Q2 Earnings Estimate for STRL Issued By Sidoti

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Equities researchers at Sidoti issued their Q2 2027 EPS estimates for Sterling Infrastructure in a report issued on Monday, February 23rd. Sidoti analyst J. Romero forecasts that the construction company will earn $4.49 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 Q3 2027 earnings at $4.42 EPS and Q4 2027 earnings at $3.42 EPS.

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

Sterling Infrastructure Trading Down 4.8%

Sterling Infrastructure stock opened at $433.34 on Thursday. The company has a 50 day moving average price of $363.49 and a 200 day moving average price of $342.88. Sterling Infrastructure has a 52 week low of $96.34 and a 52 week high of $477.03. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.00 and a current ratio of 1.00. The firm has a market capitalization of $13.31 billion, a price-to-earnings ratio of 46.25, a P/E/G ratio of 2.60 and a beta of 1.51.

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

Institutional Investors Weigh In On Sterling Infrastructure

Institutional investors and hedge funds have recently modified their holdings of the business. Empowered Funds LLC bought a new stake in Sterling Infrastructure in the first quarter worth $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Sterling Infrastructure by 12.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 83,983 shares of the construction company’s stock worth $9,508,000 after buying an additional 9,625 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of Sterling Infrastructure by 13.7% in the first quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock worth $262,000 after buying an additional 279 shares during the last quarter. Ethic Inc. acquired a new stake in shares of Sterling Infrastructure in the second quarter worth $250,000. Finally, Sumitomo Mitsui Trust Group Inc. bought a new stake in shares of Sterling Infrastructure during the 2nd quarter worth $208,000. Institutional investors and hedge funds own 80.95% of the company’s stock.

Insider Activity

In other news, Director Dana C. O’brien sold 2,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $410.00, for a total transaction of $820,000.00. Following the completion of the sale, the director directly owned 11,498 shares of the company’s stock, valued at $4,714,180. This trade represents a 14.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Dwayne Andree Wilson sold 2,860 shares of Sterling Infrastructure 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 sale, the director owned 14,749 shares of the company’s stock, valued at approximately $5,162,150. This represents a 16.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 6,860 shares of company stock worth $2,611,000. Insiders own 3.70% of the company’s stock.

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

Key Headlines 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.

About Sterling Infrastructure

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.