Wall Street analysts see big gains in the new year for many of the stocks owned by none other than Warren Buffett. CNBC Pro used FactSet data to look at Berkshire Hathaway ‘s equity portfolio at the end of the third quarter, screening for stocks with the most upside relative to Wall Street analysts’ average 12-month price target. Berkshire may need the help in 2025 after coming off a stellar 2024, when its Class A shares rallied 25.5%, topping the S & P 500 return in its best year since 2021. The conglomerate’s strong performance relied on solid operating earnings , supported by strong investment income and underwriting earnings at auto insurer Geico, and came despite the “Oracle of Omaha” halting Berkshire’s stock buyback program. Looking ahead, Wall Street sell-side analysts particularly favor Liberty Latin America , a telecommunications company in Latin America and the Caribbean, seeing the stock climbing nearly 58% in the next 12 months. Berkshire has owned a small stake in the company for almost 10 years. Given its size, worth just $37 million, the stock could have been bought by one of Buffett’s investing lieutenants. Analysts see a 42% gain ahead for Atlanta Braves Holdings . The baseball franchise was previously one of the holding companies under John Malone ‘s Liberty Media umbrella, and was spun off last summer, starting the clock on a potential sale. Many have speculated that Braves, who were swept by the San Diego Padres in the 2024 National League Wild Card playoffs, could be taken private by a billionaire. Occidental Petroleum could rise more than 20% in the next 12 months, according to the average price target from analysts. The oil and gas producer is down 17% in the past year, prompting Buffett to take advantage of cheaper prices and scoop up more shares. Houston-based Occidental is Berkshire’s sixth-biggest equity holding. Buffett has ruled out a full takeover. Analysts are also bullish on longtime Berkshire holding Coca-Cola Company , seeing a 20% upside. Lennar Corporation , Citigroup and Chevron Corporation are also on the list. — CNBC’s Fred Imbert contributed reporting.
