Sterling Infrastructure, Inc. (STRL): one to watch?

Fundamentals still strong, but this is a broad AI/data-center sector selloff with no company-specific bad news — wait for Aug 3 earnings before buying.

👀 WATCH Fundamentals80/100

Fell 25% in 5 trading day(s) — now $538.09

Why STRL dropped

Multiple sources point to a sector-wide rout in AI/data-center construction names (Sterling builds data centers) plus profit-taking ahead of Q2 earnings on Aug 3, 2026 — not a fraud, lawsuit, guidance cut, or lost customer specific to Sterling.

Fwd P/E 21.3Op margin 17.2%Rev growth 91.6%Debt/equity 28.6%Analyst upside 75.9%

How this scored 80/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 12.0%

✅ Generates cash Free cash flow $347M

✅ Not drowning in debt Debt/equity 28.6% (limit 200%)

✅ Can pay its bills Current ratio 1.1 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 19/25

Operating margin 17.2% 6/9

Net profit margin 12.0% 5/8

Return on equity 36.7% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 91.6% 9/9

Earnings growth 141.4% 8/8

Expected profit change 125.7% 8/8

Value Is it cheap right now? 19/25

Forward P/E 21.3 6/10

PEG ratio 1.1 6/8

Analyst target upside 75.9% 7/7

Balance sheet Will it survive? 17/25

Debt / equity 28.6% 10/10

Current ratio 1.1 1/8

Free cash flow $347M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-29. Research only — not financial advice.