
Data Center Builders Stocks to Own in 2026: 7 Names
These seven stocks offer different ways to invest in the AI-driven data-center construction boom, from MEP specialists to site-development and concrete contractors.
Every article, report, and earnings note where STRL appears.

These seven stocks offer different ways to invest in the AI-driven data-center construction boom, from MEP specialists to site-development and concrete contractors.

Sterling Infrastructure has transformed into a higher-quality infrastructure compounder, led by explosive E-Infrastructure growth and a backlog that keeps outrunning the plan. The stock still screens expensive, but the operating momentum is strong enough to support a Buy.

Sterling Infrastructure is being punished like the story broke, even though the latest quarter showed the opposite. Backlog, guidance, and mission-critical demand still point to a business that is accelerating, not cracking.

Sterling Infrastructure, Inc. (STRL) spikes after-hours following a huge Q1 2026 earnings beat, a raised full-year outlook, and a sharp backlog increase. The move reflects stronger demand in data centers, manufacturing, and power projects, signaling that the company’s growth story may be gaining traction.

Sterling Infrastructure, Inc. (STRL) jumps after reporting a record first quarter and raising full-year guidance. Revenue, EPS, EBITDA, and backlog all surged, while the CEC acquisition added meaningful scale and reinforced demand in mission-critical infrastructure markets.
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