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BRK-BBerkshire Hathaway Inc. NewHold5.9·$496.12+1.40%
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Berkshire Hathaway Inc. New (BRK-B) Stock Analysis

Momentum Cont setup

HoldModerate Confidence

Financial Services · Insurance - Diversified

Hold if already holding. Not a fresh buy at $496.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% 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

$496.12-1.8% A.UpsideScore 5.9/10#6 of 12 Insurance - Diversified
QualityF-score7 / 9FCF yield5.80%
Stop $481.80Target $487.17(resistance)A.R:R -1.9:1
Analyst target$520.33+4.9%3 analysts
$487.17our TP
$496.12price
$520.33mean
$481
$570

Hold if already holding. Not a fresh buy at $496.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% away). Chart setup: Trend continuation, RSI 63, MACD bullish. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 47d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Sat, Aug 1, 202647d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Risks
Analyst target reached - limited upside remaining
Near 52-week high (4.0% away)

Key Metrics

P/E (TTM)14.6
P/E (Fwd)22.8
Mkt Cap$1.06T
EV/EBITDA-2.3
Profit Mgn19.3%
ROE10.5%
Rev Growth4.4%
Beta0.62
DividendNone
Rating analysts10

Quality Signals

Piotroski F7/9

Options Flow

P/C1.06bearish
Max Pain$330-33.5% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMcounterpartyIAG quota-share
    10-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 issuers
    10-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 5.02LOW
    Item 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.

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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.

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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.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.4
52w Position
9.1
GatesA.R:R -1.9=NEGATIVEExecutive change: officer departure/appointmentMomentum 6.9>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 47d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARMomentum ContSuitability: Moderate
RSI
63 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $467.96Resistance $497.11

Price Targets

$482
$487
A.Upside-1.8%
A.R:R-1.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-10.8% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-01 (47d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BRK-B stock a buy right now?

Hold if already holding. Not a fresh buy at $496.12, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (4.0% away). Chart setup: Trend continuation, RSI 63, MACD bullish. Maintain position. Not compelling to add more. Target $487.17 (-1.8%), stop $481.80 (−3.0%), A.R:R -1.9:1. Score 5.9/10, moderate confidence.

What is the BRK-B stock price target?

Take-profit target: $487.17 (-1.8% upside). Target $487.17 (-1.8%), stop $481.80 (−3.0%), A.R:R -1.9:1. Stop-loss: $481.80.

What are the risks of investing in BRK-B?

Analyst target reached - limited upside remaining; Near 52-week high (4.0% away).

Is BRK-B overvalued or undervalued?

Berkshire Hathaway Inc. New trades at a P/E of 14.6 (forward 22.8). TrendMatrix value score: 7.0/10. Verdict: Hold.

What do analysts say about BRK-B?

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.

Related stocks: BRK-A (Berkshire Hathaway Inc.) · CB (Chubb Limited) · C (Citigroup, Inc.) · V (Visa Inc.) · SPGI (S&P Global Inc.)
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