On Thursday, TD Cowen provided insights into the potential impact of President Trump's recent announcement of 25% auto tariffs on U.S. auto stocks. The firm anticipates that auto stocks will likely face significant pressure due to the tariffs, with Tesla (NASDAQ: TSLA ) potentially outperforming its peers because of its lower tariff exposure and opportunities to gain market share in the midsize crossover segment. This news comes as Stellantis (NYSE: STLA ) trades near its 52-week low of $11.40, with the stock down 8.35% year-to-date. According to InvestingPro, Stellantis currently offers a significant dividend yield of 10.31%. According to TD Cowen, the Detroit 3 automakers—Ford, General Motors (NYSE: GM ), and Stellantis—could experience a substantial initial impact.