Sterling Infrastructure

STRL

Market cap $9.81B

Sterling Infrastructure, Inc. STRL has moved away from low-bid, margin-dilutive projects and instead prioritized large, mission-critical developments where its execution capabilities create tangible value. This approach is most visible in the data center market, which has emerged as a core growth engine.

Sterling Infrastructure (STRL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Sterling Infrastructure is rated a buy, with a recent pullback offering an attractive entry amid robust organic and acquisition-driven growth. E-Infrastructure, led by data center demand, drove 58% segment sales growth and a 125% revenue surge, with operating margins expected to reach 25%. STRL's remaining performance obligations surged 52% year-to-date, signaling strong future revenue visibility, especially in E-Infrastructure.

STRL's E-Infrastructure segment drives outsized growth as data center demand lifts revenue, backlog and visibility.

THE WOODLANDS, Texas, Jan. 7, 2026 /PRNewswire/ -- Sterling Infrastructure, Inc. (NasdaqGS: STRL) ("Sterling" or "the Company") today announced that management is participating in the following investor conference: 28th Annual Needham Growth Conference  Date: January 13, 2026Venue: Lotte New York Palace Hotel Sterling's management will host one-on-one meetings with investors at this event. Those interested in attending the conference should reach out to their respective representatives or Noelle Dilts at noelle.dilts@strlco.com.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Sterling Infrastructure, Inc. STRL is currently trading at a forward 12-month Price/Earnings ratio (P/E F12M) of 27.26, a roughly 15.8% premium to the Zacks Engineering - R and D Services industry average of 23.54. The valuation also stands above the broader Construction sector multiple of 19.61X and the Zacks S&P 500 composite level of 23.11X.

Sterling Infrastructure (STRL) concluded the recent trading session at $327.11, signifying a +2.49% move from its prior day's close.

Sterling Infrastructure, Inc. STRL is gaining from robust data center–related site development and mission-critical projects, which are operated through its E-Infrastructure Solutions segment. These projects comparatively carry structurally higher margins due to their complexity, tighter timelines and the premium customers place on execution certainty.

STRL faces housing softness, but surging E-Infrastructure revenues, backlog growth and data center demand are likely to help support results in 2026.