Sterling Infrastructure
STRLMarket price data through August 7, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -16%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$650
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- July 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 0 months
- How long Benson has been tracking this pick.
About Sterling Infrastructure
Sterling Infrastructure builds the ground underneath the AI boom. Before a data center or a chip factory can go up, someone has to clear the land, lay the drainage, pour the foundations and wire the whole site, and that is Sterling's job. They still build highways, bridges and home foundations too, but the data center and factory work is now the engine of the company.
The case for and against
Both sides of the story, in plain English.
- Picks And Shovels
Sterling does not have to guess which AI company wins. It gets paid to build the sites either way. Revenue jumped 90 percent last quarter to 1.17 billion dollars, and profit more than doubled to 155.8 million dollars.
- Booked Solid
Sterling has 5.62 billion dollars of work already signed or awarded, up 150 percent in a year, plus another 1.4 billion dollars of likely follow on phases. Mission critical work like data centers and chip plants is 92 percent of that pipeline. Management just raised its full year outlook to about 4 billion dollars in revenue.
- Two Slow Legs
The other parts of the business are shrinking. Road and bridge revenue fell 20 percent last quarter, and the home foundation business slipped 1 percent as high housing costs kept buyers away. Sterling is deliberately moving crews toward data center work, but it means the safety net is getting thinner.
- One Big Bet
Growth now leans hard on AI construction budgets, and a big chunk of it was bought rather than built. Acquisitions added 250.8 million dollars of the quarter's revenue, so Sterling has to fold those companies in cleanly while the stock already carries a rich price and swings almost twice as hard as the market.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-07. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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