Sterling Infrastructure: Now It's A Compelling Buy Again (Rating Upgrade)
Seeking Alpha upgraded Sterling Infrastructure to 'Buy' following a 51% pullback from June 2026 highs, citing an attractive valuation. STRL's Q2 2026 revenues rose 90% year-over-year, driven by 192% growth in E-Infrastructure Solutions, which now accounts for 78% of total revenue, with signed backlog up 116% to $4.33B and a total addressable work pool above $7B.
Why it matters — A STRL watcher would care because the report highlights strong revenue growth, a shift toward E-Infrastructure Solutions, and robust backlog visibility following a significant share-price decline.