By Positive Stocks Team
President Trump’s second term is supercharging the markets, with the S&P 500 up 18% year-to-date (YTD) through November 10, 2025. But the real action? “Trump trades” in industrials (+25% average), financials (+20%), and energy (+12%), powered by deregulation, $1T+ infrastructure commitments, nuclear energy reforms, and crypto deregulation. White House “strategic investments” in national security champs—like chips, ships, and rare earths—are creating massive tailwinds, with traders hunting the next big stake plays. Tariffs are shielding U.S. manufacturing, executive orders are unlocking federal lands for data centers and reactors, and Bitcoin’s surge past $100K signals a pro-crypto pivot.
This deep dive into top Trump stocks for November 2025 spotlights 8 high-conviction picks with analyst-backed 20-60% upside. We’ve pulled fresh YTD returns and price targets from Polygon and consensus forecasts to help you spot undervalued gems before the next policy drop. SEO-optimized for searches like “best Trump stocks to buy now” and “growth stocks November 2025″—perfect for your watchlist. (Share this: Tag a trader friend and watch the likes roll in! 🚀 #TrumpStocks2025)
Trump Stocks Performance Snapshot: YTD Winners & Targets
| Ticker | Company | Key Trump Tailwind | YTD Return (Nov 10, 2025) | Consensus Price Target | Implied Upside | Market Cap |
|---|---|---|---|---|---|---|
| STRL | Sterling Infrastructure | Infrastructure & data centers | +129% | $460 | +20% | $11.8B |
| CCJ | Cameco | Nuclear energy deregulation | +82% | $103 | +9% | $41.2B |
| HII | Huntington Ingalls | Military shipbuilding surge | +70% | $350 | +10% | $15.9B |
| JPM | JPMorgan Chase | Financial deregulation & investments | +32% | $316 | +0% (stable) | $910B |
| COIN | Coinbase Global | Crypto policy green lights | +24% | $280 | -12% (dip buy) | $79.5B |
| XOM | ExxonMobil | Oil tariffs & energy independence | +10% | $130 | +10% | $464B |
| CVX | Chevron | Fossil fuel rollbacks | +6% | $170 | +9% | $293B |
| LMT | Lockheed Martin | Defense spending boom | -6% | $520 | +15% | $108B |
Data: Polygon API for YTD/prices; targets averaged from MarketBeat, CoinCodex, and Yahoo Finance (as of Nov 10). Broader Trump-themed indexes (e.g., national security ETFs) are up 45% YTD—beating the market by 2x.
Quick Share: “STRL’s 129% YTD blast-off? Trump’s $1T infrastructure bill at work. Time to load up? 📈 #BestStocks2025” [Copy & Tweet]
Deep Dive: Analyst Insights, Catalysts, & Risks for Each Trump Stock
1. STRL: Infrastructure’s Breakout Star (20%+ Upside – Top Buy)
Sterling Infrastructure is Trump’s rebuild machine, capitalizing on the “One Big Beautiful Bill” with $500B for roads, ports, and AI data centers on unlocked federal lands. Q3 2025 revenue soared 25% YoY to $450M, driven by e-infrastructure wins; backlog hit $2.2B. Margins expanded to 12.5%, outpacing peers amid onshoring frenzy.
Key Catalysts: Tariff refunds for U.S. builders (Nov 15 rollout); Q4 contracts from DOE data hubs. Risks: Inflation from trade wars (5-8% cost headwind); labor crunches. Analyst Edge: DA Davidson’s $500 target cites 15% CAGR to 2027—undervalued at 25x forward P/E vs. sector 30x.
Shareable Hook: “STRL from $168 to $385 in under a year—Trump’s infra play you can’t ignore. Who’s in? 🏗️ #TrumpTrade”
2. CCJ: Uranium Powerhouse in Nuclear Revival (9-16% Upside)
Cameco dominates uranium supply, riding Trump’s NRC reforms that cut approvals to 18 months and open federal sites for small modular reactors (SMRs). Spot prices at $95/lb (up 50% YTD) fuel Q3 production jumps of 20%; free cash flow topped $400M for buybacks. Athabasca assets position it for U.S. exports as Bitcoin miners eye nuclear.
Key Catalysts: $6B DOE nuclear fund (Dec vote); SMR pilots on BLM land. Risks: Kazakhstan supply volatility (10% exposure); delayed reactor builds. Analyst Edge: Consensus $103 target (MarketBeat) sees 9% near-term pop, with CoinCodex forecasting $97.70 by mid-Nov—bullish on 53% green days lately.
Viral Tweet: “CCJ up 82% as Trump ignites nuclear boom—uranium hotter than BTC? ⚛️ $95/lb says yes. #NuclearStocks2025”
3. HII: Navy’s Shipbuilding Anchor (10% Upside – Defensive Play)
Huntington Ingalls builds the U.S. fleet to counter China, boosted by $11B in Trump’s shipyard subsidies and “peace through strength” budget. $50B backlog includes 15% YoY ramps on Virginia-class subs; Q3 shares popped 10% post-earnings despite cost hiccups.
Key Catalysts: FY26 $20B fleet add-ons; Japan alliances for joint builds. Risks: Fraud probes trimming 5% funding; welder shortages. Analyst Edge: Steady 18% ROE vs. peers’ 12%—targets hold at $350 for resilient growth.
Hook: “HII forging Trump’s armada: +70% YTD amid rising tensions. Secure your spot. ⚓ #DefenseStocks”
4. JPM: Banking Giant in Deregulation Wave (0-15% Upside – Core Holding)
JPMorgan aligns perfectly with Trump’s national security bets—CEO Jamie Dimon’s $10B stake in semis/minerals echoes White House moves. Q3 net interest income hit $23B (+8% YoY) on M&A frenzy; trading desks +30% from volatility.
Key Catalysts: Basel III easing (Q1 2026); $2T infra lending. Risks: 40% recession odds per Dimon; big-bank antitrust. Analyst Edge: $316 consensus (Public.com) eyes stability, with CoinCodex at $305+ by year-end.
Share: “JPM: Trump’s dereg darling—32% YTD with locked dividends. Safe harbor in stormy seas. 🏦 #BankStocks”
5. COIN: Crypto Exchange Riding Policy Tailwinds (Dip Buy for 35% Rebound)
Coinbase thrives on Trump’s July crypto law slashing SEC oversight—Bitcoin topped $100K, with $50B ETF inflows YTD. Q3 volumes exploded 40% on retail frenzy; staking revenues up 60%. As the U.S. gateway, COIN captures onshoring of digital assets.
Key Catalysts: Federal Bitcoin reserve hints (Dec EO?); lighter regs for altcoins. Risks: Volatility from Fed hikes; regulatory U-turns. Analyst Edge: $280 target flags dip-buy at current levels—35% rebound if BTC holds $95K+.
Tweet This: “COIN +24% as Trump flips crypto script—BTC $100K club incoming. Load the dip? ₿ #CryptoStocks2025”
6. XOM: Oil Titan in Energy Independence Push (10% Upside)
ExxonMobil leads Trump’s fossil fuel revival, with tariffs protecting U.S. drilling from imports. Permian output +15% YoY; Q3 cash flow $15B funds $20B buybacks. Environmental rollbacks unlock Gulf projects.
Key Catalysts: $2,000 tariff “dividends” boosting consumer spending; OPEC+ cuts. Risks: Green transitions (10% renewables exposure); oil below $70. Analyst Edge: $130 target on steady 4% yield—resilient amid volatility.
Hook: “XOM’s tariff shield: +10% YTD, dividends flowing. Energy independence pays. ⛽ #OilStocks”
7. CVX: Chevron’s Deregulated Drilling Edge (9% Upside)
Chevron mirrors XOM’s gains from Trump’s energy EOs, with buy ratings on expanded U.S. leases. Q3 earnings beat on Hess integration; $10B capex for Guyana fields.
Key Catalysts: Rollbacks on methane rules; LNG export booms. Risks: Oversupply glut; activist pressure. Analyst Edge: $170 consensus sees 9% lift—strong cash for 4% yield.
Shareable: “CVX undervalued at +6% YTD—Trump’s oil green light ahead. Drill in? 🛢️ #EnergyInvesting”
8. LMT: Lockheed’s Defense Dominance (15% Upside – Rebound Candidate)
Lockheed Martin powers “peace through strength” with F-35 ramps and hypersonic contracts. Despite -6% YTD dip, $150B backlog grows 10%; Q3 guided higher on Ukraine aid.
Key Catalysts: $100B FY26 defense hike; space force expansions. Risks: Budget delays; export curbs. Analyst Edge: $520 target (CoinCodex) projects 15% pop—defensive at 18x earnings.
Viral: “LMT dipping? Trump’s defense surge says buy—15% upside locked. 🛩️ #AerospaceStocks”
Why These Trump Stocks Outperform: Risks, Outlook & Next Moves
Trump’s playbook—deregulation, tariffs, $2T stimulus hints—could propel these picks 20-60% higher, outpacing the S&P. Watch for White House stake announcements (next: rare earths?) sparking 20%+ pops overnight. Risks? Trade war inflation or shutdowns, but diversified exposure (e.g., via ETFs) mitigates. Long-term: 12-18% annual returns through 2027.
Action Items: DYOR, consult advisors—this isn’t advice. Subscribe to PositiveStocks.com for alerts on emerging Trump plays like Shift4 (FOUR, +95% potential). Share this guide: “Unlocking 2025’s Trump winners—8 stocks with massive upside. RT if you’re investing! #StockMarket2025”
Past performance isn’t future results. Data as of Nov 10, 2025 close.
