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.
502 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
AAPL
BUY
With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
DON'T BUY
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
BUY ON WEAKNESS
There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
TOP PICK
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
BUY
Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
WATCH
It is on his watch list. It is a very good company. He sees it as an insurance company because of its history as to how it trades. There is a higher level of catastrophic losses recently. He prefers Progressive here. We are decelerating from 4 percent to 2 percent economic growth. It is just not a super timely pick.
BUY
You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
HOLD

He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

DON'T BUY

Buffett has bought many private companies at good prices and they have performed well over time. Recently, the stock has underperformed. He is running into the law of large numbers: when a company gets very large, it is hard to continue to grow at the same rate. The company’s management is evolving, but what will happen to the share price when Buffett dies?

DON'T BUY

If you are buying this company, you are buying the investment legend Warren Buffet. The biggest risk is Buffet himself and his age. For him that is too much risk.

SELL

He would take money off the table. Management team – Buffet and Munger – even though strong one is late eighty and the other is early nineties. They are not going to be there forever and lately they made a couple of bad acquisitions. They have this benefit of the self-fulfilling prophesy. But what if they lose that? A high valuation. He would be careful. Certainly, wouldn’t put new money on it.

BUY

The stock traded up to EBB+2 in his model, which is high. At $187.14, it has come back to EBB+1, where he would be a buyer. His model price is $176.92. There’s a risk of it going back to $152.

BUY

He thinks this is a successful investment, run by one of the most successful American investors of our time. However, there is headline risk in the company when the management of the company passes from Warren Buffett.

COMMENT

Buffet has put together a strong collection of consumer and industrial businesses. However, he is having difficulty in putting capital to work. He has 120 billion in cash on hand and is having trouble finding good places to put it. The company has a good succession plan and they have diversified their operations which will ease the transition to new management after Buffet is gone.

COMMENT

There are few better capital allocators in the world than Warren Buffett and Charles Munger. You should ask yourself 1) what is your opinion on the insurance business and 2) are you positive on the US economy, as there are a lot of companies embedded with them.

Showing 166 to 180 of 274 entries