S&P 500 Movers | Winners: CRWD, IT, COIN | Losers: GLW, TER, COHR
A down day for the index hid sharp divergences among its largest components.
CrowdStrike (CRWD) gained +13.9% on a day the S&P 500 returned -0.5%. The index itself saw a modest decline, but the extremes on either side were pronounced. The question for any investor is what to make of such sharp moves against a quiet backdrop. The day’s largest winners and losers show the full range of performance.
Monday’s S&P 500 Winners
The 10 S&P 500 stocks with the highest returns on the last trading day:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CRWD | CrowdStrike | 13.9% | 100.9% |
| 2 | IT | Gartner | 9.7% | -21.9% |
| 3 | COIN | Coinbase Global | 9.2% | -15.3% |
| 4 | FTNT | Fortinet | 9.0% | 114.3% |
| 5 | ADSK | Autodesk | 7.8% | -22.7% |
| 6 | CTSH | Cognizant Technology Solutions | 6.8% | -21.4% |
| 7 | TYL | Tyler Technologies | 6.8% | -20.8% |
| 8 | FDS | FactSet Research Systems | 6.6% | -3.2% |
| 9 | GDDY | GoDaddy | 6.5% | -15.8% |
| 10 | ACN | Accenture | 6.0% | -25.4% |
Monday’s S&P 500 Losers
And the 10 S&P 500 stocks with the lowest returns:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | GLW | Corning | -13.7% | 64.9% |
| 2 | TER | Teradyne | -13.3% | 70.3% |
| 3 | COHR | Coherent | -12.7% | 44.4% |
| 4 | HPE | Hewlett Packard Enterprise | -10.8% | 132.8% |
| 5 | SWKS | Skyworks Solutions | -10.3% | 27.6% |
| 6 | LITE | Lumentum | -9.9% | 126.5% |
| 7 | GEV | GE Vernova | -8.6% | 34.1% |
| 8 | CIEN | Ciena | -8.6% | 36.7% |
| 9 | SMCI | Super Micro Computer | -8.4% | 25.5% |
| 10 | LRCX | Lam Research | -8.3% | 60.1% |
Some of today’s big moves have been building for weeks.
The lists show that certain names are not new to these extremes. Coinbase Global (COIN) appears on both the one-day and one-month winners lists. Its strength is not a one-day event; excluding today’s session, it still gained +13.9% over the other sessions this past month. On the downside, Teradyne (TER) shows similar persistence, appearing on both the one-day and one-month losers lists. Its weakness has been building, as it still lost 7.5% over the other sessions in the last month.
Movers Over The Last Week
Widening the window to five trading days, these are the strongest and weakest names in the S&P 500:
Winners
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CRWD | CrowdStrike | 10.5% | 100.9% |
| 2 | FTNT | Fortinet | 8.9% | 114.3% |
| 3 | DDOG | Datadog | 8.0% | 69.2% |
| 4 | META | Meta Platforms | 7.9% | 1.0% |
| 5 | FICO | Fair Isaac | 7.4% | -40.8% |
| 6 | SWKS | Skyworks Solutions | 7.1% | 27.6% |
| 7 | QCOM | Qualcomm | 6.8% | 7.0% |
| 8 | PM | Philip Morris International | 6.8% | 23.6% |
| 9 | HPE | Hewlett Packard Enterprise | 6.6% | 132.8% |
| 10 | CHRW | C.H. Robinson Worldwide | 6.5% | -1.1% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | VRT | Vertiv | -15.4% | 46.6% |
| 2 | AMGN | Amgen | -12.7% | 18.9% |
| 3 | HWM | Howmet Aerospace | -12.4% | 11.0% |
| 4 | CEG | Constellation Energy | -11.5% | -24.8% |
| 5 | LRCX | Lam Research | -11.1% | 60.1% |
| 6 | SNDK | SanDisk | -10.8% | 553.8% |
| 7 | BKR | Baker Hughes | -10.6% | 26.0% |
| 8 | DLTR | Dollar Tree | -9.3% | -3.1% |
| 9 | MU | Micron Technology | -9.1% | 223.9% |
| 10 | BKNG | Booking | -9.1% | -17.6% |
Movers Over The Last Month
And over the last 21 trading days, the strongest and weakest names in the S&P 500:
Winners
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | MRNA | Moderna | 130.5% | 397.4% |
| 2 | CRM | Salesforce | 28.8% | -1.6% |
| 3 | COIN | Coinbase Global | 24.4% | -15.3% |
| 4 | MOS | Mosaic | 16.0% | 6.8% |
| 5 | HOOD | Robinhood Markets | 15.1% | 1.1% |
| 6 | SWKS | Skyworks Solutions | 13.6% | 27.6% |
| 7 | CMG | Chipotle Mexican Grill | 13.6% | 0.1% |
| 8 | EL | Estee Lauder Companies | 12.9% | -5.2% |
| 9 | CF | CF Industries | 12.7% | 72.2% |
| 10 | APA | APA | 12.6% | 88.4% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CIEN | Ciena | -27.8% | 36.7% |
| 2 | NCLH | Norwegian Cruise Line | -24.7% | -34.1% |
| 3 | PCG | PG&E | -22.1% | -14.9% |
| 4 | CCL | Carnival Corporation | -20.6% | -24.9% |
| 5 | EIX | Edison International | -20.6% | -2.8% |
| 6 | AMAT | Applied Materials | -20.6% | 65.7% |
| 7 | AXON | Axon Enterprise | -20.4% | -13.7% |
| 8 | TER | Teradyne | -19.8% | 70.3% |
| 9 | HWM | Howmet Aerospace | -19.7% | 11.0% |
| 10 | JBL | Jabil | -19.3% | 31.1% |
A large price move is a question, not an answer.
The tables above are a map of market attention, not a set of instructions. A stock’s presence on a winners or losers list is simply information. It signals that something has changed perceptions of value or risk, prompting a significant repricing. The disciplined follow-up is always the same: to check the business behind the move. A large gain or loss is the beginning of a research process, never the end of one.
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.
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 S&P 500, the S&P MidCap 400, and the Russell 2000. Let the movers list remind you why diversification exists.