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Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
Reported by Leo Miller. Article Published: 3/16/2026.
Key Points
- Berkshire Hathaway is signaling that its shares are below their intrinsic value as it restarts buyback spending.
- Chips giant Broadcom likely sees something similar in its stock as the firm's buyback activity is picking up big-time.
- Steel giant Nucor has surged over the past 52 weeks and now has large buyback capacity.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Two stocks with market capitalizations over $1 trillion and North America’s leading steel producer just announced sizable buyback programs. All three companies are signaling confidence in their outlooks, with the world’s largest financial services stock explicitly indicating that it believes investors are undervaluing it.
Berkshire Announces Resumption of Buybacks After Almost Two-Year Hiatus
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) is one of the most storied investment firms in history. It is also one of just 12 companies with a market capitalization above $1 trillion, and the only financial services firm in that group.
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Here's the asset at the center of it all.Despite its long track record, Berkshire has struggled recently: shares have fallen following each of the company’s last four earnings reports, including a nearly 5% drop after the most recent release.
This weakness followed a quarter in which the company missed estimates significantly, with operating earnings declining about 30%. The shortfall was largely driven by weakness in Berkshire’s insurance operations, where underwriting earnings dropped 54%.
Over the past 52 weeks, Berkshire shares have been roughly flat to slightly down.
Unlike many firms, Berkshire does not announce buyback authorizations tied to a specific dollar amount. A 2018 amendment to its buyback policy permits repurchases whenever management believes shares are “below Berkshire’s intrinsic value, conservatively determined.”
In early 2026 the company signaled it sees such value. In a recent SEC filing, Berkshire said, “We are disclosing that we commenced repurchasing shares of our common stock under this policy on Wednesday, March 4, 2026.” The firm did not disclose the total amount repurchased, but the move is notable because Berkshire had not bought back stock since mid-2024.
AVGO Undertakes Large Buybacks and Replenishes Its Coffers
Semiconductor behemoth Broadcom (NASDAQ: AVGO), another member of the $1 trillion club, has also ramped up buybacks. Broadcom’s results have been very strong, driven by demand for its artificial intelligence (AI) solutions.
In its latest quarter, the company beat estimates for both revenue and adjusted EPS and offered stronger-than-expected guidance for the next quarter. Management also said it sees a path to generating over $100 billion in AI-related revenue during fiscal 2027, which roughly aligns with the 2027 calendar year.
For context, $100 billion would be about 46% more than the $68.3 billion in total revenue Broadcom generated over the past 12 months. That $100 billion projection excludes non-AI semiconductor sales and Broadcom’s infrastructure software businesses, which together accounted for 56% of total revenue last quarter.
Despite these strong trends, Broadcom shares remain roughly 20% below their all-time high.
Broadcom’s buyback activity suggests management believes the stock is undervalued. Last quarter the company repurchased $7.8 billion of stock, its second-largest quarterly buyback on record, after making no material repurchases over the prior two quarters.
Broadcom also announced a $10 billion repurchase authorization. While that amount is less than 1% of the company’s roughly $1.5 trillion market capitalization, it is still a clear vote of confidence. The authorization is effective only through the end of 2026, which implies Broadcom intends to act relatively quickly to take advantage of the weaker share price.
NUE’s Buyback Capacity Exceeds 10% as Shares Put Up Impressive Gains
Nucor (NYSE: NUE) is a leading North American steel producer. Based on 2024 data, Nucor produced more steel than any other North American company, though Asian firms dominate global steel output and place Nucor outside the worldwide top 10. Nucor stock has performed well over the past 52 weeks, delivering a total return of roughly 25%.
Several factors have helped Nucor. Steel tariffs have reduced U.S. imports, strengthening domestic demand. According to the company, the foreign share of the U.S. finished steel market was near 25% at the start of 2025 and fell to an estimated 14% by November 2025; Nucor expects that share to remain steady or decline further in 2026.
Demand from key end markets such as infrastructure, data centers and energy has also been robust. Those dynamics helped Nucor enter 2026 with what management calls “historically strong backlogs”—its steel mill backlog rose 40% year over year, while its steel products backlog increased 15%.
Against that backdrop, Nucor announced a $4 billion share buyback program. That repurchase authorization equals nearly 11% of the company’s roughly $37 billion market capitalization, giving Nucor meaningful capacity to return capital to shareholders over time.
AVGO’s Buybacks Signal Undervaluation as AI Demand Explodes
Among these companies, Broadcom’s recent surge in buyback activity and its new authorization are particularly notable. The moves suggest management believes the stock price has not reflected the company’s strong results and favorable AI-driven outlook. For investors focused on AI infrastructure, these buybacks underscore Broadcom’s confidence in its business trajectory.
Super Micro's Plunge: An AI Deep Value Opportunity?
Author: Jeffrey Neal Johnson. Publication Date: 3/23/2026.
Key Points
- Super Micro Computer's exceptional business momentum is driven by its essential role in building the infrastructure required for the artificial intelligence boom.
- Super Micro Computer's management team took swift, decisive action to reinforce its corporate governance and strengthen its internal compliance protocols.
- Wall Street analysts see significant long-term upside, suggesting the company's intrinsic value is well above its current market price.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Shares of Super Micro Computer (NASDAQ: SMCI) plunged on March 20, collapsing more than 33% in a single trading session.
The move erased billions from Super Micro's market capitalization and drove the stock to a new 52-week low on exceptionally high volume. The immediate catalyst was the unsealing of a U.S. indictment that accuses a company co‑founder and two others of orchestrating a scheme to illegally export high-performance AI servers to China.
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Here's the asset at the center of it all.The indictment has thrust a key supplier in the artificial intelligence (AI) infrastructure boom into the spotlight. Investors now face a central question:
Is this a fundamental reassessment of Super Micro's value, or has a panic-driven sell-off created a rare buying opportunity in a market leader?
Building a Bull Case From the Rubble
In moments of intense market pressure, it helps to focus on the facts. The most important point is that the indictment targets specific individuals, not Super Micro as a corporate entity. While the allegations are serious, Super Micro itself does not appear to be directly charged.
Management acted quickly, signaling a commitment to governance and damage control. Super Micro announced several immediate measures to address the situation and strengthen compliance:
- Co-founder Yih‑Shyan Wally Liaw, who was named in the indictment, resigned from the board of directors.
- The two implicated employees were placed on immediate leave, and Super Micro terminated its relationship with the involved contractor.
- Super Micro appointed DeAnna Luna as acting Chief Compliance Officer to oversee and reinforce its export‑control framework.
Those steps sit atop a fundamentally strong business that continues to perform. Super Micro's growth engine, driven by robust demand for AI infrastructure, remains powerful. In its most recent quarterly report, Super Micro delivered impressive results: revenue rose 123% year over year to $12.68 billion, well above consensus estimates of $10.34 billion, and earnings per share of $0.69 beat estimates of $0.49.
The company's strategic position at the center of the AI build-out underpins this performance. Super Micro is a key partner to technology leaders like NVIDIA (NASDAQ: NVDA), specializing in high-performance server architectures that house powerful GPUs. Its speed and modular, building‑block approach enable rapid customization and deployment across cloud providers and enterprise data centers, making it an essential vendor for many AI projects. With a forward price‑to‑earnings ratio just over 11, Super Micro's valuation appears modest relative to its growth prospects, supporting the case that the stock may now offer deep value.
The Billion-Dollar Gap Between Price and Potential
The indictment introduces additional risk and volatility, and it prompted some immediate analyst downgrades. That reaction is understandable given the headline uncertainty. Yet the broader Wall Street consensus paints a different long‑term picture.
Data compiled from 17 analysts covering the stock show a consensus price target of $40.50 per share.
Analyst targets range from $22 to $64. Even the lowest target implies upside from the recent close, while the average suggests the stock could roughly double from current levels.
A potential upside of about 97% from the March 20 close of $20.53 is notable for a company of Super Micro's size. The wide gap between the market price and the average analyst valuation implies many experts view this as a manageable, company‑specific issue rather than a long‑term impairment of the business.
In short, the disconnect suggests Wall Street believes Super Micro's intrinsic value is substantially higher than its trading level, and that the market has over‑penalized the stock for problems tied to individuals rather than the core business.
Is This a Storm to Weather or a Ship to Abandon?
The market's swift punishment reflects fear and uncertainty. But a closer look shows a company that appears insulated from direct charges and is taking concrete steps to shore up its controls.
Importantly, the core fundamentals have not changed. Super Micro's growth trajectory remains driven by its central role in the multi‑year AI infrastructure build‑out. Its recent financial performance was strong, and its strategic importance to the technology ecosystem remains intact — creating a tension between negative sentiment and positive business momentum.
The key question for investors is whether the current discount adequately compensates for the near‑term legal and governance risk. For long‑term investors with a multi‑quarter or multi‑year horizon, the current share price may present a compelling entry point into a high‑growth AI leader. Market participants will be watching for developments on the legal front and for Super Micro's next earnings report, estimated for May 5, 2026, which will be an important test of operational resilience.
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