Sterling Infrastructure (NASDAQ:STRL) Price Target Raised to $500.00 at DA Davidson

Sterling Infrastructure (NASDAQ:STRL) had its price target raised by DA Davidson from $460.00 to $500.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a buy rating on the construction company’s stock.

Several other analysts also recently commented on the company. Stifel Nicolaus set a $486.00 target price on Sterling Infrastructure and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Weiss Ratings raised Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Cantor Fitzgerald started coverage on shares of Sterling Infrastructure in a research note on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price target for the company. Finally, Zacks Research lowered shares of Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Four equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $466.33.

Sterling Infrastructure Stock Performance

STRL stock traded down $5.21 during midday trading on Friday, hitting $428.13. 637,955 shares of the company traded hands, compared to its average volume of 548,346. The stock has a market capitalization of $13.15 billion, a price-to-earnings ratio of 45.69, a price-to-earnings-growth ratio of 2.48 and a beta of 1.51. Sterling Infrastructure has a twelve month low of $96.34 and a twelve month high of $477.03. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.26. The business has a 50 day simple moving average of $365.89 and a 200-day simple moving average of $343.84.

Sterling Infrastructure (NASDAQ:STRL) last announced its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.63 by $0.45. Sterling Infrastructure had a net margin of 11.65% and a return on equity of 34.26%. The firm had revenue of $755.61 million for the quarter, compared to analyst estimates of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. As a group, equities research analysts predict that Sterling Infrastructure will post 5.98 earnings per share for the current year.

Sterling Infrastructure announced that its Board of Directors has authorized a stock repurchase program on Wednesday, November 12th that allows the company to buyback $400.00 million in shares. This buyback authorization allows the construction company to purchase up to 3.4% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Activity at Sterling Infrastructure

In other news, Director Dwayne Andree Wilson sold 2,860 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $350.00, for a total transaction of $1,001,000.00. Following the completion of the transaction, the director directly owned 14,749 shares in the company, valued at $5,162,150. This trade represents a 16.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Dana C. O’brien sold 2,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $410.00, for a total transaction of $820,000.00. Following the sale, the director directly owned 11,498 shares of the company’s stock, valued at $4,714,180. This represents a 14.82% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 6,860 shares of company stock valued at $2,611,000. 3.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of STRL. EverSource Wealth Advisors LLC lifted its position in shares of Sterling Infrastructure by 33.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 107 shares of the construction company’s stock worth $33,000 after buying an additional 27 shares in the last quarter. UMB Bank n.a. boosted its position in Sterling Infrastructure by 27.5% in the third quarter. UMB Bank n.a. now owns 130 shares of the construction company’s stock worth $44,000 after purchasing an additional 28 shares during the last quarter. CENTRAL TRUST Co grew its stake in Sterling Infrastructure by 7.9% in the 4th quarter. CENTRAL TRUST Co now owns 397 shares of the construction company’s stock valued at $122,000 after purchasing an additional 29 shares during the period. Lido Advisors LLC increased its position in shares of Sterling Infrastructure by 1.8% during the 4th quarter. Lido Advisors LLC now owns 1,725 shares of the construction company’s stock valued at $578,000 after purchasing an additional 31 shares during the last quarter. Finally, Fifth Third Bancorp raised its stake in shares of Sterling Infrastructure by 76.1% during the 3rd quarter. Fifth Third Bancorp now owns 81 shares of the construction company’s stock worth $28,000 after purchasing an additional 35 shares during the period. 80.95% of the stock is owned by institutional investors.

Sterling Infrastructure News Roundup

Here are the key news stories impacting Sterling Infrastructure this week:

• Positive Sentiment: Strong Q4 results and bullish FY2026 guidance — STRL beat Q4 earnings and revenue expectations; management guided FY2026 adjusted EPS to $13.45–$14.05 and revenue to ~$3.05–3.20B, well above consensus, supporting higher forward profit expectations. Sterling Q4 Earnings & Revenues Beat Estimates, Stock Up
• Positive Sentiment: Backlog surge provides multi-year revenue visibility — Signed backlog jumped 78% y/y to $3.01B (49% organic excluding CEC acquisition), underpinning the company’s growth runway, especially in E‑Infrastructure (data center) work. Will Sterling’s 78% Backlog Surge Remain Sustainable Through 2026?
• Positive Sentiment: Analyst upgrade and higher price target — DA Davidson raised its price target from $460 to $500 and set a Buy rating, signaling ~16.7% upside vs. the recent price and adding buy-side momentum. Benzinga
• Neutral Sentiment: Research notes and sell‑side estimates updated — Sidoti and other analysts have refreshed multi-quarter EPS forecasts, reflecting the new guidance but leaving model dispersion; useful for valuation modeling but not immediate catalysts. MarketBeat / analyst notes
• Neutral Sentiment: Coverage highlighting AI/data‑center exposure — STRL appears in lists of construction beneficiaries from the AI data center buildout, reinforcing thematic investor interest but also raising competition/volume questions. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Valuation concerns after the rally — Commentary warns the recent euphoric rally may have stretched multiples, raising downside risk if growth or margin beats slow. Sterling Infrastructure: Growing Backlog At Richer Margins – Euphoric Rally Triggers Valuation Risks
• Negative Sentiment: Short-seller / third‑party research scrutiny — New research and short-seller claims are circulating, which can increase volatility and prompt some investors to trim positions despite strong fundamentals. How New Research And Short Seller Claims Are Reframing The Story For Sterling Infrastructure (STRL)

Sterling Infrastructure Company Profile

Sterling Infrastructure, Inc (NASDAQ: STRL) is a diversified manufacturer and distributor of essential infrastructure products serving municipal, utility and industrial customers across North America. Through its network of wholly owned subsidiaries, the company designs, engineers and produces a wide range of cast and fabricated solutions tailored to the needs of the waterworks, natural gas, telecommunications, electric, traffic safety and parks & recreation markets.

The company’s product portfolio encompasses ductile iron and composite fittings, valve boxes, manhole frames and covers, water and gas meter sets, street light poles and mounting accessories, traffic sign posts with breakaway systems, bollards and related system components.