S&P 500 Movers | Winners: LITE, HPE, FDXF | Losers: APA, PSKY, COST
A day of broad gains saw extreme moves at the individual stock level, raising questions about growth and value.
Lumentum (LITE) was the strongest S&P 500 stock of the day, returning +11.1%. The move came during a session where the S&P 500 returned +0.8% and the technology-heavy Nasdaq-100 returned +1.6%. The day’s biggest winner and loser show a stark contrast in their underlying business metrics, raising the question of what the market is rewarding right now.
Thursday’s S&P 500 Winners
The 10 stocks with the highest returns on the last trading day:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | LITE | Lumentum | 11.1% | 113.2% |
| 2 | HPE | Hewlett Packard Enterprise | 9.9% | 106.4% |
| 3 | FDXF | FedEx Freight | 7.6% | |
| 4 | SNDK | SanDisk | 7.6% | 682.8% |
| 5 | NCLH | Norwegian Cruise Line | 7.0% | -11.5% |
| 6 | LRCX | Lam Research | 6.0% | 106.7% |
| 7 | IVZ | Invesco | 5.8% | 10.6% |
| 8 | FIX | Comfort Systems USA | 5.7% | 91.0% |
| 9 | AMD | Advanced Micro Devices | 5.7% | 155.3% |
| 10 | PANW | Palo Alto Networks | 5.5% | 83.7% |
Thursday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | APA | APA | -5.0% | 38.3% |
| 2 | PSKY | Paramount Skydance | -4.3% | -29.7% |
| 3 | COST | Costco Wholesale | -4.2% | 6.2% |
| 4 | CINF | Cincinnati Financial | -3.4% | 8.6% |
| 5 | PEP | PepsiCo | -3.3% | -2.1% |
| 6 | MCK | McKesson | -3.2% | -3.2% |
| 7 | PM | Philip Morris International | -3.2% | 14.9% |
| 8 | GIS | General Mills | -3.0% | -21.9% |
| 9 | DVN | Devon Energy | -3.0% | 16.1% |
| 10 | J | Jacobs Solutions | -3.0% | -4.4% |
The day’s extremes show a sharp divide in fundamentals.
The top performer, Lumentum (LITE), has seen its revenue grow 69.0% over the last twelve months and trades at 127.7 times trailing earnings. At the other end of the list, the weakest stock of the day was APA (APA), which returned -5.0%. Its revenue declined 17.4% over the last twelve months, and it trades at 7.7 times trailing earnings.
Movers Over The Last Week
Widening the window to five trading days, these are the strongest and weakest S&P 500 names:
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | AKAM | Akamai Technologies | 14.8% | 48.4% |
| 2 | HPE | Hewlett Packard Enterprise | 11.7% | 106.4% |
| 3 | ANET | Arista Networks | 10.8% | 41.0% |
| 4 | HPQ | HP | 9.6% | 11.4% |
| 5 | NTAP | NetApp | 9.5% | 61.5% |
| 6 | OXY | Occidental Petroleum | 9.1% | 28.4% |
| 7 | PSX | Phillips 66 | 8.8% | 49.4% |
| 8 | AVGO | Broadcom | 8.6% | 16.3% |
| 9 | BG | Bunge Global | 8.3% | 29.1% |
| 10 | CBOE | Cboe Global Markets | 8.1% | 7.2% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TER | Teradyne | -15.1% | 87.6% |
| 2 | KLAC | KLA | -13.8% | 89.4% |
| 3 | GLW | Corning | -12.8% | 120.5% |
| 4 | GNRC | Generac | -12.7% | 73.0% |
| 5 | BLDR | Builders FirstSource | -12.1% | -27.6% |
| 6 | JBL | Jabil | -11.4% | 45.9% |
| 7 | INTC | Intel | -11.4% | 205.0% |
| 8 | COHR | Coherent | -11.2% | 77.3% |
| 9 | MRVL | Marvell Technology | -10.6% | 186.5% |
| 10 | LRCX | Lam Research | -9.7% | 106.7% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | MRNA | Moderna | 60.8% | 159.6% |
| 2 | HOOD | Robinhood Markets | 35.4% | 1.8% |
| 3 | TECH | Bio-Techne | 35.1% | 21.4% |
| 4 | GPC | Genuine Parts | 28.0% | 3.1% |
| 5 | PANW | Palo Alto Networks | 27.0% | 83.7% |
| 6 | DASH | DoorDash | 26.1% | -15.1% |
| 7 | CRL | Charles River Laboratories International | 25.3% | 17.1% |
| 8 | AXON | Axon Enterprise | 23.6% | 2.5% |
| 9 | UAL | United Airlines | 22.5% | 15.4% |
| 10 | LUV | Southwest Airlines | 20.5% | 20.1% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer | -35.8% | -3.5% |
| 2 | ORCL | Oracle | -32.1% | -25.8% |
| 3 | SWKS | Skyworks Solutions | -20.5% | -3.5% |
| 4 | FOXA | Fox | -20.3% | -26.1% |
| 5 | FOX | Fox | -19.7% | -25.0% |
| 6 | ACN | Accenture | -19.3% | -46.8% |
| 7 | ON | ON Semiconductor | -19.0% | 80.7% |
| 8 | COHR | Coherent | -18.6% | 77.3% |
| 9 | CTSH | Cognizant Technology Solutions | -18.1% | -47.1% |
| 10 | IT | Gartner | -17.2% | -47.4% |
A big move is a starting point for research, not a conclusion.
A movers list is a map of where market attention and capital flowed, nothing more. A single day’s gain or loss is never an instruction to act. The disciplined follow-up is to investigate the business behind the ticker, using the longer-term lists below to see which moves have persistence. Palo Alto Networks (PANW), for instance, appears on both the one-day and one-month winners lists, with a one-month return of +27.0%.
Either side of these lists can be a lead worth following, with the same follow-up question: does the business back the move? For the winners, our Guidance Momentum screen tracks which companies raised their own forward numbers. For the losers, our Buy the Dip screen flags which marked-down names still have the fundamentals to recover.
Every Name On That List Moved This Much In One Day
The movers list is a daily reminder of what a single stock can do to you: the same volatility fills both columns, and nobody knows which side their name lands on next. If one holding dominates your net worth, that coin flip is your future – and selling to spread the risk hands a slice to the IRS. There is a way to cap the downside and diversify out without the tax hit.