S&P 500 Movers | Winners: CRWD, TSLA, SNDK | Losers: EIX, PCG, AON

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A quiet surface for the market averages concealed deep currents of change in individual stocks.

Edison International (EIX) was the weakest S&P 500 stock of the day, returning -23.1% on a day the index itself went nowhere. The S&P 500 returned +0.0%, and the Dow Jones Industrial Average returned +0.0%.

This sharp divergence between a flat market and extreme single-stock moves raises a key question: is today’s pain a new event, or the continuation of an existing trend? The day’s biggest movers tell the story.

Photo by ArtsyBee on Pixabay

Monday’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 CRWD CrowdStrike 5.8% 97.1%
2 TSLA Tesla 5.5% -18.2%
3 SNDK SanDisk 5.5% 560.0%
4 COIN Coinbase Global 5.3% -16.8%
5 SLB Slb NV 4.8% 58.3%
6 DE Deere 3.9% 41.4%
7 QCOM Qualcomm 3.8% 0.7%
8 ULTA Ulta Beauty 3.8% -11.2%
9 CF CF Industries 3.4% 70.6%
10 FFIV F5 3.3% 59.5%

Monday’s S&P 500 Losers

And the 10 stocks with the lowest returns:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 EIX Edison International -23.1% -6.5%
2 PCG PG&E -20.1% -16.9%
3 AON Aon PLC -9.5% -8.2%
4 HWM Howmet Aerospace -7.5% 19.7%
5 TTWO Take-Two Interactive Software -6.7% -14.2%
6 AXON Axon Enterprise -5.7% -0.2%
7 CLX Clorox -4.7% 0.3%
8 WYNN Wynn Resorts -4.2% -23.6%
9 TAP Molson Coors Beverage -4.1% -11.9%
10 UBER Uber Technologies -4.0% -7.4%

How long has this weakness been building?

For some of the day’s biggest decliners, the drop was not a sudden event. Edison International (EIX) appears on both the one-day and one-month losers lists. Its one-month return is -26.4%, and excluding today it still lost 4.4% over the other sessions.

PG&E (PCG) shows a similar pattern, with a one-month return of -23.6%; it still lost 4.5% over the other sessions. This persistence is also visible on the upside for names like SanDisk (SNDK) and Coinbase Global (COIN).

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 CRM Salesforce 23.2% -2.3%
2 CRWD CrowdStrike 21.1% 97.1%
3 VEEV Veeva Systems 15.0% 28.0%
4 CDW CDW common stock 14.9% 13.1%
5 FTNT Fortinet 12.5% 115.2%
6 SNPS Synopsys 11.4% -6.4%
7 SLB Slb NV 11.3% 58.3%
8 LITE Lumentum 10.2% 148.2%
9 PANW Palo Alto Networks 8.9% 107.5%
10 QCOM Qualcomm 7.5% 0.7%

 

# Ticker Company Name 1-W
Returns
YTD
Returns
1 EIX Edison International -27.0% -6.5%
2 PCG PG&E -26.7% -16.9%
3 PYPL PayPal -14.6% -9.2%
4 CASY Casey’s General Stores -11.9% 36.4%
5 AON Aon PLC -10.5% -8.2%
6 HRL Hormel Foods -9.3% -4.2%
7 GNRC Generac -8.9% 35.9%
8 CLX Clorox -8.9% 0.3%
9 BBY Best Buy -8.4% 23.2%
10 RCL Royal Caribbean -8.3% -2.6%

Movers Over The Last Month

And over the last 21 trading days:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 MRNA Moderna 156.0% 375.9%
2 PLTR Palantir Technologies 51.5% 4.9%
3 VEEV Veeva Systems 40.2% 28.0%
4 CRM Salesforce 40.0% -2.3%
5 PSKY Paramount Skydance 37.1% -17.8%
6 NEM Newmont 34.5% 26.8%
7 SMCI Super Micro Computer 31.3% 27.4%
8 IT Gartner 31.2% -21.5%
9 SNDK SanDisk 29.0% 560.0%
10 COIN Coinbase Global 28.6% -16.8%

 

# Ticker Company Name 1-M
Returns
YTD
Returns
1 DVA DaVita -26.7% 54.9%
2 EIX Edison International -26.4% -6.5%
3 TTD Trade Desk -23.9% -63.9%
4 PCG PG&E -23.6% -16.9%
5 HONA Honeywell Aerospace -23.5% n/a
6 APP AppLovin -21.2% -53.7%
7 APTV Aptiv -20.7% -41.2%
8 TPR Tapestry -19.0% -2.9%
9 NRG NRG Energy -17.7% -30.2%
10 WDC Western Digital -17.3% 161.7%

A large move is a starting point for research, not a conclusion.

The tables earlier in this report are a map of market attention, not a set of instructions. A stock’s appearance on a winners or losers list is simply information. It signals that something has changed, focusing investor interest and repricing risk in a single session or over a month.

The disciplined response is not to chase the move, but to investigate the business behind it. A daily price change is only the beginning of the story.

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 the three major indices – the S&P 500, S&P Mid-cap, and Russell 2000. Watch the movers for information; let the portfolio do the compounding.