S&P 500 Movers | Winners: SNDK, WDC, MU | Losers: DHR, MSCI, TYL

SPY: State Street SPDR S&P 500 ETF Trust logo
SPY
State Street SPDR S&P 500 ETF Trust

A day of fresh extremes saw high-growth names surge while others faltered, raising questions about market momentum.

SanDisk (SNDK) led the market with a +14.3% return on a day that saw broad gains. The S&P 500 returned +0.9% while the tech-heavy Nasdaq-100 returned +1.9%.

The key question today is about persistence. When the biggest moves are entirely new, what does that signal about market conviction? The day’s winners and losers below offer the first clues.

Photo by ArtsyBee on Pixabay

Tuesday’s S&P 500 Winners

Relevant Articles
  1. CrowdStrike Stock Slides 9.3% Over 5 Straight Down Days
  2. 15 S&P 500 Stocks Just Made New 52-Week Highs
  3. 7 S&P 500 Stocks Just Touched 52-Week Lows
  4. The 52-Week-Low List: 19 Names On Tuesday
  5. Where The Buying Ran Strongest: 54 Small Cap Stocks At 52-Week Highs
  6. Market Movers | Winners: CPHI, UTZ, VIVK | Losers: BURU, LSTA, QMLS

The 10 stocks with the highest returns on the last trading day:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 SNDK SanDisk 14.3% 569.6%
2 WDC Western Digital 12.5% 218.6%
3 MU Micron Technology 12.2% 240.3%
4 TER Teradyne 12.1% 93.4%
5 COHR Coherent 11.1% 71.9%
6 STX Seagate Technology 11.1% 224.6%
7 COIN Coinbase Global 9.6% -22.2%
8 LITE Lumentum 9.4% 127.2%
9 HAS Hasbro 8.8% 9.9%
10 INTC Intel 8.6% 185.8%

Tuesday’s S&P 500 Losers

And the 10 stocks with the lowest returns:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 DHR Danaher -11.0% -21.5%
2 MSCI MSCI -10.1% -1.3%
3 TYL Tyler Technologies -5.7% -34.0%
4 HAL Halliburton -5.5% 18.5%
5 IT Gartner -4.5% -46.6%
6 VEEV Veeva Systems -4.1% -15.2%
7 VRSN VeriSign -4.1% 10.2%
8 WDAY Workday -4.1% -34.3%
9 ERIE Erie Indemnity -4.1% -23.4%
10 BLDR Builders FirstSource -4.1% -32.2%

Are these moves continuations of a trend?

The data suggests they are not. No stock appears on both the one-day and one-month leaderboards on the same side today. This indicates the day’s extremes are mostly fresh moves rather than continuations.

Consider the bookends. The day’s top performer, SanDisk (SNDK), has seen its revenue grow 82.8% over the last twelve months and trades at 52.2 times trailing earnings. In contrast, the day’s weakest stock, Danaher (DHR), which returned -11.0%, saw revenue growth of 4.0% and trades at 34.4 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 PYPL PayPal 17.9% -3.7%
2 HAS Hasbro 13.2% 9.9%
3 ABT Abbott Laboratories 12.8% -19.0%
4 SWKS Skyworks Solutions 11.3% 1.3%
5 TRV Travelers Companies 9.7% 28.4%
6 MMM 3M 9.1% 7.7%
7 COIN Coinbase Global 8.9% -22.2%
8 CTAS Cintas 8.7% 7.1%
9 VTRS Viatris 7.8% 43.5%
10 BMY Bristol-Myers Squibb 7.0% 16.8%

 

# Ticker Company Name 1-W
Returns
YTD
Returns
1 PNR Pentair -18.8% -40.6%
2 GLW Corning -13.4% 86.1%
3 MRNA Moderna -11.5% 102.3%
4 DELL Dell Technologies -11.5% 224.0%
5 DHR Danaher -10.1% -21.5%
6 SNDK SanDisk -9.6% 569.6%
7 ERIE Erie Indemnity -9.5% -23.4%
8 CRWD CrowdStrike -9.3% 63.1%
9 PGR Progressive -9.1% -3.7%
10 SNPS Synopsys -8.6% -17.2%

Movers Over The Last Month

And over the last 21 trading days:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 VLO Valero Energy 33.2% 95.5%
2 MPC Marathon Petroleum 31.6% 98.4%
3 PYPL PayPal 31.4% -3.7%
4 PSX Phillips 66 27.8% 67.1%
5 TECH Bio-Techne 23.6% 22.2%
6 VEEV Veeva Systems 23.4% -15.2%
7 WDAY Workday 20.7% -34.3%
8 AXON Axon Enterprise 20.7% -10.0%
9 VTR Ventas 20.3% 27.7%
10 IQV IQVIA 20.2% -10.6%

 

# Ticker Company Name 1-M
Returns
YTD
Returns
1 MRVL Marvell Technology -33.0% 145.1%
2 ORCL Oracle -30.8% -34.2%
3 SNDK SanDisk -27.3% 569.6%
4 WDC Western Digital -26.5% 218.6%
5 ALB Albemarle -26.0% -15.7%
6 ON ON Semiconductor -25.1% 68.2%
7 QCOM Qualcomm -23.3% 2.5%
8 GNRC Generac -22.8% 58.1%
9 INTC Intel -21.3% 185.8%
10 FSLR First Solar -20.0% -21.1%

So what is the disciplined way to use these tables?

A movers list is a map of attention, not a set of instructions. The sharp gains and losses you see in the daily, weekly, and monthly tables above are signals of heightened activity and risk. They are starting points for research, not finishing lines.

The disciplined follow-up is always the same: investigate the business behind the ticker. A stock’s sudden appearance on a leaderboard is a prompt to understand the fundamentals, not a reason to ignore them.

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.

Today’s Winner Is Tomorrow’s Loser Often Enough

The movers list is the most honest picture of single-stock risk the market prints each day: the same volatility that makes the winners column also fills the losers column, and no one reliably knows which side a stock lands on next.

That is the case for owning a disciplined basket instead of chasing the tape. The Trefis High Quality (HQ) Portfolio holds roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with rules. It has a track record of outpacing a benchmark that combines all major indices – the S&P 500, S&P Mid-cap, and Russell 2000. Watch the movers for information; let the portfolio do the compounding.