S&P 500 Movers | Winners: GNRC, SMCI, MRNA | Losers: TMUS, DVA, PSKY
Some names show persistent strength over weeks, while others are just one-day wonders.
Moderna (MRNA) appears on both the one-day and one-month winners lists. Its one-month return is +151.1%, and even excluding today’s session it gained +131.3%. This kind of persistence raises the key question for any daily list: is a big move a one-off event or part of a larger trend?
The S&P 500 gained +1.1% on the day. The biggest individual moves, both positive and negative, are detailed below.
Thursday’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 | GNRC | Generac | 18.3% | 52.0% |
| 2 | SMCI | Super Micro Computer | 9.5% | 37.9% |
| 3 | MRNA | Moderna | 8.5% | 436.0% |
| 4 | HPE | Hewlett Packard Enterprise | 8.0% | 157.1% |
| 5 | INTC | Intel | 7.7% | 194.9% |
| 6 | SWKS | Skyworks Solutions | 6.7% | 47.0% |
| 7 | AMD | Advanced Micro Devices | 6.4% | 154.5% |
| 8 | SNDK | SanDisk | 6.2% | 580.1% |
| 9 | WDAY | Workday | 6.1% | -7.2% |
| 10 | HPQ | HP | 6.0% | 61.6% |
Thursday’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 | TMUS | T-Mobile US | -5.6% | -16.7% |
| 2 | DVA | DaVita | -5.6% | 61.2% |
| 3 | PSKY | Paramount Skydance | -4.6% | -19.6% |
| 4 | CPRT | Copart | -3.8% | -24.2% |
| 5 | CSGP | CoStar | -3.5% | -56.4% |
| 6 | CMCSA | Comcast | -3.5% | -15.3% |
| 7 | BLDR | Builders FirstSource | -3.3% | -43.9% |
| 8 | AXON | Axon Enterprise | -3.2% | -20.1% |
| 9 | RDDT | -3.0% | -33.5% | |
| 10 | VRSK | Verisk Analytics | -2.9% | -20.5% |
Is today’s biggest winner built on a foundation of growth?
Generac (GNRC) was the day’s strongest performer, returning +18.3%. The company trades at 47.2 times trailing earnings (on trailing earnings that include at least one loss quarter, so the multiple is not comparable to a clean-year multiple). Its revenue grew 0.6% over the last twelve months. For comparison, the day’s biggest loser, T-Mobile US (TMUS), fell 5.6% but saw its revenue grow 9.7% over the same period.
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 | 21.3% | 52.0% |
| 2 | CRWD | CrowdStrike | 17.6% | 109.7% |
| 3 | DELL | Dell Technologies | 16.1% | 371.7% |
| 4 | MRNA | Moderna | 15.7% | 436.0% |
| 5 | GNRC | Generac | 14.1% | 52.0% |
| 6 | ARE | Alexandria Real Estate Equities | 13.7% | 18.5% |
| 7 | HPE | Hewlett Packard Enterprise | 10.8% | 157.1% |
| 8 | MTD | Mettler-Toledo International | 10.1% | 1.2% |
| 9 | IT | Gartner | 10.1% | -25.6% |
| 10 | A | Agilent Technologies | 9.2% | 15.6% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | JBHT | JB Hunt Transport Services | -11.6% | 22.5% |
| 2 | LRCX | Lam Research | -9.6% | 57.6% |
| 3 | GLW | Corning | -9.4% | 69.7% |
| 4 | CMCSA | Comcast | -9.0% | -15.3% |
| 5 | EXE | Expand Energy | -8.8% | -18.6% |
| 6 | EQT | EQT | -8.4% | -5.2% |
| 7 | CEG | Constellation Energy | -8.1% | -25.3% |
| 8 | AMAT | Applied Materials | -8.1% | 63.0% |
| 9 | WDC | Western Digital | -8.0% | 146.3% |
| 10 | CMG | Chipotle Mexican Grill | -7.3% | -9.4% |
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 | 151.1% | 436.0% |
| 2 | SWKS | Skyworks Solutions | 35.4% | 47.0% |
| 3 | RVTY | Revvity | 29.0% | 52.0% |
| 4 | DELL | Dell Technologies | 25.6% | 371.7% |
| 5 | META | Meta Platforms | 25.5% | 3.6% |
| 6 | CRM | Salesforce | 24.0% | -7.7% |
| 7 | ARE | Alexandria Real Estate Equities | 22.9% | 18.5% |
| 8 | MOS | Mosaic | 21.1% | 8.3% |
| 9 | HOOD | Robinhood Markets | 20.0% | -2.9% |
| 10 | COIN | Coinbase Global | 19.0% | -23.1% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | AXON | Axon Enterprise | -26.8% | -20.1% |
| 2 | PCG | PG&E | -24.9% | -16.3% |
| 3 | EIX | Edison International | -24.7% | -3.9% |
| 4 | HWM | Howmet Aerospace | -22.9% | 10.3% |
| 5 | CLX | Clorox | -19.5% | -12.7% |
| 6 | AMAT | Applied Materials | -18.8% | 63.0% |
| 7 | CCL | Carnival Corporation | -18.7% | -26.2% |
| 8 | NCLH | Norwegian Cruise Line | -18.3% | -35.5% |
| 9 | WYNN | Wynn Resorts | -18.1% | -30.6% |
| 10 | BKNG | Booking | -17.9% | -19.8% |
A movers list is a map of attention, not a set of instructions.
The tables earlier in this report show the largest percentage moves, which is simply a measure of volatility. A stock’s appearance on these lists is information, not a recommendation. It signals that something has drawn significant attention to the name, changing perceptions of its value or risk.
The disciplined response is not to chase the move but to check the business. The longer-term lists above can reveal persistence, but they cannot tell you if the underlying company fundamentals support the new price. That work remains the necessary next step.
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 S&P 500, the S&P MidCap 400, and the Russell 2000. Let the movers list remind you why diversification exists.