Added to YB: 2026-05-18
Pitch date: 2026-05-14
STRL [neutral]
Sterling Infrastructure, Inc.
-15.27%
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
$26.2B
Pitch Price
$859.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.55
P/E
76.36
EV/Sales
9.03
Sector
Construction and Engineering
Category
growth
STRL Q1 2026 Update: Tsunami Confirmed, Asymmetry Spent
STRL (holding update): Q1 rev $825.7M (+92% YoY), EPS $3.09 (+141%), beat by $216M/$1.32. Combined backlog $5.15B (+131%), new semi fab win diversifies beyond hyperscalers. E-Infra now 72% rev at 23.5% margin. Raised PT to $1,010 (from $600) on lifted outer-year path & lower WACC, but upside compressed to +19% vs $700 bear. R/R now 1:1.05 = HOLD not BUY. Position +1,010% total return
Read full article (12 min)