Research Analysts Offer Predictions for STRL Q1 Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Stock analysts at Sidoti issued their Q1 2027 earnings per share estimates for Sterling Infrastructure in a research note issued to investors on Monday, February 23rd. Sidoti analyst J. Romero expects that the construction company will earn $2.37 per share for the quarter. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $5.98 per share. Sidoti also issued estimates for Sterling Infrastructure’s FY2027 earnings at $14.70 EPS.

Sterling Infrastructure (NASDAQ:STRL) last announced its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share for the quarter, beating the consensus estimate of $2.63 by $0.45. Sterling Infrastructure had a return on equity of 34.26% and a net margin of 11.65%.The company had revenue of $755.61 million during the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

STRL has been the subject of several other reports. Zacks Research cut shares of Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. DA Davidson raised their price objective on Sterling Infrastructure from $355.00 to $460.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Stifel Nicolaus set a $486.00 target price on Sterling Infrastructure and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings upgraded Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Finally, Cantor Fitzgerald assumed coverage on shares of Sterling Infrastructure in a report on Friday, January 23rd. They set an “overweight” rating and a $413.00 price objective on the stock. Four research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Sterling Infrastructure has a consensus rating of “Moderate Buy” and an average target price of $453.00.

Sterling Infrastructure Price Performance

Shares of NASDAQ STRL opened at $433.34 on Wednesday. The stock has a market capitalization of $13.31 billion, a price-to-earnings ratio of 46.25, a PEG ratio of 2.60 and a beta of 1.51. Sterling Infrastructure has a 12 month low of $96.34 and a 12 month high of $477.03. The firm’s 50 day simple moving average is $363.49 and its 200-day simple moving average is $342.88. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.00 and a quick ratio of 1.00.

Sterling Infrastructure announced that its Board of Directors has authorized a share repurchase plan on Wednesday, November 12th that authorizes the company to buyback $400.00 million in shares. This buyback authorization authorizes the construction company to repurchase up to 3.4% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Insider Transactions at Sterling Infrastructure

In other Sterling Infrastructure news, Director Dwayne Andree Wilson sold 2,860 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $350.00, for a total value of $1,001,000.00. Following the completion of the sale, the director owned 14,749 shares in the company, valued at approximately $5,162,150. This represents a 16.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Dana C. O’brien sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $410.00, for a total value of $820,000.00. Following the transaction, the director owned 11,498 shares in the company, valued at approximately $4,714,180. This represents a 14.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 6,860 shares of company stock valued at $2,611,000. 3.70% of the stock is owned by insiders.

Institutional Investors Weigh In On Sterling Infrastructure

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Empowered Funds LLC acquired a new position in shares of Sterling Infrastructure in the 1st quarter valued at $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Sterling Infrastructure by 12.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 83,983 shares of the construction company’s stock valued at $9,508,000 after buying an additional 9,625 shares during the period. Focus Partners Wealth lifted its position in Sterling Infrastructure by 13.7% in the first quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock valued at $262,000 after buying an additional 279 shares during the last quarter. Ethic Inc. acquired a new position in Sterling Infrastructure in the second quarter valued at about $250,000. Finally, Sumitomo Mitsui Trust Group Inc. purchased a new position in Sterling Infrastructure during the second quarter worth about $208,000. Hedge funds and other institutional investors own 80.95% of the company’s stock.

Key Stories Impacting Sterling Infrastructure

Here are the key news stories impacting Sterling Infrastructure this week:

• Positive Sentiment: Q4 results beat across the board: EPS and revenue topped consensus, driven by outsized growth in the E‑Infrastructure (data‑center) business; management issued FY2026 guidance well above Street estimates (EPS $13.45–14.05; revenue $3.05–3.20B). Sterling Q4 Earnings & Revenues Beat Estimates, Stock Up
• Positive Sentiment: Company press release and slide deck confirm “strong fourth quarter” and elevated FY2026 targets — this is the primary catalyst behind the intraday trading activity and revised revenue/earnings outlook. Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Positive Sentiment: Seeking Alpha coverage upgraded STRL to a “buy” after the quarter, highlighting that E‑Infrastructure now represents roughly 70% of revenue and grew triple digits YoY (management cited large hyperscaler demand and a $3.01B signed backlog). Sterling Infrastructure Q4 Earnings: The AI Data Center Powerhouse Explodes (Upgrade)
• Neutral Sentiment: Full earnings materials and the conference call transcript provide detail on margin expansion in E‑Infrastructure and backlog conversion timing — useful for modeling revenue cadence and margin assumptions. Sterling Infrastructure, Inc. (STRL) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts (Sidoti) updated forward quarter and full‑year forecasts, increasing FY2027 estimates — this institutional re‑research supports the higher guidance but also increases expectations going forward. MarketBeat STRL coverage (Sidoti estimates)
• Positive Sentiment: Industry context: Zacks highlights STRL as a beneficiary of the AI data‑center buildout, which should sustain elevated E‑Infrastructure demand and justify higher margin assumptions over the next several years. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Risk factors: valuation appears rich after the run (high P/E and PEG), the stock is volatile (elevated beta), and short‑term pullbacks/profit‑taking are possible if backlog conversion timing slips or margins normalize.

Sterling Infrastructure Company Profile

Sterling Infrastructure, Inc (NASDAQ: STRL) is a diversified manufacturer and distributor of essential infrastructure products serving municipal, utility and industrial customers across North America. Through its network of wholly owned subsidiaries, the company designs, engineers and produces a wide range of cast and fabricated solutions tailored to the needs of the waterworks, natural gas, telecommunications, electric, traffic safety and parks & recreation markets.

The company’s product portfolio encompasses ductile iron and composite fittings, valve boxes, manhole frames and covers, water and gas meter sets, street light poles and mounting accessories, traffic sign posts with breakaway systems, bollards and related system components.