3 AI Infrastructure Stocks on Sale Right Now

(0:15) - Is It Too Late To Invest Into AI Infrastructure?(2:30) - Tracey’s Top Stock Picks For Your Watchlist Right Now(17:20) - Episode Roundup: STRL, ETN, VRT                Podcast@Zacks.com Welcome to Episode #465 of the Zacks Market Edge Podcast.Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.This week, Tracey is going solo to check in on the AI infrastructure stocks after the recent pullback in the AI stocks.Are they deals?NVIDIA has now reported its third quarter earnings, and it beat and raised again. However, Wall Street is still worried about an AI bubble. Investors and traders have been selling the AI stocks over the last month.Yet, many of the AI infrastructure companies have reported record quarters and have raised 2025 guidance.Here are three AI infrastructure companies whose shares have pulled back.3 AI Infrastructure Stocks on Sale Right Now1. Sterling Infrastructure, Inc. (STRL)Sterling is an engineering firm with three segments: E-Infrastructure, Transportation and Building Solutions. Sterling had record third quarter results and raised 2025 guidance.On Nov 12, 2025, Sterling announced a new $400 million share buyback program. Only $81 million remained on the last program. The stock repurchases are to be made over 24 months.Sterling is expected to grow earnings by 56.9% this year. Shares have fallen 14.8% over the last month. It now trades with a forward price-to-earnings (P/E) ratio of 34.9.Is this a buying opportunity in Sterling Infrastructure?2. Eaton Corp. (ETN)Eaton Corp. is a power management company with a market cap of $134.3 billion. In the third quarter, the Electrical Sector and Electrical Americas data center orders were each up approximately 70%.Earnings are expected to rise 11.9% this year. Shares of Eaton are down 13.1% over the last month. It now trades with a forward P/E of 28.6.Eaton reaffirmed its 2025 outlook.Should investors go shopping for Eaton on this pullback?3. Vertiv Holdings Co. (VRT)Vertiv is a services company that provides solutions in power, cooling and IT infrastructure for data centers, communication networks and commercial and industrial facilities. It has a market cap of $65.3 billion.In the third quarter of 2025, organic orders were up 60%. Vertiv raised its 2025 guidance.Shares of Vertiv have fallen 9.2% over the last month. It’s forward P/E has fallen to 41.5.Vertiv is a Zacks Rank #1 (Strong Buy).Is Vertiv a deal on this pullback?What Else Should You Know About AI Infrastructure Stocks?Tune into this week’s podcast to find out.[In full disclosure, Tracey owns shares of STRL and VRT in her own personal portfolio and in Zacks Value Investor portfolio.]5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eaton Corporation, PLC (ETN): Free Stock Analysis Report Sterling Infrastructure, Inc. (STRL): Free Stock Analysis Report Vertiv Holdings Co. (VRT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks