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Zacks Market Edge Highlights: Sterling Infrastructure, Comfort Systems USA and Everus Construction
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For Immediate Release
Chicago, IL – July 24, 2026 – Zacks Market Edge 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/2959671/the-ai-infrastructure-stocks-are-on-sale-buy-now)
The AI Infrastructure Stocks Are on Sale: Buy Now
(0:20) - Should You Be Buying The Dip In AI Infrastructure?
(7:50) - Performance Breakdown of Stocks On Sale
(12:30) - Tracey's Top Stock Picks For Your Watch List
(36:30) - Episode Roundup: STRL, FIX, ECG
Podcast@Zacks.com
Welcome to Episode #492 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, is joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey went solo to discuss the AI infrastructure stocks. She has done several podcasts on the AI infrastructure stocks in the last three years.
Remember, the AI infrastructure stocks are not the semiconductors or memory companies. They are involved in the build-out of the data centers.
Without the data centers, there is no AI.
Follow the Money
The hyperscalers are spending over $1 trillion just this year to build-out their AI capabilities. That's a lot of money going somewhere.
There are some companies that are building the data centers, filling them with racks, powering them, and cooling them.
Own those companies.
AI Infrastructure Stocks Sell Off
Some of the hottest stocks this year have been the AI infrastructure stocks until the last month when they have sold off.
If you thought you had missed out on owning these stocks, now is your chance. Most are down over 10% and some have pulled back as much as 20%.
Are they value stocks? No. But the growth is still there and now that growth is on sale.
Sterling Infrastructure is an engineering firm that builds data centers. Shares of Sterling have soared over the last 5 years, gaining 2,937%.
However, the fundamentals match it. Earnings are expected to rise 75.7% this year on revenue growth of 59.2%. Sterling Infrastructure beat and raised last quarter and is still a Zacks Rank #1 (Strong Buy) stock. It's expected to report second quarter results in early August.
Over the last month, Sterling shares have fallen 22%. It now trades with a forward price-to-earnings (P/E) ratio of 34. That's down from over 40.
Sterling is more attractive.
Should you be buying Sterling Infrastructure on this pullback?
Comfort Systems USA does heating and air conditioning. Shares of Comfort System have soared in the last 5 years, jumping 2,225%.
But the shares are off their highs and have fallen 11% in the last month. That's a correction. Comfort Systems valuations look more attractive after the sell-off. It now trades with a forward P/E of 39.
Comfort Systems is a growth stock. Earnings are expected to jump 49.2% this year and another 22.8% next year.
Comfort Systems is expected to report earnings on July 23, 2026. Be sure to look for the earnings update.
With shares off the all-time highs, is it time to buy Comfort Systems USA?
Everus Construction Group is an electrical and mechanical construction firm based in Bismark, North Dakota with business nationwide. Yes, it's building data centers.
Shares of Everus Construction Group are up 239.7% over the last 5 years. That's well below what Sterling Infrastructure and Comfort System USA have done in the same period but is above the S&P 500 at 108%.
But shares have fallen 15% in the last month, making the stock more attractive. Everus has a forward P/E of 30.
Earnings are expected to rise 11.1% in 2026 and another 9.2% in 2027. Everus doesn't report earnings again until mid-August 2026.
Is Everus a deal after the sell-off?
What Else Should You Know About the AI Infrastructure Stocks?
Tune into this week's podcast to find out.
[In full disclosure, Tracey owns shares of STRL in her personal portfolio and in Zacks Value Investor.]
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
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.
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/performancefor information about the performance numbers displayed in this press release.
View the Zacks #1 Rank List
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Zacks Market Edge Highlights: Sterling Infrastructure, Comfort Systems USA and Everus Construction
For Immediate Release
Chicago, IL – July 24, 2026 – Zacks Market Edge 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/2959671/the-ai-infrastructure-stocks-are-on-sale-buy-now)
The AI Infrastructure Stocks Are on Sale: Buy Now
Welcome to Episode #492 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, is joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey went solo to discuss the AI infrastructure stocks. She has done several podcasts on the AI infrastructure stocks in the last three years.
Remember, the AI infrastructure stocks are not the semiconductors or memory companies. They are involved in the build-out of the data centers.
Without the data centers, there is no AI.
Follow the Money
The hyperscalers are spending over $1 trillion just this year to build-out their AI capabilities. That's a lot of money going somewhere.
There are some companies that are building the data centers, filling them with racks, powering them, and cooling them.
Own those companies.
AI Infrastructure Stocks Sell Off
Some of the hottest stocks this year have been the AI infrastructure stocks until the last month when they have sold off.
If you thought you had missed out on owning these stocks, now is your chance. Most are down over 10% and some have pulled back as much as 20%.
Are they value stocks? No. But the growth is still there and now that growth is on sale.
3 AI Infrastructure Stocks for Your Short List
1. Sterling Infrastructure, Inc. (STRL - Free Report)
Sterling Infrastructure is an engineering firm that builds data centers. Shares of Sterling have soared over the last 5 years, gaining 2,937%.
However, the fundamentals match it. Earnings are expected to rise 75.7% this year on revenue growth of 59.2%. Sterling Infrastructure beat and raised last quarter and is still a Zacks Rank #1 (Strong Buy) stock. It's expected to report second quarter results in early August.
Over the last month, Sterling shares have fallen 22%. It now trades with a forward price-to-earnings (P/E) ratio of 34. That's down from over 40.
Sterling is more attractive.
Should you be buying Sterling Infrastructure on this pullback?
2. Comfort Systems USA, Inc. (FIX - Free Report)
Comfort Systems USA does heating and air conditioning. Shares of Comfort System have soared in the last 5 years, jumping 2,225%.
But the shares are off their highs and have fallen 11% in the last month. That's a correction. Comfort Systems valuations look more attractive after the sell-off. It now trades with a forward P/E of 39.
Comfort Systems is a growth stock. Earnings are expected to jump 49.2% this year and another 22.8% next year.
Comfort Systems is expected to report earnings on July 23, 2026. Be sure to look for the earnings update.
With shares off the all-time highs, is it time to buy Comfort Systems USA?
3. Everus Construction Group, Inc. (ECG - Free Report)
Everus Construction Group is an electrical and mechanical construction firm based in Bismark, North Dakota with business nationwide. Yes, it's building data centers.
Shares of Everus Construction Group are up 239.7% over the last 5 years. That's well below what Sterling Infrastructure and Comfort System USA have done in the same period but is above the S&P 500 at 108%.
But shares have fallen 15% in the last month, making the stock more attractive. Everus has a forward P/E of 30.
Earnings are expected to rise 11.1% in 2026 and another 9.2% in 2027. Everus doesn't report earnings again until mid-August 2026.
Is Everus a deal after the sell-off?
What Else Should You Know About the AI Infrastructure Stocks?
Tune into this week's podcast to find out.
[In full disclosure, Tracey owns shares of STRL in her personal portfolio and in Zacks Value Investor.]
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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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/performancefor information about the performance numbers displayed in this press release.