The best rising stocks to buy in the Trump era | Wilnesh News
Wall Street analysts are looking forward to President-elect Trump’s return to the White House, and many stocks could benefit. CNBC Pro compiled the latest research from Wall Street to find the companies analysts really like heading into 2025 based on Trump’s potential policies. These include General Motors, Ford Motor, Robinhood, Coinbase, GE Aerospace and Goldman Sachs. Ford and GM are in the best position during Trump’s presidency, Bank of America said. “We see F and GM as key beneficiaries from the Trump administration,” analyst John Murphy wrote, adding that’s because there will be less pressure on auto companies to switch to electric vehicles. “On the other hand, EV OEMs (original equipment manufacturers) may face slower demand due to less pressure to electrify and lower IRA incentives.” Murphy said Mexican tariffs are a risk, but he urged investors to remain calm . Ford stock will fall 10% in 2024, while General Motors is up nearly 55% this year. Coinbase and Robinhood Needham analyst John Todaro believes both stocks are beneficiaries of the cryptocurrency resurgence under the Trump administration, although the firm currently has a neutral rating on Robinhood. He wrote: “We expect the entire cryptocurrency industry to benefit from a Trump victory, but COIN & HOOD will have the greatest positive impact.” Todaro said that during Trump’s presidency, the two companies may feel more There is a need to introduce more crypto products that may be more suitable for the use of Bitcoin. He added: “In addition to Trump’s victory, the majority of pro-crypto candidates in the House and Senate (elected and re-elected) create the most pro-crypto political landscape in U.S. history.” Robinhood’s stock price will rise by 2024 Nearly 140%, while Coinbase will rise more than 55% this year. GE Aerospace has pricing power, said Deutsche Bank analyst Scott Doschler, who said GE could benefit under a Trump administration. “If some combination of increased fiscal spending, tax cuts and tariffs will push current inflation rates to remain above trend for a sustained period, then we believe the companies in our coverage with the greatest pricing power will continue to emerge as relative winners,” he said. wrote, among them General Electric. The analyst added that defense spending is also likely to increase under a Republican White House, putting GE in the spotlight. The company is a major engine supplier to U.S. military aircraft and internationally. “In addition, we believe GE could be one of the largest beneficiaries of this potential trend in our aerospace sector,” Deschler said. The stock is up more than 80% this year and has more room to run, he wrote. Ford and General Motors – Bank of America, Buy rating “We believe Ford and General Motors are the main beneficiaries of the Trump administration. The current environmental regime will force the core business of traditional OEMs (trucks) to divest by the end of the decade. Carbon, while pivoting to a rapid shift toward EV portfolios… On the other hand, EV OEMs may face slowing demand due to less pressure to electrify and lower IRA incentives Coinbase – Needham, Buy. Enter Rating; Robinhood – Needham, Neutral Rating “Against this backdrop, we expect HOOD to launch more crypto products as well as COINs in the medium term, and expect a more favorable outcome in the SEC case. In addition to a Trump win, A majority of pro-crypto candidates in the House and Senate (elected and re-elected) would create the most pro-crypto political landscape in U.S. history GE Aerospace – Deutsche Bank, Buy rating “If fiscal spending increases, taxes are cut.” and tariffs will push current inflation rates to remain above trend, then we think the companies in our coverage pricing the highest power will continue to stand out as relative winners… In addition, we think GE could be our top pick in the aerospace sector One of the biggest beneficiaries of this underlying trend[in defense spending]…” Goldman Sachs-Wells Fargo, Overweight rating “Capital Markets Momentum” More free markets mean investment bank revenues are likely to exceed 2021 levels in the coming years The idea of a capital markets supercycle seems possible (although not a base case scenario). is more likely and should benefit. Read more about this call here.