A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Can STRL's surging backlog unlock more growth as data center and semiconductor demand stays strong?

A single ETF quietly holds the small-cap contractors wiring, cooling, and powering the hyperscaler campuses behind America's AI buildout, but a looming index rebalance could strip out its best-performing names just as backlog numbers hit all-time highs.

Can mission-critical demand and record backlog keep STRL's rally going?

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

During a segment on CNBC’s Mad Money on August 5, a caller sought host Jim Cramer’s guidance on Sterling Infrastructure, Inc. (NASDAQ:STRL) following a dramatic post-earnings decline. The caller noted that the stock had tumbled nearly 50% from its peak of over $1,000 per share and asked whether the current valuation represents an attractive entry […]

Revenue surged 90% as data center demand accelerated e-infrastructure growth.

STRL's E-Infrastructure revenues surge 192%, with backlog growth and expanding data-center projects pointing to a longer growth runway.

Sterling Infrastructure (STRL) could produce exceptional returns because of its solid growth attributes.

The average brokerage recommendation (ABR) for Sterling Infrastructure (STRL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Sterling Infrastructure is under fresh scrutiny as analysts trim fair value estimates to US$918.67 from US$941.17. The shift reflects recent research that balances enthusiasm for data center and infrastructure growth with new questions around margins and near term bookings. As you read on, you will see what is driving these updates and how to keep track of the evolving Sterling Infrastructure story. Analyst Price Targets don't always capture the full story. Head over to our Company Report to...

Sterling Infrastructure, Inc. recently reported second-quarter 2026 results showing revenue of US$1.17 billion and net income of US$155.83 million, alongside raised full-year guidance to US$4.00–US$4.15 billion in revenue and diluted EPS of US$17.25–US$17.85. Management highlighted that capacity, rather than demand, is the main growth constraint as the company pursues acquisitions and invests to support mission-critical e-infrastructure projects. We’ll now look at how Sterling’s raised 2026...

Sterling Infrastructure stock has delivered a very large 5 year return, yet the latest valuation work still points to the shares trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supported by earnings multiples. The share price has produced a very large 5 year gain of 2,152.2%, which means anyone looking at Sterling Infrastructure today is assessing a stock that has already seen substantial value created on the chart. Recent record...

STRL's 19.7% monthly slide clashes with surging results and a $4.33B backlog as labor, timing and valuation risks test the growth story.

Sterling lifts its 2026 outlook as Q2 revenue jumps 90%, adjusted earnings more than double and backlog reaches $5.62 billion.

Sterling's surging backlog, mission-critical demand and margin gains bolster growth, but its premium valuation leaves little room for execution missteps.

Sterling Infrastructure says capacity, not demand, is limiting growth as it boosts hiring, fleet spending and M&A to support mission-critical projects.

Sterling Infrastructure Inc (STRL) raises full-year guidance amid record backlog and robust e-infrastructure demand.

Sterling Infrastructure (NASDAQ:STRL) reported sharply higher second-quarter results as demand for mission-critical infrastructure work, including data centers and semiconductor campuses, drove growth in its E-Infrastructure Solutions segment. Management also raised its full-year outlook to reflect

STRL tops Q2 earnings and revenue estimates as E-Infrastructure growth, acquisitions and a record backlog drive results and higher 2026 guidance.

Moby summary of Sterling Infrastructure, Inc.'s Q2 2026 earnings call

Although the revenue and EPS for Sterling Infrastructure (STRL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Sterling Infrastructure (STRL) delivered earnings and revenue surprises of +11.54% and +9.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Civil infrastructure construction company Sterling Infrastructure (NASDAQ:STRL) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 90.1% year on year to $1.17 billion. The company’s full-year revenue guidance of $4.08 billion at the midpoint came in 4.1% above analysts’ estimates. Its non-GAAP profit of $5.80 per share was 11.9% above analysts’ consensus estimates.

Civil infrastructure construction company Sterling Infrastructure (NASDAQ:STRL) will be announcing earnings results this Monday after market close. Here’s what investors should know.

Sterling Infrastructure's AI data center business is driving rapid growth, with revenue, earnings and backlog surging as demand for mission-critical projects accelerates.

In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.

STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.

Sterling Infrastructure (STRL) is back in focus as investors look ahead to its upcoming second quarter update, with attention centered on the expanding E-Infrastructure segment and strong demand for data center and semiconductor projects. See our latest analysis for Sterling Infrastructure. Sterling Infrastructure’s share price has been volatile in recent weeks, with a 1-day share price return of 17.5% after a period where the 30-day share price return fell 25.22%. Even with that pullback,...

A road builder delivered record growth and a large backlog, yet its stock went nowhere. The market is quietly pricing in a problem that has not yet appeared in the numbers.

Sterling's Q2 earnings may reflect data center momentum, improved project mix and pressure in Building Solutions.

Evaluate the expected performance of Sterling Infrastructure (STRL) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Sterling Infrastructure (STRL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Sterling Infrastructure, Comfort Systems USA and Everus Construction have pulled back after strong runs as AI infrastructure spending keeps data center builders in focus.

Reviewing former stock picks is an important part of the investment process, providing valuable insight into what worked, what changed, and how technical setups evolved over time. Watch Doug discuss recent stock picks, provide input on the current market environment—and take your questions. The construction and infrastructure play has gained 118% since our recommendation but is down 25% over the past month, creating an opportunity.

STRL's CEC acquisition expands its role across mission-critical projects, giving vertical integration a fresh path to further margin gains.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Nvidia dominates the headlines, but some of the biggest AI-driven gains are quietly emerging from a corner of the market most investors overlook entirely.

In the most recent trading session, Sterling Infrastructure (STRL) closed at $650.22, indicating a +1.83% shift from the previous trading day.

Last week’s chip-led selloff showcased just how quickly sentiment on AI can shift and drive a rotation out of tech stocks. Goldman Sachs outlined three investment themes to play for investors worried about AI overexposure in their portfolio.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the engineering and design services stocks, including Sterling (NASDAQ:STRL) and its peers.

Sterling Infrastructure has delivered a very large 5 year return, yet its current valuation checks and intrinsic value estimate still point to the stock trading at a discount to what its cash flows may justify. Over the past 5 years, Sterling Infrastructure has returned about 29.7x, which puts today’s valuation debate front and center for anyone looking at the stock now rather than years ago. The expanded US$1.5b credit facility can support further investment and acquisitions that may...

Zacks.com users have recently been watching Sterling Infrastructure (STRL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

STRL, INOD and LGN are benefiting from AI-driven engineering demand as infrastructure spending and smart project adoption fuel industry growth.

Sterling Infrastructure (STRL) has drawn fresh attention after reporting Q1 FY26 revenue growth of 92% and adjusted EPS growth of 120%, raising full year guidance and highlighting a project pipeline of US$6.5b. See our latest analysis for Sterling Infrastructure. Against this backdrop, Sterling Infrastructure’s share price has been volatile, with a 1 day share price return that declined 1.59% and a 30 day share price return that fell 22.83%. Yet the year to date share price return of 109.56%...

Earlier in July, Sterling Infrastructure amended and restated its credit agreement, extending the facility’s maturity to July 2031, expanding revolving borrowing capacity to US$1.50 billion, and easing covenants, while its General Counsel, Chief Compliance Officer and Corporate Secretary, Mark D. Wolf, notified the company of his plan to retire later this year and assist with the transition. The expanded, lower-cost, and more flexible credit facility gives Sterling additional financial room...

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Sterling Infrastructure (NasdaqGS:STRL) is repositioning itself as a specialized E-Infrastructure provider focused on AI, data centers, and semiconductor projects. Recent acquisitions are expanding the company’s capabilities in high-margin E-Infrastructure work tied to major technology trends. An amended and upsized credit facility is providing additional financial flexibility to support this shift in the business mix. The combination of higher-margin focus, recent revenue and margin...

An Infrastructure Services Company with Financial Flexibility to Invest and Return Capital and a Specialty Chemicals Company That's a Potential Top Growth Pick

Quality compounders are well-oiled machines. Their competitive advantages allow them to make profits consistently and reinvest them into projects that generate even more profits, creating a virtuous cycle of returns.