Sterling Infrastructure Shares Down 9.1% to $290.00
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Should l Buy STRL?
Sterling Infrastructure is down -9.1%, or -$29.13 to $290.00.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy STRL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on STRL
Wall Street analysts forecast STRL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STRL is 455.00 USD with a low forecast of 450.00 USD and a high forecast of 460.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 365.070
Low
450.00
Averages
455.00
High
460.00
Current: 365.070
Low
450.00
Averages
455.00
High
460.00
About STRL
Sterling Infrastructure, Inc. operates through a variety of subsidiaries within three segments specializing in E-Infrastructure, Transportation and Building Solutions in the United States. It serves Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions and the Pacific Islands. E-Infrastructure Solutions provides advanced, site development services and electrical services for data centers, semiconductor fabrication, manufacturing, distribution centers, warehousing, and power generation. Transportation Solutions includes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail and storm drainage systems. Building Solutions include residential and commercial concrete foundations for single-family and multifamily homes, parking structures, elevated slabs, other concrete work, plumbing services, and surveys for new single-family residential builds. The principal geographic market for the Company’s residential business is Texas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Data Center Buildout Accelerates, Power Demand Surges
- Surging Power Demand: The IEA projects that global energy consumption for data centers will double by 2030, highlighting the urgent need for infrastructure investment and creating significant opportunities for energy investments.
- Accelerated Construction: Despite concerns about 'overbuilding,' data shows that existing data centers are insufficient to meet the demands of AI and other intensive computing applications, indicating continued market growth potential.
- Diverse Investment Opportunities: Analysts suggest that investors can gain exposure to the data center buildout by focusing on related companies like Hewlett Packard Enterprise, especially in the context of rapid AI data center development.
- Energy Self-Sufficiency: Major tech firms like Microsoft and Amazon are taking control of energy costs by building or acquiring nuclear facilities, a trend that could reshape the energy supply landscape for data centers and reduce long-term operational costs.
See More
Data Center Buildout Accelerates, Power Demand Surges
- Surging Power Demand: The IEA projects that global energy consumption for data centers will double by 2030, highlighting the urgent need for infrastructure investment, making energy sector opportunities attractive for investors.
- Accelerated Buildout: Despite fears of overbuilding, data shows that demand for data centers continues to outstrip supply, with many large clients pre-leasing capacity into 2027, indicating robust market demand.
- Diverse Investment Opportunities: Analysts suggest that investors can engage in data center buildouts through various avenues, including companies like Hewlett Packard Enterprise that specialize in high-performance computing systems, which are expected to benefit from AI and data center demand.
- Energy Self-Sufficiency: Major tech firms like Microsoft and Amazon are investing in self-built energy facilities to meet rising power demands, which not only reduces operational costs but may also enhance their competitive edge in the future.
See More
Quanta Services PWR Sees Record Backlog of $39.2 Billion
- Significant Backlog Growth: Quanta Services' backlog reached a record $39.2 billion, up 15.5% from $33.96 billion a year earlier, indicating strong demand across end markets and enhancing future revenue visibility.
- Stable Project Execution: The company continues to secure work tied to essential grid and power delivery needs in a steady utility and power infrastructure spending environment, supporting more predictable project execution timelines and enhancing business stability.
- Competitive Industry Position: Quanta's shares have gained 17.3% over the past six months, significantly outperforming the Zacks Engineering - R&D Services industry's growth of 4.6%, reflecting its competitive strength amid ongoing infrastructure investment growth.
- Rising Earnings Expectations: Quanta's earnings estimate for 2026 has been raised in the past 30 days, indicating an expected year-over-year increase of 17.2% alongside projected revenue growth of 11.4%, suggesting a positive outlook for the company's profitability and market performance.
See More
Starlink Offers Free Satellite Internet Service in Venezuela Until February 3
- Free Service Launch: Starlink announced it will provide free satellite internet service in Venezuela until February 3, aiming to support the populace amid political turmoil following a U.S. military operation, highlighting its critical role during crises.
- Global Expansion: Operating in over 115 countries, Starlink maintains the world's largest constellation of low-Earth orbit satellites, and as demand for reliable broadband grows in underserved and crisis-affected areas, the company is solidifying its market position.
- Competitive Advantage: Competing against Amazon-backed Project Leo, Starlink is further establishing its dominance in the satellite internet sector by offering essential communication tools during emergencies, showcasing its significant global influence.
- Strategic Implications: This free service not only enhances Starlink's brand image in Venezuela but may also lay the groundwork for future expansions into other crisis regions, thereby strengthening its competitive edge in the global market.
See More
Bridge City Capital Increases Onto Innovation Stake to 47,342 Shares
- Stake Increase: Bridge City Capital disclosed an acquisition of 31,096 additional shares of Onto Innovation, raising its total holdings to 47,342 shares valued at $6.12 million as of September 30, 2025, indicating sustained confidence in the semiconductor sector.
- Asset Allocation: Onto Innovation now represents 1.63% of Bridge City Capital's 13F reportable assets, highlighting its significance in the portfolio and potentially influencing future investment decisions.
- Market Performance: As of November 11, 2025, Onto Innovation shares were priced at $133.44, down 23.59% over the past year, underperforming the S&P 500 by 38.39 percentage points, which may present a buying opportunity for investors.
- Industry Outlook: Given the strong demand for AI chips, Bridge City Capital's increased stake likely reflects optimistic expectations for semiconductor process control companies, especially in the context of current low valuations that may attract more investor interest.
See More
Stock of the Day: Sterling Infrastructure, Inc. (STRL)
Company Overview: Sterling Infrastructure, Inc. (STRL) is a prominent U.S. infrastructure firm that has experienced significant growth due to trends in AI data centers, reshoring, and increased infrastructure spending, with earnings projected to nearly double from 2024 to 2026.
Financial Performance: The company has seen a remarkable increase in its earnings, with a 34% year-over-year growth in signed backlog, and is expected to grow revenue by 13% in 2025 and 19% in 2026, alongside a substantial rise in adjusted earnings.
Stock Performance: STRL's stock has surged approximately 1,500% over the past five years, with an 80% increase in 2025 alone, despite a recent 25% pullback from its November highs, making it an attractive buy according to analysts.
Market Position: With a Zacks Rank #1 (Strong Buy), STRL is well-positioned in mission-critical markets such as data centers and semiconductor fabrication, and has authorized a $400 million stock repurchase plan to enhance shareholder value.
See More
Data Center Buildout Accelerates, Power Demand Surges
- Surging Power Demand: The IEA projects that global energy consumption for data centers will double by 2030, highlighting the urgent need for infrastructure investment and creating significant opportunities for energy investments.
- Accelerated Construction: Despite concerns about 'overbuilding,' data shows that existing data centers are insufficient to meet the demands of AI and other intensive computing applications, indicating continued market growth potential.
- Diverse Investment Opportunities: Analysts suggest that investors can gain exposure to the data center buildout by focusing on related companies like Hewlett Packard Enterprise, especially in the context of rapid AI data center development.
- Energy Self-Sufficiency: Major tech firms like Microsoft and Amazon are taking control of energy costs by building or acquiring nuclear facilities, a trend that could reshape the energy supply landscape for data centers and reduce long-term operational costs.
See More
Data Center Buildout Accelerates, Power Demand Surges
- Surging Power Demand: The IEA projects that global energy consumption for data centers will double by 2030, highlighting the urgent need for infrastructure investment, making energy sector opportunities attractive for investors.
- Accelerated Buildout: Despite fears of overbuilding, data shows that demand for data centers continues to outstrip supply, with many large clients pre-leasing capacity into 2027, indicating robust market demand.
- Diverse Investment Opportunities: Analysts suggest that investors can engage in data center buildouts through various avenues, including companies like Hewlett Packard Enterprise that specialize in high-performance computing systems, which are expected to benefit from AI and data center demand.
- Energy Self-Sufficiency: Major tech firms like Microsoft and Amazon are investing in self-built energy facilities to meet rising power demands, which not only reduces operational costs but may also enhance their competitive edge in the future.
See More
Quanta Services PWR Sees Record Backlog of $39.2 Billion
- Significant Backlog Growth: Quanta Services' backlog reached a record $39.2 billion, up 15.5% from $33.96 billion a year earlier, indicating strong demand across end markets and enhancing future revenue visibility.
- Stable Project Execution: The company continues to secure work tied to essential grid and power delivery needs in a steady utility and power infrastructure spending environment, supporting more predictable project execution timelines and enhancing business stability.
- Competitive Industry Position: Quanta's shares have gained 17.3% over the past six months, significantly outperforming the Zacks Engineering - R&D Services industry's growth of 4.6%, reflecting its competitive strength amid ongoing infrastructure investment growth.
- Rising Earnings Expectations: Quanta's earnings estimate for 2026 has been raised in the past 30 days, indicating an expected year-over-year increase of 17.2% alongside projected revenue growth of 11.4%, suggesting a positive outlook for the company's profitability and market performance.
See More
Starlink Offers Free Satellite Internet Service in Venezuela Until February 3
- Free Service Launch: Starlink announced it will provide free satellite internet service in Venezuela until February 3, aiming to support the populace amid political turmoil following a U.S. military operation, highlighting its critical role during crises.
- Global Expansion: Operating in over 115 countries, Starlink maintains the world's largest constellation of low-Earth orbit satellites, and as demand for reliable broadband grows in underserved and crisis-affected areas, the company is solidifying its market position.
- Competitive Advantage: Competing against Amazon-backed Project Leo, Starlink is further establishing its dominance in the satellite internet sector by offering essential communication tools during emergencies, showcasing its significant global influence.
- Strategic Implications: This free service not only enhances Starlink's brand image in Venezuela but may also lay the groundwork for future expansions into other crisis regions, thereby strengthening its competitive edge in the global market.
See More
Bridge City Capital Increases Onto Innovation Stake to 47,342 Shares
- Stake Increase: Bridge City Capital disclosed an acquisition of 31,096 additional shares of Onto Innovation, raising its total holdings to 47,342 shares valued at $6.12 million as of September 30, 2025, indicating sustained confidence in the semiconductor sector.
- Asset Allocation: Onto Innovation now represents 1.63% of Bridge City Capital's 13F reportable assets, highlighting its significance in the portfolio and potentially influencing future investment decisions.
- Market Performance: As of November 11, 2025, Onto Innovation shares were priced at $133.44, down 23.59% over the past year, underperforming the S&P 500 by 38.39 percentage points, which may present a buying opportunity for investors.
- Industry Outlook: Given the strong demand for AI chips, Bridge City Capital's increased stake likely reflects optimistic expectations for semiconductor process control companies, especially in the context of current low valuations that may attract more investor interest.
See More
Stock of the Day: Sterling Infrastructure, Inc. (STRL)
Company Overview: Sterling Infrastructure, Inc. (STRL) is a prominent U.S. infrastructure firm that has experienced significant growth due to trends in AI data centers, reshoring, and increased infrastructure spending, with earnings projected to nearly double from 2024 to 2026.
Financial Performance: The company has seen a remarkable increase in its earnings, with a 34% year-over-year growth in signed backlog, and is expected to grow revenue by 13% in 2025 and 19% in 2026, alongside a substantial rise in adjusted earnings.
Stock Performance: STRL's stock has surged approximately 1,500% over the past five years, with an 80% increase in 2025 alone, despite a recent 25% pullback from its November highs, making it an attractive buy according to analysts.
Market Position: With a Zacks Rank #1 (Strong Buy), STRL is well-positioned in mission-critical markets such as data centers and semiconductor fabrication, and has authorized a $400 million stock repurchase plan to enhance shareholder value.
See More
