Right now the stock market is like a traffic jam in downtown Chicago, with everyone honking, flipping each other off, and praying their gas light doesn’t start blinking. But Goodyear somehow just hit the express lane and blew past the chaos like Vin Diesel in Fast & Furious.

Goodyear’s stock popped 12% after Deutsche Bank upgraded it with a BUY. The timing’s obviously not a coincidence. With new tariffs on the horizon, much of the tire industry is up in arms about the added costs… but not Goodyear.

See, Goodyear makes most of its tires right here in the U.S. So while rivals like Bridgestone and Michelin (my Dad’s favorite) are sweating over their overseas supply chains and watching their share prices deflate (pun intended)... unlike the rest of the industry, Goodyear isn’t swimming naked, practically humming "I'm Proud to Be an American" by Lee Greenwood. That domestic advantage is key in a world where imports just got a whole lot more expensive.

And here’s where it gets even better: 82% of Goodyear’s business comes from replacement tires. On the other hand, its competitors are stuck selling a much higher percentage of new car tires, and with car prices still soaring, people aren’t exactly lining up to buy new rides. Instead, they’re holding onto their cars longer, which means more demand for replacement tires… a segment with way fatter profit margins.

On top of that, Goodyear is already ahead of schedule on a multi-year cost-cutting and restructuring effort. The company recently raised its savings target by another $200 million. It’s also investing in its U.S. facilities, including a major modernization of its Oklahoma plant, aimed at increasing efficiency and capacity.

Even with these moves, most investors are still a little skeptical. Goodyear’s stock has been trading at low valuation multiples, weighed down by concerns over long-term competition and pricing pressure from cheaper imports. But Deutsche Bank thinks the market is missing the bigger picture. The firm set a price target range of $10 to $15, with the average implying nearly 22% upside from current levels.

In a tariff-heavy environment under Trump’s second term, companies with strong U.S. manufacturing footprints are in a better spot. And right now, Goodyear is one of the few in its industry positioned to benefit.

Stocks.News has positions in Goodyear and Deutsche Bank.