S&P 500 Movers | Winners: ABNB, MCHP, COHR | Losers: TTD, AKAM, ZTS
A day of sharp divergences raises a key question about whether big moves are new stories or old trends reaching a breaking point.
The S&P 500 gained +0.6% to close the week, but the session’s extremes were far apart. The day’s biggest loser, Trade Desk (TTD), fell 21.9%, while the top gainer, Airbnb (ABNB), rose +17.4%. When a stock’s daily move is this large, the immediate question is whether the story is new or has been building for some time. The day’s biggest movers tell both kinds of tales.
Friday’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 | ABNB | Airbnb | 17.4% | 31.2% |
| 2 | MCHP | Microchip Technology | 13.9% | 34.4% |
| 3 | COHR | Coherent | 13.4% | 105.4% |
| 4 | PLTR | Palantir Technologies | 10.3% | -3.2% |
| 5 | MRNA | Moderna | 9.9% | 100.6% |
| 6 | AXON | Axon Enterprise | 9.3% | 0.5% |
| 7 | HONA | Honeywell Aerospace | 7.7% | n/a |
| 8 | NEM | Newmont | 7.2% | 13.6% |
| 9 | APTV | Aptiv | 7.0% | -34.9% |
| 10 | HPQ | HP | 6.6% | 38.7% |
Friday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TTD | Trade Desk | -21.9% | -63.6% |
| 2 | AKAM | Akamai Technologies | -6.8% | 26.7% |
| 3 | ZTS | Zoetis | -6.0% | -41.3% |
| 4 | RMD | ResMed | -5.1% | -11.5% |
| 5 | STX | Seagate Technology | -4.7% | 195.9% |
| 6 | CDW | CDW | -4.3% | 0.8% |
| 7 | TRGP | Targa Resources | -4.2% | 41.3% |
| 8 | TPL | Texas Pacific Land | -4.2% | 18.9% |
| 9 | NWS | News | -4.2% | 9.9% |
| 10 | MNST | Monster Beverage | -4.0% | 17.9% |
How can we tell if a big move is a one-day event?
The day’s biggest loser, Trade Desk (TTD), is a clear case of persistent weakness. The stock appears on both the one-day and one-month losers lists. Its one-month return is -30.1%, and the source data notes that excluding today it still lost 10.5% over the other sessions. The same pattern appears in reverse for winners like Palantir Technologies (PLTR), which is on both the one-day and one-month winners lists, with a one-month return of +33.3%.
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 | 44.2% | 105.4% |
| 2 | PLTR | Palantir Technologies | 39.8% | -3.2% |
| 3 | ZBRA | Zebra Technologies | 28.1% | 55.0% |
| 4 | LITE | Lumentum | 24.7% | 141.5% |
| 5 | IT | Gartner | 22.9% | -26.4% |
| 6 | NEM | Newmont | 20.6% | 13.6% |
| 7 | GLW | Corning | 19.8% | 89.9% |
| 8 | LDOS | Leidos | 19.0% | -23.3% |
| 9 | FSLR | First Solar | 18.5% | -4.3% |
| 10 | ABNB | Airbnb | 17.5% | 31.2% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TTD | Trade Desk | -23.5% | -63.6% |
| 2 | DVA | DaVita | -23.5% | 61.8% |
| 3 | WDC | Western Digital | -20.3% | 152.3% |
| 4 | HONA | Honeywell Aerospace | -18.5% | n/a |
| 5 | TPL | Texas Pacific Land | -15.4% | 18.9% |
| 6 | PODD | Insulet | -14.6% | -50.3% |
| 7 | DDOG | Datadog | -12.7% | 72.0% |
| 8 | APP | AppLovin | -12.4% | -48.5% |
| 9 | APTV | Aptiv | -12.3% | -34.9% |
| 10 | CMG | Chipotle Mexican Grill | -11.9% | -11.4% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | IT | Gartner | 39.9% | -26.4% |
| 2 | ZBRA | Zebra Technologies | 38.1% | 55.0% |
| 3 | PLTR | Palantir Technologies | 33.3% | -3.2% |
| 4 | CTSH | Cognizant Technology Solutions | 32.9% | -29.7% |
| 5 | PYPL | PayPal | 30.3% | 1.8% |
| 6 | MSFT | Microsoft | 30.1% | 3.8% |
| 7 | WDAY | Workday | 29.9% | -16.4% |
| 8 | LDOS | Leidos | 29.0% | -23.3% |
| 9 | GRMN | Garmin | 27.1% | 54.5% |
| 10 | ACN | Accenture | 26.4% | -32.8% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | SNDK | SanDisk | -34.8% | 410.7% |
| 2 | APP | AppLovin | -33.4% | -48.5% |
| 3 | TTD | Trade Desk | -30.1% | -63.6% |
| 4 | WDC | Western Digital | -24.9% | 152.3% |
| 5 | HONA | Honeywell Aerospace | -24.5% | n/a |
| 6 | MRNA | Moderna | -22.7% | 100.6% |
| 7 | CHRW | C.H. Robinson Worldwide | -22.5% | -6.5% |
| 8 | DVA | DaVita | -19.9% | 61.8% |
| 9 | IBM | International Business Machines | -19.6% | -18.8% |
| 10 | TSLA | Tesla | -19.2% | -26.9% |
What is the disciplined next step for an investor?
A list of extreme movers is a map of market attention, not a set of instructions. The tables you see earlier, spanning one week and one month, show how quickly leadership can change. A stock’s sharp move, up or down, is simply a signal that something has changed in how the market perceives its risk or opportunity. The disciplined response is not to chase the move, but to investigate the underlying business fundamentals that might justify it.
The next step is never to trade the list; it is to test it. Our Guidance Momentum screen shows which risers have management raising guidance behind them, and our Buy the Dip screen shows which of the fallers still generate the growth and cash that make a recovery plausible.
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.