$BRK-B — Invests in diverse businesses and stocks.

$BRK-B — Invests in diverse businesses and stocks. 🎯 Q1 FY26 | Rev $94B | EPS $5.26 vs $5.05 🟢 💡 Consensus expects continued operating earnings growth driven by insurance underwriting and BNSF, but the market may be underestimating the drag from higher interest expenses ($1.4B in Q1) and unrealized investment losses (-$1.6B). The EPS beat was modest (4.2%) and largely due to lower tax expense, not core operations. 🏢 Business Quality: 8/10 | Valuation: fair 📉 Reward/Risk: Upside 5% to $510 (1.45x book) vs downside 10% to $440 (1.25x book). Ratio 0.5:1, unfavorable. 🔮 Catalyst: Q2 2026 earnings (expected early August): watch for operating earnings growth, insurance combined ratio, and buyback activity. Failure signal: operating earnings decline YoY or buybacks fall below $1B. 💰 Entry: Current price $487 is near the upper end of the fair value range. Also in play: $JPM $BAC $WFC $AAPL $GOOGL $AIG

🎯 Q1 FY26 | Rev $94B | EPS $5.26 vs $5.05 🟢