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Zacks Value Trader Highlights: Everus Construction, Sterling and Flowserve
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For Immediate Release
Chicago, IL – March 9, 2025 – Zacks Value Trader is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2880489/3-ai-infrastructure-stocks-on-sale
3 AI Infrastructure Stocks On Sale
Welcome to Episode #431 of the Value Investor Podcast.
p>
(1:00) - Can You Find Strong Value Opportunities In AI Infrastructure?
(8:55) - Top Investments To Keep On Your Radar Right Now
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Stocks are selling off after the start of the Iran War has brought uncertainty back to the markets. Oil has spiked over $90 a barrel on the near closure of the Strait of Hormuz which has caused traders to get jittery.
Is this a short-term event, or will it drag on for months?
There is uncertainty.
That means it’s a good time for value investors to look for buying opportunities in stocks. In times of high volatility, most stocks tend to sell off. Why not get your favorite stocks on sale?
The AI Infrastructure Companies are on Sale
The AI infrastructure companies posted strong fourth quarter and 2025 earnings, and most have guided higher for 2026. The hyperscalers are spending over $500 billion this year on building out the infrastructure for AI. The AI infrastructure companies are going to be among the beneficiaries.
They are involved in many different areas of the AI universe. These companies are building the data centers, providing products for power generation, making racks to hold the chips in the data centers, and are cooling the data centers.
Shares of many of these companies were trading at 5-year highs recently. But valuations were stretched. None of the AI infrastructure companies are “cheap” on a P/E or P/S ratio basis.
But this sell-off has made them more attractive. They are on sale. Now is the time for value investors to take a look.
Everus Construction Group is “building America’s future.” It is involved in electrical and communication wiring and infrastructure as well as electrical transmission and distribution projects.
Shares of Everus have fallen further since the podcast was recorded on Wednesday, Mar 4, 2026. Everus is down 9.1% in the last 5 days but remains up 178% over the last year.
It has gotten cheaper on a price-to-earnings (P/E) basis. Everus now trades with a forward P/E of 27. Earnings are expected to rise 5.3% in 2026 and 7% in 2027.
Sterling Infrastructure provides development services in E-Infrastructure, Transportation and Building Solutions including for e-commerce warehouses and data centers. Earnings are expected to jump 25.8% in 2026 and another 15% in 2027.
Shares of Sterling have pulled back 9.4% over the last 5 days and are now in the $300s. On the podcast, Tracey said she would be a buyer if the shares went into the $300s. Over the last year, Sterling has gained 225%.
The valuation is still attractive. Sterling trades with a forward P/E of 29.
Is it time for value investors to buy a development services company like Sterling?
Flowserve provides flow control solutions and products for the global infrastructure markets, which includes power generation companies. It traces its heritage back to 1790.
Shares of Flowserve fell 12.4% over the last 5 sessions but are still up 56% in the last year. Flowserve has gotten cheaper on a P/E basis due to the pull back. It now trades with a forward P/E under 20, at 19.8. At the time of the recording of the podcast, it was not below 20.
Earnings are expected to rise 12.9% in 2026 and another 13.6% in 2027. Flowserve is shareholder friendly. It just raised its dividend 5%. It currently yields 1%.
Is this a buying opportunity in Flowserve?
What Else Should You Know About the AI Infrastructure Stocks?
Tune into this week’s podcast to find out.
[In full disclosure, Tracey owns STRL in Zacks Value Investor portfolio and her own personal portfolio.]
Why Haven't You Looked at Zacks' Top Stocks?
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Value Trader Highlights: Everus Construction, Sterling and Flowserve
For Immediate Release
Chicago, IL – March 9, 2025 – Zacks Value Trader is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2880489/3-ai-infrastructure-stocks-on-sale
3 AI Infrastructure Stocks On Sale
Welcome to Episode #431 of the Value Investor Podcast.
p>
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Stocks are selling off after the start of the Iran War has brought uncertainty back to the markets. Oil has spiked over $90 a barrel on the near closure of the Strait of Hormuz which has caused traders to get jittery.
Is this a short-term event, or will it drag on for months?
There is uncertainty.
That means it’s a good time for value investors to look for buying opportunities in stocks. In times of high volatility, most stocks tend to sell off. Why not get your favorite stocks on sale?
The AI Infrastructure Companies are on Sale
The AI infrastructure companies posted strong fourth quarter and 2025 earnings, and most have guided higher for 2026. The hyperscalers are spending over $500 billion this year on building out the infrastructure for AI. The AI infrastructure companies are going to be among the beneficiaries.
They are involved in many different areas of the AI universe. These companies are building the data centers, providing products for power generation, making racks to hold the chips in the data centers, and are cooling the data centers.
Shares of many of these companies were trading at 5-year highs recently. But valuations were stretched. None of the AI infrastructure companies are “cheap” on a P/E or P/S ratio basis.
But this sell-off has made them more attractive. They are on sale. Now is the time for value investors to take a look.
3 AI Infrastructure Stocks on Sale
1. Everus Construction Group (ECG - Free Report)
Everus Construction Group is “building America’s future.” It is involved in electrical and communication wiring and infrastructure as well as electrical transmission and distribution projects.
Shares of Everus have fallen further since the podcast was recorded on Wednesday, Mar 4, 2026. Everus is down 9.1% in the last 5 days but remains up 178% over the last year.
It has gotten cheaper on a price-to-earnings (P/E) basis. Everus now trades with a forward P/E of 27. Earnings are expected to rise 5.3% in 2026 and 7% in 2027.
Is it time for value investors to buy Everus?
2. Sterling Infrastructure, Inc. (STRL - Free Report)
Sterling Infrastructure provides development services in E-Infrastructure, Transportation and Building Solutions including for e-commerce warehouses and data centers. Earnings are expected to jump 25.8% in 2026 and another 15% in 2027.
Shares of Sterling have pulled back 9.4% over the last 5 days and are now in the $300s. On the podcast, Tracey said she would be a buyer if the shares went into the $300s. Over the last year, Sterling has gained 225%.
The valuation is still attractive. Sterling trades with a forward P/E of 29.
Is it time for value investors to buy a development services company like Sterling?
3. Flowserve Corp. (FLS - Free Report)
Flowserve provides flow control solutions and products for the global infrastructure markets, which includes power generation companies. It traces its heritage back to 1790.
Shares of Flowserve fell 12.4% over the last 5 sessions but are still up 56% in the last year. Flowserve has gotten cheaper on a P/E basis due to the pull back. It now trades with a forward P/E under 20, at 19.8. At the time of the recording of the podcast, it was not below 20.
Earnings are expected to rise 12.9% in 2026 and another 13.6% in 2027. Flowserve is shareholder friendly. It just raised its dividend 5%. It currently yields 1%.
Is this a buying opportunity in Flowserve?
What Else Should You Know About the AI Infrastructure Stocks?
Tune into this week’s podcast to find out.
[In full disclosure, Tracey owns STRL in Zacks Value Investor portfolio and her own personal portfolio.]
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Tracey Ryniec is the Value Stock Strategist for Zacks.com. She is also the Editor of the Insider Trader and Value Investor services. You can follow her on twitter at @TraceyRyniec and she also hosts the Zacks Market Edge Podcast on iTunes.
About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978. The later formation of the Zacks Rank, a proprietary stock picking system; continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Click here for your free subscription to Profit from the Pros.
Join us on Facebook: https://www.facebook.com/ZacksInvestmentResearch/
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Media Contact
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support@zacks.com
https://www.zacks.com/performance
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.