By Eric Bleeker
Publication Date: 2026-03-02 18:39:00
A construction company CEO walked onto Jim Cramer’s set Friday and made a claim that stopped everyone in their tracks: Sterling Infrastructure (NASDAQ:STRL) CEO Joesph Cutillo noted the company had outperformed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) since 2015. With NVIDIA widely considered the ‘story stock’ of the entire stock market, that’s a bold claim! Here’s how the interaction went:
Jim Cramer: Well, Joe, did you ever think that your stock would have this kind of run?
Joe Cutillo: I started in 2015… Over the time frame, we’ve outperformed NVIDIA.
Let’s unpack this statement a little bit. Has Sterling Infrastructure actually outperformed NVIDIA since 2015? Also, if the stock has performed that well, does it still have room to run?
So What Does Sterling Actually Do?
Sterling isn’t a household name, but it should be. The company operates across three segments: E-Infrastructure Solutions (data center site preparation and utility installation), Transportation Solutions (highways, bridges, airports), and Building Solutions (residential and commercial concrete foundations). It’s the largest excavating contractor in the United States.
The pivot that changed everything? Data centers. AI infrastructure buildout requires massive ground preparation before a single server goes in, and Sterling is the company doing exactly that. Stifel analysts initiated coverage with a Buy rating and a $486 price target, citing the company’s growing exposure to AI…
