Sterling Infrastructure Should Regain Momentum Soon

Sterling Infrastructure, a major AI data center builder, has seen its stock drop over 30% from all-time highs despite strong fundamentals. The company's e-infrastructure segment (AI data centers, e-commerce warehouses) grew 174% year-over-year with a $5.15 billion backlog. With full-year revenue projected at $3.75 billion (50.6% YoY growth), the sell-off appears to be part of a broader AI sector correction rather than company-specific issues. The analyst suggests the stock decline presents a buying opportunity given continued strong AI infrastructure demand from major tech companies.