President-elect Donald Trump is preparing to return to the White House and corporate America is loosening its purse strings with unprecedented enthusiasm. Several companies across sectors such as tech, automobiles, and even cryptocurrency are donating millions to Trump’s upcoming inauguration ceremony.
Large-cap giants on Wall Street, such as Toyota (TM), Ford (F), and General Motors (GM), have each committed $1 million, while Amazon (AMZN), Meta Platforms (META), and OpenAI are matching these contributions. Ride-hailing heavyweight Uber (UBER) has pledged to donate $2 million, indicating that businesses view these contributions as an opportunity to establish favorable relations with the new administration.
In this article, I have identified three companies funding Trump’s inauguration, which might enable them to deliver outsized gains in 2025.
Stock #1: Ford Motor
With a market capitalization of nearly $40 billion, Ford Motor is among the largest automobile companies in the world. It is part of a mature sector that has grossly underperformed the broader market for over two decades. For instance, Ford stock has lost 16% in the past 52 weeks and lost 25% over the past 20 years. In comparison, the S&P 500 Index ($SPX) is up 26% over the past 52 weeks and 403% over the past 20 years.
However, Ford recorded a strong performance in 2024. Retail sales grew by 6% year-over-year, double the industry average, primarily due to its diverse powertrain strategy. Total sales rose 4% year-over-year in 2024, while vehicle shipments soared by 9% in the fourth quarter. The company’s F-series lineup held its position as America’s best-selling truck for the 48th consecutive year, with Q4 sales rising 21% in Q4.
Notably, Ford’s electric vehicle sales (including hybrids) grew 38% to 285,291 units. The company also dominated the commercial vehicle segment, maintaining its leadership in full-size vans for the 46th consecutive year.
Priced at just 5.8 times forward earnings, Ford Motor stock is extremely cheap, given it currently offers shareholders a dividend yield of 6.1%. Out of the 19 analysts tracking Ford stock, four recommend “Strong Buy,” 10 recommend “Hold,” one recommends “Moderate Sell,” and four recommend “Strong Sell.” The average target price for the auto stock is $11.26, 14% above the current trading price.
Stock #2: Coinbase
Valued at a market cap of $68 billion, the performance of Coinbase (COIN) stock is tied to the prices of cryptocurrencies such as Bitcoin (BTCUSD) and Ethereum (ETHUSD). Coinbase is the world’s second-largest cryptocurrency exchange and generates most of its revenue from commissions, which depend on trading volumes. Typically, trading volumes surge during bull markets and take a hit when sentiment turns bearish.
During the last Bitcoin bull run in 2021, Coinbase reported record sales of $7.8 billion. In the last 12 months, its top line has almost doubled year-over-year to $5 billion. With Bitcoin hitting new record highs in recent months, there is a good chance Coinbase stock will deliver outsized gains to shareholders in 2025. Moreover, the Trump administration is expected to provide a crypto-friendly environment. It might even hold BTC in a strategic reserve, which should act as a long-term tailwind for Coinbase.
Coinbase continues diversifying its revenue base as transaction sales have accounted for 60% of the top line in the past year, down from over 85% in 2021.
Out of the 23 analysts covering COIN stock, eight recommend “Strong Buy,” one recommends “Moderate Buy,” 13 recommend “Hold,” and one recommends “Strong Sell.” The average target price for COIN stock is $294.77, indicating upside potential of 8.5% from current levels.
Stock #3: Intuit
The final stock on the list is Intuit (INTU), which has already returned 650% to shareholders since early 2015, after adjusting for dividends. Valued at a market cap of $176 billion, Intuit is a fintech company that provides financial management and tax compliance solutions. Its products serve consumers, small businesses, self-employed individuals, and accounting professionals.
Intuit has reported revenue of $16.6 billion in the last four quarters, up from $4.2 billion in fiscal 2015 (ended in July). Moreover, its operating income has grown from $886 million to $3.82 billion in this period.
Analysts tracking INTU stock expect sales to surpass $22.5 billion in fiscal 2027. Further, adjusted earnings per share are forecast to touch $25 in fiscal 2027, up from $16.94 in 2024. If INTU stock is priced at 35x trailing earnings, it should trade around $925 in early 2028.
Out of the 28 analysts covering INTU stock, 21 recommend “Strong Buy,” one recommends “Moderate Buy,” and six recommend “Hold.” The average target price for INTU stock is $737.60, indicating upside potential of 17% from current levels.
