Sterling Infrastructure
STRLMarket price data through July 20, 2026.
Performance
Jul 2021 – Jul 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- 0%
- 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 site, and that is Sterling's job. They still build highways and bridges too, but the data center work is now nearly three quarters of the business.
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 nearly doubled last quarter to 825 million dollars, and the data center and chip factory side of the business grew 174 percent.
- Booked Solid
Sterling has 5.15 billion dollars of work already signed or awarded, up 131 percent in a year. More than 90 percent of it is mission critical projects like data centers and semiconductor plants. That is work already on the books, not a forecast.
- Priced For Perfection
The stock trades around 37 times forward earnings, roughly double a typical industrial company. It already fell 30 percent from its June high on nothing but a change in mood. Any hint of slower growth and that premium can disappear fast.
- All Eggs, One Boom
Data centers and chip plants are now 72 percent of revenue, so Sterling rises and falls with AI construction budgets. There is also a real shortage of certified electricians, which caps how fast the company can take on new work.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-07-20. Model signals, scores, and risk labels can change and may be incomplete or wrong.
Want Benson to watch STRL for you?
Get the app to follow every Benson pick live — and let Benson do the research for you.
Download on the App Store
Download Android app