tiprankstipranks
Trending News
More News >
Advertisement

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$139.16313.74K
xxxxxxxxxxxxx
6 Buy
1 Hold
0 Sell
Strong Buy
$31.93B24.641.59%Basic Materials
DE$496.10748.80K
xxxxxxxxxxxxx
8 Buy
8 Hold
0 Sell
Moderate Buy
$136.35B24.361.29%Industrials
LMT$470.15334.45K
xxxxxxxxxxxxx
6 Buy
8 Hold
0 Sell
Moderate Buy
$110.15B20.312.81%Industrials
RTX$151.141.33M
xxxxxxxxxxxxx
12 Buy
6 Hold
0 Sell
Moderate Buy
$198.63B43.601.83%Industrials
OLN$20.84500.69K
xxxxxxxxxxxxx
4 Buy
9 Hold
1 Sell
Hold
$2.39B40.873.86%Basic Materials
NWL$5.601.52M
xxxxxxxxxxxxx
4 Buy
5 Hold
0 Sell
Moderate Buy
$2.26B-9.305.17%Consumer Cyclical
AA$29.975.53M
xxxxxxxxxxxxx
4 Buy
3 Hold
1 Sell
Moderate Buy
$7.38B8.431.40%Basic Materials
CF$91.54480.27K
xxxxxxxxxxxxx
2 Buy
9 Hold
1 Sell
Hold
$15.54B12.652.08%Basic Materials
TT$443.98293.70K
xxxxxxxxxxxxx
6 Buy
7 Hold
1 Sell
Moderate Buy
$97.32B36.300.86%Industrials
X
X
$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
54.84
16.89
44.51%
NUE
Nucor
137.79
-23.43
-14.53%
DE
Deere
507.73
127.95
33.69%
LMT
Lockheed Martin
471.47
7.63
1.64%
RTX
RTX
150.17
47.34
46.04%
OLN
Olin
20.45
-28.42
-58.15%
NWL
Newell Brands
5.46
-1.01
-15.61%
AA
Alcoa
28.56
-7.80
-21.45%
CF
Cf Industries Holdings
92.60
21.46
30.17%
TT
Trane Technologies
436.98
104.68
31.50%

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
Apr 28, 2025
Mar 01, 2025
0.69 / 0.77
2.68
Deere
May 15, 2025
Apr 01, 2025
5.56 / 6.64
6.29
Lockheed Martin
Apr 22, 2025
Mar 01, 2025
6.34 / 7.28
7.11
RTX
Apr 22, 2025
Mar 01, 2025
1.35 / 1.47
1.41
Olin
May 01, 2025
Mar 01, 2025
-0.10 / 0.04
0.677
Newell Brands
Apr 30, 2025
Mar 01, 2025
-0.06 / -0.01
0.36
Alcoa
Jul 16, 2025
Jun 01, 2025
0.32 / 0.39
0.57
Cf Industries Holdings
May 07, 2025
Mar 01, 2025
1.48 / 1.97
2.3
Trane Technologies
Apr 30, 2025
Mar 01, 2025
2.20 / 2.45
3.3
X
- / -

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 7 analyst ratings, 6 Buy, 1 Hold, and 0 Sell.
    Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?
    Nucor's stock price is currently $139.16, and its average 12-month price target is $151.33.
      Deere's stock price is currently $496.10, and its average 12-month price target is $554.47.
        Lockheed Martin's stock price is currently $470.15, and its average 12-month price target is $521.29.
          RTX's stock price is currently $151.14, and its average 12-month price target is $143.00.
            Olin's stock price is currently $20.84, and its average 12-month price target is $24.62.
              Newell Brands's stock price is currently $5.60, and its average 12-month price target is $7.23.
                Alcoa's stock price is currently $29.97, and its average 12-month price target is $33.00.
                  Cf Industries Holdings's stock price is currently $91.54, and its average 12-month price target is $92.67.
                    Trane Technologies's stock price is currently $443.98, and its average 12-month price target is $447.33.
                      '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 2.80%. 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 $0.67 which represents an annual dividend yield of 1.80%. 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 2.08%. 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 0.86%. Trane Technologies's next Ex-dividend date is September 5, 2025 and its next payout date is September 30, 2025.
                                          does not currently pay dividends.

                                            Latest News​

                                            Steve AndersoniShares S&P / TSX 60 Index ETF Stock (TSE:XIU) Notches Up Despite Unemployment Troubles
                                            Vince CondarcuriWhy Amazon-Backed Anthropic (AMZN) Could Soon Hit a $100B Valuation
                                            Annika MasraniJapan Just Found a Way to Earn XRP Without Spending a Yen
                                            Joel BagloleLEN, TOL, DHI: U.S. Homebuilders Cut Prices at Fastest Pace in Three Years as Economy Slows
                                            David CraikTesla (TSLA) Moves to Solve China Crisis With New Model Y
                                            Sheryl ShethPEPG Lawsuit Alert! Class Action Lawsuit Against PepGen Inc.
                                            Sheryl ShethPEPG Lawsuit Alert! Class Action Lawsuit Against PepGen Inc.
                                            Annika MasraniHow $1,000 Turned Into $1,700 if You Bought XRP Last Month
                                            Kirti TakSOUN or CRWV: Which AI Stock Could Deliver Bigger Gains for Investors?
                                            Joel BagloleU.S. Debt Worries Will Send Gold’s Price to $4,000, Says Bank of America
                                            Sirisha BhogarajuBernstein Calls UnitedHealth Stock (UNH) a Top Pick Ahead of Q2 Earnings
                                            William WhiteUbisoft Stock (UBSFY) Slips on New Leadership Changes
                                            Radhika SaraogiVolcon Stock (VLCN) Skyrockets 270% on New Bitcoin Strategy
                                            Joel BagloleDow Jones Industrial Average Turns Higher as Q2 Earnings Impress
                                            Annika MasraniU.S. Shoppers Power Through Tariff Pain as June Retail Sales Defy the Odds

                                            Trump Tariffs: That Could Benefit in 2025 Stock Events

                                            Stock
                                            Type
                                            Date
                                            Lockheed Martin
                                            Earnings Release
                                            Jul 22, 2025
                                            RTX
                                            Earnings Release
                                            Jul 22, 2025
                                            United States Steel
                                            Earnings Release
                                            Jul 24, 2025
                                            Nucor
                                            Earnings Release
                                            Jul 28, 2025
                                            Olin
                                            Earnings Release
                                            Jul 28, 2025

                                            Popular Stocks

                                            Company
                                            Price & Change
                                            Follow
                                            Nvidia
                                            Apple
                                            Microsoft