Added to YB: 2026-08-07
Pitch date: 2026-08-05
STRL [bullish]
Sterling Infrastructure, Inc.
+0.86%
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
$16.4B
Pitch Price
$531.50
Price Target
1.0K (+92%)
Dividend
N/A
EV/EBITDA
20.74
P/E
38.64
EV/Sales
4.74
Sector
Construction and Engineering
Category
growth
STRL Q2 2026 Update: Record Quarter, And 40% Cheaper Than When I Last Wrote It Up
STRL: Up 621% since $76.68 entry; now $540, -40% since May update. Upgrading HOLD→BUY, PT $1,030 (+91%), bear $400. Q2 record: rev +90% to $1.17B, adj EPS +116% to $5.80, adj EBITDA margin +150bp to 22%. Guidance raised 2x. Stock fell on E-Infra margin misread (mix, not decay). 63% ROIC, net cash, 14.9x 2027 EBITDA. Risk-reward 1:3.5.
Read full article (18 min)