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Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
Authored by Leo Miller. Originally 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 top dog in steel production just announced significant buybacks. All three companies are signaling confidence in their outlooks, with the world's largest financial services company explicitly indicating it believes investors are undervaluing its shares.
Berkshire Announces Resumption of Buybacks After Almost Two-Year Hiatus
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) is one of the most renowned investment firms of all time. It is one of only a dozen companies with a market capitalization exceeding $1 trillion and the only financial services firm in that group.
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Get the 4 steps to Fed-proof your savings nowDespite its historic success, Berkshire has struggled recently. Shares have fallen following its last four earnings reports, including a nearly 5% decline after the most recent release.
This followed a quarter in which the company missed estimates significantly, with operating earnings down roughly 30%. Much of that weakness came from its insurance operations, where underwriting earnings fell about 54%.
Over the past 52 weeks, Berkshire shares have been essentially flat to slightly negative.
Unlike many companies, Berkshire does not announce buyback authorizations with a specific dollar amount. A 2018 amendment to its buyback policy allows repurchases any time management believes shares are "below Berkshire's intrinsic value, conservatively determined."
In a recent SEC filing, the company disclosed: "We are disclosing that we commenced repurchasing shares of our common stock under this policy on Wednesday, March 4, 2026." The total amount repurchased has not been disclosed, but the move makes clear Berkshire's management sees value in the shares. Notably, the firm had not repurchased stock since mid-2024.
AVGO Undertakes Large Buybacks and Reloads Its Cash Position
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, Broadcom beat estimates on both sales and adjusted EPS and provided stronger-than-expected guidance for the next quarter. The company also said it sees a path to generating over $100 billion in AI revenue in fiscal 2027, which roughly aligns with the 2027 calendar year.
For context, that would be about 46% more than the $68.3 billion in total revenue the firm generated over the last 12 months. The $100 billion projection excludes non-AI semiconductor sales and Broadcom's infrastructure software, which together accounted for 56% of total revenue last quarter.
Despite these fundamentals, Broadcom shares are down roughly 20% from their all-time high.
Broadcom's buyback activity suggests management believes the market is undervaluing the company. Last quarter the firm spent $7.8 billion on buybacks — its second-highest quarterly total ever — after a pause in significant repurchases over the preceding two quarters.
The company then announced a $10 billion repurchase authorization. While that amount is less than 1% of its roughly +$1.5 trillion market capitalization, it remains a meaningful signal of confidence. The program is effective only through the end of 2026, which indicates Broadcom intends to act quickly to take advantage of the share-price weakness.
NUE's Buyback Capacity Exceeds 10% as Shares Post Strong Gains
Nucor (NYSE: NUE) is a giant in North American steel production. Based on 2024 data, Nucor produced more steel than any other North American company, though Asian firms dominate global production and place Nucor outside the worldwide top 10. Nucor stock has performed well over the past 52 weeks, delivering a total return of about 25%.
Several factors have favored Nucor. First, steel tariffs have reduced U.S. imports, supporting domestic demand for its products.
Nucor notes that the foreign share of the U.S. finished steel market was near 25% at the start of 2025 and had fallen to an estimated 14% by November 2025. In 2026 the company expects that share to hold steady or trend lower.
Demand from Nucor's primary end markets — including infrastructure, data centers and energy — is also strong. Those dynamics helped Nucor enter 2026 with what it calls "historically strong backlogs": its steel mill backlog rose 40% year over year and its steel products backlog rose 15%.
Against that backdrop, Nucor announced a $4 billion share buyback program. That program is sizable — roughly 11% of the company's ~ $37 billion market capitalization — and gives management substantial capacity to return capital to shareholders.
AVGO's Buybacks Signal Undervaluation as AI Demand Accelerates
Among these companies, Broadcom's recent surge in buyback activity and its new authorization stand out. The moves suggest management believes the stock's recent decline does not reflect the company's results or growth outlook. For a firm central to the AI infrastructure buildout, those are confidence-inspiring signals.
Hitting the Brakes: Is O'Reilly's Stock a Breakdown or a Buy?
Written by Jeffrey Neal Johnson. Posted: 3/24/2026.
Key Points
- O'Reilly Automotive continues to successfully capture a larger share of the valuable professional automotive repair market.
- A growing fleet of older vehicles on the road provides a powerful and durable tailwind for future business growth.
- Wall Street experts continue to express strong confidence in the company's long-term performance and potential.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
For decades, O'Reilly Automotive, Inc. (NASDAQ: ORLY) has been a model of consistency in investor portfolios. The auto parts retail-sector titan built its reputation as a resilient, defensive performer that grows steadily through market cycles. That's why investors took notice when the stock recently did something uncharacteristic: it hit a 52-week low of $86.79, down from a high of $108.71.
This atypical downturn raises a key question: is the sharp decline in O'Reilly's stock a warning sign of deeper trouble, or has Wall Street's short-term focus created a rare discount on a long-term outperformer? A closer look at the data suggests the market may be conflating a temporary stock issue with a nonexistent corporate or strategic failure.
Under the Hood: What's Driving the Sell-Off?
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Get the full story here.The primary catalyst for O'Reilly's recent weakness was its fourth-quarter 2025 earnings report. While O'Reilly delivered top-line revenue growth of 7.8% year over year to $4.41 billion, the market focused on the bottom line. O'Reilly reported earnings per share (EPS) of $0.71, missing the consensus estimate by a single penny. In a market sensitive to any sign of softness, that small miss was enough to trigger concern.
Investor anxiety has centered on management's commentary about rising operating costs — notably higher team-member health care and increased casualty claim costs. For investors, consistent profit margins are a key indicator of a company's efficiency and pricing power. When margins compress, less profit is generated for each dollar of sales, which can pressure valuation. That prospect of margin pressure gave bearish investors reason to sell.
That said, O'Reilly's leadership has been direct about its approach. CEO Brad Beckham said management is intensely focused on controlling expenses and mitigating these cost pressures. This frames the issue as a recognized, external headwind that an experienced management team is actively addressing, rather than an unmanaged operational failure.
Look past the short-term cost concerns and you find a business performing well where it matters most: generating sales and capturing market share. The bullish case for O'Reilly rests on current, robust performance supported by powerful long-term trends.
Rock-Solid Business Fundamentals
The narrative about rising costs has overshadowed accelerating customer demand. O'Reilly reported a 5.6% increase in comparable-store sales in the fourth quarter, extending a streak to 33 consecutive years of growth in this key metric. A major driver of that strength is its professional do-it-for-me (DIFM) segment, which serves auto repair shops.
This professional customer base — known for repeat business and larger, higher-value orders — grew by more than 10% for the second consecutive quarter. That expansion demonstrates O'Reilly is taking market share and reinforcing its position as a preferred supplier for professionals.
An Unstoppable Industry Tailwind
The most significant long-term tailwind for O'Reilly is the state of the cars on the road. The average age of vehicles in the U.S. continues to climb and is projected to reach about 13 years by 2026.
With new-car prices remaining elevated, consumers are choosing to hold onto and repair existing vehicles for longer. Older vehicles are typically out of warranty and require more frequent, essential repairs. That creates durable, built-in demand for the aftermarket parts O'Reilly sells — a powerful tailwind largely insulated from short-term economic cycles.
The View From Wall Street
Despite the stock's slump, professional analysts remain largely optimistic about O'Reilly's prospects. Among 21 analysts covering the stock, the consensus rating is a Moderate Buy.
The average 12-month price target is $110.26. From recent lows, that implies potential upside of more than 20%, signaling that many experts view the sell-off as an overreaction.
While the stock's price-to-earnings (P/E) ratio of around 30 may not look cheap, its P/E-to-growth (PEG) ratio of about 1.93 suggests a more reasonable valuation once strong earnings growth is considered. In other words, analysts generally believe O'Reilly can grow into its valuation — a key point for growth-oriented investors.
The Checkered Flag: Is It Time to Go Long on O'Reilly?
O'Reilly's current situation presents a classic market disconnect. The stock has been punished for legitimate but likely temporary concerns about profit margins. Those short-term anxieties, however, appear to be obscuring the fundamentals of a superior business. O'Reilly continues to deliver strong sales, gain market share in the lucrative professional segment, and benefit from the enduring tailwind of an aging vehicle fleet.
For investors with a long time horizon, the gap between O'Reilly's slumping stock price and its solid business fundamentals looks like a compelling entry point. The evidence points not to a broken company, but to a high-quality business temporarily discounted by short-term sentiment — and for patient investors, that may present an attractive opportunity.
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