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Trump Tariffs: Stocks at Risk in 2025

Trump’s 2025 tariff agenda imposes a baseline 10% tariff on all imported goods, with even steeper penalties aimed at countries contributing to America’s largest trade deficits. This broad trade shift creates major risks for global-facing companies that rely on foreign manufacturing, materials, or overseas demand. This page highlights publicly traded stocks most exposed to rising input costs, supply chain disruption, and retaliatory tariffs from trade partners like China, Mexico, and Germany. Track analyst forecasts, risk factors, and institutional sentiment to stay ahead of the fallout.

Comparison Results

Name
Price
Volume
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
P/E Ratio
Dividend Yield
Sector
Article
Follow
AAPL$231.5956.04M
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16 Buy
11 Hold
1 Sell
Moderate Buy
$3.45T35.390.44%Technology
TSLA$330.5674.32M
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14 Buy
15 Hold
8 Sell
Hold
$1.08T191.43Consumer Cyclical
NKE$76.979.77M
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18 Buy
13 Hold
0 Sell
Moderate Buy
$112.82B35.302.04%Consumer Cyclical
GM$56.315.60M
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13 Buy
4 Hold
2 Sell
Moderate Buy
$53.72B8.940.91%Consumer Cyclical
QCOM$157.857.58M
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11 Buy
6 Hold
1 Sell
Moderate Buy
$170.58B15.252.18%Technology
CAT$407.793.11M
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8 Buy
6 Hold
1 Sell
Moderate Buy
$195.59B21.231.41%Industrials
BA$235.266.29M
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18 Buy
2 Hold
0 Sell
Strong Buy
$176.33BIndustrials
INTC$24.56310.16M
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1 Buy
26 Hold
3 Sell
Hold
$104.44B2.10%Technology
AVGO$306.3422.81M
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29 Buy
2 Hold
0 Sell
Strong Buy
$1.46T116.990.75%Technology
LEVI$21.142.15M
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9 Buy
3 Hold
0 Sell
Strong Buy
$8.20B20.482.51%Consumer Cyclical

Performance Comparison

Ticker
Company Name
Price
Change
% Change
AAPL
Apple
231.59
6.75
3.00%
TSLA
Tesla
330.56
107.84
48.42%
NKE
Nike
76.97
-4.56
-5.59%
GM
General Motors
56.31
11.03
24.36%
QCOM
Qualcomm
157.85
-12.66
-7.42%
CAT
Caterpillar
407.79
68.51
20.19%
BA
Boeing
235.26
55.62
30.96%
INTC
Intel
24.56
3.04
14.13%
AVGO
Broadcom
306.34
140.52
84.74%
LEVI
Levi Strauss & Co
21.14
2.35
12.51%

Trump Tariffs: at Risk in 2025 Latest News

Read the latest stock news and analysis from the TipRanks news team.

Recent Analysts Ratings of Trump Tariffs: at Risk in 2025 Stocks

Name
Analyst
Analyst Firm
Rating
Price Target
Upside / Downside
Action
Date

Most Recent Earnings of Trump Tariffs: at Risk in 2025 Stocks

Name
Report Date
Time Of Day
Period Ending
Forecast / EPS
Last Year's EPS
Apple
Jul 31, 2025
Sep 01, 2025
1.75 / 6.58
1.64
Tesla
Jul 23, 2025
Sep 01, 2025
0.49 / 1.73
0.72
Nike
Jun 26, 2025
Aug 01, 2025
0.27 / 2.16
0.7
General Motors
Jul 22, 2025
Sep 01, 2025
2.18 / 6.31
2.96
Qualcomm
Jul 30, 2025
Sep 01, 2025
2.87 / 10.37
2.69
Caterpillar
Aug 06, 2025
Sep 01, 2025
4.72 / 19.66
5.17
Boeing
Jul 29, 2025
Sep 01, 2025
-0.40 / -16.52
-10.44
Intel
Jul 24, 2025
Sep 01, 2025
0.01 / -4.76
-0.46
Broadcom
Jun 06, 2025
Jul 01, 2025
1.66 / 2.66
1.24
Levi Strauss & Co
Jul 10, 2025
Aug 01, 2025
0.30 / 1.01
0.33

Trump Tariffs: at Risk in 2025 - FAQ

Which Trump Tariffs: at Risk in 2025 stocks have a "Strong Buy" analyst rating?
These Trump Tariffs: at Risk in 2025 stocks currently have a "Strong Buy" analyst rating consensus:
Boeing - Strong Buy, based on 20 analyst ratings, 18 Buy, 2 Hold, and 0 Sell.
    Broadcom - Strong Buy, based on 31 analyst ratings, 29 Buy, 2 Hold, and 0 Sell.
      Levi Strauss & Co - Strong Buy, based on 12 analyst ratings, 9 Buy, 3 Hold, and 0 Sell.
        Are Trump Tariffs: at Risk in 2025 stocks overpriced?
        Apple's stock price is currently $231.59, and its average 12-month price target is $239.18.
          Tesla's stock price is currently $330.56, and its average 12-month price target is $307.23.
            Nike's stock price is currently $76.97, and its average 12-month price target is $78.96.
              General Motors's stock price is currently $56.31, and its average 12-month price target is $58.42.
                Qualcomm's stock price is currently $157.85, and its average 12-month price target is $178.67.
                  Caterpillar's stock price is currently $407.79, and its average 12-month price target is $449.00.
                    Boeing's stock price is currently $235.26, and its average 12-month price target is $257.44.
                      Intel's stock price is currently $24.56, and its average 12-month price target is $22.24.
                        Broadcom's stock price is currently $306.34, and its average 12-month price target is $306.15.
                          Levi Strauss & Co's stock price is currently $21.14, and its average 12-month price target is $23.50.
                            Which Trump Tariffs: at Risk in 2025 stocks pay dividends?
                            Apple does not currently pay dividends.
                              Tesla does not currently pay dividends.
                                Nike currently pays a dividend of $0.40 which represents an annual dividend yield of 2.04%. Nike's next Ex-dividend date is September 2, 2025 and its next payout date is October 1, 2025.
                                  General Motors currently pays a dividend of $0.15 which represents an annual dividend yield of 0.98%. General Motors's next Ex-dividend date is September 5, 2025 and its next payout date is September 18, 2025.
                                    Qualcomm currently pays a dividend of $0.89 which represents an annual dividend yield of 2.18%. Qualcomm's next Ex-dividend date is September 4, 2025 and its next payout date is September 25, 2025.
                                      Caterpillar does not currently pay dividends.
                                        Boeing does not currently pay dividends.
                                          Intel does not currently pay dividends.
                                            Broadcom does not currently pay dividends.
                                              Levi Strauss & Co does not currently pay dividends.

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                                                Trump Tariffs: at Risk in 2025 Stock Events

                                                Stock
                                                Type
                                                Date
                                                Nike
                                                Ex-Dividend Date
                                                Sep 02, 2025
                                                Broadcom
                                                Earnings Release
                                                Sep 04, 2025
                                                Qualcomm
                                                Ex-Dividend Date
                                                Sep 04, 2025
                                                General Motors
                                                Ex-Dividend Date
                                                Sep 05, 2025
                                                Nike
                                                Earnings Release
                                                Sep 25, 2025

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