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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$159.153.43M
xxxxxxxxxxxxx
9 Buy
1 Hold
0 Sell
Strong Buy
$36.42B22.361.38%Basic Materials
DE$470.572.99M
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8 Buy
8 Hold
0 Sell
Moderate Buy
$127.26B25.431.38%Industrials
LMT$474.132.83M
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4 Buy
9 Hold
1 Sell
Hold
$109.71B26.472.82%Industrials
RTX$182.0111.46M
xxxxxxxxxxxxx
11 Buy
4 Hold
0 Sell
Moderate Buy
$244.03B37.371.47%Industrials
OLN$20.392.49M
xxxxxxxxxxxxx
4 Buy
7 Hold
1 Sell
Hold
$2.33B43.963.92%Basic Materials
NWL$3.728.98M
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4 Buy
5 Hold
0 Sell
Moderate Buy
$1.56B7.53%Consumer Defensive
AA$51.259.58M
xxxxxxxxxxxxx
7 Buy
3 Hold
1 Sell
Moderate Buy
$13.27B11.640.78%Basic Materials
CF$78.705.55M
xxxxxxxxxxxxx
3 Buy
7 Hold
1 Sell
Hold
$12.28B9.492.54%Basic Materials
TT$389.843.15M
xxxxxxxxxxxxx
7 Buy
5 Hold
1 Sell
Moderate Buy
$86.44B30.000.96%Industrials
X$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
54.84
23.55
75.26%
NUE
Nucor
159.15
44.57
38.90%
DE
Deere
470.57
44.18
10.36%
LMT
Lockheed Martin
474.13
1.57
0.33%
RTX
RTX
182.01
67.51
58.96%
OLN
Olin
20.39
-11.59
-36.24%
NWL
Newell Brands
3.72
-5.78
-60.84%
AA
Alcoa
51.25
13.16
34.55%
CF
Cf Industries Holdings
78.70
-4.15
-5.01%
TT
Trane Technologies
389.84
15.93
4.26%

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
Oct 27, 2025
Dec 01, 2025
2.06 / 7.12
1.22
Deere
Nov 26, 2025
Jan 01, 2026
2.02 / 18.51
3.19
Lockheed Martin
Oct 21, 2025
Dec 01, 2025
6.49 / 17.91
2.22
RTX
Oct 21, 2025
Dec 01, 2025
1.47 / 4.87
1.54
Olin
Oct 28, 2025
Dec 01, 2025
-0.32 / 0.46
0.178
Newell Brands
Oct 31, 2025
Dec 01, 2025
0.18 / -0.06
0.16
Alcoa
Oct 22, 2025
Dec 01, 2025
0.87 / 4.40
1.04
Cf Industries Holdings
Nov 05, 2025
Dec 01, 2025
2.49 / 8.29
1.896
Trane Technologies
Oct 31, 2025
Dec 01, 2025
2.82 / 12.99
2.61
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, 9 Buy, 1 Hold, and 0 Sell.
    Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?
    Nucor's stock price is currently $159.15, and its average 12-month price target is $177.33.
      Deere's stock price is currently $470.57, and its average 12-month price target is $510.62.
        Lockheed Martin's stock price is currently $474.13, and its average 12-month price target is $524.93.
          RTX's stock price is currently $182.01, and its average 12-month price target is $195.36.
            Olin's stock price is currently $20.39, and its average 12-month price target is $24.17.
              Newell Brands's stock price is currently $3.72, and its average 12-month price target is $4.81.
                Alcoa's stock price is currently $51.25, and its average 12-month price target is $43.82.
                  Cf Industries Holdings's stock price is currently $78.70, and its average 12-month price target is $92.60.
                    Trane Technologies's stock price is currently $389.84, and its average 12-month price target is $483.73.
                      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 $0.56 which represents an annual dividend yield of 1.38%. Nucor's next Ex-dividend date is December 31, 2025 and its next payout date is February 11, 2026.
                          Deere currently pays a dividend of $1.62 which represents an annual dividend yield of 1.38%. Deere's next Ex-dividend date is December 31, 2025 and its next payout date is February 9, 2026.
                            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
                                            Dec 31, 2025
                                            Deere
                                            Ex-Dividend Date
                                            Dec 31, 2025
                                            Olin
                                            Earnings Release
                                            Jan 22, 2026
                                            Alcoa
                                            Earnings Release
                                            Jan 22, 2026
                                            Nucor
                                            Earnings Release
                                            Jan 26, 2026

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