Sterling Infrastructure (NASDAQ:STRL) Given “Overweight” Rating at Cantor Fitzgerald

Posted by Brian Himes on Oct 29th, 2026

Sterling Infrastructure (NASDAQ:STRL – Get Free Report)‘s stock had its “overweight” rating reiterated by analysts at Cantor Fitzgerald in a research note issued on Thursday, Benzinga reports. They presently have a $742.00 price objective on the construction company’s stock. Cantor Fitzgerald‘s price target would suggest a potential upside of 90.81% from the stock’s previous close.

Several other analysts have also recently commented on STRL. KeyCorp raised their target price on Sterling Infrastructure from $754.00 to $755.00 and gave the company an “overweight” rating in a research report on Thursday, October 15th. Stifel Nicolaus reduced their price target on Sterling Infrastructure from $804.00 to $742.00 and set a “buy” rating for the company in a research report on Thursday, October 8th. DA Davidson began coverage on Sterling Infrastructure in a research note on Friday, August 21st. They issued a “buy” rating and a $700.00 price target for the company. Zacks Research lowered Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Friday, August 7th. Finally, Weiss Ratings lowered Sterling Infrastructure from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, September 9th. Six research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $733.17.

View Our Latest Stock Report on Sterling Infrastructure

Sterling Infrastructure Stock Performance

STRL opened at $388.87 on Thursday. The business’s 50 day moving average is $479.24 and its 200-day moving average is $549.31. The stock has a market cap of $11.90 billion, a PE ratio of 28.04, a price-to-earnings-growth ratio of 1.24 and a beta of 1.86. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.19. Sterling Infrastructure has a twelve month low of $281.58 and a twelve month high of $1,005.68.

Sterling Infrastructure (NASDAQ:STRL – Get Free Report) last issued its quarterly earnings data on Wednesday, October 28th. The construction company reported $7.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.20 by $1.38. The business had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.19 billion. Sterling Infrastructure had a return on equity of 40.12% and a net margin of 12.55%. Sterling Infrastructure’s quarterly revenue was up 127.0% on a year-over-year basis. On average, analysts predict that Sterling Infrastructure will post 19.10 earnings per share for the current year.

Hedge Funds Weigh In On Sterling Infrastructure

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. State Street Corp lifted its holdings in shares of Sterling Infrastructure by 290.7% in the second quarter. State Street Corp now owns 4,253,073 shares of the construction company’s stock valued at $3,569,859,000 after buying an additional 3,164,551 shares during the period. BlackRock Inc. bought a new position in Sterling Infrastructure during the second quarter valued at about $2,713,946,000. Jupiter Topco LLC bought a new position in Sterling Infrastructure during the second quarter valued at about $395,056,000. First Trust Advisors LP grew its holdings in Sterling Infrastructure by 27.3% during the first quarter. First Trust Advisors LP now owns 877,990 shares of the construction company’s stock worth $357,579,000 after acquiring an additional 188,048 shares during the period. Finally, Janus Henderson Group PLC grew its holdings in Sterling Infrastructure by 7.5% during the first quarter. Janus Henderson Group PLC now owns 619,145 shares of the construction company’s stock worth $252,207,000 after acquiring an additional 43,259 shares during the period. 80.95% of the stock is owned by institutional investors.

More Sterling Infrastructure News

Here are the key news stories impacting Sterling Infrastructure this week:

Positive Sentiment: Record quarterly performance: Adjusted earnings reached $7.58 per share, well above the $6.07–$6.20 analyst estimates and up substantially from $3.48 a year earlier. Revenue rose 127% year over year to approximately $1.56 billion, surpassing the $1.19 billion consensus estimate. Sterling Reports Record Third Quarter Results and Raises Full Year 2026 Guidance
Positive Sentiment: Guidance increased: Management raised its full-year 2026 earnings outlook, reinforcing expectations for continued growth and providing a positive catalyst for STRL. Sterling Infrastructure Raises Earnings Guidance for Full Year 2026
Positive Sentiment: Strong future demand: Sterling’s combined backlog reached approximately $6.14 billion, supporting visibility into future revenue from infrastructure, data-center, power and other mission-critical construction projects. Sterling Infrastructure Q3 2026 Combined Backlog
Neutral Sentiment: The company reported a 12.55% net margin and 40.12% return on equity, indicating strong profitability, although investors will likely focus on whether the rapid growth rate can be sustained.
Negative Sentiment: Despite the earnings beat and guidance increase, STRL declined, likely reflecting elevated expectations, profit-taking, or concern that the strong results were already priced into the shares. The stock had already fallen 27.6% over the preceding four weeks and remained below its 50-day and 200-day moving averages, signaling continued technical pressure. Sterling Surprises With Strong Q3 2026 Results but Stock Drops

About Sterling Infrastructure

(Get Free Report)

Sterling Infrastructure, Inc is a U.S.-based infrastructure services company that provides construction and specialty contracting solutions through three principal business segments: E-Infrastructure Solutions, Transportation Solutions and Building Solutions.

Its E-Infrastructure Solutions segment supports the development of data centers, advanced manufacturing facilities, energy and power infrastructure, and other large-scale industrial projects. Transportation Solutions provides construction and rehabilitation services for highways, roads, bridges, airports, rail and transit systems, and related public infrastructure.