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

375.620

1 Day change

0.56%

52 Week Range

419.140

Analysis Updated At

2026/01/26

Sterling Infrastructure Inc (STRL) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The company has strong financial growth, positive analyst ratings, and is positioned well in high-growth markets like data centers and advanced manufacturing. Despite neutral insider and hedge fund activity and recent congress sales, the long-term fundamentals and sector tailwinds make this a solid investment opportunity.

Technical Analysis

The technical indicators for STRL are bullish. The MACD is positive and contracting, the RSI is neutral at 62.166, and the moving averages are bullish (SMA_5 > SMA_20 > SMA_200). The stock is trading above key support levels, with the nearest resistance at 364.063.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Analysts highlight STRL's transformation into a higher-margin infrastructure contractor with exposure to data centers, semiconductors, and advanced manufacturing.
Strong financial performance in Q3 2025, with revenue up 16.05% YoY and EPS up 50.76% YoY.
Multi-year investment cycle in the Engineering & Construction sector driven by grid modernization and energy transition initiatives.
Increasing demand for data centers and infrastructure investment highlighted by recent news.

Neutral/Negative Catalysts

Congress trading data shows 2 recent sale transactions with no purchases, indicating cautious sentiment.
Stock trend analysis suggests a potential short-term decline (-0.2% in the next week, -2.23% in the next month).

Financial Performance

Sterling Infrastructure reported strong financial growth in Q3 2025. Revenue increased by 16.05% YoY to $689.02M, net income rose by 50.17% YoY to $92.09M, and EPS grew by 50.76% YoY to $2.97. Gross margin also improved by 12.72% YoY to 23.83%.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are highly positive on STRL. Cantor Fitzgerald initiated coverage with an Overweight rating and a $413 price target, citing strong sector tailwinds and a durable project pipeline. DA Davidson raised its price target to $460, highlighting compounded EPS/EBITDA growth of 20% through 2027. Texas Capital upgraded the stock to Buy with a $450 price target, emphasizing improved backlog and exposure to the data center mega-trend.

3 Analyst Rating

Wall Street analysts forecast STRL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STRL is 455 USD with a low forecast of 450 USD and a high forecast of 460 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 373.520

Low

450

Averages

455

High

460

Current: 373.520

Low

450

Averages

455

High

460

Cantor Fitzgerald

Overweight

initiated

$413

AI Analysis

2026-01-23

Reason

Cantor Fitzgerald

Price Target

$413

AI Analysis

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.

DA Davidson

Buy

maintain

$355 -> $460

2025-11-05

Reason

DA Davidson

Price Target

$355 -> $460

2025-11-05

maintain

Buy

Reason

DA Davidson raised the firm's price target on Sterling Infrastructure to $460 from $355 and keeps a Buy rating on the shares. Exiting a strong Q3, the firm has raised estimates and price target while incorporating a 'bridge' for E-Infrastructure considering the moving pieces of this segment with the CEC closure, the analyst tells investors in a research note. Considerable strength in financial results continues for Sterling, and the firm sees compounded growth in EPS/EBITDA of 20% through 2027, DA Davidson added.

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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

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