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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$135.591.16M
xxxxxxxxxxxxx
9 Buy
2 Hold
0 Sell
Strong Buy
$31.69B24.921.59%Basic Materials
DE$457.311.15M
xxxxxxxxxxxxx
7 Buy
5 Hold
0 Sell
Moderate Buy
$125.13B24.201.40%Industrials
LMT$514.241.39M
xxxxxxxxxxxxx
7 Buy
9 Hold
1 Sell
Moderate Buy
$117.78B28.402.62%Industrials
RTX$168.803.82M
xxxxxxxxxxxxx
9 Buy
4 Hold
0 Sell
Moderate Buy
$222.97B36.601.57%Industrials
OLN$25.931.95M
xxxxxxxxxxxxx
3 Buy
8 Hold
1 Sell
Hold
$2.95B3.11%Basic Materials
NWL$5.255.82M
xxxxxxxxxxxxx
4 Buy
6 Hold
0 Sell
Moderate Buy
$2.26B5.19%Consumer Defensive
AA$33.795.37M
xxxxxxxxxxxxx
5 Buy
4 Hold
1 Sell
Moderate Buy
$8.93B8.851.16%Basic Materials
CF$92.063.07M
xxxxxxxxxxxxx
5 Buy
8 Hold
1 Sell
Moderate Buy
$14.59B11.782.22%Basic Materials
TT$424.771.08M
xxxxxxxxxxxxx
6 Buy
9 Hold
1 Sell
Moderate Buy
$94.37B33.650.86%Industrials
X$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
54.84
19.58
55.53%
NUE
Nucor
138.04
-12.06
-8.03%
DE
Deere
462.88
62.47
15.60%
LMT
Lockheed Martin
504.49
-84.48
-14.34%
RTX
RTX
166.58
43.99
35.88%
OLN
Olin
25.76
-20.76
-44.63%
NWL
Newell Brands
5.39
-1.62
-23.11%
AA
Alcoa
34.50
-4.48
-11.49%
CF
Cf Industries Holdings
90.09
3.99
4.63%
TT
Trane Technologies
424.09
37.35
9.66%

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
2.26 / 5.54
1.49
Deere
Aug 14, 2025
Oct 01, 2025
3.96 / 19.13
4.55
Lockheed Martin
Jul 22, 2025
Sep 01, 2025
6.35 / 17.76
6.84
RTX
Jul 22, 2025
Sep 01, 2025
1.41 / 4.55
1.45
Olin
Jul 29, 2025
Sep 01, 2025
0.08 / -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
0.15 / 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
3.80 / 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 11 analyst ratings, 9 Buy, 2 Hold, and 0 Sell.
    Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?
    Nucor's stock price is currently $135.59, and its average 12-month price target is $161.60.
      Deere's stock price is currently $457.31, and its average 12-month price target is $513.00.
        Lockheed Martin's stock price is currently $514.24, and its average 12-month price target is $483.25.
          RTX's stock price is currently $168.80, and its average 12-month price target is $169.08.
            Olin's stock price is currently $25.93, and its average 12-month price target is $24.92.
              Newell Brands's stock price is currently $5.25, and its average 12-month price target is $6.97.
                Alcoa's stock price is currently $33.79, and its average 12-month price target is $34.80.
                  Cf Industries Holdings's stock price is currently $92.06, and its average 12-month price target is $95.38.
                    Trane Technologies's stock price is currently $424.77, and its average 12-month price target is $474.33.
                      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 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 currently pays a dividend of $0.50 which represents an annual dividend yield of 2.22%. Cf Industries Holdings's next Ex-dividend date is November 14, 2025 and its next payout date is November 28, 2025.
                                        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
                                            Lockheed Martin
                                            Earnings Release
                                            Oct 21, 2025
                                            RTX
                                            Earnings Release
                                            Oct 21, 2025
                                            Alcoa
                                            Earnings Release
                                            Oct 22, 2025
                                            United States Steel
                                            Earnings Release
                                            Oct 23, 2025
                                            Newell Brands
                                            Earnings Release
                                            Oct 24, 2025

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