President Donald Trump helped push the U.S. dollar lower on Tuesday after saying he didn’t mind a weaker greenback — a shift that could benefit certain stocks with big foreign sales. U.S. companies with large overseas businesses often get a boost when the dollar weakens. Not only are their businesses more hedged against a waning greenback, but profits earned in local currencies convert into higher dollar-denominated earnings when brought back into the U.S. To find such companies that might benefit from a waning dollar, CNBC Pro screened FactSet data to find the S & P 500 constituents that generate more than 75% of their total sales outside of the U.S. The table below lists these stocks, from most to least exposed: Travel technology company Booking Holdings , up about 9% in the past 12 months, was one name on the list. The company currently generates around 90% of its total sales outside of the U.S. On Tuesday, Bank of America maintained its buy rating on the stock and named it a top pick for 2026, citing the company’s new artificial intelligence functionality and its compelling valuation. “We think Booking Holdings is well positioned to add competitive Agentic AI capabilities given its large customer data base and pricing capabilities (Genius loyalty program contributes over 50% of total bookings), with less risk of share loss from chain hotel booking shifts to Agentic competitors,” the bank wrote. “Given AI investments in 2025, as part of Booking’s $170mn investment spend, we expect a lot more AI functionality on the site in 2026.” The bank’s $6,000 price target is approximately 16% higher than where shares closed on Tuesday. Semiconductor stock Applied Materials has surged 95% in the past year. The company currently derives 89% of total sales from foreign markets. On Tuesday, Mizuho upgraded the name to an outperform rating ahead of its fiscal first-quarter earnings report after the market closes on Feb. 12. Analyst Vijay Rakesh also hiked his price target to $370 from $275. “As the global #2 [wafer fabrication equipment] supplier, we see AMAT benefiting from accelerating US/Taiwan/JP Capex,” Rakesh wrote, adding that China is also becoming less of a headwind for the stock. The analyst’s updated forecast is approximately 11% above Tuesday’s close.