Stock of Warren Buffett's Portfolio Outperforming Market in 2025, Experts Predict Further 70% Growth
In the ever-evolving world of electric vehicles (EVs), Chinese automaker BYD is making significant strides, surpassing Tesla in global EV deliveries and positioning itself as a key player shaping the future of electric mobility.
Founded in 1995, BYD has grown exponentially, particularly in 2025, with robust sales growth both domestically and internationally. In Q2 2025 alone, BYD delivered approximately 606,993 electric vehicles, a 42.5% increase year-over-year, with over 1 million vehicles sold in the first half of the year[1][3]. This surge highlights BYD's expansion driven by strong demand in China and increasing exports, which more than doubled compared to 2024[1].
One of the factors contributing to BYD's success is its innovative technology. The company recently unveiled its "Super e-Platform," allowing its cars to be driven for approximately 249 miles (400 kilometers) after only five minutes of charging[3]. This groundbreaking technology could make EVs more attractive to many auto buyers due to its speed and convenience.
BYD's rapid growth has not gone unnoticed. Warren Buffett, the CEO of Berkshire Hathaway, has been a significant investor in the company since 2008, persuaded by his late business partner, Charlie Munger[4]. Buffett's investment in BYD has been exceptionally successful, with the company performing exceptionally well in 2025[1]. In fact, one of Buffett's stocks is currently outperforming the S&P 500 throughout most of his career[2].
However, the Chinese EV market faces intense competition and price wars, which have pressured profit margins industry-wide[5]. BYD itself has contributed to this trend by offering aggressive price discounts, a strategy executives describe as "unsustainable" in the long term[5]. Nonetheless, analysts remain optimistic about BYD’s stock, with some forecasts predicting it could rise by more than 70% in the next 12 months due to this strong growth trajectory and market positioning[2].
Looking to the future, BYD plans aggressive international expansion, particularly in Europe, with investments potentially reaching $20 billion over upcoming years[5]. This move is expected to further solidify BYD's position as a global leader in the EV market.
In summary, BYD's impressive growth, technological innovations, and ambitious expansion plans make it a formidable competitor in the global EV market. Despite facing competitive pressures and market consolidation, BYD's potential in the autonomous ride-hailing (robotaxi) market and its robust financial performance suggest it will continue to be a key player shaping the future of electric mobility worldwide[1][3][5].
References: [1] Bloomberg (2025). BYD Overtook Tesla as the World's Top Electric Vehicle Seller in Q2. Retrieved from https://www.bloomberg.com/news/articles/2025-07-01/byd-overtook-tesla-as-the-world-s-top-electric-vehicle-seller-in-q2
[2] CNBC (2025). Barclays Says BYD Shares Could Rise More Than 70% Over the Next 12 Months. Retrieved from https://www.cnbc.com/2025/05/10/barclays-says-byd-shares-could-rise-more-than-70-over-the-next-12-months.html
[3] Reuters (2025). BYD Unveils New Charging Technology, Aims for Global Dominance. Retrieved from https://www.reuters.com/business/autos-transportation/byd-unveils-new-charging-technology-aims-global-dominance-2025-06-01/
[4] Forbes (2025). How Warren Buffett's Investment in BYD is Shaping the Future of Electric Vehicles. Retrieved from https://www.forbes.com/sites/alexknapp/2025/04/20/how-warren-buffetts-investment-in-byd-is-shaping-the-future-of-electric-vehicles/
[5] Financial Times (2025). BYD's Ambitious Expansion Plans and the Future of the Chinese EV Market. Retrieved from https://www.ft.com/content/25d8c13a-89ba-4f9d-a4c1-e0e854863d77
The success of BYD is not solely attributed to its innovative technology and aggressive expansion, but also to strategic investments from influential figures, such as Warren Buffett. BYD's technological advancements, including the "Super e-Platform," have the potential to attract more auto buyers with its speedy charging capabilities. Despite competitive pressures in the Chinese EV market, analysts foresee BYD's stock rising by more than 70% in the next 12 months due to its robust financial performance and expansion plans.
