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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PAST TOP PICK
(A Top Pick Jul 22/20, Up 46%) Driver remains the insurance operations, which will benefit from rising rates. Suffered in 2020 with a couple of acquisitions, though earnings are starting to rebound. A core holding. Still excellent value.
DON'T BUY

Buy this to diversity a portfolio? Instead, diversify by sector and industry, and weighting of company. BRK does own Apple, but some of their holdings he doesn't favour in the cycle currently, like Kraft and Coke. Their insurance business offers stability though.

DON'T BUY

The obvious issue is what happens when Buffet dies. The successor has been named but there are challenges including the law of large numbers. The ability to return rates of growth that people are used to is getting more and more difficult. Quite expensive. Better opportunities around.

PAST TOP PICK
(A Top Pick Mar 12/20, Up 65%) Bought it over a year ago when markets were coming down. It represents the ultimate value stock. Since last summer, it has outperformed the market and continues to do well. Not worried about succession since he expects transition to be smooth. Value will outperform.
BUY
It is an insurance business at its core. He thinks the pandemic will be very good for the insurance business. They are the poster child for how to invest in the best of America. If you thought about owning it for a long time, then buy a share and see how it goes. Over time it will become a different creature as the principles pass away.
BUY
Good candidate for a long-term hold. A portfolio of investments across many sectors. Nice way to play the general economy. As a portfolio manager, she prefers to make more direct investments in areas she's interested in.
TOP PICK
Commercial property insurance is getting better. A hardening price environment. One of the 3 largest global reinsurers. Strongest balance sheet, so can charge the highest prices and give the most coverage. Strong cyclical exposure is a good play on recovering economy. Returns capital to shareholders by buying back shares. No dividend. (Analysts’ price target is $281.00)
PAST TOP PICK
(A Top Pick Jan 12/21, Up 13%) A proxy for the reopening of the economy. You also get exposure to Apple. Still upside.
BUY
Rebounded this year. A bet on US GDP improving. Reasonably priced. He wants to see what are they going to do with all this money, does Warren still have "it", is he going to promote his lieutenants. He'd rather own pure-play businesses. Buy it here, own it till the end of time, and you'll do fine.
PAST TOP PICK

(A Top Pick Jan 29/20, Up 4%) It's underperformed in the past 6 months because of the tech rally, but he expects this story to flip as Berkshire's hard assets will outperform the Nasdaq. So, now is a good time to own this. Also, he gets exposed to Apple via BRK. (He sold Apple given their high valuation.)

BUY ON WEAKNESS
It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.
TOP PICK

They bought their first shares of this just very recently. Warren Buffet is very much not in favour with his investment style and investors were disappointed when they did not acquire anything during the market meltdown. Now is a perfect to time to buy a collection of wonderful private and public companies at the most attractive valuation -- 1.2 times book value. They also have a large cash position and not much debt. Apple has been the most successful investment they made in the past several years -- representing over 1/3 of the portfolio value. He is not concerned about the concentration in Apple. Yield 0% (Analysts’ price target is $221.00)

BUY ON WEAKNESS
This morning Buffet spent about $4 Billion on gas assets. The space is completely beat up. Buffet bought Nat Gas assets that were pipelines, i.e. infrastructure assets. Since you can’t easily replicate the business, it should do fairly well. He thinks BRK-N will do very well with this. The leader is the best capital allocator of all time.
HOLD
One of the most successfully companies over several decades. They have struggled over the past couple of years. This does not mean they have lost their touch. Mr. Buffet takes a long term perspective that does not always match quarterly performance measures. If you own it, keep it.
STRONG BUY
Mr. Buffet says you should never bet against the US. He made a mistake on the US airlines and he admitted that and got out completely. If you want a defensive anchor in your portfolio then what better is this one. This is an attractive opportunity here.
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