Mark Roussin, CPA on $STRL

Mark Roussin, CPA has discussed $STRL in 2 videos since 2026-11-01. The latest, on 2026-11-05, was bullish.

2026-11-05Bullish

“3 Stocks I Just BOUGHT”

AI summary · Bought STRL because the growth is real: Q3 revenue rose nearly 127% to nearly $1.6 billion, adjusted EPS rose about 118% to $7.58, and backlog is about $6.1 billion, up nearly 80% year-on-year ($8 billion including unsigned design-phase projects). A more than 25% twelve-month decline leaves a forward P/E of only 12.9 times on roughly $28 of EPS next year. Risks are delayed data-center projects, rising construction costs or hyperscaler spending cuts.

The second company is experiencing exceptional growth as demand for artificial intelligence infrastructure continues to rise .

It is a stock of Sterling Infrastructure Company, and its trading symbol is STRL. I think Sterling represents one of the most interesting ways to invest in building AI infrastructure.

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2026-11-01Bullish

“5 BEST STocks to BUY in November”

AI summary · Sterling is a compelling industrial play on the AI infrastructure buildout, benefiting from rising hyperscaler data-center construction budgets, with Q3 revenue up 127% and a backlog near $4 billion giving demand visibility. At a forward P/E of 14.5 with earnings expected to grow 28% next year and 20% the year after, it looks interesting; downside risks are a future hyperscaler construction cutback, which he does not expect now, and construction execution risk.

And this is a company I've discussed before because I believe it provides a compelling way to still participate in the physical AI infrastructure buildout. When most investors think about AI, they think about Nvidia, AMD, Broadcom.

But those advanced chip companies, they need to operate somewhere. And we know the demand for data centers, electrical infrastructure, site development, and specialized construction. That's where Sterling comes in.

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