Should I Buy STRL? STRL 2026 Analysis

Should You Buy Sterling Infrastructure Inc (STRL) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

410.630

1 Day change

-2.51%

52 Week Range

470.000

Analysis Updated At

2026/02/13

Should I buy Analysis is updated weekly. For real time "Should I Buy" analysis, please sign up to get free answers.

Sterling Infrastructure Inc (STRL) is a good buy for a beginner investor with a long-term horizon and $50,000-$100,000 available for investment. The company demonstrates strong financial growth, positive technical indicators, and favorable analyst ratings, making it a solid choice for long-term investment.

Technical Analysis

The stock exhibits bullish technical indicators: the MACD histogram is positive and expanding, the RSI is neutral, and the moving averages are bullish (SMA_5 > SMA_20 > SMA_200). The current price is $423.17, with key resistance levels at $450.733 and $480.428, and support levels at $402.668 and $354.603.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

The implied volatility is high (77.82) with an IV percentile of 94.38, indicating strong market interest. The call volume is significantly higher than the put volume, suggesting bullish sentiment.

Technical Summary

Sell

Buy

Positive Catalysts

Analysts have initiated positive coverage, highlighting Sterling's exposure to secular growth themes like AI, cloud computing, and data centers.
Strong financial performance in Q3 2025, with revenue up 16.05% YoY, net income up 50.17% YoY, and EPS up 50.76% YoY.
Bullish technical indicators support the stock's upward momentum.

Neutral/Negative Catalysts

Short-term stock trend analysis indicates a potential decline of -0.48% in the next day, -1.5% in the next week, and -3.06% in the next month.
No recent insider or hedge fund activity to reinforce confidence in the stock.

Financial Performance

In Q3 2025, Sterling Infrastructure reported revenue of $689.02M, up 16.05% YoY. Net income increased to $92.09M, up 50.17% YoY, and EPS rose to $2.97, up 50.76% YoY. Gross margin improved to 23.83%, up 12.72% YoY, reflecting strong operational efficiency.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are bullish on STRL. Stifel initiated coverage with a Buy rating and a $486 price target, citing the company's exposure to AI, cloud computing, and e-commerce. Cantor Fitzgerald rated it Overweight with a $413 price target, emphasizing its transformation toward higher-margin, mission-critical markets like data centers and advanced manufacturing.

3 Analyst Rating

Wall Street analysts forecast STRL stock price to rise

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 421.200

Low

450

Averages

455

High

460

Current: 421.200

Low

450

Averages

455

High

460

Stifel

NULL -> Buy

initiated

$486

AI Analysis

2026-02-11

Reason

Stifel

Price Target

$486

AI Analysis

2026-02-11

initiated

NULL -> Buy

Reason

Stifel initiated coverage of Sterling Infrastructure with a Buy rating and $486 price target. As the largest excavating contractor in the U.S., the firm likes Sterling's "outsized exposure" to secular growth themes, including AI and cloud computing, onshoring, and e-commerce, the analyst tells investors. The firm also sees an opportunity for the valuation discount relative to other specialty engineering and construction peers with similar data center and free cash flow conversion profiles to close over time, the analyst added.

Cantor Fitzgerald

Overweight

initiated

$413

2026-01-23

Reason

Cantor Fitzgerald

Price Target

$413

2026-01-23

initiated

Overweight

Reason

Cantor Fitzgerald initiated coverage of Sterling Infrastructure with an Overweight rating and $413 price target. The Engineering & Construction sector is entering a multi-year investment cycle fueled by grid modernization, electrification, energy transition initiatives, and rising power demand from data centers and reshoring, while increasing utility capex is driving record backlogs, offering strong near-term revenue visibility and a durable long-term project pipeline, the analyst tells investors in a research note. Sterling as a transformed infrastructure contractor that has successfully shifted its portfolio toward higher-margin, mission-critical markets, including data centers, semiconductors, and advanced manufacturing, Cantor argues.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for STRL

Unlock Now

STRL Should I Buy

STRL Should I Buy

Should You Buy Sterling Infrastructure Inc (STRL) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

People Also Watch