Added to YB: 2026-03-06
Pitch date: 2026-03-05
STRL [bullish]
Sterling Infrastructure, Inc.
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
$12.7B
Pitch Price
N/A
Price Target
600.00
Dividend
N/A
EV/EBITDA
23.29
P/E
44.30
EV/Sales
5.10
Sector
Construction and Engineering
Category
growth
STRL Q4 2025 earnings: STRL is not riding a wave...it is riding a tsunami.
STRL (earnings; raised price target): Q4 rev beat +69% ex-RHB, adj EPS $10.88 (+44% 5yr CAGR). E-Infra now 69% of rev at 22% margin vs Transport 11%/Building 8%. Backlog +78% to $3B, $4.5B total visibility. 2026 guide: $3.05-3.2B rev, $13.45-14.05 EPS (26% growth). Hyperscaler capex $602B in '26 (+40% YoY) drives runway. CEC integration expanding margins via site+electrical combo. $440M OCF, net cash $99.7M. PT raised to $600 from $455. Risk: hyperscaler capex pullback, execution capacity at 40% E-Infra growth.
Read full article (16 min)