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$138.171.38M
xxxxxxxxxxxxx
9 Buy
2 Hold
0 Sell
Strong Buy
$31.17B24.521.60%Basic Materials
DE$456.22992.75K
xxxxxxxxxxxxx
7 Buy
5 Hold
0 Sell
Moderate Buy
$124.76B24.131.41%Industrials
LMT$507.761.19M
xxxxxxxxxxxxx
7 Buy
9 Hold
1 Sell
Moderate Buy
$119.32B28.772.57%Industrials
RTX$162.185.96M
xxxxxxxxxxxxx
9 Buy
4 Hold
0 Sell
Moderate Buy
$226.57B37.191.55%Industrials
OLN$24.852.39M
xxxxxxxxxxxxx
3 Buy
8 Hold
1 Sell
Hold
$2.84B3.12%Basic Materials
NWL$4.989.94M
xxxxxxxxxxxxx
4 Buy
5 Hold
0 Sell
Moderate Buy
$2.18B5.57%Consumer Defensive
AA$37.009.03M
xxxxxxxxxxxxx
6 Buy
4 Hold
1 Sell
Moderate Buy
$9.20B9.111.08%Basic Materials
CF$88.611.54M
xxxxxxxxxxxxx
5 Buy
8 Hold
1 Sell
Moderate Buy
$14.90B12.022.20%Basic Materials
TT$418.641.05M
xxxxxxxxxxxxx
6 Buy
8 Hold
1 Sell
Moderate Buy
$94.15B33.570.86%Industrials
X$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
54.84
19.56
55.44%
NUE
Nucor
137.84
-10.44
-7.04%
DE
Deere
460.75
60.61
15.15%
LMT
Lockheed Martin
514.02
-67.12
-11.55%
RTX
RTX
168.57
48.05
39.87%
OLN
Olin
25.61
-20.10
-43.97%
NWL
Newell Brands
5.03
-2.16
-30.04%
AA
Alcoa
37.06
-1.70
-4.39%
CF
Cf Industries Holdings
90.69
4.49
5.21%
TT
Trane Technologies
426.37
36.53
9.37%

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
2.22 / 5.54
1.49
Deere
Aug 14, 2025
Oct 01, 2025
3.94 / 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
0.08 / -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
0.07 / 3.90
0.57
Cf Industries Holdings
Aug 06, 2025
Sep 01, 2025
2.06 / 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 $138.17, and its average 12-month price target is $161.20.
      Deere's stock price is currently $456.22, and its average 12-month price target is $521.00.
        Lockheed Martin's stock price is currently $507.76, and its average 12-month price target is $497.75.
          RTX's stock price is currently $162.18, and its average 12-month price target is $174.45.
            Olin's stock price is currently $24.85, and its average 12-month price target is $25.29.
              Newell Brands's stock price is currently $4.98, and its average 12-month price target is $7.11.
                Alcoa's stock price is currently $37.00, and its average 12-month price target is $36.32.
                  Cf Industries Holdings's stock price is currently $88.61, and its average 12-month price target is $94.58.
                    Trane Technologies's stock price is currently $418.64, and its average 12-month price target is $476.09.
                      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 2.20%. 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.

                                            Latest News​

                                            Shalu Saraf

                                            A ‘Top Pick,’ Says Top Analyst about Nvidia Stock (NVDA), Wins a New Street-High Price Target

                                            Steve Anderson

                                            “Best Positioned to Capture Incremental Share”: Microsoft Stock (NASDAQ:MSFT) Slips Despite Morgan Stanley Applause

                                            Steve Anderson

                                            “Evaluate All our Options”: Warner Bros. Discovery Stock (NASDAQ:WBD) Slips as Netflix Interest in Buyout Wanes

                                            Shalu Saraf

                                            U.S. Stock Futures Tick Up After S&P 500 (SPX) Slip From Record Highs

                                            Marty Shtrubel

                                            ‘Time to Bail Out,’ Says Frank Lee About Intel Stock

                                            Davit Kirakosyan

                                            Bullish AI Roadmap Thrusts MongoDB Stock (MDB) into Valuation Slipstream

                                            David Craik

                                            Walmart ‘Stocking the Fridge’ With New Digital Auto Care Centers

                                            Sheryl Sheth

                                            TSLA Stock: Daniel Ives Is ‘Disappointed’ by Tesla’s Lower Cost EVs

                                            Marty Shtrubel

                                            Goldman Sachs Weighs In on Nvidia Stock as ‘Circular Revenue’ Debate Gains Steam

                                            Radhika Saraogi

                                            U.S. Stock Futures Rise Even as Government Shutdown Continues

                                            Sirisha Bhogaraju

                                            Mizuho, Barclays Boost UnitedHealth Stock (UNH) Price Target on Optimism Ahead of Q3 Earnings

                                            David Craik

                                            Tesla Stock (TSLA) Slides as Traffic Light Dodging Cars Face New Safety Probe

                                            Bernard Zambonin

                                            How Archer Aviation (ACHR) is Flying High on Hype and Grounded by Reality

                                            Oliver Rodzianko

                                            $15B Combo of Deals Ignites Intel’s Stock (INTC) Revival

                                            Sirisha Bhogaraju

                                            With Nvidia Stock (NVDA) up 43%, Let’s Look at Who Owns This AI Play

                                            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
                                            Nucor
                                            Earnings Release
                                            Oct 27, 2025

                                            Popular Stocks

                                            Company
                                            Price & Change
                                            Follow
                                            Nvidia
                                            Apple
                                            Microsoft