Analysts predict that Greg Abel, vice chairman of Berkshire Hathaway, may eventually buy Microsoft stock, a move that Warren Buffett had previously avoided due to a potential conflict of interest.
The analysis suggests that with Bill Gates no longer on Berkshire's board, the ethical constraints that prevented Buffett from investing in Microsoft have weakened. Abel has also shown a willingness to invest in technology and AI-linked companies, as evidenced by Berkshire's expanded position in Alphabet. Microsoft's strong financials, including 18% revenue growth to over $331 billion in fiscal 2026 and significant growth in its cloud and AI businesses, align with Berkshire's investment criteria.
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