For most people, investing in the stock market feels like a gamble. You win some, you lose some. But if there is one person investors pay close attention to, it is Warren Buffett. Known as the “Oracle of Omaha,” Buffett has built Berkshire Hathaway into one of the most successful investment firms in history.
Now, Wall Street analysts are pointing to three stocks in Buffett’s portfolio that they believe could see big gains in the next 12 months. If you are trying to figure out where to put your money, you may want to pay attention to these names.
Why wall street is bullish on Warren Buffett stocks
Warren Buffett does not chase hype. In fact, he rarely follows Wall Street chatter. Berkshire Hathaway does not even hold quarterly earnings calls with analysts. But what makes his strategy stand out is patience, discipline, and a sharp eye for value.
Even when Buffett trims his positions, some analysts still believe there is strong upside for certain stocks he owns. The three stocks analysts are most optimistic about right now are Charter Communications, Jefferies Financial Group, and Constellation Brands.
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Charter communications stock forecast
Charter Communications (CHTR) is a telecommunications company that provides cable TV, internet, and phone services. Buffett only holds a small position in the company, less than 1% of Berkshire’s overall portfolio. In fact, Berkshire reduced its stake by nearly half earlier this year.
That move looked smart at first because Charter’s stock dropped after disappointing earnings. But Wall Street has not given up on it. Analysts believe Charter could bounce back, with some expecting over 40% upside in the next 12 months. Here is why:
- Out of 22 analysts surveyed, 10 rated Charter a “buy.”
- Eight analysts said “hold,” while four recommended “sell.”
This shows that opinions are mixed, but the average price target suggests potential growth if Charter turns things around.
Jefferies financial group stock outlook
Jefferies Financial Group (JEF) is another small holding for Buffett. Berkshire’s investment in Jefferies is only about $23 million, which is relatively tiny compared to its other big bets.
The stock has been volatile, but it has shown impressive long-term growth since Buffett first bought in 2022. Despite recent dips, Jefferies’ share price is still up more than 80% over the last three years.
When it comes to Wall Street’s view:
- Only 1 out of 5 analysts rated Jefferies as a “buy.”
- Three analysts recommended holding.
- One analyst rated it as a “sell.”
Even so, the average 12-month price target suggests Jefferies could climb over 30% higher from where it stands now. The most optimistic forecast puts its potential gain at more than 60%.
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Constellation brands stock prediction
Constellation Brands (STZ) may be the most interesting Buffett stock to watch right now. The company makes some of the most popular beers, wines, and spirits in the United States, including Corona, Modelo, and Pacifico.
Buffett began buying shares in late 2024 and continued adding to the position in 2025. Berkshire now owns about 7.6% of the company.
So far, the investment has not paid off. Constellation’s stock has fallen more than 30% this year, largely due to tariffs on aluminum imports that have increased production costs.
Even with these challenges, analysts still see room for growth:
- Out of 25 analysts surveyed, 15 rated Constellation a “buy” or “strong buy.”
- Eight analysts recommended holding.
- Only two advised selling.
The consensus forecast is that Constellation could rise more than 20% in the next 12 months, with one bullish analyst predicting gains of more than 50%.
What these three stocks mean for everyday investors
If you are wondering whether these stocks are right for you, here is the key takeaway: Wall Street is betting that Charter, Jefferies, and Constellation all have room to grow despite recent struggles. According to wall street:
- Charter Communications could rebound if it improves earnings.
- Jefferies Financial Group may reward patient investors if the financial sector strengthens.
- Constellation Brands could be the long-term winner thanks to strong brand recognition and consumer demand.
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