STRL

Sterling Infrastructure, Inc. (STRL) | Rumor.io

Sterling Infrastructure

STRL

Attention (50-day avg)0.01%

Attention rank (50-day avg)#424

Bullish sentiment (50-day avg)75%

Price to earnings ratio36.8

Market capitalization15.2B

Earnings per share13.9

Dividend yield (TTM)—

Revenue (annual)2.5B

Net income (annual)309.7M

Social

What share of all stock conversation is about STRL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.01% +0

Sep 8

Sterling Infrastructure, Inc. (STRL) may be experiencing a short squeeze, with the stock having been beaten down significantly.
An article suggests that Sterling Infrastructure stock may be undervalued.
California State Teachers' Retirement System has purchased 29,137 shares of Sterling Infrastructure Inc. (STRL).

Generated by AI

Sentiment

Of the messages about STRL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95.45% -4.55	86.32% -11.26	78.56% -1.19	88.2% -5.9
Bearish	4.55% +4.55	13.68% +11.26	21.44% +1.19	11.8% +5.9

Bullish· Aug 4

Sterling Infrastructure, Inc. (STRL) reported a 90.4% YoY increase in Q2 revenue to $1.17B, beating consensus estimates.
The company raised its FY adjusted EPS guidance to $20.30, exceeding consensus expectations.
The company's backlog increased to $4.33B, with a combined backlog of $5.62B, indicating strong future prospects.

Bearish· Aug 4

Sterling Infrastructure, Inc. ($STRL) is being punished for its high valuation multiple despite normalized margins, with the stock down due to a sell-off in what is considered the best AI infrastructure company on the market.
The company's stock price has dropped 50% over the past three months, despite reporting great quarters and improving business, raising suspicions of manipulation and a lack of clarity on its true value.
Sterling Infrastructure's revenue has hit $1.2B, but cash has fallen 34%, and the stock's growth has stalled, with the CEO's performance on the earnings call being considered one of the worst in the company's history.

Generated by AI

Topics

Of the messages about STRL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	90.91%	68.27%	3.78%
Macro	0%	3.03%	22.12%	62.15%
Announcements	0%	3.03%	8.65%	5.05%
Earnings	0%	3.03%	0.96%	9.65%
Analysts	0%	0%	0%	19.36%
Controversies	0%	0%	0%	0%

Earnings· May 7

Sterling Construction's $STRL earnings results beat expectations by $0.01 EPS.
$STRL reported revenues that exceeded estimates.
The company's earnings per share (EPS) was $0.09, matching the consensus estimate.

Announcements· Nov 12

Sterling Infrastructure, Inc. (STRL) has authorized a new $400 million stock repurchase program, replacing the previous program set to expire in December 2025.
The new program will allow Sterling to buy back up to $400 million of its outstanding common stock over the next 24 months, with the timing and amount of repurchases at the discretion of management.
CEO Joe Cutillo expressed confidence in the company's outlook, citing a strong balance sheet and cash flow to support a balanced capital allocation strategy focused on organic growth and shareholder returns.

Macro· Sep 15

Sterling Infrastructure, Inc. (STRL) is mentioned as a preferred investment option in the industrials sector due to its valuation and EPS projections being more stable than shovel makers.
The aerospace and defense sector is highlighted as a promising area, with ongoing conflicts and lack of tariff exposure making it an attractive investment opportunity.
The post notes that the author has missed the investment opportunity for STRL, similar to Nebius, but does not elaborate on the reasoning behind this missed opportunity.

Generated by AI

Community

Of the messages about STRL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	43.18%	26.87%	16.69%	22.99%
Newcomers	56.82%	73.13%	83.31%	77.01%

Regulars· Aug 4

Sterling Infrastructure reported a strong Q2 with revenue of $1.17B, a 90.4% YoY increase, and adjusted EPS guidance raised to $20.30, beating consensus estimates.
The company's backlog stands at $4.33B, and its 2026 revenue guidance of $4.07B exceeds consensus expectations of $3.9B, indicating a positive outlook for the business.
Despite the strong earnings report, the stock is down -4% after hours, with some market participants expressing concern about the company's cash levels, which fell 34% despite the revenue growth.

Newcomers· Aug 28

Newcomers are holding onto their shares of $STRL, hoping for prices to drop further to the 700s, despite current prices around 493.
The recent downturn in $STRL is attributed to politicians' opposition to data centers, which is seen as a short-term issue rather than a long-term concern.
Many newcomers are buying into $STRL, citing undervaluation, and are comparing the stock's performance to other data center infrastructure stocks, such as $META.

Generated by AI

News

Why the Market Dipped But Sterling Infrastructure (STRL) Gained Today

In the latest trading session, Sterling Infrastructure (STRL) closed at $504.17, marking a +1.17% move from the previous day.

15h agoYahoo Finance

Why Sterling Infrastructure (STRL) Dipped More Than Broader Market Today

Sterling Infrastructure (STRL) closed at $498.36 in the latest trading session, marking a -2.72% move from the prior day.

1d agoYahoo Finance

Here's How Much $1000 Invested In Sterling Infrastructure 20 Years Ago Would Be Worth Today - Sterling In

Sterling Infrastructure (NASDAQ:STRL) has outperformed the market over the past 20 years by 8.21% on an annualized basis producing an average annual return of 17.29%. Currently, Sterling Infrastructure has a market

1d agoBenzinga

Undercovered Stocks: Rithm Capital, Sterling Infrastructure, Corning And More

Discover Seeking Alpha’s Undercovered Dozen: 12 under-the-radar stocks offering fresh investment ideas.

7d agoSeeking Alpha

Sterling Infrastructure (STRL) Is Considered a Good Investment by Brokers: Is That True?

Based on the average brokerage recommendation (ABR), Sterling Infrastructure (STRL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

7d agoYahoo Finance

InvestingPro Fair Value predicted Sterling Infrastructure 40% decline By Investing.com

11d agoInvesting.com

Also Discussed

Investors talking about STRL also mention

#	Name	Attention
1	Limbach Holdings, Inc.LMB	0%new
2	IES Holdings, Inc.IESC	0%0
3	Comfort Systems USA, Inc.FIX	0%0
4	Powell Industries, Inc.POWL	0%+0
5	EMCOR Group, Inc.EME	0.01%new
6	TTM Technologies, Inc.TTMI	0%+0
7	Vicor Corp.VICR	0.01%-0.04
8	MYR Group Inc.MYRG	0%new
9	Primoris Services CorporationPRIM	0%0
10	Everus Construction Group, Inc.ECG	0%0

Sterling Infrastructure, Inc.

Industrials
Engineering & Construction

Sterling Infrastructure, Inc. is a U.S.-based specialty infrastructure services company that provides construction solutions across e-infrastructure, transportation, and building markets. Sterling Infrastructure focuses on large-scale site development for data centers, e-commerce distribution centers, manufacturing facilities, warehousing, and energy-related projects, supporting the physical backbone of modern digital and industrial operations. The company also delivers transportation solutions that include highways, roads, bridges, airports, ports, rail, water, wastewater, and storm drainage infrastructure. In addition, its building solutions segment provides residential and commercial concrete foundations for single-family and multi-family homes, along with parking structures, elevated slabs, and related concrete work. Headquartered in The Woodlands, Texas, and founded in 1955, Sterling Infrastructure serves public and private customers across the United States through a portfolio of specialized subsidiaries.

Website

Location

1800 Hughes Landing Boulevard

The Woodlands, TX, 77380

United States

Social

What share of all stock conversation is about STRL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% -0.01	0.01% +0

Sep 8

Sterling Infrastructure, Inc. (STRL) may be experiencing a short squeeze, with the stock having been beaten down significantly.
An article suggests that Sterling Infrastructure stock may be undervalued.
California State Teachers' Retirement System has purchased 29,137 shares of Sterling Infrastructure Inc. (STRL).

Generated by AI

Sentiment

Of the messages about STRL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95.45% -4.55	86.32% -11.26	78.56% -1.19	88.2% -5.9
Bearish	4.55% +4.55	13.68% +11.26	21.44% +1.19	11.8% +5.9

Bullish· Aug 4

Sterling Infrastructure, Inc. (STRL) reported a 90.4% YoY increase in Q2 revenue to $1.17B, beating consensus estimates.
The company raised its FY adjusted EPS guidance to $20.30, exceeding consensus expectations.
The company's backlog increased to $4.33B, with a combined backlog of $5.62B, indicating strong future prospects.

Bearish· Aug 4

Sterling Infrastructure, Inc. ($STRL) is being punished for its high valuation multiple despite normalized margins, with the stock down due to a sell-off in what is considered the best AI infrastructure company on the market.
The company's stock price has dropped 50% over the past three months, despite reporting great quarters and improving business, raising suspicions of manipulation and a lack of clarity on its true value.
Sterling Infrastructure's revenue has hit $1.2B, but cash has fallen 34%, and the stock's growth has stalled, with the CEO's performance on the earnings call being considered one of the worst in the company's history.

Generated by AI

Topics

Of the messages about STRL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	90.91%	68.27%	3.78%
Macro	0%	3.03%	22.12%	62.15%
Announcements	0%	3.03%	8.65%	5.05%
Earnings	0%	3.03%	0.96%	9.65%
Analysts	0%	0%	0%	19.36%
Controversies	0%	0%	0%	0%

Earnings· May 7

Sterling Construction's $STRL earnings results beat expectations by $0.01 EPS.
$STRL reported revenues that exceeded estimates.
The company's earnings per share (EPS) was $0.09, matching the consensus estimate.

Announcements· Nov 12

Sterling Infrastructure, Inc. (STRL) has authorized a new $400 million stock repurchase program, replacing the previous program set to expire in December 2025.
The new program will allow Sterling to buy back up to $400 million of its outstanding common stock over the next 24 months, with the timing and amount of repurchases at the discretion of management.
CEO Joe Cutillo expressed confidence in the company's outlook, citing a strong balance sheet and cash flow to support a balanced capital allocation strategy focused on organic growth and shareholder returns.

Macro· Sep 15

Sterling Infrastructure, Inc. (STRL) is mentioned as a preferred investment option in the industrials sector due to its valuation and EPS projections being more stable than shovel makers.
The aerospace and defense sector is highlighted as a promising area, with ongoing conflicts and lack of tariff exposure making it an attractive investment opportunity.
The post notes that the author has missed the investment opportunity for STRL, similar to Nebius, but does not elaborate on the reasoning behind this missed opportunity.

Generated by AI

Community

Of the messages about STRL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	43.18%	26.87%	16.69%	22.99%
Newcomers	56.82%	73.13%	83.31%	77.01%

Regulars· Aug 4

Sterling Infrastructure reported a strong Q2 with revenue of $1.17B, a 90.4% YoY increase, and adjusted EPS guidance raised to $20.30, beating consensus estimates.
The company's backlog stands at $4.33B, and its 2026 revenue guidance of $4.07B exceeds consensus expectations of $3.9B, indicating a positive outlook for the business.
Despite the strong earnings report, the stock is down -4% after hours, with some market participants expressing concern about the company's cash levels, which fell 34% despite the revenue growth.

Newcomers· Aug 28

Newcomers are holding onto their shares of $STRL, hoping for prices to drop further to the 700s, despite current prices around 493.
The recent downturn in $STRL is attributed to politicians' opposition to data centers, which is seen as a short-term issue rather than a long-term concern.
Many newcomers are buying into $STRL, citing undervaluation, and are comparing the stock's performance to other data center infrastructure stocks, such as $META.

Generated by AI

Sterling Infrastructure

Social

Sep 8

Bullish· Aug 4

Bearish· Aug 4

Earnings· May 7

Announcements· Nov 12

Macro· Sep 15

Regulars· Aug 4

Newcomers· Aug 28

Why the Market Dipped But Sterling Infrastructure (STRL) Gained Today

Why Sterling Infrastructure (STRL) Dipped More Than Broader Market Today

Here's How Much $1000 Invested In Sterling Infrastructure 20 Years Ago Would Be Worth Today - Sterling In

Undercovered Stocks: Rithm Capital, Sterling Infrastructure, Corning And More

Sterling Infrastructure (STRL) Is Considered a Good Investment by Brokers: Is That True?

InvestingPro Fair Value predicted Sterling Infrastructure 40% decline By Investing.com

Also Discussed

Sterling Infrastructure, Inc.

Company Information

Location

Why the Market Dipped But Sterling Infrastructure (STRL) Gained Today

Why Sterling Infrastructure (STRL) Dipped More Than Broader Market Today

Here's How Much $1000 Invested In Sterling Infrastructure 20 Years Ago Would Be Worth Today - Sterling In

Undercovered Stocks: Rithm Capital, Sterling Infrastructure, Corning And More

Sterling Infrastructure (STRL) Is Considered a Good Investment by Brokers: Is That True?

InvestingPro Fair Value predicted Sterling Infrastructure 40% decline By Investing.com

Also Discussed

Social

Sep 8

Bullish· Aug 4

Bearish· Aug 4

Earnings· May 7

Announcements· Nov 12

Macro· Sep 15

Regulars· Aug 4

Newcomers· Aug 28