Berkshire Hathaway screens attractively valued at a PEG of 0.19 with strong margins and three beats in the last four quarters, but the current price of $487 has exceeded the analyst consensus target of $481.18, leaving the risk/reward unfavorable and the setup better suited to patience than to adding exposure.
Thesis pillars
| Pillar | Expectation | Trend |
|---|---|---|
At a PEG ratio of 0.19 and a forward multiple of 22.7x, the stock screens attractively valued relative to its earnings growth profile, with strong margins of 19% and a Piotroski financial strength score of 7/9. Valuation breakdown | The multiple holds or expands modestly as earnings growth narrows the PEG discount over the next 12 months. | →Stable |
| CounterNo identifiable competitive moat limits the durability of the margin advantage; analyst coverage is light (only three analysts), which dampens the reliability of the consensus target and the PEG-based valuation signal. | ||
The current price of $487.00 has exceeded the analyst consensus target of $481.18, meaning the stock is trading above the level that fully reflects near-term expectations and the risk/reward geometry is now unfavorable. Bear case | A pullback below the $481.18 analyst target would restore a positive risk/reward setup and create a more compelling entry for new capital. | →Stable |
| CounterIf earnings estimates are revised upward, the analyst target will adjust accordingly and the current price may prove fair — at a PEG of 0.19 the valuation remains undemanding even at these levels, and a target breach does not preclude further appreciation if fundamentals improve. | ||
The company beat earnings estimates in the most recent quarter (April 2026, +4.17%) and in the two oldest of the last four quarters, with one miss in between in February 2026 (-8.48%), showing a generally constructive execution pattern against consensus expectations. Earnings | Earnings surprises remain positive over the next two quarters, reinforcing the fundamental narrative. | →Stable |
| CounterThe February 2026 miss of -8.48% shows that the beat pattern is not unbroken; with light analyst coverage dampening the consensus signal, a second near-term miss could be disproportionately negative for sentiment. | ||
At a PEG ratio of 0.19 and a forward multiple of 22.7x, the stock screens attractively valued relative to its earnings growth profile, with strong margins of 19% and a Piotroski financial strength score of 7/9.
→Stable- Expectation
- The multiple holds or expands modestly as earnings growth narrows the PEG discount over the next 12 months.
CounterNo identifiable competitive moat limits the durability of the margin advantage; analyst coverage is light (only three analysts), which dampens the reliability of the consensus target and the PEG-based valuation signal.
The current price of $487.00 has exceeded the analyst consensus target of $481.18, meaning the stock is trading above the level that fully reflects near-term expectations and the risk/reward geometry is now unfavorable.
→Stable- Expectation
- A pullback below the $481.18 analyst target would restore a positive risk/reward setup and create a more compelling entry for new capital.
CounterIf earnings estimates are revised upward, the analyst target will adjust accordingly and the current price may prove fair — at a PEG of 0.19 the valuation remains undemanding even at these levels, and a target breach does not preclude further appreciation if fundamentals improve.
The company beat earnings estimates in the most recent quarter (April 2026, +4.17%) and in the two oldest of the last four quarters, with one miss in between in February 2026 (-8.48%), showing a generally constructive execution pattern against consensus expectations.
→Stable- Expectation
- Earnings surprises remain positive over the next two quarters, reinforcing the fundamental narrative.
CounterThe February 2026 miss of -8.48% shows that the beat pattern is not unbroken; with light analyst coverage dampening the consensus signal, a second near-term miss could be disproportionately negative for sentiment.
▸ Show 2 more pillars▾ Show fewer
Price is below the 200-day moving average but volume accumulation is rising and the MACD is improving; the long-term moving average is still trending up at +0.1% per month, indicating this may be a pullback within a broader uptrend rather than confirmed weakness.
→Stable- Expectation
- Price reclaims the 200-day moving average and the momentum score sustains above the 5.5 threshold as the recovery pattern consolidates.
CounterThe death cross remains in effect and the stock is still below its long-term average; the MACD improvement and rising OBV are early signals that have not yet been confirmed by price reclaiming a key technical level.
Insiders have been net buyers over the past 90 days, with two purchase transactions and zero sales, a constructive signal that management has confidence in the current price level.
→Stable- Expectation
- Insider buying activity continues or at minimum does not reverse, maintaining the net-positive signal through the next 90-day window.
CounterThe net share count of +536 is modest in absolute terms and the dollar value of the transactions is unavailable, limiting the ability to assess materiality; a small token purchase carries less informational weight than a large-dollar transaction.
Berkshire Hathaway Inc. New (BRK-B) Stock Analysis
Recovery setup
Financial Services · Insurance - Diversified
Hold if already holding. Not a fresh buy at $493.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.3% away).
Berkshire Hathaway is a holding company with primary businesses in insurance (GEICO, BH Primary Group, and BHRG), freight rail (BNSF), and utilities and energy (BHE), plus diverse manufacturing, services, and retail subsidiaries. Insurance float of approximately $176 billion at... Read more
Hold if already holding. Not a fresh buy at $493.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.3% away). Chart setup: Death cross but MACD improving, RSI 72. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 38d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-25Recent Developments — Berkshire Hathaway Inc. New
Latest news
- NEWS Here's How to Play Berkshire Hathaway Stock Before Q1 Earnings - Yahoo Finance — Yahoo Finance neutral
- NEWS Here's How to Play Berkshire Hathaway Stock Before Q1 Earnings - Zacks Investment Research — Zacks Investment Research neutral
- NEWS Berkshire Hathaway Is Selling Down These 4 Positions. Here's What That Means for Investors - 24/7 Wall St. — 24/7 Wall St. negative
- NEWS Buffett Won't Be Center Stage at Berkshire's Annual Meeting—But His Latest Stock Moves Still Will Be - Investopedia — Investopedia neutral
- NEWS 5 Stocks That Could Pop (or Drop) After Berkshire’s Annual Meeting - Morningstar Canada — Morningstar Canada neutral
Generated 2026-06-25T04:07:43Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMcounterpartyIAG quota-share10-K Item 1: 'A significant portion of the NICO Group's annual reinsurance premium currently derives from a 20% quota-share agreement with Insurance Australia Group Limited ("IAG")'
- MEDIUMProductequity securities in few issuers10-K Item 1A: 'We concentrate a high percentage of the equity security investments of our insurance subsidiaries in relatively small number of issuers.'
Material Events(8-K, last 90d)
- 2026-05-07Item 5.02LOWItem 5.02(c) officer appointment (previously announced). Body truncated in available source; specific officer name and role not determinable from filed portion. No reason cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $493.32, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.3% away). Chart setup: Death cross but MACD improving, RSI 72. Maintain position. Not compelling to add more. Target $489.79 (-0.7%), stop $480.49 (−2.7%), A.R:R -2.0:1. Score 5.9/10, moderate confidence.
Take-profit target: $489.79 (-1.0% upside). Target $489.79 (-0.7%), stop $480.49 (−2.7%), A.R:R -2.0:1. Stop-loss: $480.49.
Analyst target reached - limited upside remaining; Near 52-week high (4.3% away).
Berkshire Hathaway Inc. New trades at a P/E of 14.7 (forward 22.9). TrendMatrix value score: 7.0/10. Verdict: Hold.
10 analysts cover BRK-B with a consensus score of 2.2/5. Average price target: $520.
What does Berkshire Hathaway Inc. New do?Berkshire Hathaway is a holding company with primary businesses in insurance (GEICO, BH Primary Group, and BHRG),...
Berkshire Hathaway is a holding company with primary businesses in insurance (GEICO, BH Primary Group, and BHRG), freight rail (BNSF), and utilities and energy (BHE), plus diverse manufacturing, services, and retail subsidiaries. Insurance float of approximately $176 billion at end of 2025 funds an unusually equity-concentrated investment portfolio. The company employed approximately 387,800 people worldwide at year-end 2025.