S&P 500 Movers | Winners: SNDK, KLAC, MRVL | Losers: LULU, FICO, ADSK
A day of sharp divergence saw some names extend their recent runs while others fell further behind.
Lululemon Athletica (LULU) was the weakest stock in the S&P 500, returning -17.4% on a day the index itself returned -0.4%. The broader market was similarly soft, with the Dow Jones Industrial Average returning -0.5%, though the Nasdaq-100 returned +0.2%.
The extremes in both directions raise a critical question for any investor watching the tape: are these sudden jolts, or the continuation of an established trend? The day’s complete list of winners and losers follows.
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 | SNDK | SanDisk | 11.9% | 633.0% |
| 2 | KLAC | KLA | 7.3% | 53.3% |
| 3 | MRVL | Marvell Technology | 7.0% | 163.4% |
| 4 | COHR | Coherent | 6.6% | 52.7% |
| 5 | NRG | NRG Energy | 6.4% | -24.5% |
| 6 | STX | Seagate Technology | 6.3% | 209.1% |
| 7 | MU | Micron Technology | 6.1% | 256.4% |
| 8 | WDC | Western Digital | 5.9% | 171.6% |
| 9 | GLW | Corning | 5.7% | 77.2% |
| 10 | TER | Teradyne | 5.5% | 84.7% |
Friday’s S&P 500 Losers
And the 10 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica | -17.4% | -51.6% |
| 2 | FICO | Fair Isaac | -16.7% | -44.9% |
| 3 | ADSK | Autodesk | -8.3% | -26.4% |
| 4 | ADBE | Adobe | -6.7% | -23.9% |
| 5 | EFX | Equifax | -6.4% | -17.7% |
| 6 | PTC | -6.0% | -19.1% | |
| 7 | TSLA | Tesla | -5.9% | -21.3% |
| 8 | SNPS | Synopsys | -5.4% | -16.2% |
| 9 | WDAY | Workday | -5.4% | -8.8% |
| 10 | NFLX | Netflix | -5.3% | -16.5% |
Today’s biggest moves were weeks in the making.
The theme of the day was persistence. SanDisk (SNDK) was the strongest stock, returning +11.9%, but this follows a period of strength; its one-month return is +38.3%, and excluding today it still gained +23.6% over the other sessions. The story is mirrored on the downside.
Lululemon Athletica (LULU) appears on both the one-day and one-month losers lists. Its one-month return is -19.3%, and its weakness has been building for weeks, as excluding today it still lost 2.4% over the other sessions.
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 | 17.2% | 633.0% |
| 2 | HOOD | Robinhood Markets | 17.1% | 8.0% |
| 3 | DELL | Dell Technologies | 14.9% | 320.2% |
| 4 | SWKS | Skyworks Solutions | 12.5% | 19.2% |
| 5 | DE | Deere | 10.0% | 49.8% |
| 6 | MOS | Mosaic | 9.5% | 9.3% |
| 7 | BBY | Best Buy | 9.5% | 38.7% |
| 8 | VRT | Vertiv | 9.1% | 73.2% |
| 9 | ULTA | Ulta Beauty | 9.0% | -6.8% |
| 10 | MU | Micron Technology | 9.0% | 256.4% |
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | FICO | Fair Isaac | -19.2% | -44.9% |
| 2 | EIX | Edison International | -19.1% | -1.7% |
| 3 | LULU | Lululemon Athletica | -16.7% | -51.6% |
| 4 | ADSK | Autodesk | -16.4% | -26.4% |
| 5 | CIEN | Ciena | -15.2% | 37.3% |
| 6 | AXON | Axon Enterprise | -14.2% | -9.2% |
| 7 | CDNS | Cadence Design Systems | -14.0% | -6.4% |
| 8 | PCG | PG&E | -13.9% | -10.5% |
| 9 | SNPS | Synopsys | -11.0% | -16.2% |
| 10 | DASH | DoorDash | -10.6% | -6.5% |
Movers Over The Last Month
And over the last 21 trading days:
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | MRNA | Moderna | 170.2% | 393.6% |
| 2 | CRM | Salesforce | 38.8% | -1.6% |
| 3 | SNDK | SanDisk | 38.3% | 633.0% |
| 4 | SMCI | Super Micro Computer | 34.8% | 35.3% |
| 5 | HOOD | Robinhood Markets | 34.6% | 8.0% |
| 6 | MPC | Marathon Petroleum | 30.3% | 141.9% |
| 7 | COIN | Coinbase Global | 27.0% | -18.4% |
| 8 | VEEV | Veeva Systems | 26.3% | 23.2% |
| 9 | PSX | Phillips 66 | 24.8% | 101.8% |
| 10 | VLO | Valero Energy | 22.4% | 131.1% |
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | TPR | Tapestry | -24.3% | -3.5% |
| 2 | CIEN | Ciena | -20.5% | 37.3% |
| 3 | NCLH | Norwegian Cruise Line | -19.6% | -30.2% |
| 4 | LULU | Lululemon Athletica | -19.3% | -51.6% |
| 5 | TTD | Trade Desk | -18.3% | -62.0% |
| 6 | TJX | TJX Companies | -18.2% | -13.2% |
| 7 | CCL | Carnival Corporation | -17.9% | -21.8% |
| 8 | RCL | Royal Caribbean | -17.3% | -3.9% |
| 9 | FSLR | First Solar | -16.3% | -21.7% |
| 10 | PCG | PG&E | -15.9% | -10.5% |
What does a disciplined investor do with this information?
A movers list is a map of market attention, not a set of instructions. The weekly and monthly tables above show how trends can build over time. The disciplined follow-up is to look past the stock price and into the business fundamentals that might be driving the attention.
Consider the contrast between the day’s biggest winner and loser. SanDisk (SNDK) revenue grew 175.3% over the last twelve months. Lululemon Athletica (LULU) revenue grew 1.7% over the same period. A large move is simply a signal to begin the real work of research.
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.
Volatility Is The Cost Of Owning Stocks. Concentration Makes It A Bill
Every name on these lists made a move big enough to notice. A diversified holder reads that as noise; a concentrated holder feels it as real money. The difference is not the stock, it is the portfolio around it.
Building that portfolio is what the Trefis High Quality (HQ) Portfolio does: roughly 30 businesses with the cash generation and balance-sheet strength to absorb bad days, selected and rebalanced by 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. Let the movers list remind you why diversification exists.