Sterling Infrastructure Q4 Earnings: The AI Data Center Powerhouse Explodes (Upgrade)

2026-02-26 05:04:26 ET

Reviewing Sterling Infrastructure's Latest Earnings

I first called Sterling Infrastructure, Inc. ( STRL ) stock a "Buy" when it was trading at $59-60 per share in mid-2023, and since then, it's up by over 670%. However, I downgraded the stock to "Hold" when it reached the $183/share level because I saw capped upside potential due to quite an expensive valuation. It turned out that I was premature in my reasoning for a downgrade, as STRL's multiples have only expanded amid rising margins and conservative consensus estimates....

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