Investor Guide · Geopolitics & Sanctions

What Stocks Are Affected by U.S. Sanctions?

Sanctions are legal restrictions that prohibit U.S. companies and individuals from doing business with sanctioned entities or countries. When the U.S. imposes or expands sanctions, companies with revenue exposure to those regions face immediate compliance costs and potential revenue loss.

View Live Policy Signals →
Latest Policy Signals
Updated: Apr 20, 2026 · 6:52am ET
Ending Certain Tariff Actions
AAPL, ADM, BA, CAT
High Impact · 8/10
Strengthening United States National Defense with America’s Beautiful Clean Coal
KLAC, LMT, RTX, TSLA
High Impact · 8/10
Protecting the National Security and Welfare of the United States and its Citize
AMZN, CVS, GOOGL, JNJ
High Impact · 8/10
Full EO tracker →

The Short Answer
Key Points
Sanctions are legal restrictions that prohibit U.S. companies and individuals from doing business with sanctioned entities or countries. When the U.S. imposes or expands sanctions, companies with revenue exposure to those regions face immediate compliance costs and potential revenue loss.
Which stocks are most at risk from U.S. sanctions?
Energy companies with Russian operations (XOM, BP, SLB) and technology companies with Chinese entity list exposure (NVDA, AVGO, QCOM) face the most direct sanctions risk. LNG exporters can benefit from sanctions-driven demand shifts.

See the full list of companies most exposed to policy changes → All Policy Risk Stocks


Live Policy Signals

Recent Executive Orders in This Area

These are the most recent policy actions tracked by AISB that are relevant to this topic. Each is scored for market relevance and mapped to affected tickers.

Ending Certain Tariff Actions
Ending Certain Tariff Actions
AAPL ADM BA CAT FDX
Full analysis →
Strengthening United States National Defense with America’s Beautiful Clean Coal
Strengthening United States National Defense with America’s Beautiful Clean Coal Power Generation Fleet
KLAC LMT RTX TSLA
Full analysis →
Protecting the National Security and Welfare of the United States and its Citize
Protecting the National Security and Welfare of the United States and its Citizens from Criminal Actors and Other Public Safety Threats
AMZN CVS GOOGL JNJ JPM
Full analysis →
Removing Regulatory Barriers to Affordable Home Construction
Removing Regulatory Barriers to Affordable Home Construction
F HD JPM
Full analysis →
Browse all executive orders →

Go Deeper

Related Policy Topics

All Policy Risk Stocks → Executive Order Library →

Explore Policy-Driven Stocks

Each topic page tracks the stocks most exposed to that policy area — updated daily from the AISB pipeline. See all policy risk stocks →

Tariffs NUE · X · CAT · WMT · F Export Controls NVDA · AMD · AMAT · LRCX · ASML Defense Spending LMT · RTX · NOC · GD · BAH Sanctions XOM · CVX · LNG · SLB Energy Policy XOM · CVX · NEE · ENPH · OXY AI Regulation PLTR · MSFT · AMZN · GOOG Infrastructure VMC · MLM · CAT · PWR · URI Semiconductors INTC · TSM · MU · NVDA · AMAT Federal Contracts PLTR · MSFT · BAH · SAIC · LDOS Interest Rates JPM · BAC · AMT · DHI · NEE

Get Policy Signals Before the Open

AISB monitors executive orders daily and maps them to affected tickers. When policy moves overnight, the signal is in your inbox before market open.

Free · No account · Unsubscribe anytime