S&P 500 Movers | Winners: BE, ON, MCHP | Losers: GEN, CHTR, DVN
Beneath a quiet index surface, some stocks are showing persistent strength while others continue long-running slides.
Bloom Energy (BE) led the S&P 500 with a gain of +8.3% on a day the index itself returned just +0.5%. That contrast between a placid average and a sharp move in a single name raises the key question for any movers list: is this a one-day flash of noise, or part of a durable trend? The day’s biggest winners and losers are below.
Friday’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 | BE | Bloom Energy | 8.3% | 232.3% |
| 2 | ON | ON Semiconductor | 5.5% | 42.6% |
| 3 | MCHP | Microchip Technology | 5.4% | 25.6% |
| 4 | GNRC | Generac | 5.1% | 52.6% |
| 5 | DELL | Dell Technologies | 5.0% | 351.3% |
| 6 | CVS | CVS Health | 4.8% | 14.9% |
| 7 | IT | Gartner | 4.8% | -25.5% |
| 8 | PYPL | PayPal | 4.6% | -4.9% |
| 9 | HUM | Humana | 4.6% | 56.5% |
| 10 | DDOG | Datadog | 4.4% | 97.2% |
Friday’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 | GEN | Gen Digital | -6.3% | -19.3% |
| 2 | CHTR | Charter Communications | -3.9% | -45.9% |
| 3 | DVN | Devon Energy | -3.8% | 30.9% |
| 4 | GDDY | GoDaddy | -3.6% | -21.7% |
| 5 | DRI | Darden Restaurants | -3.6% | 11.1% |
| 6 | CBOE | Cboe Global Markets | -3.6% | 3.6% |
| 7 | INTC | Intel | -3.4% | 233.3% |
| 8 | GIS | General Mills | -3.4% | -24.1% |
| 9 | LYB | LyondellBasell Industries | -3.4% | 38.7% |
| 10 | AXON | Axon Enterprise | -3.3% | -24.3% |
How long has this weakness been building?
Some moves are not new. Gen Digital (GEN) was the day’s weakest stock, returning -6.3%. But this is not an isolated event. The company also appears on the one-month losers list with a total return of -27.1%. Its weakness has been building for weeks, as it still lost 22.2% over the other sessions.
The same persistence appears on the upside. Bloom Energy (BE) returned +32.3% over the last month, and its strength is not a one-day event; excluding today, it still gained +22.2% over the other sessions. The company’s revenue grew 91.0% over the last twelve months, and it trades at 338.6 times trailing earnings (on trailing earnings that include at least one loss quarter, so the multiple is not comparable to a clean-year multiple).
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 | MRNA | Moderna | 29.1% | 574.4% |
| 2 | P | Everpure | 21.0% | n/a |
| 3 | DDOG | Datadog | 16.6% | 97.2% |
| 4 | CDNS | Cadence Design Systems | 15.3% | 4.3% |
| 5 | QCOM | Qualcomm | 13.6% | 19.9% |
| 6 | INTC | Intel | 13.3% | 233.3% |
| 7 | META | Meta Platforms | 13.0% | 14.2% |
| 8 | ILMN | Illumina | 12.7% | 105.9% |
| 9 | AMD | Advanced Micro Devices | 12.6% | 194.5% |
| 10 | MPWR | Monolithic Power Systems | 12.3% | 51.4% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | GEN | Gen Digital | -25.5% | -19.3% |
| 2 | MGM | MGM Resorts International | -13.8% | -10.7% |
| 3 | PAYX | Paychex | -12.7% | -6.6% |
| 4 | CHTR | Charter Communications | -11.9% | -45.9% |
| 5 | CF | CF Industries | -10.2% | 50.4% |
| 6 | AMP | Ameriprise Financial | -9.4% | 1.5% |
| 7 | FSLR | First Solar | -9.3% | -32.0% |
| 8 | FICO | Fair Isaac | -9.1% | -48.9% |
| 9 | HPQ | HP | -9.0% | 45.9% |
| 10 | ALL | Allstate | -8.9% | 10.9% |
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 | INTC | Intel | 39.4% | 233.3% |
| 2 | SWKS | Skyworks Solutions | 34.1% | 43.8% |
| 3 | CRWD | CrowdStrike | 33.3% | 115.1% |
| 4 | MRNA | Moderna | 32.9% | 574.4% |
| 5 | BE | Bloom Energy | 32.3% | 232.3% |
| 6 | AMD | Advanced Micro Devices | 31.1% | 194.5% |
| 7 | META | Meta Platforms | 30.6% | 14.2% |
| 8 | QCOM | Qualcomm | 24.0% | 19.9% |
| 9 | DELL | Dell Technologies | 21.4% | 351.3% |
| 10 | ILMN | Illumina | 20.1% | 105.9% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | PCG | PG&E | -32.3% | -22.8% |
| 2 | EIX | Edison International | -29.3% | -8.8% |
| 3 | AXON | Axon Enterprise | -29.2% | -24.3% |
| 4 | GEN | Gen Digital | -27.1% | -19.3% |
| 5 | CHTR | Charter Communications | -26.6% | -45.9% |
| 6 | MGM | MGM Resorts International | -25.0% | -10.7% |
| 7 | FICO | Fair Isaac | -23.9% | -48.9% |
| 8 | EFX | Equifax | -22.1% | -31.1% |
| 9 | AON | AON | -21.5% | -20.7% |
| 10 | BKNG | Booking | -21.3% | -22.9% |
A big move is a starting point, not a conclusion.
The tables earlier in this report are a map of attention. They show where the largest percentage moves occurred, but they do not explain them. A disciplined investor uses this information as a signal to do more work, not as an instruction to act.
Seeing a name on a one-day, one-week, or one-month list is the beginning of a question. The next step is to check the business behind the stock ticker. A price change is just a price change until you understand the fundamentals that might, or might not, support it.
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.