Pagaya technologies could benefit from Trump-era tariffs, leading Keefe, Bruyette & Woods to increase its price target following Q2 results, driven by growth in the Auto vertical.

The entities involved

• Pagaya technologies →

  israeli-American technology company

  Nothing else this week.

• Donald Trump →

  American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)

  • Trump ended the ceasefire agreement with Iran following recent attacks by Iranian forces.Mon 18:02
  • The Trump administration utilized the Department of Health & Human Services for an AI tool.Mon 18:02
• Keefe, Bruyette & Woods →

  investment bank

  • Keefe, Bruyette & Woods began coverage of Franklin Resources, and Morgan Stanley subsequently upped its target price and rating.Mon 07:24
  • Keefe, Bruyette & Woods initiated investment research coverage on Greek bank stocks, including National Bank of Greece.Mon 07:15

Related events

• Conestoga Capital Advisors highlighted HEICO in their Q2 2025 letter, noting how Trump-era tariffs are benefiting undervalued AI stocks.Jun 8
• Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.Jun 7
• Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.Jun 7