S&P 500 Movers | Winners: MSI, PH, LDOS | Losers: HONA, APP, DDOG
A quiet day for the index masked extreme moves in individual names, raising questions about persistent weakness.
The S&P 500 returned -0.2% on the last trading day, a quiet finish that concealed significant volatility beneath the surface. The most extreme example was Honeywell Aerospace (HONA), the weakest S&P 500 stock of the day, returning -23.2%.
How can a major index component see such a dramatic move on an otherwise flat day? The day’s full list of winners and losers shows the details of this divergence.
Thursday’s S&P 500 Winners
- Edison International Stock: 5 Straight Red Days, Down 15%
- 18 S&P 500 Stocks Just Made New 52-Week Highs
- Where The Buying Ran Strongest: 44 Small Cap Stocks At 52-Week Highs
- Where The Selling Ran Deepest: 5 S&P 500 Stocks At 52-Week Lows
- 20 Mid Cap Stocks Hit 52-Week Highs On Thursday
- Stocks At 52-Week Lows: Thursday’s Full List
The 10 stocks with the highest returns on the last trading day:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | MSI | Motorola Solutions | 8.2% | 24.4% |
| 2 | PH | Parker Hannifin | 7.3% | 22.2% |
| 3 | LDOS | Leidos | 6.6% | -24.6% |
| 4 | FOX | Fox | 6.1% | -14.3% |
| 5 | PTC | PTC | 5.9% | -15.2% |
| 6 | ALB | Albemarle | 5.5% | -10.9% |
| 7 | APA | APA | 5.4% | 52.8% |
| 8 | FOXA | Fox | 5.3% | -15.0% |
| 9 | PODD | Insulet | 4.5% | -51.0% |
| 10 | OXY | Occidental Petroleum | 4.1% | 37.6% |
Thursday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | HONA | Honeywell Aerospace | -23.2% | n/a |
| 2 | APP | AppLovin | -19.7% | -50.2% |
| 3 | DDOG | Datadog | -19.0% | 68.6% |
| 4 | AXON | Axon Enterprise | -14.3% | -8.0% |
| 5 | WDC | Western Digital | -13.0% | 162.3% |
| 6 | VTRS | Viatris | -7.7% | 32.9% |
| 7 | HST | Host Hotels & Resorts | -7.0% | 38.3% |
| 8 | TPL | Texas Pacific Land | -6.9% | 24.2% |
| 9 | SNDK | SanDisk | -6.8% | 430.2% |
| 10 | TTD | Trade Desk | -6.8% | -53.5% |
Are these sharp moves new, or have they been building?
For some of the biggest movers, today’s action is an extension of an existing trend. Honeywell Aerospace (HONA) appears on both the one-day and one-month losers lists, and its one-month return is -30.3%. The same pattern holds for AppLovin (APP), which also appears on both the one-day and one-month losers lists, with a one-month return of -35.7%.
This persistence is not limited to the downside. Leidos (LDOS) appears on both the one-day and one-month winners lists, carrying a one-month return of +26.2%. These figures suggest that for several key names, today’s volatility was not a sudden event.
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 | COHR | Coherent | 34.2% | 81.1% |
| 2 | PLTR | Palantir Technologies | 27.5% | -12.3% |
| 3 | ZBRA | Zebra Technologies | 26.2% | 50.0% |
| 4 | VRT | Vertiv | 21.0% | 69.9% |
| 5 | LITE | Lumentum | 20.9% | 127.4% |
| 6 | IT | Gartner | 20.9% | -26.7% |
| 7 | LDOS | Leidos | 20.3% | -24.6% |
| 8 | FSLR | First Solar | 18.5% | -6.5% |
| 9 | GLW | Corning | 16.2% | 80.1% |
| 10 | PSKY | Paramount Skydance | 16.0% | -31.7% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | DVA | DaVita | -24.4% | 59.0% |
| 2 | HONA | Honeywell Aerospace | -23.4% | n/a |
| 3 | APTV | Aptiv | -20.3% | -39.2% |
| 4 | APP | AppLovin | -16.9% | -50.2% |
| 5 | PODD | Insulet | -15.9% | -51.0% |
| 6 | WDC | Western Digital | -15.3% | 162.3% |
| 7 | DDOG | Datadog | -14.6% | 68.6% |
| 8 | EIX | Edison International | -14.6% | 16.4% |
| 9 | CTVA | Corteva | -14.0% | 15.2% |
| 10 | CMG | Chipotle Mexican Grill | -12.5% | -8.9% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | ZBRA | Zebra Technologies | 37.8% | 50.0% |
| 2 | IT | Gartner | 37.2% | -26.7% |
| 3 | PYPL | PayPal | 34.2% | 3.0% |
| 4 | CTSH | Cognizant Technology Solutions | 34.1% | -30.6% |
| 5 | MSFT | Microsoft | 30.4% | 3.8% |
| 6 | ACN | Accenture | 26.2% | -34.5% |
| 7 | LDOS | Leidos | 26.2% | -24.6% |
| 8 | ALLE | Allegion | 25.0% | 6.8% |
| 9 | GRMN | Garmin | 24.0% | 50.0% |
| 10 | WDAY | Workday | 23.5% | -20.7% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | APP | AppLovin | -35.7% | -50.2% |
| 2 | HONA | Honeywell Aerospace | -30.3% | n/a |
| 3 | SNDK | SanDisk | -27.1% | 430.2% |
| 4 | MRNA | Moderna | -27.0% | 82.6% |
| 5 | CHRW | C.H. Robinson Worldwide | -22.8% | -8.1% |
| 6 | IBM | International Business Machines | -22.7% | -20.2% |
| 7 | DVA | DaVita | -21.7% | 59.0% |
| 8 | APTV | Aptiv | -20.9% | -39.2% |
| 9 | HOOD | Robinhood Markets | -20.1% | -19.8% |
| 10 | LII | Lennox International | -19.0% | -9.8% |
How should an investor read these leaderboards?
The tables earlier are a map of market attention, not a set of instructions. A large daily or monthly move is a signal that something has changed, focusing investor interest and repricing risk for a specific business. It is the beginning of a question, not the end of one.
The disciplined next step is to look past the ticker and into the company itself. A stock price is a claim on a business, and these lists are simply a prompt to re-evaluate that claim. They provide a starting point for fresh research, not a shortcut.
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.
The Tape Rewards Attention. It Punishes Reaction
Big daily moves pull hard at both greed and fear, and acting on either, day after day, is how most portfolios end up trailing the index they were trying to beat.
The Trefis High Quality (HQ) Portfolio is built for the opposite reflex: about 30 quality businesses screened for the fundamentals that survive volatile stretches, held with rules instead of reactions. It has a track record of outpacing a benchmark that combines the three major indices – the S&P 500, S&P Mid-cap, and Russell 2000. Read the movers daily; trade them rarely.