Added to YB: 2025-12-08
Pitch date: 2025-12-05
STRL [bullish]
Sterling Infrastructure, Inc.
+26.34%
current return
Author Info
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Company Info
Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.
Market Cap
$13.4B
Pitch Price
$328.57
Price Target
455.00 (+10%)
Dividend
N/A
EV/EBITDA
28.13
P/E
42.86
EV/Sales
6.06
Sector
Construction and Engineering
Category
growth
Why I’m Still Bullish on STRL After a +337% Gain
STRL: Up 337% from value play at 9x EV/EBITDA to growth story at 24.6x. E-Infrastructure driving 58% Q4 rev growth, 97% backlog growth Y/Y. CEC acquisition adds electrical services, moving up value chain. 36% upside to $455 fair value on AI data center buildout. Risk: customer concentration, cycle sensitivity.
Read full article (35 min)