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    Will Berkshire’s Big Alphabet Bet and Renewed Stock Buying Change Berkshire Hathaway's (BRK.A) Narrative

    Simply Wall St·08/19/2026 17:23:53
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    • In early August 2026, Berkshire Hathaway reported Q2 results showing revenue of US$101.81 billion and net income of US$25.67 billion, both higher than a year earlier, while also ramping up equity purchases and buybacks under new CEO Greg Abel.
    • A key shift was Berkshire’s very large expansion of its Alphabet stake via a US$10 billion private placement and market purchases, ending a 14‑quarter stretch of net stock selling and signaling a different capital deployment approach.
    • We’ll now examine how Berkshire’s aggressive Alphabet build-up and renewed net stock buying reshape its investment narrative for long-term investors.

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    What Is Berkshire Hathaway's Investment Narrative?

    To own Berkshire today, you have to believe in the conglomerate model: a huge insurance float, a diverse stable of operating businesses and a concentrated equity portfolio managed with discipline. The latest quarter, with revenue of about US$101.81 billion and net income of US$25.67 billion, reinforces the earnings power of that structure, but the real story is capital deployment. Greg Abel has pivoted from years of net stock selling to heavy net buying, led by a very large Alphabet stake and US$4.5 billion of buybacks, which clearly shifts the near term catalyst set toward investment performance and portfolio concentration. That makes Berkshire’s results more exposed to a handful of tech and cyclical names than before, without changing the core thesis built on cash generation, insurance float and a long time horizon.

    But this new concentration around Alphabet and a few big bets creates risks investors should not ignore. Despite retreating, Berkshire Hathaway's shares might still be trading 36% above their fair value. Discover the potential downside here.

    Exploring Other Perspectives

    BRK.A 1-Year Stock Price Chart
    BRK.A 1-Year Stock Price Chart
    Three Simply Wall St Community fair value views span roughly US$799,503 to US$1.18 million per share, showing how far apart private estimates can sit. Set that against Berkshire’s recent tilt into Alphabet and other sizable positions, and you can see why different investors might weigh the upside of bolder capital deployment very differently from the rising concentration risk.

    Explore 3 other fair value estimates on Berkshire Hathaway - why the stock might be worth just $799503!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.