Sterling Infrastructure, Inc.

Sterling Infrastructure, Inc.

STRLยทNASDAQ

$957.03

+9.3%
IndustrialsEngineering & Construction

Sterling Infrastructure, Inc. engages in the transportation, e-infrastructure, and building solutions primarily in the Southern United States, the Northeastern and Mid-Atlantic United States, the Rocky Mountain states, California, and Hawaii. It undertakes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, light rail, water, wastewater, and storm drainage systems for the departments of transportation in various states, regional transit authorities, airport authorities, port authorities, water authorities and railroads. The company also provides specialty site infrastructure improvement contracting services for blue-chip end users in the e-commerce, data center, distribution center and warehousing, and energy sectors. In addition, it undertakes residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for national home builders, regional and custom home builders, and developers and general contractors in commercial markets. The company was formerly known as Sterling Construction Company, Inc. and changed its name to Sterling Infrastructure, Inc. in June 2022. Sterling Infrastructure, Inc. was founded in 1955 and is headquartered in The Woodlands, Texas.

At a Glance

Live Snapshot
Market Cap$29.37B
EPS9.5000
P/E Ratio100.74
Earnings Date08/03/2026
strl

Sterling Infrastructure, Inc. Street Expectations Map

STRL ยท NASDAQ

Wall Street analysts project that STRL stock may decline over the coming 12 months. The consensus 1-year price target stands at 656.20, with estimates ranging from a low of 413.00 to a high of 950.00.

Lowest Target
413.00
-56.85%
Consensus Target
656.20
-31.43%
Highest Target
950.00
-0.73%

The consensus 1-year price target stands at 656.20, with estimates ranging from a low of 413.00 to a high of 950.00.

Analyst Consensus Analysis

Upside Potential

-31.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

81.8% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.01x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Sterling Infrastructure, Inc. Forward Estimates of Revenue

STRL ยท NASDAQ
Latest Revenue
2.49B
FY 2025
Avg Estimate
2.83B
FY 2026
Estimate Range
2.81B - 2.85B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Sterling Infrastructure, Inc. Forward Estimates of Net Income

STRL ยท NASDAQ
Latest Net Income
290.15M
FY 2025
Avg Estimate
371.79M
FY 2026
Estimate Range
369.61M - 373.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sterling Infrastructure, Inc. Forward Estimates of EPS

STRL ยท NASDAQ
Latest EPS
9.50
FY 2025
Avg Estimate
$11.94
FY 2026
Estimate Range
$11.87 - $12.01
Analyst Spread

Forward Growth Analysis

Projected Growth+25.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Sterling Infrastructure, Inc. Forward Estimates of EBIT

STRL ยท NASDAQ
Latest EBIT
428.26M
FY 2025
Avg Estimate
303.52M
FY 2026
Estimate Range
301.39M - 305.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-29.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Sterling Infrastructure, Inc. Forward Estimates of EBITDA

STRL ยท NASDAQ
Latest EBITDA
505.38M
FY 2025
Avg Estimate
383.89M
FY 2026
Estimate Range
381.18M - 386.59M
Analyst Spread

Forward Growth Analysis

Projected Growth-24.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Sterling Infrastructure, Inc. Forward Estimates of SG&A Expense

STRL ยท NASDAQ
Latest SG&A Expense
154.81M
FY 2025
Avg Estimate
145.23M
FY 2026
Estimate Range
144.21M - 146.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-6.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Sterling Infrastructure, Inc. Insider Positioning

STRL ยท NASDAQ

During the last 12 months, insiders have sold $54.57M worth of STRL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

105.8K

49.79M

Net Activity

-49.8M

-$49.79M

3-6 Months

Bought

0

0.00

Sold

5.1K

1.89M

Net Activity

-1.9M

-$1.89M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

13.7K

2.89M

Net Activity

-2.9M

-$2.89M

Top Buyers

No buying activity

Top Sellers

1
CJA

Cutillo Joseph A

Officer: Chief Executive Officer

100.0K sharesโ€ข2 transactions

$47.55M

2
ODC

O'Brien Dana C.

Director

11.2K sharesโ€ข2 transactions

$2.49M

3
WDA

Wilson Dwayne Andree

Director

5.3K sharesโ€ข3 transactions

$2.01M

4
DJ

Dill Julie

Director

4.5K sharesโ€ข1 transactions

$1.73M

5
WMD

Wolf Mark D.

Officer: General Counsel, Corporate Sec

3.5K sharesโ€ข1 transactions

$791K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $54.57M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$49.79M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.