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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
X$52.1921.03M
xxxxxxxxxxxxx
0 Buy
5 Hold
1 Sell
Hold
$12.11B181.530.37%Basic Materials
NUE$121.923.30M
xxxxxxxxxxxxx
7 Buy
2 Hold
0 Sell
Strong Buy
$27.03B20.861.88%Basic Materials
DE$509.59824.50K
xxxxxxxxxxxxx
8 Buy
7 Hold
0 Sell
Moderate Buy
$141.06B25.201.24%Industrials
LMT$486.452.72M
xxxxxxxxxxxxx
7 Buy
8 Hold
0 Sell
Moderate Buy
$106.98B19.722.89%Industrials
RTX$145.6911.75M
xxxxxxxxxxxxx
12 Buy
5 Hold
0 Sell
Moderate Buy
$189.45B41.581.92%Industrials
OLN$20.381.53M
xxxxxxxxxxxxx
4 Buy
10 Hold
1 Sell
Hold
$2.51B42.953.67%Basic Materials
NWL$5.2412.20M
xxxxxxxxxxxxx
4 Buy
5 Hold
0 Sell
Moderate Buy
$2.37B-9.254.93%Consumer Cyclical
AA$28.353.20M
xxxxxxxxxxxxx
3 Buy
3 Hold
1 Sell
Moderate Buy
$7.44B8.511.39%Basic Materials
CF$99.936.23M
xxxxxxxxxxxxx
2 Buy
10 Hold
0 Sell
Hold
$15.43B12.562.10%Basic Materials
TT$421.391.23M
xxxxxxxxxxxxx
5 Buy
7 Hold
1 Sell
Moderate Buy
$94.33B35.190.89%Industrials

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
53.71
17.13
46.83%
NUE
Nucor
118.45
-33.17
-21.88%
DE
Deere
516.86
144.44
38.78%
LMT
Lockheed Martin
469.27
22.49
5.03%
RTX
RTX
140.98
38.11
37.05%
OLN
Olin
21.05
-28.97
-57.92%
NWL
Newell Brands
5.43
-1.33
-19.67%
AA
Alcoa
28.86
-9.21
-24.19%
CF
Cf Industries Holdings
93.83
22.61
31.75%
TT
Trane Technologies
424.31
93.87
28.41%

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
United States Steel
May 01, 2025
Mar 01, 2025
-0.49 / -0.39
0.84
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
Apr 16, 2025
Mar 01, 2025
1.68 / 2.15
0.16
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

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?
    United States Steel's stock price is currently $52.19, and its average 12-month price target is $49.25.
      Nucor's stock price is currently $121.92, and its average 12-month price target is $143.75.
        Deere's stock price is currently $509.59, and its average 12-month price target is $557.29.
          Lockheed Martin's stock price is currently $486.45, and its average 12-month price target is $521.07.
            RTX's stock price is currently $145.69, and its average 12-month price target is $140.33.
              Olin's stock price is currently $20.38, and its average 12-month price target is $25.29.
                Newell Brands's stock price is currently $5.24, and its average 12-month price target is $6.94.
                  Alcoa's stock price is currently $28.35, and its average 12-month price target is $31.43.
                    Cf Industries Holdings's stock price is currently $99.93, and its average 12-month price target is $87.60.
                      Trane Technologies's stock price is currently $421.39, and its average 12-month price target is $424.73.
                        Which Trump Tariffs: That Could Benefit in 2025 stocks pay dividends?
                        United States Steel does not currently pay dividends.
                          Nucor currently pays a dividend of $0.55 which represents an annual dividend yield of 1.88%. Nucor's next Ex-dividend date is June 30, 2025 and its next payout date is August 11, 2025.
                            Deere currently pays a dividend of $1.62 which represents an annual dividend yield of 1.24%. Deere's next Ex-dividend date is June 30, 2025 and its next payout date is August 8, 2025.
                              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 currently pays a dividend of $0.94 which represents an annual dividend yield of 0.89%. Trane Technologies's next Ex-dividend date is September 5, 2025 and its next payout date is September 30, 2025.

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                                            Trump Tariffs: That Could Benefit in 2025 Stock Events

                                            Stock
                                            Type
                                            Date
                                            Nucor
                                            Ex-Dividend Date
                                            Jun 30, 2025
                                            Deere
                                            Ex-Dividend Date
                                            Jun 30, 2025
                                            Alcoa
                                            Earnings Release
                                            Jul 16, 2025
                                            Nucor
                                            Earnings Release
                                            Jul 17, 2025
                                            United States Steel
                                            Earnings Release
                                            Jul 24, 2025

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