Market Movers | Winners: APLD, AMSC, PI | Losers: TROX, ALGN, CFLT


On Thursday, July 31, weakness was evident in the S&P 500 falling 0.37%, the Dow 30 falling 0.74%, and the Nasdaq 100 falling 0.55%. The pullback was broad, but select names remained resilient.

List of Market Winners

The following table shows the list of 10 stocks that generated the highest returns on the last trading day:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 APLD Applied Digital 31.0% 72.0%
2 AMSC American Superconductor 29.4% 130.8%
3 PI Impinj 26.5% 6.4%
4 RSI Rush Street Interactive 25.5% 46.9%
5 CGNX Cognex 20.8% 14.3%
6 MOD Modine Manufacturing 18.4% 16.1%
7 EBAY eBay 18.3% 49.4%
8 CHRW C.H. Robinson Worldwide 18.1% 13.1%
9 APLS Apellis Pharmaceuticals 17.6% -30.0%
10 CVNA Carvana 17.0% 91.9%

List of Market Losers

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On the other hand, the following table shows the list of 10 stocks that generated the lowest returns:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 TROX Tronox -37.9% -67.0%
2 ALGN Align Technology -36.6% -38.1%
3 CFLT Confluent -32.9% -36.6%
4 AIN Albany International -23.6% -31.7%
5 BAX Baxter International -22.4% -24.6%
6 XRX Xerox -22.4% -50.5%
7 SPSC SPS Commerce -22.0% -40.8%
8 KEX Kirby -20.6% -9.9%
9 CBZ CBIZ -19.7% -25.3%
10 ATI ATI -18.4% 39.8%

Why does this matter? Significant stock moves – up or down – deserve your attention. Sharp declines in fundamentally strong names can offer smart buying opportunities. And when momentum aligns with solid fundamentals, riding the trend can be highly rewarding. In above, we find SPS Commerce (SPSC) Attractive but Volatile

Movers – Last One Week

Analysing over the last one week (5 trading days), little changed in the S&P 500 falling 0.38%, the Dow 30 falling 1.26%, and the Nasdaq 100 remaining flat today. Beneath the surface, however, some stocks still showed notable swings.

List of 1-Week Market Winners

The following table shows the list of 10 stocks that generated the highest returns over the last week:

# Ticker Company Name 1-W
Returns
YTD
Returns
1 REPL Replimune 126.8% -41.9%
2 COUR Coursera 39.2% 48.7%
3 MOD Modine Manufacturing 37.5% 16.1%
4 RSI Rush Street Interactive 37.1% 46.9%
5 CECO CECO Environmental 32.7% 48.7%
6 AMSC American Superconductor 32.2% 130.8%
7 PI Impinj 28.0% 6.4%
8 SRPT Sarepta Therapeutics 27.5% -86.5%
9 GNRC Generac 26.9% 25.6%
10 WING Wingstop 25.9% 33.1%

List of 1-Week Market Losers

Similarly, the following table shows the 10 stocks that were at the bottom in terms of returns:

# Ticker Company Name 1-W
Returns
YTD
Returns
1 TROX Tronox -43.2% -67.0%
2 ALGN Align Technology -36.2% -38.1%
3 NFE New Fortress Energy -34.3% -82.0%
4 CFLT Confluent -33.4% -36.6%
5 QS QuantumScape -31.9% 65.7%
6 XRX Xerox -31.7% -50.5%
7 LBRDA Liberty Broadband -29.4% -17.8%
8 CHTR Charter Communications -29.1% -21.4%
9 SGML Sigma Lithium -28.1% -53.7%
10 CRI Carter’s -26.0% -54.0%

Movers – Last One Month

On a slightly wider timeline over the last one month, the S&P 500 rising 2.28%, the Dow 30 falling 0.82%, and the Nasdaq 100 rising 3.29% ended the day with mixed results. This divergence was echoed in stock-level activity.

List of 1-Month Market Winners

The following table shows the 10 stocks that generated the maximum returns over the last one month:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 MP MP Materials 95.3% 294.2%
2 JOBY Joby Aviation 69.8% 104.9%
3 BE Bloom Energy 69.0% 68.3%
4 COGT Cogent Biosciences 58.2% 46.4%
5 UUUU Energy Fuels 58.1% 77.2%
6 AMSC American Superconductor 58.0% 130.8%
7 CECO CECO Environmental 56.3% 48.7%
8 LQDA Liquidia 55.8% 58.9%
9 ALAB Astera Labs 54.2% 3.2%
10 OKLO Oklo 48.0% 260.8%

List of 1-Month Market Losers

In the same period, these 10 stocks were at the bottom in terms of returns:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 CNC Centene -54.0% -57.0%
2 MOH Molina Healthcare -48.5% -45.8%
3 TROX Tronox -40.9% -67.0%
4 RXST RxSight -40.7% -77.4%
5 LBRDA Liberty Broadband -39.0% -17.8%
6 NUTX Nutex Health -35.7% 167.6%
7 CHTR Charter Communications -35.6% -21.4%
8 NVCR NovoCure -35.3% -61.2%
9 AEVA Aeva Technologies -35.0% 292.4%
10 CDNA CareDx -34.8% -42.6%

 

Picking winners on a consistent basis is not an easy task – especially given the volatility associated with a single stock. Instead, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.