Yahoo Finance’s Brian Sozzi scoured the Wall Street community’s avalanche of research notes from the past 48 hours to see what analysts are saying about the winners and losers of President Trump’s trade war.
First up, the good news. Analysts at Evercore ISI and RBC Capital Markets found seven stocks that are relatively tariff-proof.
They noted that auto parts sellers like Genuine Parts Company (GPC) and O’Reilly Automotive (ORLY) are well-positioned for tariffs. Some cheaper software names, such as Microsoft (MSFT), Salesforce (CRM), Intuit (INTU), Workday (WDAY), and Adobe (ADBE), may also be relatively safe bets.
“While there are no ‘safe havens’ … we believe companies that are already back to their 2022 trough multiple on enterprise value/free cash flow or price-to-earnings are probably a bit safer (on a relative basis),” Evercore ISI analyst Kirk Materne wrote.
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