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Trump Tariffs: Stocks That Could Benefit in 2025

Trump’s 2025 tariff policy introduces a sweeping 10% tax on all imported goods, with higher rates for countries running large trade surpluses with the U.S. While this may hurt global supply chains, it opens the door for U.S.-centric businesses to gain market share. This page spotlights public companies positioned to benefit from reshoring, domestic manufacturing incentives, and policy-driven boosts to sectors like defense, steel, and industrials. Use TipRanks data to track which names are gaining momentum under the new trade regime.

Comparison Results

Name
Price
Volume
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
P/E Ratio
Dividend Yield
Sector
Article
Follow
NUE$141.35930.14K
xxxxxxxxxxxxx
8 Buy
2 Hold
0 Sell
Strong Buy
$32.44B25.521.55%Basic Materials
DE$470.511.76M
xxxxxxxxxxxxx
7 Buy
6 Hold
0 Sell
Moderate Buy
$127.19B24.601.35%Industrials
LMT$471.311.04M
xxxxxxxxxxxxx
7 Buy
9 Hold
1 Sell
Moderate Buy
$110.03B26.542.80%Industrials
RTX$155.853.19M
xxxxxxxxxxxxx
9 Buy
4 Hold
0 Sell
Moderate Buy
$208.61B34.241.68%Industrials
OLN$26.382.18M
xxxxxxxxxxxxx
3 Buy
7 Hold
1 Sell
Hold
$3.02B3.03%Basic Materials
NWL$5.925.98M
xxxxxxxxxxxxx
4 Buy
6 Hold
0 Sell
Moderate Buy
$2.48B4.73%Consumer Defensive
AA$33.248.31M
xxxxxxxxxxxxx
6 Buy
2 Hold
1 Sell
Moderate Buy
$8.61B8.531.20%Basic Materials
CF$85.631.40M
xxxxxxxxxxxxx
4 Buy
8 Hold
1 Sell
Hold
$13.87B11.192.34%Basic Materials
TT$400.771.56M
xxxxxxxxxxxxx
6 Buy
9 Hold
1 Sell
Moderate Buy
$89.18B31.800.91%Industrials
X$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
54.84
18.61
51.37%
NUE
Nucor
141.35
0.81
0.58%
DE
Deere
470.51
81.33
20.90%
LMT
Lockheed Martin
471.31
-85.93
-15.42%
RTX
RTX
155.85
38.99
33.36%
OLN
Olin
26.38
-15.42
-36.89%
NWL
Newell Brands
5.92
-1.48
-20.00%
AA
Alcoa
33.24
-0.83
-2.44%
CF
Cf Industries Holdings
85.63
7.77
9.98%
TT
Trane Technologies
400.77
35.27
9.65%

Trump Tariffs: That Could Benefit in 2025 Latest News

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

Recent Analysts Ratings of Trump Tariffs: That Could Benefit in 2025 Stocks

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

Most Recent Earnings of Trump Tariffs: That Could Benefit in 2025 Stocks

Name
Report Date
Time Of Day
Period Ending
Forecast / EPS
Last Year's EPS
Nucor
Jul 28, 2025
Sep 01, 2025
2.68 / 5.54
1.49
Deere
Aug 14, 2025
Oct 01, 2025
3.99 / 19.13
4.55
Lockheed Martin
Jul 22, 2025
Sep 01, 2025
6.36 / 17.76
6.84
RTX
Jul 22, 2025
Sep 01, 2025
1.41 / 4.55
1.45
Olin
Jul 29, 2025
Sep 01, 2025
0.09 / -0.12
-0.142
Newell Brands
Aug 01, 2025
Sep 01, 2025
0.18 / -0.58
0.16
Alcoa
Jul 16, 2025
Sep 01, 2025
0.26 / 3.90
0.57
Cf Industries Holdings
Aug 06, 2025
Sep 01, 2025
2.02 / 7.65
1.332
Trane Technologies
Jul 30, 2025
Sep 01, 2025
3.81 / 12.60
3.37
United States Steel
- / -

Trump Tariffs: That Could Benefit in 2025 - FAQ

Which Trump Tariffs: That Could Benefit in 2025 stocks have a "Strong Buy" analyst rating?
These Trump Tariffs: That Could Benefit in 2025 stocks currently have a "Strong Buy" analyst rating consensus:
Nucor - Strong Buy, based on 10 analyst ratings, 8 Buy, 2 Hold, and 0 Sell.
    Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?
    Nucor's stock price is currently $141.35, and its average 12-month price target is $161.78.
      Deere's stock price is currently $470.51, and its average 12-month price target is $524.92.
        Lockheed Martin's stock price is currently $471.31, and its average 12-month price target is $480.13.
          RTX's stock price is currently $155.85, and its average 12-month price target is $167.69.
            Olin's stock price is currently $26.38, and its average 12-month price target is $24.18.
              Newell Brands's stock price is currently $5.92, and its average 12-month price target is $6.91.
                Alcoa's stock price is currently $33.24, and its average 12-month price target is $33.89.
                  Cf Industries Holdings's stock price is currently $85.63, and its average 12-month price target is $94.83.
                    Trane Technologies's stock price is currently $400.77, and its average 12-month price target is $475.58.
                      United States Steel's stock price is currently $54.84, and its average 12-month price target is N/A.
                        Which Trump Tariffs: That Could Benefit in 2025 stocks pay dividends?
                        Nucor currently pays a dividend of $0.55 which represents an annual dividend yield of 1.53%. Nucor's next Ex-dividend date is September 30, 2025 and its next payout date is November 10, 2025.
                          Deere currently pays a dividend of $1.62 which represents an annual dividend yield of 1.35%. Deere's next Ex-dividend date is September 30, 2025 and its next payout date is November 10, 2025.
                            Lockheed Martin does not currently pay dividends.
                              RTX does not currently pay dividends.
                                Olin does not currently pay dividends.
                                  Newell Brands does not currently pay dividends.
                                    Alcoa does not currently pay dividends.
                                      Cf Industries Holdings does not currently pay dividends.
                                        Trane Technologies does not currently pay dividends.
                                          United States Steel does not currently pay dividends.

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                                            Trump Tariffs: That Could Benefit in 2025 Stock Events

                                            Stock
                                            Type
                                            Date
                                            Nucor
                                            Ex-Dividend Date
                                            Sep 30, 2025
                                            Deere
                                            Ex-Dividend Date
                                            Sep 30, 2025
                                            Alcoa
                                            Earnings Release
                                            Oct 15, 2025
                                            United States Steel
                                            Earnings Release
                                            Oct 23, 2025
                                            Olin
                                            Earnings Release
                                            Oct 23, 2025

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