S&P 500 Movers | Winners: TRGP, PODD, ULTA | Losers: COHR, LITE, STX
A day of sharp, fresh moves raises questions about which extremes have staying power.
The S&P 500 returned -0.7% in a session where the day’s extremes were wide, led by a -12.8% drop in Coherent (COHR). The divergence raises a core question for any disciplined investor: are these sharp, single-day moves the start of a new trend or just isolated noise? The day’s biggest winners and losers offer the first clues.
Tuesday’s S&P 500 Winners
The 10 stocks with the highest returns on the last trading day:
- 7 Green Days In A Row: Cenovus Energy Stock Is Up 15%
- Phillips 66 Stock Rides A 7-Day Winning Streak To A 20% Gain
- Suncor Energy Stock Climbs 13% On A 7-Day Winning Streak
- HF Sinclair Stock Climbs 18% On A 7-Day Winning Streak
- ONEOK Stock Rides A 7-Day Winning Streak To A 12% Gain
- 7 Green Days In A Row: Imperial Oil Stock Is Up 8.6%
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TRGP | Targa Resources | 7.1% | 63.8% |
| 2 | PODD | Insulet | 6.0% | -47.9% |
| 3 | ULTA | Ulta Beauty | 4.7% | -14.6% |
| 4 | INTU | Intuit | 4.4% | -46.6% |
| 5 | ERIE | Erie Indemnity | 3.7% | -8.9% |
| 6 | GDDY | GoDaddy | 3.7% | -22.8% |
| 7 | TYL | Tyler Technologies | 3.7% | -26.8% |
| 8 | LLY | Eli Lilly | 3.6% | 14.6% |
| 9 | ADBE | Adobe | 3.6% | -24.8% |
| 10 | ABBV | AbbVie | 3.4% | 16.0% |
Tuesday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | COHR | Coherent | -12.8% | 66.0% |
| 2 | LITE | Lumentum | -9.9% | 136.9% |
| 3 | STX | Seagate Technology | -9.2% | 229.0% |
| 4 | SNDK | SanDisk | -9.0% | 584.9% |
| 5 | CIEN | Ciena | -8.9% | 73.4% |
| 6 | TER | Teradyne | -8.8% | 109.0% |
| 7 | JBL | Jabil | -8.5% | 48.6% |
| 8 | MRVL | Marvell Technology | -7.8% | 154.6% |
| 9 | GLW | Corning | -7.7% | 83.2% |
| 10 | FIX | Comfort Systems USA | -7.6% | 86.6% |
Today’s biggest moves are new stories, not continuations.
The data shows no stock appears on both the one-day and one-month leaderboards on the same side today, indicating the day’s extremes are mostly fresh moves. Consider the day’s weakest performer, Coherent (COHR). The company trades at 74.5 times trailing earnings even after the decline, while its revenue grew 22.5% over the last twelve months.
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 | SNDK | SanDisk | 27.9% | 584.9% |
| 2 | SMCI | Super Micro Computer | 18.4% | 27.8% |
| 3 | WDC | Western Digital | 13.3% | 188.2% |
| 4 | TRGP | Targa Resources | 12.2% | 63.8% |
| 5 | PSKY | Paramount Skydance | 11.2% | -21.4% |
| 6 | FOXA | Fox | 11.1% | -5.1% |
| 7 | FOX | Fox | 10.6% | -5.2% |
| 8 | STX | Seagate Technology | 10.1% | 229.0% |
| 9 | PSX | Phillips 66 | 9.1% | 92.6% |
| 10 | MPC | Marathon Petroleum | 8.6% | 126.6% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TPR | Tapestry | -17.6% | 4.1% |
| 2 | BLDR | Builders FirstSource | -10.0% | -34.3% |
| 3 | CVNA | Carvana | -9.7% | -23.0% |
| 4 | META | Meta Platforms | -9.3% | -17.5% |
| 5 | FSLR | First Solar | -8.7% | -15.8% |
| 6 | AVGO | Broadcom | -8.7% | 10.2% |
| 7 | MOS | Mosaic | -8.5% | -10.6% |
| 8 | CRH | CRH | -7.6% | -24.4% |
| 9 | XYL | Xylem | -7.5% | -15.7% |
| 10 | CSCO | Cisco Systems | -7.3% | 47.0% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer | 57.0% | 27.8% |
| 2 | ZBRA | Zebra Technologies | 38.4% | 50.9% |
| 3 | LDOS | Leidos | 34.1% | -20.0% |
| 4 | CTSH | Cognizant Technology Solutions | 30.2% | -29.1% |
| 5 | NEM | Newmont | 30.0% | 16.7% |
| 6 | WDAY | Workday | 29.5% | -11.2% |
| 7 | IT | Gartner | 29.1% | -27.8% |
| 8 | PLTR | Palantir Technologies | 27.2% | -3.5% |
| 9 | CRL | Charles River Laboratories International | 27.1% | 40.0% |
| 10 | NTAP | NetApp | 27.0% | 93.7% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CHRW | C.H. Robinson Worldwide | -29.7% | -9.4% |
| 2 | TTD | Trade Desk | -28.0% | -64.6% |
| 3 | APP | AppLovin | -27.6% | -54.4% |
| 4 | DVA | DaVita | -24.0% | 56.6% |
| 5 | LII | Lennox International | -23.0% | -14.9% |
| 6 | HONA | Honeywell Aerospace | -20.6% | n/a |
| 7 | ROL | Rollins | -18.4% | -38.8% |
| 8 | META | Meta Platforms | -15.8% | -17.5% |
| 9 | APTV | Aptiv | -15.2% | -36.1% |
| 10 | FICO | Fair Isaac | -14.7% | -36.2% |
How should an investor read these leaderboards?
A large, single-day move is an alert, not an instruction. It signals that a stock has captured the market’s attention, for better or worse. The leaderboards shown earlier, spanning one day, one week, and one month, provide context on whether a move is an isolated event or part of a developing pattern.
The disciplined next step is never to chase the performance itself. It is to investigate the underlying business fundamentals that might, or might not, justify the new price.
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.