Buffett's Investment in Google Follows Two Decades After He 'Inspired' the Tech Giant's IPO
Written by Emily J. Thompson, Senior Investment Analyst
Source: CNBC
Updated: Nov 17 20250mins
Berkshire Hathaway's Investment in Alphabet: Berkshire Hathaway disclosed a $4.3 billion stake in Alphabet, marking its first known investment in Google and reflecting a significant shift in Buffett's approach to tech investments.
Influence of Warren Buffett: Google's founders, Larry Page and Sergey Brin, acknowledged Buffett's influence in their IPO prospectus, emphasizing long-term growth over short-term financial pressures, a philosophy they attribute to Buffett's teachings.
Alphabet's Financial Performance: Alphabet's shares have surged 50% this year, bolstered by a record $100 billion revenue quarter, primarily driven by growth in its cloud services and artificial intelligence offerings.
Valuation Comparison: Despite strong performance, Alphabet's stock trades at a lower valuation compared to other tech giants like Microsoft and Nvidia, indicating potential for growth as it continues to expand its AI capabilities.
NWSA.O
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Analyst Views on NWSA
Wall Street analysts forecast NWSA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NWSA is 40.33 USD with a low forecast of 38.00 USD and a high forecast of 43.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 25.630
Low
38.00
Averages
40.33
High
43.00
Current: 25.630
Low
38.00
Averages
40.33
High
43.00
JPMorgan
Overweight
downgrade
$40 -> $38
2025-11-25
Reason
JPMorgan
Price Target
$40 -> $38
2025-11-25
downgrade
Overweight
Reason
JPMorgan lowered the firm's price target on News Corp. to $38 from $40 and keeps an Overweight rating on the shares. The firm updated the company's model post the fiscal Q1 report. It sees an attractive valuation at current share levels.
Guggenheim
Buy
downgrade
$45 -> $43
2025-11-13
Reason
Guggenheim
Price Target
$45 -> $43
2025-11-13
downgrade
Buy
Reason
Guggenheim lowered the firm's price target on News Corp. to $43 from $45 and keeps a Buy rating on the shares after having updated the firm's model to reflect fiscal Q1 earnings and management's forward commentary.
JPMorgan
Overweight
maintain
$38 -> $40
2025-08-20
Reason
JPMorgan
Price Target
$38 -> $40
2025-08-20
maintain
Overweight
Reason
JPMorgan raised the firm's price target on News Corp. to $40 from $38 and keeps an Overweight rating on the shares. The firm updated the company's model post the fiscal Q4 report and continues to see "significant value" in the shares.
Seaport Research
Buy
maintain
$37 -> $38
2025-08-06
Reason
Seaport Research
Price Target
$37 -> $38
2025-08-06
maintain
Buy
Reason
Seaport Research raised the firm's price target on News Corp. to $38 from $37 and keeps a Buy rating on the shares.
See All Ratings
About NWSA
News Corporation is a diversified media and information services company. Its Digital Real Estate Services segment consists of the Company’s interest in REA Group and Move. REA Group is a digital media business specializing in property and property-related services on its Websites and mobile apps. Move is a provider of digital real estate services in the United States and primarily operates a real estate information, advertising and services platform, as well as its referral-based services, online tools and services to do-it-yourself landlords and tenants. Its Dow Jones segment consists of Dow Jones, a global provider of news and business information, which distributes its content and data through a variety of media channels. Its Book Publishing segment consists of HarperCollins, a consumer book publisher with operations in 15 countries. Its News Media segment consists of News Corp Australia, News UK and the New York Post and includes The Australian, The Daily Telegraph, among others.
About the author
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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.
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