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.

Compare up to 10 stocks

Comparison Ideas 5g Stocks Adtech Stocks Aerospace and Defense Stocks Airline Stocks Artificial Intelligence Stocks Bank Stocks Batmmaan Stocks Beer & Beverage Stocks Biotech Stocks Bitcoin Stocks Blockchain Stocks Blue Chip Stocks Cannabis Stocks Casino Stocks ChatGPT Stocks Chinese Stocks Chip Stocks Cloud & Storage Stocks Cryptocurrency Stocks Cybersecurity Stocks Dividend Stocks Electric Vehicle Stocks Energy Stocks FAANG Stocks Gold Stocks Green Energy Stocks Green Hydrogen Stocks Growth Stocks Healthcare Stocks Hotel Stocks Japanese Stocks Large Cap Stocks Magnificent 7 Stocks Mega Cap Stocks Meme Stocks Metaverse Stocks Nuclear Stocks Oil Stocks OpenAI Stocks Popular BDC Stocks Quantum Computing Stocks Social Media Stocks Solar Stocks Tech Stocks Trump Tariffs: Stocks at Risk in 2025 Trump Tariffs: Stocks That Could Benefit in 2025 Utility Stocks Value Stocks Virtual Reality Stocks WallStreetBets Stocks

RESET ALL

X NUE DE LMT RTX OLN NWL AA CF TT

Comparison Results

Trump Tariffs: Stocks That Could Benefit in 2025

Name	Price	Volume	Analyst Price Target	Analyst Consensus	Market Cap	P/E Ratio	Dividend Yield	Sector
NUE	$141.43	1.01M	xxxxxxxxxxxxx	7 Buy 2 Hold 0 Sell Strong Buy	$32.64B	24.86	1.59%	Basic Materials
DE	$505.85	1.29M	xxxxxxxxxxxxx	9 Buy 8 Hold 0 Sell Moderate Buy	$137.00B	24.53	1.25%	Industrials
LMT	$431.56	1.49M	xxxxxxxxxxxxx	5 Buy 10 Hold 1 Sell Hold	$100.75B	24.00	3.06%	Industrials
RTX	$155.49	2.96M	xxxxxxxxxxxxx	11 Buy 4 Hold 0 Sell Moderate Buy	$208.13B	34.01	1.66%	Industrials
OLN	$19.75	2.72M	xxxxxxxxxxxxx	3 Buy 9 Hold 1 Sell Hold	$2.26B	―	4.27%	Basic Materials
NWL	$4.93	5.77M	xxxxxxxxxxxxx	4 Buy 7 Hold 0 Sell Moderate Buy	$2.07B	―	5.80%	Consumer Defensive
AA	$31.38	7.92M	xxxxxxxxxxxxx	4 Buy 6 Hold 1 Sell Moderate Buy	$8.12B	7.52	1.33%	Basic Materials
CF	$82.90	3.63M	xxxxxxxxxxxxx	3 Buy 10 Hold 0 Sell Hold	$13.43B	10.80	2.42%	Basic Materials
TT	$438.95	1.23M	xxxxxxxxxxxxx	7 Buy 10 Hold 1 Sell Moderate Buy	$97.67B	33.97	0.83%	Industrials
X	$54.84	876.00	xxxxxxxxxxxxx	―	$12.42B	―	―	―

Performance Comparison

United States Steel

54.84

13.11

31.42%

NUE

Nucor

141.43

0.97

0.69%

Deere

505.85

160.13

46.32%

LMT

Lockheed Martin

431.56

-113.48

-20.82%

RTX

155.49

41.03

35.85%

OLN

Olin

19.75

-20.53

-50.97%

NWL

Newell Brands

4.93

-1.90

-27.82%

Alcoa

31.38

0.17

0.54%

Cf Industries Holdings

82.90

3.90

4.94%

Trane Technologies

438.95

102.73

30.55%

Trump Tariffs: That Could Benefit in 2025 Latest News

RTX awarded $258.74M Navy contract

RTX (RTX) was awarded a $258.74M cost-plus-incentive-fee contract for the engineering, manufacturing, and development of the Standard Missile...

11h ago

RTX

McCormick removed from ‘US 1 List’ at BofA

BofA analysts are removing McCormick (MKC) from the firm’s “US 1 List,” a collection of the best investment...

21h ago

MKC

NOC

DE Earnings this Week: How Will it Perform?

Deere & Company (DE) is scheduled to report 3rd quarter earnings on 08/14/2025, before the market opens. Regarding...

23h ago

CF Industries Reports Strong Earnings Amid Market Challenges

Cf Industries Holdings, Inc. (($CF)) has held its Q2 earnings call. Read on for the main highlights of...

1d ago

CF Industries price target raised to $82 from $81 at Scotiabank

Scotiabank raised the firm’s price target on CF Industries (CF) to $82 from $81 and keeps a Sector...

2d ago

Options Volatility and Implied Earnings Moves This Week, August 11 – August 14, 2025

This week, several major companies will be reporting earnings. Among them are Plug Power (PLUG), Cisco Systems (CSCO),...

2d ago

CF Industries price target lowered to $101 from $108 at Wells Fargo

Wells Fargo analyst Richard Garchitorena lowered the firm’s price target on CF Industries (CF) to $101 from $108...

2d ago

CF Industries Holdings: Strong Buy Rating Backed by Robust Cash Flow, Clean Ammonia Expansion, and Favorable Nitrogen Market Outlook

Cf Industries Holdings, the Basic Materials sector company, was revisited by a Wall Street analyst yesterday. Analyst Richard...

2d ago

Private Markets: Canva draws attention as IPO candidate following Figma debut

Canva is gaining significant attention as a potential IPO candidate. The rising investor enthusiasm around the design-software giant...

5d ago

CAI

CF Industries Reports Strong Earnings Amid Strategic Advances

Cf Industries Holdings, Inc. ( ($CF) ) has released its Q2 earnings. Here is a breakdown of the...

5d ago

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

See All News >

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

Cf Industries Holdings

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-08-12

Trane Technologies

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2025-08-07

NUE

Nucor

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-08-07

NWL

Newell Brands

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-08-07

OLN

Olin

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2025-08-04

LMT

Lockheed Martin

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-07-29

RTX

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-07-29

Alcoa

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-07-27

Deere

xxxxxxxxxxxxx

Buy

xxxxxxxxxxxxx

Reiterated

2025-07-15

Cf Industries Holdings

xxxxxxxxxxxxx

Hold

xxxxxxxxxxxxx

Reiterated

2025-08-11

All Ratings >

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

NUE

Nucor

Jul 28, 2025

Sep 01, 2025

2.69 / 5.54

1.49

Deere

May 15, 2025

Jul 01, 2025

4.58 / 20.67

6.29

LMT

Lockheed Martin

Jul 22, 2025

Sep 01, 2025

6.39 / 17.76

6.84

RTX

Jul 22, 2025

Sep 01, 2025

1.42 / 4.55

1.45

OLN

Olin

Jul 29, 2025

Sep 01, 2025

0.09 / -0.12

-0.142

NWL

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

1.84 / 7.65

1.332

Trane Technologies

Jul 30, 2025

Sep 01, 2025

3.82 / 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 9 analyst ratings, 7 Buy, 2 Hold, and 0 Sell.

Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?

Nucor's stock price is currently $141.43, and its average 12-month price target is $161.13.

Deere's stock price is currently $505.85, and its average 12-month price target is $555.00.

Lockheed Martin's stock price is currently $431.56, and its average 12-month price target is $475.06.

RTX's stock price is currently $155.49, and its average 12-month price target is $166.27.

Olin's stock price is currently $19.75, and its average 12-month price target is $23.85.

Newell Brands's stock price is currently $4.93, and its average 12-month price target is $6.73.

Alcoa's stock price is currently $31.38, and its average 12-month price target is $32.91.

Cf Industries Holdings's stock price is currently $82.90, and its average 12-month price target is $95.09.

Trane Technologies's stock price is currently $438.95, and its average 12-month price target is $473.71.

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 does not currently pay dividends.

Deere does not currently pay dividends.

Lockheed Martin currently pays a dividend of $3.30 which represents an annual dividend yield of 3.03%. Lockheed Martin's next Ex-dividend date is September 2, 2025 and its next payout date is September 26, 2025.

RTX currently pays a dividend of $0.68 which represents an annual dividend yield of 1.63%. RTX's next Ex-dividend date is August 15, 2025 and its next payout date is September 4, 2025.

Olin does not currently pay dividends.

Newell Brands does not currently pay dividends.

Alcoa does not currently pay dividends.

Cf Industries Holdings currently pays a dividend of $0.50 which represents an annual dividend yield of 2.42%. Cf Industries Holdings's next Ex-dividend date is August 15, 2025 and its next payout date is August 29, 2025.

Trane Technologies currently pays a dividend of $0.94 which represents an annual dividend yield of 0.83%. Trane Technologies's next Ex-dividend date is September 5, 2025 and its next payout date is September 30, 2025.

United States Steel does not currently pay dividends.

Popular Stocks Comparisons

5g Stocks Adtech Stocks Aerospace and Defense Stocks Airline Stocks Artificial Intelligence Stocks Bank Stocks Batmmaan Stocks Beer & Beverage Stocks Biotech Stocks Bitcoin Stocks Blockchain Stocks Blue Chip Stocks Cannabis Stocks Casino Stocks ChatGPT Stocks Chinese Stocks Chip Stocks Cloud & Storage Stocks Cryptocurrency Stocks Cybersecurity Stocks Dividend Stocks Electric Vehicle Stocks Energy Stocks FAANG Stocks Gold Stocks Green Energy Stocks Green Hydrogen Stocks Growth Stocks Healthcare Stocks Hotel Stocks Japanese Stocks Large Cap Stocks Magnificent 7 Stocks Mega Cap Stocks Meme Stocks Metaverse Stocks Nuclear Stocks Oil Stocks OpenAI Stocks Popular BDC Stocks Quantum Computing Stocks Social Media Stocks Solar Stocks Tech Stocks Trump Tariffs: Stocks at Risk in 2025 Trump Tariffs: Stocks That Could Benefit in 2025 Utility Stocks Value Stocks Virtual Reality Stocks WallStreetBets Stocks

Latest News

Premium

Why Citi Analyst Says AMD’s China AI Sales Cut Is ‘Largely Immaterial’

AMD

Premium

2 Top Wall Street Analysts Upgrade Palo Alto Stock (PANW) Ahead of Q4 Earnings

CYBR

PANW

Premium

META Stock Races Toward $2 Trillion Market Cap as Post-Earnings Rally Accelerates

Trump Tariffs: That Could Benefit in 2025 Stock Events

Stock	Type	Date
DE Deere	Earnings Release	Aug 14, 2025
RTX RTX	Ex-Dividend Date	Aug 15, 2025
CF Cf Industries Holdings	Ex-Dividend Date	Aug 15, 2025
LMT Lockheed Martin	Ex-Dividend Date	Sep 02, 2025
TT Trane Technologies	Ex-Dividend Date	Sep 05, 2025