Buffett's Final Berkshire Investment Overview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AAPL?
Source: Fool
- Apple Investment: Upon Buffett's departure, Apple emerged as Berkshire's largest investment, valued at over $60 billion and accounting for 19% of the company's equity portfolio, indicating Buffett's confidence in its long-term returns.
- American Express and Coca-Cola: American Express and Coca-Cola hold the second and third largest positions at $52 billion and approximately $30 billion, representing 17% and 10% of Berkshire's portfolio, reflecting Buffett's ongoing trust in these brands.
- Portfolio Stability: Although Berkshire trimmed its Apple stake by 4% in Buffett's final quarter, this was a significant slowdown from the 15% reduction in Q3, demonstrating Buffett's strong confidence in Apple as a key asset moving forward.
- Future Outlook: With Greg Abel taking over, Berkshire is likely to maintain its heavy investment in Apple, especially given the company's strong performance with a 16% year-over-year revenue increase and a 19% rise in earnings per share during the holiday quarter.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 263.880
Low
239.00
Averages
306.89
High
350.00
Current: 263.880
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apple Reports Strong Q1 Growth Amid Challenges
- Significant Revenue Growth: Apple reported a 15.7% year-over-year revenue increase in Q1 2026 (ending December 27), primarily driven by robust demand for the iPhone 17 lineup, showcasing its sustained leadership in the smartphone market.
- iPhone Sales Surge: iPhone sales rose 23.4% year-over-year, further solidifying Apple's market dominance in hardware, indicating strong consumer preference and brand loyalty.
- Exceptional Profit Margins: The company's net income margin reached 29.3% in the last fiscal quarter, reflecting its outstanding profitability and pricing power, despite facing regulatory scrutiny and delays in Siri updates.
- Cautious Market Outlook: While Apple's P/E ratio stands at 33.1, indicating a premium valuation, investor concerns about its cautious approach in the AI race may lead to underperformance compared to the broader market over the next five years.
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- Product Showcase Announcement: Apple is set to host a 'special Apple Experience' on March 4 in New York, London, and Shanghai; while details remain undisclosed, the 3D Apple logo's colors have sparked speculation about a new low-cost MacBook, potentially drawing media and consumer interest.
- Increased Stock Pressure: Apple's stock fell 8% last week, marking its largest weekly decline since April last year, despite reporting record iPhone revenue in the latest quarter, indicating strong demand but overshadowed by a broader tech sell-off affecting its stock performance.
- Market Sentiment Shift: Retail sentiment for AAPL has remained in the 'bearish' zone over the past week, reflecting investor concerns about future performance, particularly ahead of new product launches, which may affect short-term market confidence.
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- Google's AI Potential: Google's Gemini generative AI platform is rapidly growing, with analysts expecting revenue and EPS to grow at CAGRs of 15% and 12% from 2025 to 2028, highlighting its strong potential in the digital advertising and cloud infrastructure markets.
- Amazon's Market Advantage: As the world's largest e-commerce and cloud infrastructure company, Amazon leverages AWS profits to expand its retail business, with analysts projecting revenue and EPS growth at CAGRs of 12% and 18% from 2025 to 2028, indicating robust future growth.
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Buffett's Final Berkshire Investment Overview
- Apple Investment: Upon Buffett's departure, Apple emerged as Berkshire's largest investment, valued at over $60 billion and accounting for 19% of the company's equity portfolio, indicating Buffett's confidence in its long-term returns.
- American Express and Coca-Cola: American Express and Coca-Cola hold the second and third largest positions at $52 billion and approximately $30 billion, representing 17% and 10% of Berkshire's portfolio, reflecting Buffett's ongoing trust in these brands.
- Portfolio Stability: Although Berkshire trimmed its Apple stake by 4% in Buffett's final quarter, this was a significant slowdown from the 15% reduction in Q3, demonstrating Buffett's strong confidence in Apple as a key asset moving forward.
- Future Outlook: With Greg Abel taking over, Berkshire is likely to maintain its heavy investment in Apple, especially given the company's strong performance with a 16% year-over-year revenue increase and a 19% rise in earnings per share during the holiday quarter.
See More
Robinhood Investors Favor Alphabet and Amazon Stocks
- Investor Preference: On the Robinhood platform, Alphabet and Amazon are the most favored stocks, each receiving 58 buy ratings, indicating strong investor confidence and reflecting market recognition of their long-term growth potential.
- Alphabet's Diversification: With a robust ecosystem that includes a search engine, cloud services, and a generative AI platform, Alphabet is expected to grow its revenue and EPS at CAGRs of 15% and 12% from 2025 to 2028, demonstrating its ongoing expansion capabilities in the digital advertising and cloud markets.
- Amazon's Market Leadership: As the world's largest e-commerce and cloud infrastructure company, Amazon's AWS business supports its retail operations, with projected revenue and EPS growth rates of 12% and 18% from 2025 to 2028, showcasing its potential in the rapidly growing AI market.
- Investment Value: Despite market volatility, analysts still view Alphabet and Amazon as evergreen stocks worth investing in, indicating that Robinhood investors are leaning towards stable blue-chip stocks rather than more speculative ones.
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- Significant Contribution from System Companies: CEO Anirudh Devgan highlighted that around 45% of the business now comes from 'system companies', including hyperscalers and end producers of phones and cars, reflecting a growing demand for integrated hardware and software design solutions.
- AI-Driven Capital Expenditures: The company is benefiting from increased R&D and capital expenditures by tech enterprises focused on artificial intelligence, particularly in developing large language models, positioning Cadence as a key player in the rapidly evolving AI market.
- Optimistic Revenue Outlook: Cadence expects revenue between $5.9 billion and $6 billion for the next fiscal year, aligning closely with FactSet's upper estimate of $5.94 billion, demonstrating management's confidence in sustained market demand and future growth.
See More
Apple Reports Strong Q1 Growth Amid Challenges
- Significant Revenue Growth: Apple reported a 15.7% year-over-year revenue increase in Q1 2026 (ending December 27), primarily driven by robust demand for the iPhone 17 lineup, showcasing its sustained leadership in the smartphone market.
- iPhone Sales Surge: iPhone sales rose 23.4% year-over-year, further solidifying Apple's market dominance in hardware, indicating strong consumer preference and brand loyalty.
- Exceptional Profit Margins: The company's net income margin reached 29.3% in the last fiscal quarter, reflecting its outstanding profitability and pricing power, despite facing regulatory scrutiny and delays in Siri updates.
- Cautious Market Outlook: While Apple's P/E ratio stands at 33.1, indicating a premium valuation, investor concerns about its cautious approach in the AI race may lead to underperformance compared to the broader market over the next five years.
See More
Apple Releases iOS 26.4 Beta and Announces Product Showcase
- New System Release: Apple launched the iOS 26.4 beta on Monday, introducing features like video podcasts and an Apple Music playlist tool, but lacking enhancements for Siri, indicating slow progress in AI that could impact user experience and market competitiveness.
- Product Showcase Announcement: Apple is set to host a 'special Apple Experience' on March 4 in New York, London, and Shanghai; while details remain undisclosed, the 3D Apple logo's colors have sparked speculation about a new low-cost MacBook, potentially drawing media and consumer interest.
- Increased Stock Pressure: Apple's stock fell 8% last week, marking its largest weekly decline since April last year, despite reporting record iPhone revenue in the latest quarter, indicating strong demand but overshadowed by a broader tech sell-off affecting its stock performance.
- Market Sentiment Shift: Retail sentiment for AAPL has remained in the 'bearish' zone over the past week, reflecting investor concerns about future performance, particularly ahead of new product launches, which may affect short-term market confidence.
See More
Robinhood Investors Favor Blue-Chip Stocks
- Investor Preferences: The ten most owned stocks on Robinhood include blue-chip stocks like Amazon, Apple, and Alphabet, indicating that investors are still focused on high-growth tech plays, even as they avoid more speculative stocks.
- Google's AI Potential: Google's Gemini generative AI platform is rapidly growing, with analysts expecting revenue and EPS to grow at CAGRs of 15% and 12% from 2025 to 2028, highlighting its strong potential in the digital advertising and cloud infrastructure markets.
- Amazon's Market Advantage: As the world's largest e-commerce and cloud infrastructure company, Amazon leverages AWS profits to expand its retail business, with analysts projecting revenue and EPS growth at CAGRs of 12% and 18% from 2025 to 2028, indicating robust future growth.
- Investment Recommendation: Analysts view both Alphabet and Amazon as evergreen stocks worth investing in, and Robinhood investors' choices reflect confidence in these stocks, especially amid current market volatility, showcasing their long-term investment value.
See More
Buffett's Final Berkshire Investment Overview
- Apple Investment: Upon Buffett's departure, Apple emerged as Berkshire's largest investment, valued at over $60 billion and accounting for 19% of the company's equity portfolio, indicating Buffett's confidence in its long-term returns.
- American Express and Coca-Cola: American Express and Coca-Cola hold the second and third largest positions at $52 billion and approximately $30 billion, representing 17% and 10% of Berkshire's portfolio, reflecting Buffett's ongoing trust in these brands.
- Portfolio Stability: Although Berkshire trimmed its Apple stake by 4% in Buffett's final quarter, this was a significant slowdown from the 15% reduction in Q3, demonstrating Buffett's strong confidence in Apple as a key asset moving forward.
- Future Outlook: With Greg Abel taking over, Berkshire is likely to maintain its heavy investment in Apple, especially given the company's strong performance with a 16% year-over-year revenue increase and a 19% rise in earnings per share during the holiday quarter.
See More
Robinhood Investors Favor Alphabet and Amazon Stocks
- Investor Preference: On the Robinhood platform, Alphabet and Amazon are the most favored stocks, each receiving 58 buy ratings, indicating strong investor confidence and reflecting market recognition of their long-term growth potential.
- Alphabet's Diversification: With a robust ecosystem that includes a search engine, cloud services, and a generative AI platform, Alphabet is expected to grow its revenue and EPS at CAGRs of 15% and 12% from 2025 to 2028, demonstrating its ongoing expansion capabilities in the digital advertising and cloud markets.
- Amazon's Market Leadership: As the world's largest e-commerce and cloud infrastructure company, Amazon's AWS business supports its retail operations, with projected revenue and EPS growth rates of 12% and 18% from 2025 to 2028, showcasing its potential in the rapidly growing AI market.
- Investment Value: Despite market volatility, analysts still view Alphabet and Amazon as evergreen stocks worth investing in, indicating that Robinhood investors are leaning towards stable blue-chip stocks rather than more speculative ones.
See More
Cadence Design Surges After Beating Earnings Expectations
- Earnings Beat: Cadence Design Systems reported an adjusted EPS of $1.99 and revenue of $1.44 billion for Q4 2025, both approximately 6% higher year-over-year, surpassing analyst expectations of $1.91 and $1.42 billion, indicating robust market performance.
- Significant Contribution from System Companies: CEO Anirudh Devgan highlighted that around 45% of the business now comes from 'system companies', including hyperscalers and end producers of phones and cars, reflecting a growing demand for integrated hardware and software design solutions.
- AI-Driven Capital Expenditures: The company is benefiting from increased R&D and capital expenditures by tech enterprises focused on artificial intelligence, particularly in developing large language models, positioning Cadence as a key player in the rapidly evolving AI market.
- Optimistic Revenue Outlook: Cadence expects revenue between $5.9 billion and $6 billion for the next fiscal year, aligning closely with FactSet's upper estimate of $5.94 billion, demonstrating management's confidence in sustained market demand and future growth.
See More
