S&P 500 Movers | Winners: KKR, AXON, APO | Losers: APP, VTR, DDOG
A persistent decline in one name raises questions about the link between stock performance and business growth.
The most telling detail today is not a gain, but a loss with history. AppLovin (APP) shows up on both the one-day and one-month losers lists, a sign of persistent weakness. This occurred against a backdrop of a slightly lower market, with the S&P 500 returning -0.3% for the session, even as the index remains up +2.8% over the last month.
That contrast between a single stock’s sustained fall and the market’s recent gain raises a critical question about what drives a security’s price. The day’s full leaderboard of winners and losers follows.
Tuesday’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 | KKR | KKR | 6.9% | -12.5% |
| 2 | AXON | Axon Enterprise | 6.7% | 12.0% |
| 3 | APO | Apollo Global Management | 6.3% | -2.3% |
| 4 | JBL | Jabil | 5.9% | 56.5% |
| 5 | MPC | Marathon Petroleum | 5.0% | 108.7% |
| 6 | GNRC | Generac | 4.7% | 58.3% |
| 7 | VRT | Vertiv | 4.3% | 74.0% |
| 8 | BLDR | Builders FirstSource | 4.3% | -27.0% |
| 9 | SW | Smurfit WestRock | 4.3% | 30.9% |
| 10 | TPL | Texas Pacific Land | 4.1% | 27.4% |
Tuesday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | APP | AppLovin | -6.0% | -52.7% |
| 2 | VTR | Ventas | -5.4% | 13.8% |
| 3 | DDOG | Datadog | -5.4% | 81.5% |
| 4 | HON | Honeywell International | -5.3% | 12.2% |
| 5 | FERG | Ferguson Enterprises | -4.7% | 14.3% |
| 6 | WELL | Welltower | -4.2% | 22.2% |
| 7 | GOOGL | Alphabet | -3.8% | 10.0% |
| 8 | DECK | Deckers Outdoor | -3.7% | -9.5% |
| 9 | DELL | Dell Technologies | -3.7% | 253.5% |
| 10 | ORCL | Oracle | -3.7% | -24.6% |
A steep loss can hide a fast-growing business.
AppLovin (APP) was the weakest S&P 500 stock of the day, returning -6.0%. Its one-month return is -28.0%, confirming a longer-term trend. Yet this performance is attached to a business whose revenue grew 60.6% over the last twelve months.
For comparison, the day’s strongest stock was KKR (KKR), which returned +6.9%. Its revenue grew 31.7% over the same period. The data shows the market marking down a faster-growing company more severely than it rewarded a slower-growing one, at least for this session.
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 | ABNB | Airbnb | 23.4% | 36.3% |
| 2 | CRL | Charles River Laboratories International | 20.5% | 41.4% |
| 3 | NEM | Newmont | 19.9% | 17.9% |
| 4 | APA | APA | 13.5% | 70.0% |
| 5 | PSKY | Paramount Skydance | 11.9% | -29.3% |
| 6 | VEEV | Veeva Systems | 11.7% | 6.0% |
| 7 | VRTX | Vertex Pharmaceuticals | 10.6% | 16.8% |
| 8 | BKNG | Booking | 9.6% | -0.1% |
| 9 | UBER | Uber Technologies | 9.1% | -3.9% |
| 10 | COR | Cencora | 9.0% | -0.8% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TTD | Trade Desk | -29.9% | -64.3% |
| 2 | APP | AppLovin | -24.1% | -52.7% |
| 3 | HONA | Honeywell Aerospace | -23.4% | n/a |
| 4 | DVA | DaVita | -21.8% | 57.0% |
| 5 | WDC | Western Digital | -20.2% | 154.4% |
| 6 | DDOG | Datadog | -14.4% | 81.5% |
| 7 | PODD | Insulet | -13.3% | -49.1% |
| 8 | CDW | CDW | -12.1% | 0.5% |
| 9 | SNDK | SanDisk | -11.0% | 435.4% |
| 10 | HST | Host Hotels & Resorts | -10.8% | 31.9% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | ZBRA | Zebra Technologies | 43.6% | 57.8% |
| 2 | PLTR | Palantir Technologies | 34.5% | -1.6% |
| 3 | CTSH | Cognizant Technology Solutions | 32.7% | -28.5% |
| 4 | IT | Gartner | 32.5% | -25.8% |
| 5 | LDOS | Leidos | 32.2% | -21.4% |
| 6 | ACN | Accenture | 29.8% | -31.2% |
| 7 | MSFT | Microsoft | 28.9% | 4.6% |
| 8 | GRMN | Garmin | 27.1% | 53.9% |
| 9 | ABNB | Airbnb | 26.4% | 36.3% |
| 10 | NEM | Newmont | 25.9% | 17.9% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TTD | Trade Desk | -31.5% | -64.3% |
| 2 | APP | AppLovin | -28.0% | -52.7% |
| 3 | CHRW | C.H. Robinson Worldwide | -26.2% | -9.1% |
| 4 | DVA | DaVita | -24.3% | 57.0% |
| 5 | SNDK | SanDisk | -24.1% | 435.4% |
| 6 | HONA | Honeywell Aerospace | -22.1% | n/a |
| 7 | LII | Lennox International | -21.8% | -10.8% |
| 8 | WDC | Western Digital | -21.2% | 154.4% |
| 9 | FICO | Fair Isaac | -18.8% | -38.6% |
| 10 | IBM | International Business Machines | -17.3% | -17.9% |
A movers list is a map of attention, not a set of instructions.
The tables presented earlier are a starting point for disciplined work. They reveal where capital and attention flowed over three different time horizons, highlighting both fresh moves and developing trends. A name appearing on a daily list is noise; its presence on a monthly list is a signal worth investigating.
A large move in either direction is simply new information. It is an alert that something has changed in how the market perceives a company’s risk or opportunity. The correct response is not to act, but to ask why, and to check the fundamentals of the business behind the ticker.
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.