which is boosting its E-Infrastructure Solutions segment. The company reported substantial year-over-year revenue growth in Q3 2025, driven by data center market expansion. This shift toward complex projects is improving backlog quality, pipeline visibility, and margins, indicating sustainable long-term growth for Sterling.

New York State Common Retirement Fund Has $21.58 Million Position in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-new-york-state-common-retirement-fund-has-2158-million-position-in-sterling-infrastructure-inc-strl-2026-02-01/
The New York State Common Retirement Fund has reduced its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 8.0%, now holding 63,531 shares valued at $21.58 million. Despite this reduction, several other institutional investors like State Street Corp, Geode Capital Management LLC, and Invesco Ltd. have significantly increased their positions in the construction company. Sterling Infrastructure recently beat its quarterly earnings and revenue expectations and announced a $400 million share repurchase program.

Sterling Infrastructure, Inc. $STRL Shares Purchased by Lisanti Capital Growth LLC

https://www.marketbeat.com/instant-alerts/filing-sterling-infrastructure-inc-strl-shares-purchased-by-lisanti-capital-growth-llc-2026-01-31/
Lisanti Capital Growth LLC increased its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 16.9% in the third quarter, making it their second-largest holding. Several other institutional investors also acquired or increased positions in the company, while institutional ownership stands at 80.95%. Analysts have issued a "Moderate Buy" rating with an average target price of $436.50, and the company recently authorized a $400 million stock repurchase plan.

Cantor Fitzgerald Initiates Coverage of Sterling Infrastructure (STRL) Stock with an Overweight Rating

https://www.insidermonkey.com/blog/cantor-fitzgerald-initiates-coverage-of-sterling-infrastructure-strl-stock-with-an-overweight-rating-1685466/
Cantor Fitzgerald has initiated coverage of Sterling Infrastructure (STRL) with an "Overweight" rating and a $413 price target. The firm believes STRL is well-positioned for growth within the Engineering & Construction sector due to multi-year investment cycles in electrification, grid modernization, and increasing power demand from data centers and reshoring. Sterling Infrastructure's strategic shift to higher-margin, mission-critical markets and its acquisition of CEC are cited as key drivers for future performance.

Sterling Infrastructure Puts E-Infrastructure And Data Centers At Center Stage

https://www.sahmcapital.com/news/content/sterling-infrastructure-puts-e-infrastructure-and-data-centers-at-center-stage-2026-01-29
Sterling Infrastructure (NasdaqGS:STRL) is increasingly being recognized for its E-Infrastructure segment, particularly its focus on data center projects, which is becoming a primary growth driver. This shift differentiates the company from traditional construction firms and positions it favorably amid the AI investment cycle. Investors are evaluating how the durability of this order flow and execution quality in mega-projects will impact future earnings and market sentiment for STRL.
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Great Lakes Advisors LLC Has $21.23 Million Stake in Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-great-lakes-advisors-llc-has-2123-million-stake-in-sterling-infrastructure-inc-strl-2026-01-29/
Great Lakes Advisors LLC reduced its stake in Sterling Infrastructure, Inc. by 46.9% in the third quarter, bringing its holding to 62,510 shares valued at $21.23 million. Despite this, other institutions like State Street Corp and Invesco Ltd. significantly increased their positions, with institutional ownership of the stock standing at approximately 80.95%. Analysts maintain a "Moderate Buy" rating for Sterling Infrastructure, with a consensus price target of $436.50, following strong earnings results and a $400 million share buyback authorization.

11 High-Flying Stocks to Buy Right Now

https://www.insidermonkey.com/blog/11-high-flying-stocks-to-buy-right-now-1682477/3/
Sterling Infrastructure, Inc. (NASDAQ: STRL) is highlighted as a high-flying stock with significant upside potential, based on strong 6-month performance and analyst ratings. The company is positioned to benefit from a multi-year investment cycle in the Engineering & Construction sector, driven by electrification, grid modernization, and energy transition initiatives. Its strategic shift to high-margin markets like semiconductors and data centers, along with key acquisitions, enhances its revenue visibility and long-term project pipeline.

EFG Asset Management North America Corp. Sells 5,888 Shares of Sterling Infrastructure, Inc. $STRL

https://www.marketbeat.com/instant-alerts/filing-efg-asset-management-north-america-corp-sells-5888-shares-of-sterling-infrastructure-inc-strl-2026-01-27/
EFG Asset Management North America Corp. reduced its stake in Sterling Infrastructure (NASDAQ:STRL) by 22.9% in Q3, selling 5,888 shares and now holding 19,852 shares valued at $6.74 million. Other institutional investors like Root Financial Partners and Bogart Wealth also adjusted their positions, with institutional ownership now at 80.95%. The company recently posted strong Q3 earnings, beating analyst expectations, and approved a $400 million stock buyback program, while analysts have a "Moderate Buy" rating with a target price of $436.50.

Is Geographic Expansion Supporting Sterling's Backlog Growth?

https://www.tradingview.com/news/zacks:fde6c1e60094b:0-is-geographic-expansion-supporting-sterling-s-backlog-growth/
Sterling Infrastructure, Inc. (STRL) is expanding its geographic footprint to support long-term backlog growth, especially in regions with large, multi-year infrastructure projects like those for data centers and manufacturing facilities. This strategy has resulted in a significant increase in its signed backlog to $2.6 billion, with total potential work exceeding $4 billion when including unsigned and future awards. The company's integrated approach of combining site development with mission-critical electrical services gives it a competitive edge in the data center-driven market compared to rivals like Quanta Services and EMCOR Group.

Is Geographic Expansion Supporting Sterling's Backlog Growth?

https://www.theglobeandmail.com/investing/markets/stocks/PWR/pressreleases/37230328/is-geographic-expansion-supporting-sterlings-backlog-growth/
Sterling Infrastructure, Inc. is expanding its geographic footprint into regions with large, multi-year infrastructure projects, particularly in Texas, to support long-term backlog growth and gain early positioning. This strategy has resulted in a reported backlog of $2.6 billion in Q3 2025, with potential work exceeding $4 billion including negotiated awards. The company's integrated approach to site development and mission-critical electrical services gives it a competitive edge in the data center-driven market against rivals like Quanta Services and EMCOR Group.
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