Brokers Set Expectations for STRL Q2 Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Investment analysts at Sidoti issued their Q2 2027 earnings estimates for shares of Sterling Infrastructure in a note issued to investors on Monday, February 23rd. Sidoti analyst J. Romero forecasts that the construction company will post earnings per share of $4.49 for the quarter. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $5.98 per share. Sidoti also issued estimates for Sterling Infrastructure’s Q3 2027 earnings at $4.42 EPS and Q4 2027 earnings at $3.42 EPS.

Sterling Infrastructure (NASDAQ:STRL) last posted its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $0.45. The firm had revenue of $755.61 million during the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure had a net margin of 14.14% and a return on equity of 29.81%. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

STRL has been the subject of a number of other research reports. Weiss Ratings raised Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Cantor Fitzgerald assumed coverage on shares of Sterling Infrastructure in a research note on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price objective for the company. Zacks Research lowered shares of Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. DA Davidson lifted their price target on shares of Sterling Infrastructure from $355.00 to $460.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, Stifel Nicolaus set a $486.00 price target on Sterling Infrastructure and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $453.00.

Sterling Infrastructure Stock Down 1.0%

STRL opened at $455.25 on Thursday. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.00 and a quick ratio of 1.00. Sterling Infrastructure has a 12 month low of $96.34 and a 12 month high of $470.00. The stock has a market capitalization of $13.99 billion, a P/E ratio of 44.63, a P/E/G ratio of 2.63 and a beta of 1.51. The business has a 50 day simple moving average of $360.87 and a 200-day simple moving average of $342.25.

Sterling Infrastructure announced that its Board of Directors has initiated a stock buyback plan on Wednesday, November 12th that permits the company to buyback $400.00 million in outstanding shares. This buyback authorization permits the construction company to buy up to 3.4% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In related news, Director Dana C. O’brien sold 2,000 shares of Sterling Infrastructure stock in a transaction 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 transaction, the director owned 11,498 shares in the company, valued at approximately $4,714,180. The trade was a 14.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Dwayne Andree Wilson sold 2,860 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $350.00, for a total value of $1,001,000.00. Following the completion of the sale, the director directly owned 14,749 shares of the company’s stock, valued at $5,162,150. The trade was a 16.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,860 shares of company stock worth $2,611,000 in the last quarter. 3.70% of the stock is owned by insiders.

Institutional Investors Weigh In On Sterling Infrastructure

Large investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its holdings in Sterling Infrastructure by 33.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 107 shares of the construction company’s stock valued at $33,000 after purchasing an additional 27 shares during the last quarter. UMB Bank n.a. raised its holdings in Sterling Infrastructure by 27.5% in the third quarter. UMB Bank n.a. now owns 130 shares of the construction company’s stock valued at $44,000 after acquiring an additional 28 shares in the last quarter. CENTRAL TRUST Co grew its holdings in Sterling Infrastructure by 7.9% during the 4th quarter. CENTRAL TRUST Co now owns 397 shares of the construction company’s stock worth $122,000 after acquiring an additional 29 shares in the last quarter. Lido Advisors LLC raised its stake in shares of Sterling Infrastructure by 1.8% in 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 in the last quarter. Finally, Fifth Third Bancorp lifted its position in shares of Sterling Infrastructure by 76.1% during the third 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 last quarter. 80.95% of the stock is owned by institutional investors and hedge funds.

More Sterling Infrastructure News

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

• Positive Sentiment: Q4 results and raised FY2026 guidance materially beat expectations — EPS and revenue topped estimates and management issued FY2026 adjusted EPS of $13.45–$14.05 and revenue of ~$3.05–3.20B (above consensus). Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Positive Sentiment: Analyst sentiment is turning bullish — a Seeking Alpha piece upgraded STRL to Buy after the print, citing the E‑Infrastructure segment (now ~70% of revenue) that grew 123% YoY driven by hyperscaler demand and a $3.01B signed backlog. Sterling Infrastructure Q4 Earnings: The AI Data Center Powerhouse Explodes (Upgrade)
• Positive Sentiment: Sidoti raised FY2027 forecasts and published above-consensus quarterly EPS projections for FY2027, signaling institutional conviction in continued upside. MarketBeat STRL coverage (Sidoti estimates)
• Neutral Sentiment: Analyst coverage and comparisons are increasing — multiple pieces (Zacks, Benzinga) are evaluating STRL vs. peers and advising investors on whether to buy after the big guidance print. Wall Street Bulls Look Optimistic About Sterling Infrastructure (STRL)
• Neutral Sentiment: Preview and analyst-expectations coverage ahead of follow-up quarterly commentary: Benzinga and AmericanBankingNews note what to watch next (Q1 guide, backlog conversion). A Look at Sterling Infrastructure’s Upcoming Earnings Report
• Negative Sentiment: Valuation and momentum concerns: STRL trades at a high P/E (~44.6) and near its 52‑week high, which can prompt short‑term profit taking despite strong fundamentals.
• Negative Sentiment: Concentration risk — E‑Infrastructure now represents a large share of revenue (~70%); heavy reliance on hyperscaler data‑center demand increases exposure to any near‑term slowdown in that market.

About Sterling Infrastructure

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.