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Sterling Infrastructure, Inc.

STRL
USA Nasdaq USD

Provides e-infrastructure solutions including data center construction and site development critical for AI workloads.

Share Price
289.56USD
Market Cap
8.83BUSD
Revenue
4.31BUSD
Net Income
554.32MUSD
P/E (trailing)
16.2x
Sentiment
62.0%
  • 3M -42.5%
  • 6M -63.0%
  • 1Y -17.2%
  • 2Y +62.2%

Financial data: Yahoo Finance, as of 11-Nov-2026

Price History
Price & Size
Price 289.56 USD
Market Cap 8.83B USD
Shares Outstanding 30.50M
Shares Float 29.82M
52w Low 239.36 USD
52w High 1,005.68 USD
Avg Volume 734,706
Valuation
P/E (trailing) 16.2x
P/E (forward) 10.3x
P/B 5.88x
Enterprise Value 8.83B USD
Book Value / Share 49.28 USD
PEG Ratio 0.29x
P/S 2.05x
EV / Revenue 2.05x
EV / EBITDA 9.79x
Income
Revenue 4.31B USD
Revenue / Share 140.68 USD
EBITDA 901.38M USD
Net Income 554.32M USD
EPS (trailing) 17.83 USD
EPS (forward) 28.10 USD
Margins & Profitability
Gross Margin 23.8%
Operating Margin 19.9%
Profit Margin 12.8%
EBITDA Margin 20.9%
Return on Equity 45.0%
Return on Assets 16.6%
Growth
Revenue Growth 127.0%
Earnings Growth 133.0%
Cash & Debt
Total Cash 216.94M USD
Total Debt 165.81M USD
Free Cash Flow 352.62M USD
Operating Cash Flow 613.15M USD
Debt / Equity 0.11x
Current Ratio 1.04x
Quick Ratio 1.02x
Dividend
Yield 0.0%
Payout Ratio 0.0%
Ex-Date 23-Dec-1998
Risk
Beta 1.98
Analyst Consensus
Target (Mean) 693.43 USD
Target (Median) 680.00 USD
Target (High) 834.00 USD
Target (Low) 565.00 USD
Analysts' Rating Strong buy
# Analysts 7
Identifiers
FIGIBBG000JD7618
Sentiment 62.0%

Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.

Positive drivers

Sterling Infrastructure reported strong Q3 2026 earnings driven by increased demand for data center and AI-related infrastructure projects. Government infrastructure bills continued to provide tailwinds for the company's transportation and utility segments. Analyst upgrades highlighted STRL's backlog growth exceeding 25% year-over-year.

Neutral / mixed

Broader market volatility in tech and AI stocks created mixed trading patterns for STRL despite its infrastructure focus. Interest rate stabilization provided some relief but did not fully offset sector rotation away from growth names. Earnings guidance was in line with expectations without significant beats or misses.

Negative drivers

Rising material costs and labor shortages pressured margins in the construction division during the period. Concerns over potential delays in federal funding allocations weighed on investor sentiment. Increased competition from larger peers in the data center buildout space capped upside potential.

Bottom line

Overall sentiment for STRL remains moderately positive due to AI infrastructure tailwinds, tempered by macroeconomic and competitive pressures. The stock is viewed as a stable play on digital infrastructure with limited near-term catalysts.