Sterling Infrastructure: Record Backlog And Secular Drivers Support Further Upside
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GS Analytics3.25K FollowersFollow5ShareSavePlay(16min)CommentsSummarySterling Infrastructure is rated a buy, driven by strong backlog, exposure to secular megatrends, and premium valuation justified by multi-year growth visibility.E-Infrastructure leads growth, fueled by data center build-outs, semiconductor reshoring, and e-commerce, with a record $2.58B backlog and robust pipeline.Margin expansion is supported by a shift to higher-margin projects, CEC acquisition synergies, and strategic exits from low-margin businesses.STRL maintains financial flexibility for bolt-on acquisitions, while risks include interest rate uncertainty and execution on M&A integration. Greggory DiSalvo/iStock via Getty Images Investment Thesis Sterling Infrastructure, Inc. (STRL) is poised to benefit from its strong backlog and exposure to structural demand drivers, including data center build-outs and reshoring of manufacturing. The company’s E-Infrastructure segment continues to benefit from increased hyperscale investments andThis article was written byGS Analytics3.25K FollowersFollowWe focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. We are among the top 50 financial experts (Out of ~39,000 tracked) as measured by Tipranks based on the consistency of our stock recommendations and returns generated https://www.tipranks.com/experts/bloggers/gs-analytics. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messaging functionality.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article was written by Gayatri S.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You