Market Movers | Winners: OPCH, STDN, HTZ | Losers: AVBP, TWST, TXG

SPYYTD+14.9%SPYYTD+14.9%QQQYTD+24.0%
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The S&P 500 advanced 0.6% on Tuesday, October 6, while the Nasdaq-100 gained 0.5% and the Dow Jones Industrial Average rose 0.5%. The S&P 500 is now up 1.9% over five trading days and up 1.3% over the past month.

Within the Trefis coverage universe, 2,003 stocks rose and 2,064 fell. The day’s best return belonged to Option Care Health (OPCH) (+32.6%) and the worst to ArriVent BioPharma (AVBP) (-47.0%).

Photo by ArtsyBee on Pixabay

 
Tuesday’s Market Winners

The 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the highest returns on Tuesday:
 

# Ticker Company Name 1-D
Returns
YTD
Returns
1 OPCH Option Care Health 32.6% -2.7%
2 STDN Standard Nuclear 16.8% n/a
3 HTZ Hertz Global 15.1% -59.9%
4 FCEL FuelCell Energy 14.3% 182.5%
5 CIEN Ciena 13.8% 89.7%
6 SWRD Stewards 13.2% -48.0%
7 TLN Talen Energy 12.4% -0.5%
8 CEG Constellation Energy 12.2% -14.6%
9 APOG Apogee Enterprises 12.2% 12.3%
10 LVWR LiveWire 10.9% -63.1%

 
Tuesday’s Market Losers

And the 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the lowest returns on Tuesday:
 

# Ticker Company Name 1-D
Returns
YTD
Returns
1 AVBP ArriVent BioPharma -47.0% -25.0%
2 TWST Twist Bioscience -18.6% 426.4%
3 TXG 10x Genomics -17.5% 394.5%
4 DNA Ginkgo Bioworks -17.2% 49.3%
5 ALMR Alamar Biosciences -15.4% n/a
6 APMD Apnimed -14.3% n/a
7 AGEN Agenus -14.2% 138.5%
8 TEM Tempus AI -13.8% 21.9%
9 SYRE Spyre Therapeutics -13.6% 144.5%
10 ACRS Aclaris Therapeutics -13.3% 22.9%

Some Of Tuesday’s Biggest Moves Were Weeks In The Making

ArriVent BioPharma (AVBP) appears on both the one-day and one-month losers lists. It fell 47.0% on Tuesday and is down 51.2% over the past month; excluding Tuesday, it had already lost 8.0% over the other sessions.

Aclaris Therapeutics (ACRS) added to a longer slide: after Tuesday’s 13.3% decline, the stock is down 40.0% over the past month, and it was already down 30.8% before Tuesday.

Movers Over The Last Week

Widening the window to five trading days, these are the strongest and weakest names in the Trefis coverage universe:
 
Winners
 

# Ticker Company Name 1-W
Returns
YTD
Returns
1 PACB Pacific Biosciences of California 47.5% 44.4%
2 PTC PTC 40.3% 10.8%
3 RXO RXO 37.8% 125.8%
4 OPCH Option Care Health 35.9% -2.7%
5 OPTX Syntec Optics 32.5% 243.4%
6 AAOI Applied Optoelectronics 29.3% 273.4%
7 CCOI Cogent Communications 26.8% -56.6%
8 STDN Standard Nuclear 26.4% n/a
9 CIEN Ciena 25.0% 89.7%
10 MTSI MACOM Technology Solutions 23.4% 104.7%

 
Losers
 

# Ticker Company Name 1-W
Returns
YTD
Returns
1 LQDA Liquidia -63.3% -24.9%
2 AVBP ArriVent BioPharma -48.9% -25.0%
3 EMAT Evolution Metals & Technologies -34.0% n/a
4 NKTR Nektar Therapeutics -32.6% -5.6%
5 ACRS Aclaris Therapeutics -29.9% 22.9%
6 AGEN Agenus -24.3% 138.5%
7 GLAS Glass House Brands -24.0% n/a
8 APMD Apnimed -22.0% n/a
9 SPHR Sphere Entertainment -21.5% 10.8%
10 IART Integra Lifesciences -20.0% 7.2%

 
Movers Over The Last Month

And over the last 21 trading days, the strongest and weakest names in the Trefis coverage universe:
 
Winners
 

# Ticker Company Name 1-M
Returns
YTD
Returns
1 INDP Indaptus Therapeutics 112.3% -11.0%
2 PACB Pacific Biosciences of California 100.0% 44.4%
3 DNA Ginkgo Bioworks 78.6% 49.3%
4 MXL MaxLinear 74.2% 527.1%
5 SECZ Securitize 71.2% n/a
6 GRAL GRAIL 70.9% n/a
7 BNC BNB Standard 67.6% -8.9%
8 VICR Vicor 58.7% 173.1%
9 SVIA Silvia 57.1% n/a
10 BALY Ballys 53.2% -15.3%

 
Losers
 

# Ticker Company Name 1-M
Returns
YTD
Returns
1 LQDA Liquidia -62.3% -24.9%
2 KDK Kodiak AI -55.0% -84.2%
3 AVBP ArriVent BioPharma -51.2% -25.0%
4 QURE uniQure -48.2% -3.6%
5 NKTR Nektar Therapeutics -46.2% -5.6%
6 GLAS Glass House Brands -41.9% n/a
7 CABA Cabaletta Bio -41.8% -7.8%
8 ACRS Aclaris Therapeutics -40.0% 22.9%
9 ASMB Assembly Biosciences -39.4% -34.8%
10 XENE Xenon Pharmaceuticals -38.8% -18.4%

 

The Tape Rewards Attention. It Punishes Reaction

Big daily moves pull hard at both greed and fear, and acting on either, day after day, is how most portfolios end up trailing the index they were trying to beat.

The Trefis High Quality (HQ) Portfolio is built for the opposite reflex: about 30 quality businesses screened for the fundamentals that survive volatile stretches, held with rules instead of reactions. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Read the movers daily; trade them rarely.