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Investors worry many S&P 500 companies will pay the price with lost growth from tariffs. But analysts think some will grow despite the levies.
Six S&P 500 companies, including energy firm Expand Energy (EXE), TKO Group (TKO) and KeyCorp (KEY), will put up 50% or higher revenue growth this year based on analysts' estimates, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSurge.
Such growth stories are a bright spot among concern in the S&P 500. Nearly 20% of S&P 500 companies are expected to post lower revenue in 2025 versus 2024.
"We have just begun seeing the initial impact from the tariff uncertainty show up in survey data," said Megan Horneman, CIO at Verdence Capital Advisors. "We think economic data will continue to be volatile over the coming months as we navigate through weaker soft data that may filter into hard data."
Expand Energy, an Oklahoma City, Okla.-based oil and gas firm is set to have a banner year for growth. Analysts think its top line will expand more than 200% this year. Additionally, profit is seen jumping more than 400%.
And the chart is showing the positive vibes. The stock's RS Rating is 92. And it's trading near a buy point. Earnings, though, are still catching up with a low EPS Rating of just 43. That will likely rise, though, if growth materializes as expected.
Two other areas where analysts see growth is in banking and professional wrestling.
TKO Group, the king of the WWE, is expected to put up nearly 61% growth this year. And again, investors are trying to get in ahead of the growth. Shares are up more than 13% this year, giving the stock an RS Rating of 91. Profit is seen jumping nearly 1,400%.
And when it comes to domestic businesses shielded from tariffs, regional banks are winners. Take Cleveland-based bank KeyCorp. Analysts think revenue will soar more than 59% this year. Shares are down 4% year-to-date for an RS Rating of just 46. But analysts also think earnings will jump 20% annually this year and next.
Tariffs may be toxic for many S&P 500 stocks. But savvy investors can still find pockets of growth.
Company | Ticker | Sector | 2025 revenue growth % (est.) |
---|---|---|---|
Expand Energy | EXE | Energy | 206.4% |
TKO Group Holdings | TKO | Communication Services | 60.9% |
KeyCorp | KEY | Financials | 59.1% |
Nvidia | NVDA | Information Technology | 53.1% |
EQT | EQT | Energy | 52.9% |
Truist Financial | TFC | Financials | 51.8% |
This article was first featured on IBD