Stifel lowered its stock price target for The J. M. Smucker Company following reports of weakness in its Coffee and Sweet Baked Goods segments, amid Trump-era tariffs.

The entities involved

• 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
• Stifel →

  American investment bank

  • China and Stifel are currently top suppliers in the critical minerals market, with their market actions showing a preference for producers located outside of China.Mon 00:03
  • AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.Sun 01:33

Related events

• Conestoga Capital Advisors highlighted HEICO in their Q2 2025 letter, noting how Trump-era tariffs are benefiting undervalued AI stocks.Jun 8
• Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.Jun 7
• Trump's tariff plan caused markets to tank, and Chart Industries supplies equipment for McDonald's sodas.Jun 8
• FED expectations influenced market pricing of tariffs.Sep 23