Sterling Infrastructure
STRLMarket price data through October 28, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -40%
- 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
- 3 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 chip factory can go up, someone has to clear the land, pour the foundations and wire the whole site with power, and that is Sterling's job. They still build roads and home foundations too, but data center and factory work now makes up more than 80 percent of sales.
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, because it gets paid to build the sites either way. Revenue jumped 127 percent last quarter to 1.56 billion dollars, and profit more than doubled to 214.9 million dollars. Even without the companies it bought, sales grew 70 percent.
- Booked Solid
Sterling has 6.14 billion dollars of work signed or awarded, up 78 percent in a year. Add the next phases already being designed and the total is close to 8 billion dollars. Management just raised its full year outlook to about 4.7 billion dollars in revenue, up 88 percent, and thinks its electrical wiring business alone could top 1 billion dollars this year.
- Two Slow Legs
The other parts of the business are shrinking. Road and bridge revenue slipped 3 percent, and the home foundation business fell 5 percent while its profit dropped 47 percent as high housing costs kept buyers away. Sterling is moving crews toward data center work on purpose, but the safety net keeps getting thinner.
- One Big Bet
About 95 percent of the work lined up in Sterling's main segment is data centers, chip plants and factories, so any pullback in AI building budgets would hit hard. The new contracts it signed this quarter were worth a little less than the work it finished. On top of that, the stock 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 2026-10-28. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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