This article examines several stocks from Berkshire Hathaway's portfolio that Wall Street analysts are bullish on, predicting substantial growth within the next 12 months. It delves into the performance and outlook of three key companies: Charter Communications, Jefferies Financial Group, and Constellation Brands, offering insights into why they might be strong investment opportunities despite recent challenges.
Warren Buffett, the esteemed CEO of Berkshire Hathaway, has historically disregarded the opinions of Wall Street analysts, even foregoing quarterly calls with them. However, a closer look at his company's investment portfolio reveals that analysts hold positive views on a number of its holdings. As Buffett prepares to step down from his leadership role, the spotlight intensifies on which of these stocks are predicted to achieve the most significant appreciation in value over the coming year.
Among the highlighted stocks is Charter Communications, a telecommunications company. Despite it being a small component of Berkshire's portfolio, with less than 1% at the close of the second quarter of 2025, and Berkshire reducing its stake by 46.5% during that period, analysts remain optimistic. Following a disappointing second-quarter earnings report, which saw Charter's stock price fall, the average 12-month price target still suggests an upside of over 40%. It's worth noting that while some analysts rate it a \"buy,\" others suggest holding or even selling, reflecting a divided view on its immediate future.
Another company garnering attention is Jefferies Financial Group, an even smaller holding for Berkshire Hathaway. Although it represents a mere $23 million of the conglomerate's vast assets, the financial stock has experienced a volatile year, currently on a downtrend. Nevertheless, its share price has notably increased by more than 80% since Buffett's initial investment in late 2022. Analyst sentiment for Jefferies is mixed, with only one out of five rating it a \"buy,\" yet the consensus 12-month price target indicates a potential increase of over 30%, with the most bullish forecast exceeding 60%.
Constellation Brands, a company specializing in premium alcoholic beverages, is also on the list. Buffett initiated a position in late 2024 and expanded it in early 2025, now owning 7.6% of the company. However, the investment has faced headwinds, with the stock plummeting over 30% year-to-date, primarily due to tariffs on aluminum imports. Despite these challenges, Wall Street analysts largely support Constellation Brands, with 15 out of 25 recommending a \"buy\" or \"strong buy.\" The average 12-month price target projects an upside of over 20%, with some analysts predicting an increase of more than 50%.
When considering these three stocks for long-term investment, Constellation Brands emerges as a compelling choice. While aluminum tariffs present a hurdle, the company's strong brand portfolio, including Corona, Modelo, and Pacifico, is expected to help it navigate these difficulties. Trading at an attractive forward price-to-earnings ratio of 12 and offering a dividend yield of approximately 2.9%, Constellation Brands could appeal to both value and income-focused investors. If analyst predictions hold true, its potential for a 20% increase could see it outperforming numerous growth stocks in the coming year, making it a noteworthy consideration for investors.
