Sterling Infrastructure Launches Breakout With AI TransformationCRYPTO WATCH: [Why Is Bitcoin Down?]---Reaping the benefits of its strategic transformation to focus on high-margin, technology-driven sectors, Sterling Infrastructure (STRL) has landed on the latest list of new buys by the best mutual funds and the elite IBD 50 list. Demand for Sterling Infrastructure stock just fueled a breakout as its relative strength line notches a 52-week high. Based in The Woodlands, Texas, the…## Related news## Stock Ma ...

Core Viewpoint - Sterling Infrastructure, Inc. is set to release its financial results for the fourth quarter and full year of 2025 on February 25, 2026, with a conference call scheduled for February 26, 2026, to discuss the results and outlook for 2026 [1]. Company Overview - Sterling operates through various subsidiaries across three segments: E-Infrastructure, Transportation, and Building Solutions, primarily in the Southern, Northeastern, Mid-Atlantic, Rocky Mountain regions, and the Pacific Islands [1]. - E-Infrastructure Solutions focus on large-scale site development and critical electrical services for data centers, semiconductor fabrication, and power generation [1]. - Transportation Solutions encompass infrastructure projects for highways, bridges, airports, and storm drainage systems [1]. - Building Solutions provide concrete foundations for residential and commercial properties, plumbing services, and surveys for new residential builds [1]. - The company emphasizes sustainability and responsible operations to enhance societal quality of life [1]. Conference Call Details - The conference call will take place at 9:00 am ET/8:00 am CT, and interested parties are encouraged to join by calling in ten minutes prior [1]. - A slide presentation will be available on the company's website during the call, and an archived version of the webcast will be accessible for thirty days [1].

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Investors with an interest in Engineering - R and D Services stocks have likely encountered both Aecom Technology (ACM) and Sterling Infrastructure (STRL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks ...

Key Takeaways Sterling benefits from ongoing U.S. infrastructure spending across transportation, utilities and energy.STRL's E-Infrastructure growth is driven by data centers, with Q3 revenues from the market up over 125% YoY.STRL reported a $2.6B signed backlog, with total potential work above $4B, supporting visibility through 2026.Shares of Sterling Infrastructure, Inc. (STRL) have surged 44.5% in the past six months, significantly outperforming the Zacks Engineering – R&D Services industry’s 12.5% growt ...

Core Viewpoint - Sterling Infrastructure is experiencing significant growth driven by the booming data center market, with expectations of 79% growth in the upcoming quarter [1] Company Summary - Sterling Infrastructure's stock price is currently at $347.44, reflecting a 10.17% increase [1] - The company has shown accelerated earnings and revenue growth, which is anticipated to continue into Q4 [1] - The data center market has surged more than 125% in Q3, indicating strong demand and growth potential [1] - Sterling Infrastructure has achieved a Composite Rating of 97 out of 99, placing it in a strong position within its industry [1] Industry Summary - The data center market is experiencing rapid expansion, contributing to the performance of companies like Sterling Infrastructure [1] - The industry group ranking for Sterling Infrastructure is 43 out of 197, highlighting its competitive position [1] - The overall market sentiment is positive, with several companies in the data center sector, including Sterling Infrastructure, being recognized for their relative strength in a volatile market [1]

Core Insights - Sterling Infrastructure, Inc. (STRL) is experiencing strong momentum in mission-critical projects, particularly in data centers, manufacturing, and e-commerce distribution, with the E-Infrastructure Solutions segment becoming the main growth driver [1][4] - The company reported a 32% year-over-year revenue growth in Q3 2025, driven by a 58% increase in E-Infrastructure, with data center revenues increasing over 125% year-over-year [2][9] - STRL's project pipeline is robust, with a "pool of work" exceeding $4 billion, of which approximately $3 billion is related to E-Infrastructure, primarily in data centers [3][9] Financial Performance - In Q3 2025, STRL achieved a 32% revenue growth, attributed to a 58% jump in E-Infrastructure results, with over 80% of the E-Infrastructure backlog being mission-critical work [2][9] - Earnings estimates for 2025 and 2026 suggest year-over-year growth of 71% and 14.6%, respectively, with current estimates for 2025 at $10.43 per share [11] Competitive Position - STRL operates in a competitive market with major players like MasTec, Inc. and EMCOR Group, Inc., but its concentrated focus on site development and early-stage E-Infrastructure work provides stronger visibility into long-term demand [5][8] - MasTec has a diversified infrastructure focus, while EMCOR provides electrical and mechanical services, with both benefiting from rising infrastructure investments [6][7] Stock Performance and Valuation - STRL shares have increased by 31.7% over the past six months, outperforming its industry and the broader market [9] - The stock is currently trading at a forward P/E ratio of 30.68, indicating a premium compared to industry peers [10]

Group 1 - Sterling Infrastructure, Inc. (NASDAQ:STRL) is recognized as a high-potential stock, with Cantor Fitzgerald initiating coverage with an "Overweight" rating and a price target of $413, driven by a multi-year investment cycle in the Engineering & Construction sector [1][2] - The sector is experiencing increased utility capital expenditures, leading to record backlogs, which provide strong near-term revenue visibility and a sustainable long-term project pipeline [2] - Sterling Infrastructure has transformed its portfolio towards higher-margin, mission-critical markets, including semiconductors, data centers, and advanced manufacturing [2] Group 2 - The acquisition of CEC by Sterling Infrastructure enhances its integrated site development and electrical capabilities, broadening project scope, improving sequencing, and aiding in margin synergies [3] - The company is involved in providing e-infrastructure, transportation, and building solutions, positioning itself strategically within the industry [3]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules/factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Investment Experience - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Educational Contributions - There is a strong passion for investor education, demonstrated through numerous seminars on stock selection and analysis [1] - The individual is the author of two books: "Screening The Market" and "The Value Connection," further contributing to investor education [1]

Core Insights - Ongoing public and private investment is driving demand in the U.S. infrastructure construction sector, with significant activity in transportation, utilities, energy, and data centers [1] - Sterling Infrastructure (STRL) and MasTec, Inc. (MTZ) are well-positioned contractors benefiting from strong project activity and customer demand [1][2] Company Overview: Sterling Infrastructure (STRL) - STRL focuses on higher-margin site development and mission-critical projects, particularly in E-Infrastructure, which is driven by data center and industrial work [2][4] - The E-Infrastructure segment is the primary growth driver, with revenues from data centers increasing over 125% year-over-year in Q3 2025 [5] - STRL reported a backlog of $2.6 billion in Q3 2025, a 64% increase year-over-year, providing visibility through 2026 [7] Company Overview: MasTec, Inc. (MTZ) - MTZ benefits from diversified demand across communications, clean energy, power delivery, and pipeline infrastructure [8][10] - The company reported a record backlog of $16.78 billion as of Q3 2025, reflecting a 21.1% year-over-year increase [12] - MTZ's Power Delivery segment revenues increased by 16.8% year-over-year, driven by investments in transmission and distribution upgrades [10] Financial Performance and Valuation - STRL's earnings estimates for 2026 remain unchanged at $11.95 per share, indicating a 14.6% expected growth year-over-year [17] - MTZ's earnings estimates for 2026 also remain unchanged at $8.20 per share, indicating a higher expected growth of 28.3% year-over-year [19] - STRL is currently trading at a discount compared to MTZ on a forward 12-month price-to-earnings (P/E) ratio basis [15] Investment Outlook - Both companies are positioned to benefit from sustained U.S. infrastructure spending, but STRL shows stronger momentum in mission-critical projects and higher-margin work [20] - STRL's recent share price performance and discounted valuation suggest it may be the more compelling investment at this time compared to MTZ [20]