TickerTalks
Browse all tickers →
TickerTalks›$STRL
STSTRL

Sterling Infrastructure, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 92% YoY at strong marginsQuiet on X (48 mentions/wk)
$STRL·$21B·Engineering & Construction·Industrials
$641.35-4.1%YTD+107.3%1Y+163.7%
Mentions · last 7 days
2026-07-10: 6 posts2026-07-11: 0 posts2026-07-12: 7 posts2026-07-13: 4 posts2026-07-14: 8 posts2026-07-15: 9 posts2026-07-16: 7 posts43+15%
Price updated 11h ago·X counts updated 10h ago
STSTRL
$STRLSterling Infrastructure, Inc.
$641.35-4.11%43 posts+15%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $STRL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Data-center-builder tailwind fully in the tape at 180% up over the year.

Sterling has transformed from a highway paver into a mission-critical builder of hyperscale data-center foundations, and the stock has followed with a triple over twelve months as e-Infrastructure now drives the bulk of profit growth.

  • The e-Infrastructure segment is throwing off margins in the high-teens and grew backlog to record levels, driven by contracts to prepare sites for the AI data-center buildout that hyperscalers are racing to complete.
  • Chief Executive Joseph Cutillo sold roughly $2.2 million of stock on June 29, a routine calendar sale but a reminder that management is monetizing the rerating while it lasts.
  • The valuation now embeds a full data-center cycle at record margins, which raises the bar for the August 3 second-quarter print to keep up with a mid-teens forward multiple.

Watch whether e-Infrastructure book-to-bill stays above one and whether new hyperscale awards get named on the call.

Agrees with X sentimentBullish chatter is anchored on the AI-infrastructure thesis; the fundamentals confirm the shift but valuation now leaves less room for a soft print.

What to watch: e-Infrastructure backlog additions, segment margin trajectory, and any new hyperscaler award commentary on the Q2 call.

On the calendar: Q2 earnings on August 3, 2026.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-09

Sterling Infrastructure contributors describe the stock as a strong buy at the 50-day moving average with a huge moat and rare 50-day test on a strong uptrend. Bulls cite exposure to data center construction with continued build-outs despite META overspending commentary. Tone leans constructive on the infrastructure-buildout thesis.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $STRL

Partial — Provides transportation infrastructure, data center site work, and residential building solutions, with strong data center construction exposure; the hyperscaler campus builds requiring mission-critical MEP infrastructure creates tailwinds for one product line, not the full operation.

Industry benchmark

14-name peer basket
+43.6%YTD
+74.3%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
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%
Q2 2025Aug 4, 2025$2.69$2.26+19.0%
Next earningsMon, Aug 3·consensus EPS $5.01

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.7B – $3.8B$18.89$18.53 – $19.522
FY27$4.4B$4.4B – $4.5B$24.05$21.07 – $26.002
FY28$5.6B$5.5B – $5.7B$28.91$28.28 – $29.541
FY29$6.6B$6.5B – $6.7B$34.68$33.93 – $35.431
FY30$7.7B$7.6B – $7.8B$41.60$40.70 – $42.501

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.0.6×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.53%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.-20.7%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.+31.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$24.9MSellMar 25Joseph A CutilloCEO50.0K sh$22.7MSellMar 12Wilson Dwayne AndreeDirector1.3K sh$511KSellMar 9Julie DillDirector4.5K sh$1.7MSellMar 5Wilson Dwayne AndreeDirector1.2K sh$495KSellFeb 9Dana C. O'brienDirector2.0K sh$820KSellFeb 6Dana C. O'brienDirector2.0K sh$790K
+ 14 other (10 awards · 3 inkinds · 1 gift) 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

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.

S-3ASRAuto-shelf registrationMay 12S-3ASR
AI summary

STRL filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-12. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

STRL held its Annual Meeting of stockholders around 2026-05-07 (8-K Item 5.07). Stockholders elected 8 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDMay 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

STRL reported first quarter 2026 results as well as corporate devel financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 12 other (5 13Gs · 2 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Sterling's E-Infrastructure Revenues Soar 174%: Can It Keep Winning?zacks.com·21h agoTop 3 Construction Stocks For The AI Data Center Buildoutbenzinga.com·22h agoInvestors Heavily Search Sterling Infrastructure, Inc. (STRL): Here is What You Need to Knowzacks.com·22h agoBuy 3 Top-Ranked Engineering R&D Services Stocks to Tap AI-Led Growthzacks.com·23h agoSterling Infrastructure: America's Data Center Builder With A Still Long Runwayseekingalpha.com·2d ago

In themes

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

AI Infrastructure

More in Engineering & Construction

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PWR$J$FLR$MTZ$AGX$PRIM$FIX$DY
Voices on X · last 7 days

No standout posts about $STRL on X in the last 7 days.

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.

PrivacyTermsSupport