3 Stocks to Buy Now to Invest Like President Trump

President Donald Trump’s investment activity has once again caught Wall Street’s attention. His June financial disclosure showed more than 1,000 securities trades, with transactions valued between $78.1 million and $263.1 million. Among the names that stood out were Berkshire Hathaway (BRK.B), the diversified financial and industrial giant; Palantir Technologies (PLTR), the data analytics and artificial intelligence software company; and Mastercard (MA), the global fintech and payments giant.

The Berkshire activity included a purchase of $1 million to $5 million on June 18, followed by a smaller sale on June 24. Mastercard saw three June purchases totaling an estimated $1.2 million to $5.5 million based on the disclosed ranges.

Palantir, meanwhile, saw considerably more movement. Trump bought $1,001 to $15,000 of PLTR on June 3, sold $15,001 to $50,000 on June 16 and another $500,000 to $1 million on June 18. He then returned to buying on June 23 and June 24, following the June 14 U.S.-Iran peace deal talks.

The White House says the holdings are independently managed through discretionary accounts and computer-based portfolios, meaning Trump and his family cannot direct individual investment decisions.

Still, these three names have something else in common: each has built a stellar reputation in its respective industry. For investors looking to take a page from these disclosed holdings, BRK.B, PLTR, and MA could be three stocks worth considering now.

Stock #1: Berkshire Hathaway

Few names in the financial world carry the reputation and influence of Berkshire Hathaway. Based in Omaha, Nebraska, the conglomerate has grown into a $1.08 trillion powerhouse with businesses spanning insurance, railroads, utilities, manufacturing, services, retail, and investments.

Its model combines full ownership of select businesses with minority stakes in some of the world’s biggest companies, allowing Berkshire to benefit from a wide range of earnings streams. Insurance remains at the heart of the business, but its reach goes far beyond it, covering everything from energy and food distribution to consumer products and financial investments. For investors, that broad diversification is a big part of what makes Berkshire such a closely watched name in the market.

BRK.B stock has delivered a fairly modest performance, even as it recently came close to its last year’s all-time high of $542.07. The shares climbed to $537.74 on Aug. 10 after its Q2 earnings report, then pulled back about 6.2%, leaving the stock up just 3.73% over the past 52 weeks. Over the last three months, the gain is slightly better at 3.7%.

The muted performance comes despite Berkshire’s solid earnings, as investors continue to weigh its premium earnings valuation, broader market conditions, and uncertainty around its massive cash pile. Technically, the 14-day RSI is 50.12, while recent green volume bars suggest buying interest is returning.

Valuation-wise, BRK.B is priced at 22.88 times forward adjusted price-to-earnings, making it more expensive than the sector average. However, its 2.86 times price-to-sales ratio tells a different story, sitting below the sector average but slightly above Berkshire’s historical average, suggesting some room for valuation support.

On Aug. 8, Berkshire Hathaway reported its second-quarter results, with revenue reaching $101.8 billion, up 10% year-over-year (YOY) and above analysts’ expectations. The growth was mainly driven by higher revenue from its Insurance and Other businesses, as well as Railroad, Utilities and Energy.

Operating earnings were also strong, coming in at nearly $13 billion, up 16.3% annually. The increase was helped by better results from BNSF Railway, Berkshire Hathaway Energy, Manufacturing, Service and Retailing, and other businesses.

However, the insurance business had a weaker quarter. Its underwriting earnings fell 13% to $1.73 billion, while insurance investment income declined 9.1% to $3.06 billion.

One notable change was Berkshire’s activity in the stock market. After selling more stocks than it bought for 14 consecutive quarters, the company became a net buyer, purchasing nearly $20 billion worth of equities. Net earnings attributable to shareholders jumped to $25.7 billion, more than double the $12.4 billion reported a year earlier. This included $12.68 billion in investment gains, with $10.9 billion coming from unrealized equity gains.

At quarter-end, Berkshire had $41.3 billion in cash, cash equivalents, and restricted cash, along with about $177.5 billion in insurance float. Operating cash flow reached $21.6 billion in the first six months of 2026. Meanwhile, BRK.B repurchased about $4.5 billion of its shares during Q2, sharply higher than the $235 million spent in Q1.

Analysts tracking the company anticipate its fiscal 2026 EPS to grow 5.1% YOY to $21.67, followed by a 1.9% annual surge to $22.07 in fiscal 2027.

Overall, analysts are upbeat on BRK.B but with a dash of caution, giving a consensus “Moderate Buy” rating. Of the six analysts rating the stock, two analysts rate it a “Strong Buy,” while four are playing it safe with a “Hold” rating.

The stock’s consensus price target of $544.20 implies 8% upside potential. Meanwhile, the Street-high target of $604.00 suggests the stock could rally as much as 19.8%.

Stock #2: Palantir Technologies

​Founded in 2003, Denver-based Palantir Technologies began to support national security through smarter data. Fast forward, and it now powers decision-making across governments and industries through Gotham, Foundry, and its newest force multiplier, the AIP, launched in 2023. This is not just software, but strategic infrastructure. Palantir enables institutions across four continents to transform fragmented data into operational clarity and action. With a market cap of $422.67 billion, it is a software titan in the large-cap space.

Palantir’s shares have had investors recalibrating their expectations in 2026. After reaching a 52-week high of $207.52 last November, PLTR stock gradually lost ground, eventually falling to $106.37 on June 25. Even after the recovery of 62.39% from the lows, the stock remains 16.8% below its peak.

Over the past 52 weeks, shares are up 9.9%, while they are down 2.82% YTD. Looking a little closer, though, the picture becomes much more encouraging. PLTR has gained 26.2% during the past three months and jumped 40.5% in the past month alone. Much of that renewed momentum followed Palantir’s exceptional Q2 results, which beat estimates across the board and prompted the company to raise its full-year revenue outlook. Shares surged 29.45% following the report.

Technically, the 14-day RSI is 61.76, suggesting the stock has cooled from earlier overbought levels while still maintaining strong buying interest.

With Palantir, the debate is no longer simply about whether the business is growing. It clearly is. For investors, the question now is whether that growth is strong enough to justify the price attached to PLTR stock. Priced at around 109.74 times forward non-GAAP price-to-earnings and 51.62 times sales, Palantir trades at a substantial premium to most software companies. That means the market is already expecting a lot from the company.

And so far, Palantir has been delivering. Q2 revenue jumped 93% YOY to $1.94 billion, beating Wall Street’s estimates. U.S. revenue climbed 115% annually to $1.57 billion, helped by a 149% increase in U.S. commercial revenue to $764 million.

The deal pipeline was just as encouraging. Palantir closed 220 deals worth at least $1 million, including 98 deals of $5 million or more and 73 deals above $10 million. Meanwhile, adjusted operating income reached $1.19 billion, giving the company a hefty 62% margin. Adjusted EPS of $0.41 also topped expectations.

Management responded by raising its fiscal 2026 U.S. commercial revenue forecast to more than $3.42 billion, implying growth of at least 134%. A 155% Rule of 40 score further highlights the unusual combination of rapid growth and profitability.

Wall Street expects earnings to keep expanding, with fiscal 2026 EPS forecast to rise 101.6% YOY to $1.27, followed by another 44.1% annual growth to $1.83 in fiscal 2027.Bottom of Form

Wall Street is still largely on Palantir’s side, despite the stock’s lofty valuation. The 29 analysts covering PLTR have a consensus “Moderate Buy” rating, with 21 calling it a “Strong Buy.” Six analysts prefer to stay on the sidelines with a “Hold,” while only two are bearish – one with a “Moderate Sell” rating and another with a “Strong Sell.”

PLTR’s average analyst price target of $198.41 implies the tech stock has upside potential of 14.9%. The Street-high target of $255 signals that PLTR can still rise as much as 47.6% from current levels.

Stock #3: Mastercard

When you think of Mastercard, the first thing that probably comes to mind is a card sitting in your wallet. But the business behind that familiar name is much bigger. Founded in 1966, Mastercard has grown into a global payments giant with a market capitalization of $525.5 billion, operating across more than 210 countries and territories.

Its network helps move money between consumers, businesses, and governments, while brands such as Mastercard, Maestro, and Cirrus have become familiar names worldwide. Beyond payments, the company is expanding into areas such as cybersecurity, fraud prevention, risk management, and digital commerce. Mastercard sits behind millions of transactions happening every day, helping make digital payments faster, safer, and easier.

Mastercard’s shares may not have gone far over the past year, but zooming in a little, the picture looks a little different. MA stock is now close to its all-time high of $601.77, reached last year. The recent momentum has been strong. Shares have climbed 20.2% over the past three months, gained 11.1% in the last month, and are up 4.36% over the past five trading sessions.

Strong Q2 earnings and resilient consumer spending have helped bring investors back to the stock. More recently, Mastercard’s shares received another boost after a financial disclosure showed that Trump’s investment accounts bought millions of dollars worth of the company’s stock during June.

The trading activity also adds to the positive picture, with recent sessions showing green volume bars, suggesting stronger buying interest. But there is a reason to be a little cautious after such a quick move. Mastercard’s 14-day RSI is 72.88, putting the stock in overbought territory and suggesting that some profit-taking or a short-term pullback could be on the cards.

Mastercard is not exactly trading at a bargain, with shares valued at 30.12 times forward adjusted price-to-earnings and 14.10 times forward sales. Still, there is a silver lining – both multiples are below the company’s own five-year averages, even though MA stock remains more expensive than the broader sector medians.

The dividend story adds another positive. Mastercard has paid quarterly dividends for 19 consecutive years and has increased them for over a decade. Its annualized dividend of $3.48 per share gives investors a modest 0.60% yield, while a low 17.22% payout ratio leaves plenty of room to maintain and potentially grow those payments. 

Mastercard gave investors plenty to like in its second-quarter results, with both revenue and earnings coming in ahead of Wall Street’s expectations. Revenue climbed 14.1% YOY to $9.3 billion, while adjusted EPS rose 21.4% to $5.04. The strong quarter was supported by healthy cross-border payment volumes, more switched transactions and solid demand for Mastercard’s value-added services. Nevertheless, higher payment network rebates from renewed agreements and rising operating expenses took some of the shine off the results.

The balance sheet also remained in good shape. Mastercard ended Q2 with $11.3 billion in cash and cash equivalents, up from $10.6 billion at the end of 2025, while long-term debt stood at $22.2 billion. The company generated $6.8 billion in operating cash flow during the first half of 2026.

Mastercard continued returning money to shareholders. It repurchased 9.8 million shares for $4.9 billion during Q2 and bought another 1.3 million shares for $700 million between July 1 and July 27. That left $7.8 billion in remaining buyback capacity. Further, the company paid $771 million in dividends during the quarter.

Looking ahead, management expects Q3 net revenue growth at the high end of the low-double-digit range. For full-year 2026, Mastercard now expects low-teens revenue growth.

Analysts tracking Mastercard predict its EPS to grow to $19.86 in fiscal 2026, up 16.8% annually, and then another 15.3% annually to $22.90 in fiscal 2027.

Mastercard stock has a consensus “Strong Buy” rating. Out of the 42 analysts offering recommendations for the stock, 34 recommend a “Strong Buy,” four suggest a “Moderate Buy,” and the remaining four analysts give a “Hold” rating.

The average analyst price target of $662.07 indicates a potential upside of 10.5% from current price levels. The Street-high price target of $735 suggests that the stock could rally as much as 22.6%.