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TickerTalks›$STRL
STSTRL

Sterling Infrastructure, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 92% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (104/wk), no spike
$STRL·$16B·Engineering & Construction·Industrials
$424.36-4.9%YTD+63.2%1Y+17.5%
Price updated 7h ago·X counts updated 5d ago
STSTRL
$STRLSterling Infrastructure, Inc.
$424.36-4.91%104 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $STRL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

104X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $STRL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-28 · top-engagement diverged

Sterling Infrastructure posts are mixed. Bulls cite $488.10 accumulation buy and constructive setup. Bears cite STRL -29.89% in one FSL portfolio, chart 'about to lose its footing,' and struggling to find a bottom after gap fill. Sample small; tone is legitimately split.

Read what X is saying about $STRL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $STRL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sterling Infrastructure is up 63% YTD on data-center buildouts — Nov 2 earnings tests whether the setup holds the gap-fill.

Sterling Infrastructure is a US infrastructure-services company — e-infrastructure (data centers, mission-critical sites) plus transportation and building solutions. The business is capturing the data-center buildout cycle.

  • The business is accelerating: Q1 revenue +92% YoY at a 17.2% operating margin and ROIC of 21.8% — these are elite industrial-services metrics, with top-decile capital efficiency and backlog-driven visibility.
  • At 78x PE and 9.4x sales the valuation is premium — paying forward for continued data-center backlog growth, which only works if the next few prints confirm the sustainability.
  • 52-week range position is 31% with volume at 69% of average — mid-lower range on quiet volume; thread is honestly mixed with bulls citing $488.10 accumulation and bears flagging a 29.89% drawdown in one portfolio with the chart 'about to lose its footing.'

Nov 2 Q3 is the gate — any continued data-center backlog growth plus confirmed e-infrastructure mix extends the move. A backlog deceleration or margin reversion and the stock gives back more of the recent drawdown.

What to watch: Nov 2 Q3 — e-infrastructure backlog growth, data-center customer mix, operating-margin trajectory, and FY27 guide. A backlog deceleration or margin reversion is the clear invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $STRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides transportation infrastructure, data center site work, and residential building solutions, with strong data center construction exposure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $STRL.

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $STRL

Direct beneficiary — Provides transportation infrastructure, data center site work, and residential building solutions, with strong data center construction exposure.

Industry benchmark

21-name peer basket
+3.9%YTD
-2.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
78.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
32.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$5.80$5.01+15.8%
Q1 2026May 4, 2026$3.59$2.28+57.5%
Q4 2025Feb 25, 2026$3.08$2.62+17.6%
Q3 2025Nov 3, 2025$3.48$2.79+24.7%
Next earningsMon, Nov 2·consensus EPS $6.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$825.7M+91.6%23.5%17.2%$3.13$145.9M
Q4 FY25$755.6M+51.5%21.7%15.3%$2.85$158.3M
Q3 FY25$689.0M+16.0%24.7%19.2%$3.02$64.0M
Q2 FY25$614.5M+5.4%23.3%17.6%$2.33$72.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.0B – $4.2B$19.80$19.51 – $20.086
FY27$4.9B$4.5B – $5.4B$25.35$22.30 – $27.617
FY28$5.8B$5.5B – $6.1B$30.57$28.84 – $32.561
FY29$6.6B$6.3B – $6.9B$34.68$32.71 – $36.941
FY30$7.7B$7.4B – $8.1B$41.60$39.24 – $44.311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-22.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 25Mark D. WolfGeneral Counsel, Corporate Sec2.5K sh$2.2MSellApr 23Joseph A CutilloCEO50.0K sh$24.9M
+ 13 other (9 awards · 2 gifts · 2 inkinds) in window

See when $STRL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 73
8-KPress release / Reg FDOct 58-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

STRL filed an 8-K (Item 2.02) reporting its financial results for the second quarter 2026 results, filed 2026-08-03. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

Sterling Infrastructure (STRL) — 8-K (Item 5.02) reporting an officer departure effective July 6, 2026. Body excerpt does not name the specific executive or reason. Moderately material — officer departures can signal organizational change; refer to the full filing for the individual and circumstances.

8-KMaterial agreementJul 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Sterling Infrastructure (STRL) — 8-K (Items 1.01, 2.03, 7.01) reporting entry into a material definitive agreement, assumption of a new financial obligation (credit facility), and a Reg FD disclosure on July 2, 2026. Likely relates to a credit facility amendment or new revolving credit agreement. Material — new credit facility is a significant balance-sheet event for a construction company; refer to the full filing for size and terms.

8-KPress release / Reg FDJun 98-K — Item 7.01: Press release / Reg FD
AI summary

Sterling Infrastructure, Inc. announced via press release on June 9, 2026 that it closed the acquisition of Stone Ridge Contracting, LLC, a Pocatello, Idaho-based site development contractor. Financial terms of the acquisition were not disclosed in the filing. This is a strategic bolt-on adding site development capacity in the Mountain West region — typical of Sterling's build-out of its E-Infrastructure segment.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change
AI summary

Sterling Infrastructure, Inc. (STRL) filed an 8-K on May 20, 2026 disclosing a personnel change (Item 5.02). Sterling Infrastructure is a Woodlands, Texas-based civil construction and e-infrastructure company listed on Nasdaq. The excerpt does not identify the executive involved; officer changes at a mid-cap infrastructure company can be material depending on the role.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
AI summary

STRL filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-12. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 9 other (4 13Gs · 2 10-Qs · 2 8-Ks · 1 S-3ASR) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sterling Infrastructure (STRL) May Find a Bottom Soon, Here's Why You Should Buy the Stock Nowzacks.com·17h agoSterling Infrastructure (STRL) Stock Dips While Market Gains: Key Factszacks.com·1d agoSterling Infrastructure, Inc. (STRL) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·2d agoSterling Schedules 2026 Third Quarter Release and Conference Callprnewswire.com·2d agoSterling Infrastructure: Earnings Can Do All The Work From Hereseekingalpha.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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