NYSE:BRK.B

Berkshire Hathaway Inc. (B) (BRK.B)

483.68
-4.09 (0.84%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Berkshire Hathaway Inc. (BRK.B) is facing a pivotal moment following Warren Buffett's retirement, which has raised concerns among investors about its future performance. Experts highlight the company's strong portfolio of diverse businesses, particularly in insurance, but also note challenges such as competitive pricing pressures and a low-interest-rate environment impacting income. The new CEO, Greg Abel, has been praised for his operational capabilities, but uncertainty remains about how he will navigate the company post-Buffett. While some analysts recommend holding the stock for the long term due to its defensive nature and significant cash reserves, others express caution over potential underperformance compared to the S&P 500. Overall, BRK.B is viewed as a solid long-term investment, though its growth may not match historical highs.

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Consensus
Hold
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Valuation
Fair Value
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BUY
This is a durable company. Half the business is focused on ultimate conservative businesses like insurance and utilities. This is a great longer term investment. They won't be immune to recent economic impacts, but he likes their diversified revenue stream.
TOP PICK
He has $130 Billion is cash right now so he is not panicking. He will view this as quite an opportunity.
HOLD
It continues to have premier property and casualty businesses. They generate tones of free cash flow. It would be a reasonably safe place to be.
TOP PICK
A great long term company. They just reported good earnings. Their investment portfolio generates great cash flow. They have $130 billion in cash. Yield 0% (Analysts’ price target is $252.67)
WEAK BUY

BRK.B vs. DG Both somewhat defensive, but DG more so. S&P has outperformed BRK.B, mainly because it has a bit more torque. In the near term, BRK.B has more beta, so it will outperform if there's a market bounce. Be barbelled, and still hold a defensive name. Over the next 12-24 months, still likes DG.

BUY
He likes Warren Buffet and this company. They have unique advantages--a huge insurance operation with utility-like assets. They're set up to be counter-cyclical when they can achieve above-average returns in tough times. Definitely buy on dips, but hold it for a long time. He expects them to shrink their cash pile and buy more stocks. He's concerned that they are so massive, though, and growth will be slower in the future, but it's a solid long-term compounder.
BUY

He likes their strategy and Warren Buffet is well regarded. The company is now the second largest holder of Apple shares. With so much cash on their balance sheet, they will do well going forward.

TOP PICK

A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)

PAST TOP PICK
(A Top Pick Jan 22/19, Up 12%) Not bad. Buffet remains a canny investor. His re-insurance business (among the best) is supporting this company, and he has a terrific portfolio of stocks. He's a believer.
TOP PICK
He likes their cash holding ($150 billion) as a defensive holding. It trades at a discount to NAV. One of the best managers of companies, even if there is a change in senior management. Now is the time to enter. Yield 0% (Analysts’ price target is $247.33)
BUY
It under-performed last year. It has a wonderful portfolio of assets. It should perform well in a strengthening economy. He would be a buyer here. They are able to make great purchases when the opportunities arise.
TOP PICK
Offers great exposure to US banks, railroads, airlines as well as Apple. A nice collection of cyclicals. They sit on $130 billion in cash, great dry powder. Share have recently broken out. A great long term buy. (Analysts’ price target is $248.75)
TOP PICK
The ultimate value stock. Money is going back into value stock and it is showing with a technical breakout. He started buying for clients last week. Their may be a temporary setback if Warren or Charlie are not longer there as he believes there are already many qualified people making the investment decisions these days. Yield 0% (Analysts’ price target is $248.75)
PAST TOP PICK
(A Top Pick Jan 22/19, Up 9%) A steady eddy, though not keeping up with the market. It's trading at the lowest price to book value in a long while. Buffett's successor is solid. They hold good companies. Not worried.
HOLD
Value play, which has had a difficult time. Criticism that they've lost their way. Changing its stripes underneath the surface, but still a great business model. Rolling 10-year numbers have been declining, which is a bit of a concern. But he'd still own it. Pays no dividend, so it's almost like a tax shelter.
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