Who's Afraid Of A Data Center Bubble? Not Sterling Infrastructure And Not Me; Still At 'Buy' [Seeking Alpha]
Sterling Construction Company Inc (STRL)
Last sterling construction company inc earnings: 3/2 04:24 pm
Check Earnings Report
US:NASDAQ Investor Relations:
strlco.com/investor-relations
Company Research
Source: Seeking Alpha
The current superstar segment is E-Infrastructure. Given that it works on data centers, it's only natural that this group is presently driving the company and its stock. Right now, E-Infrastructure is sizzling hot. And it's leading to superb fundamental companywide numbers. The P/E ratio is high. But data-center growth should easily justify the valuation. Indeed, if the current consensus growth forecast pans out, the PEG ratio would look quite attractive. A lot hinges on whether AI spending is a bubble about to burst. My “Buy” recommendation rejects that view. Given the importance of this issue, I analyze it here in considerable detail. Gerville/iStock via Getty Images Shares of Sterling Infrastructure ( STRL ) were pretty pricey when I wrote about them on 9/27/25 Sitting then on a price gain of about 130% since my first ( ) writeup, versus an approximately 16% S&P 500 gain, one This article was written by Analyst's Disclosure: I/we have no stock, option or similar de
Show less
Read more
Impact Snapshot
Event Time:
STRL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
STRL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
STRL alerts
High impacting Sterling Construction Company Inc news events
Weekly update
A roundup of the hottest topics
STRL
News
- Sterling Infrastructure (NASDAQ:STRL) was upgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "hold (c+)" rating to a "buy (b-)" rating.MarketBeat
- The Bull Case For Sterling Infrastructure (STRL) Could Change Following Surging Data Center E-Infrastructure Demand [Yahoo! Finance]Yahoo! Finance
- Why Analysts Are Rethinking The Story Behind Sterling Infrastructure (STRL) After New Price Targets [Yahoo! Finance]Yahoo! Finance
- Sterling Infrastructure (NASDAQ:STRL) was upgraded by analysts at Cantor Fitzgerald to a "strong-buy" rating.MarketBeat
- Sterling Infrastructure (STRL) Stock Falls Amid Market Uptick: What Investors Need to Know [Yahoo! Finance]Yahoo! Finance
STRL
Earnings
- 11/3/25 - Beat
STRL
Sec Filings
- 1/21/26 - Form SCHEDULE
- 1/20/26 - Form 4
- 1/16/26 - Form 144
- STRL's page on the SEC website