S&P 500 Movers | Winners: LITE, COHR, AXON | Losers: JBHT, ON, FANG
Some winning streaks continued even as the broader market slipped.
Two names on today’s winners list, Revvity and Dell Technologies, also appear on the one-month leaderboard. This persistence raises a key question for any daily report: are the largest moves just noise, or do they point to a durable change? The backdrop was a market drifting lower, with the S&P 500 returning -0.4% and the Dow Jones Industrial Average down 1.2%, while the Nasdaq-100 was flat at +0.0%. The tables below show the day’s largest individual swings.
Wednesday’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 | LITE | Lumentum | 9.6% | 149.4% |
| 2 | COHR | Coherent | 6.9% | 57.1% |
| 3 | AXON | Axon Enterprise | 6.0% | -17.5% |
| 4 | GEV | GE Vernova | 4.8% | 41.8% |
| 5 | EW | Edwards Lifesciences | 4.1% | 4.7% |
| 6 | INTC | Intel | 4.0% | 173.8% |
| 7 | RVTY | Revvity | 4.0% | 50.9% |
| 8 | DELL | Dell Technologies | 3.6% | 351.6% |
| 9 | MTD | Mettler-Toledo International | 3.6% | -1.1% |
| 10 | MRVL | Marvell Technology | 3.6% | 170.7% |
Wednesday’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 | JBHT | JB Hunt Transport Services | -13.3% | 22.5% |
| 2 | ON | ON Semiconductor | -9.0% | 23.0% |
| 3 | FANG | Diamondback Energy | -8.0% | 31.6% |
| 4 | OXY | Occidental Petroleum | -6.5% | 46.4% |
| 5 | HBAN | Huntington Bancshares | -6.5% | -8.0% |
| 6 | TPL | Texas Pacific Land | -6.2% | 21.9% |
| 7 | COP | ConocoPhillips | -6.1% | 44.7% |
| 8 | EXE | Expand Energy | -5.8% | -18.2% |
| 9 | EOG | EOG Resources | -5.7% | 41.5% |
| 10 | DVN | Devon Energy | -5.6% | 34.7% |
Are today’s big winners just one-day wonders?
For some, the answer is no. Revvity’s (RVTY) one-month return is +25.4%, and it still gained +20.7% over the other sessions, showing its strength is not a one-day event. Dell Technologies (DELL) tells a similar story, with a one-month return of +17.4% while gaining +13.3% on the other days in that period.
At the other extreme, the day’s weakest performer was JB Hunt Transport Services (JBHT), which returned -13.3%. The company trades at 33.0 times trailing earnings.
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 | RVTY | Revvity | 17.7% | 50.9% |
| 2 | CRWD | CrowdStrike | 16.2% | 106.0% |
| 3 | IT | Gartner | 12.9% | -24.1% |
| 4 | SWKS | Skyworks Solutions | 11.8% | 37.8% |
| 5 | PSKY | Paramount Skydance | 9.5% | -15.7% |
| 6 | FTNT | Fortinet | 9.3% | 116.3% |
| 7 | KR | Kroger | 8.3% | -0.5% |
| 8 | HONA | Honeywell Aerospace | 8.3% | n/a |
| 9 | ISRG | Intuitive Surgical | 8.2% | -32.5% |
| 10 | ACN | Accenture | 7.9% | -27.4% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | LRCX | Lam Research | -14.8% | 57.6% |
| 2 | GLW | Corning | -14.4% | 65.5% |
| 3 | SNDK | SanDisk | -13.8% | 540.3% |
| 4 | WDC | Western Digital | -13.5% | 142.3% |
| 5 | ALB | Albemarle | -12.8% | -22.0% |
| 6 | CEG | Constellation Energy | -11.7% | -26.2% |
| 7 | JBHT | JB Hunt Transport Services | -11.6% | 22.5% |
| 8 | STX | Seagate Technology | -11.6% | 185.1% |
| 9 | BKR | Baker Hughes | -11.5% | 25.0% |
| 10 | AMAT | Applied Materials | -11.4% | 62.2% |
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 | 125.9% | 393.8% |
| 2 | CRM | Salesforce | 31.0% | -5.1% |
| 3 | SWKS | Skyworks Solutions | 26.4% | 37.8% |
| 4 | RVTY | Revvity | 25.4% | 50.9% |
| 5 | META | Meta Platforms | 18.3% | 2.2% |
| 6 | MOS | Mosaic | 17.8% | 5.7% |
| 7 | DELL | Dell Technologies | 17.4% | 351.6% |
| 8 | VLO | Valero Energy | 16.2% | 151.4% |
| 9 | MPC | Marathon Petroleum | 15.9% | 157.5% |
| 10 | QCOM | Qualcomm | 14.6% | 9.8% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | PCG | PG&E | -23.7% | -16.4% |
| 2 | CIEN | Ciena | -23.5% | 45.6% |
| 3 | EIX | Edison International | -23.1% | -5.1% |
| 4 | TER | Teradyne | -23.0% | 76.5% |
| 5 | AXON | Axon Enterprise | -22.5% | -17.5% |
| 6 | AMAT | Applied Materials | -22.3% | 62.2% |
| 7 | WDC | Western Digital | -22.2% | 142.3% |
| 8 | LRCX | Lam Research | -21.7% | 57.6% |
| 9 | STX | Seagate Technology | -21.3% | 185.1% |
| 10 | HWM | Howmet Aerospace | -21.2% | 11.2% |
So how should I use these lists?
A list of large percentage moves is a map of where attention and risk are suddenly visible. It is never an instruction. The disciplined follow-up is to look past the single day’s price change and check the business behind the move.
The tables appearing earlier, which show the one-week and one-month leaders, provide a starting point for that work. They help separate a fleeting reaction from a more sustained rerating.
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.