Stockchase InsightsSterling InfrastructureSTRLBUYJan 23, 2026

Engineering, procurement, construction. Better alternatives out there to benefit from electrification demand and AI buildout. If you own, no reason to sell. See his Top Picks.

They pivoted from building highways to high-margin data centres. That's why its up 250% in the past year. They just reported a robust top and bottom line beat and a growing backlog, and raised their full-year cast of 25% revenue growth and 26% earnings growth.

Infrastructure plays working as a result of Federal spending. Would recommend buying. 

Up 144% so far this year and could do better if Washington's infrastructure money flows down to companies. From 2019 to 2022, earnings more than tripled. They just reported a great quarter last week that sent shares 32% higher last week. Had a huge revenue beat and earnings beat with a much-higher than expected backlog. Also raised guidance across the board. All their segments are on fire, enjoying backlogs like building data centres as data demand surges over the long term. Trades at a reasonable PE.