Investors have gone through a lot in 2025. The rollercoaster ride of financial emotions may not even be over yet, not until all tariff issues are worked out. And then there are all of the macro pressures of post-tariff prices, dealing with 4 years of inflation, a less robust jobs market and with consumer spending and government/enterprise feeling a pinch.

Tactical Bulls has been hunting for companies which may be “tariff advantaged” or which may even be completely immune to tariffs. While no company selling to consumers and to industrial or government customers is immune to macro headwinds, Wall Street analysts are continually looking and screening their stocks under coverage (and new stocks) for the companies that can ride out tariffs and a slower spending environment.

Tactical Bulls reviews the daily flow of Wall Street analyst calls covering upgrades and downgrades in a hunt for new ideas that might have otherwise been overlooked or missed. These calls sometimes offer opportunities for short-term opportunistic traders and long-term investors who are looking for diamonds in the rough.

It should be understood that the market may have a broader focus heading into the weekend on Israel’s strikes against Iran taking the Dow Jones Industrial Average down 1.5% and taking the broader S&P 500 down 1.5%. That has prevented some research calls from being noticed, but that may also give tactical investors an edge when many investors are looking elsewhere.

On top of macro pressures on this day, investors need to always keep in mind that no single analyst report should ever be the sole basis to buy or sell a stock. That decision to buy or sell, or hold or short sell, is up to each investor. The decision to buy or sell should also be made with a financial advisor. And please never forget that there are no analyst reports which come with guaranteed profit offers nor any that come with money-back guarantees.

The focus for Friday, June 13, 2025 is on more companies which are considered to be “tariff advantaged” and which can withstand macro headwinds — or that have already been discounted too much over broad macro concerns. Again, no guarantees in investing and trading.

Here are four stocks analysts have raised expectations as potential winners on based on tariff and macro concerns. Please read the disclaimer below.

EMERSON ELECTRIC

Emerson Electric Co. (NYSE: EMR) may not be immune to tariffs due to many components being sourced globally, but KeyBanc reiterated its Overweight rating and significantly raised its prior $125 price target up to $150. The call is reflecting the post-earnings season outlook after the recent Industrials & Basic Materials Conference.

While KeyBanc sees broad macro uncertainties as elevated with global trade disruptions, recent data points versus Emerson’s peers and competitors look better than previously expected.

Emerson Electric was down 1% at $125.50 after the Israel/Iran conflict news, but its 52-week range is $90.06 to $134.85 and its consensus analyst price target is $135.00.

NEWELL BRANDS

Newell Brands Inc. (NYSE: NWL) was upgraded to Overweight from Neutral at JPMorgan, and the firm raised its price target to $7 from $6 (versus a $5.43 prior close. That represents more than 30% in implied upside when adding in the dividend.

JPMorgan sees Newell’s its faster relevant innovation and distribution gains from key retailers as a plus. It also sees the potential for Newell to take a larger market share as most competing products come from international sources subject to tariffs. The upgrade cited Newell as being “tariff advantaged” in more areas than it is “tariff disadvantaged” because of 15 U.S. manufacturing facilities and 2 manufacturing facilities in Mexico being compliant under trade agreements.

Perhaps the largest issue in the report beyond being “tariff advantaged” versus peers is that JPMorgan sees Newell’s turnaround finally on the right track. The report highlighted Newell’s product portfolio being more focused, as well as efficiencies and logistics helping it win sales over competitors that are less “tariff advantaged” than Newell.

Newell’s $5.43 prior close comes with a 52-week range of $4.22 to $11.78. As for that would-be turnaround, keep in mind that Newell briefly hit $30 back in 2021 and it was much higher than that in 2016 and 2017.

ROCKWELL AUTOMATION

Rockwell Automation Inc. (NYSE: ROK) should be a key winner as companies move their factories around the world due to providing industrial automation and digital transformation solutions. KeyBanc reiterated its Overweight rating and raised its price target to $360 from $345. The call is after earnings season and after addressing its recent Industrials & Basic Materials Conference.

KeyBanc does warn that broader macro uncertainty remains elevated and that there are highly fluid trade dynamics that have to be navigated. That said, the company’s recent data points versus competitors and peers are faring better than investors have likely feared.

Rockwell was last trading at $321.00, down more than $4.00, on the heels of the Israel/Iran news. Its 52-week range is $215.00 to $328.90 and the consensus analyst price target is closer to $319.00.

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WHIRLPOOL

Whirlpool Corporation (NYSE: WHR) may face many of the same economic and macro challenges as companies who have to deal with direct tariffs on end products, but BofA has raised Whirlpool to Neutral from Underperform and it raised its price objective to $94 from $68 (versus a prior $87.56 close). Then there is a 7% dividend yield to consider as well for even more potential upside on a total return basis.

BofA raised Whirlpool’s 2025 EPS by 3% and raised its 2026 EPS by 10%. This earnings boost reflects its stronger North America margin expectations. The analyst pointed out that Whirlpool’s North America major domestic appliance operations has been under a multi-year assault in both market share and in operating margin pressure because of competition from products coming into the U.S., BofA expects that the addition of appliances to section 232 steel tariffs could offer a meaningful tailwind for Whirlpool’s North America operations. Whirlpool already has a significant domestic manufacturing footprint that should help it against competitors who are bringing in finished appliances from international markets subject to tariffs.

Whirpool’s 52-week range is $73.72 to $135.49 and its consensus analyst price target is $99.50.

DISCLAIMER

All analyst ratings and price targets mentioned above were issued by each firm by name. Tactical Bulls does not issue any formal ratings and does not maintain any price targets of its own on these stocks. And, again, no analyst report ever comes with any guarantees of profits and they never contain money-back guarantees in the event that analysts’ expectations do not come to fruition.