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16 handpicked stocks

American Autos: Driving Past Tariffs

Volkswagen's profit warning due to U.S. tariffs highlights the financial strain on foreign automakers. This situation creates a competitive edge for American car manufacturers and domestic parts suppliers who are not subject to these import duties.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 26

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GM

General Motors Co.

GM

Current price

$56.31

Major U.S. automaker positioned to benefit from reduced foreign competition due to tariffs.

F

Ford Motor Co.

F

Current price

$11.44

Leading American automotive manufacturer with domestic production advantages.

AXL

American Axle & Manufacturing Holdings I

AXL

Current price

$5.74

Domestic auto parts supplier benefiting from increased demand for U.S.-made components.

About This Group of Stocks

1

Our Expert Thinking

Trade policies are creating a competitive advantage for American automakers and parts suppliers. While foreign competitors like Volkswagen face $1.5 billion losses from U.S. import tariffs, domestic companies are positioned to capture market share and improve pricing power in this protectionist environment.

2

What You Need to Know

This group includes major U.S. automakers and domestic parts companies across the automotive value chain. These stocks represent a cyclical investment play that's sensitive to ongoing trade policies and their direct impact on industry dynamics, making them particularly relevant in the current trade environment.

3

Why These Stocks

These companies were handpicked by professional analysts to capitalize on the current trade situation. They're insulated from the import duties affecting international rivals, potentially allowing them to gain market share as foreign competitors struggle with higher operational costs and compressed margins.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+27.07%

Group Performance Snapshot

27.07%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 27.07% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚗

Trade War Winners

While foreign automakers struggle with billion-dollar tariff losses, these American companies are positioned to capture the market share their competitors are losing.

🏭

Domestic Advantage

These U.S.-based manufacturers and suppliers benefit from being inside the tariff wall, giving them a competitive edge in pricing and market access that foreign rivals simply can't match.

📈

Policy-Driven Opportunity

This group represents a direct play on current trade policies, with each company strategically selected to benefit from the ongoing shift toward domestic automotive production and supply chains.

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