S&P 500 Movers | Winners: COIN, SNDK, HOOD | Losers: NUE, QCOM, ARE
Some of the day’s largest advances were not new, but the continuation of a month-long trend.
Coinbase Global (COIN) gained +11.7% on Friday, but its strength is not a one-day story. The move came as the S&P 500 edged up +0.2%, though the index remains down 0.7% over the last month. The day’s largest percentage moves 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 | COIN | Coinbase Global | 11.7% | -14.1% |
| 2 | SNDK | SanDisk | 11.0% | 654.8% |
| 3 | HOOD | Robinhood Markets | 9.1% | 5.9% |
| 4 | COHR | Coherent | 7.2% | 71.9% |
| 5 | LRCX | Lam Research | 7.0% | 68.6% |
| 6 | STX | Seagate Technology | 6.9% | 212.6% |
| 7 | AMAT | Applied Materials | 6.5% | 73.6% |
| 8 | TER | Teradyne | 5.2% | 92.1% |
| 9 | FIX | Comfort Systems USA | 4.9% | 77.2% |
| 10 | KLAC | KLA | 4.7% | 46.2% |
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 | NUE | Nucor | -6.3% | 53.2% |
| 2 | QCOM | Qualcomm | -5.8% | 5.5% |
| 3 | ARE | Alexandria Real Estate Equities | -5.4% | 12.1% |
| 4 | GM | General Motors | -5.1% | 1.8% |
| 5 | ACN | Accenture | -4.7% | -30.6% |
| 6 | NFLX | Netflix | -4.7% | -23.4% |
| 7 | CF | CF Industries | -4.6% | 67.5% |
| 8 | FISV | Fiserv | -4.3% | -29.7% |
| 9 | APP | AppLovin | -4.2% | -54.3% |
| 10 | STLD | Steel Dynamics | -4.1% | 39.6% |
Friday’s biggest gains show persistent strength.
Two names on the daily winners list also appear on the one-month leaderboard. Coinbase Global has a one-month return of +21.3%, and excluding Friday it still gained +8.6% over the other sessions. Robinhood Markets (HOOD) shows a similar pattern, with a one-day return of +9.1% contributing to a one-month gain of +25.1%; it gained +14.7% in the preceding sessions. On the other side of the ledger, the day’s biggest loser Nucor (NUE) fell 6.3%, a sharp move for a company whose revenue grew 17.2% over the last twelve months.
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 | 15.4% | 48.6% |
| 2 | CRWD | CrowdStrike | 15.0% | 102.8% |
| 3 | GNRC | Generac | 10.9% | 52.1% |
| 4 | COIN | Coinbase Global | 10.8% | -14.1% |
| 5 | SNDK | SanDisk | 9.7% | 654.8% |
| 6 | FDS | FactSet Research Systems | 9.3% | -0.8% |
| 7 | FTNT | Fortinet | 8.8% | 113.9% |
| 8 | AMD | Advanced Micro Devices | 8.5% | 161.4% |
| 9 | MTD | Mettler-Toledo International | 7.6% | -0.1% |
| 10 | DXCM | DexCom | 7.6% | 34.6% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | JBHT | JB Hunt Transport Services | -13.4% | 21.2% |
| 2 | CHTR | Charter Communications | -12.1% | -38.6% |
| 3 | CEG | Constellation Energy | -10.5% | -27.6% |
| 4 | GLW | Corning | -9.8% | 72.4% |
| 5 | CMCSA | Comcast | -9.8% | -15.9% |
| 6 | SLB | SLB | -8.8% | 35.4% |
| 7 | NRG | NRG Energy | -8.6% | -34.3% |
| 8 | FISV | Fiserv | -8.5% | -29.7% |
| 9 | GS | Goldman Sachs | -8.5% | 8.7% |
| 10 | ON | ON Semiconductor | -8.1% | 29.2% |
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 | DELL | Dell Technologies | 29.8% | 355.4% |
| 2 | SWKS | Skyworks Solutions | 29.6% | 42.9% |
| 3 | HOOD | Robinhood Markets | 25.1% | 5.9% |
| 4 | META | Meta Platforms | 21.9% | 1.0% |
| 5 | COIN | Coinbase Global | 21.3% | -14.1% |
| 6 | RVTY | Revvity | 20.1% | 48.6% |
| 7 | AMD | Advanced Micro Devices | 20.0% | 161.4% |
| 8 | VLO | Valero Energy | 19.4% | 157.6% |
| 9 | CRWD | CrowdStrike | 17.9% | 102.8% |
| 10 | DE | Deere | 17.8% | 47.7% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | AXON | Axon Enterprise | -30.7% | -21.2% |
| 2 | PCG | PG&E | -25.2% | -17.4% |
| 3 | EIX | Edison International | -24.7% | -4.2% |
| 4 | CLX | Clorox | -23.0% | -14.6% |
| 5 | BKNG | Booking | -21.0% | -21.1% |
| 6 | BLDR | Builders FirstSource | -19.9% | -43.5% |
| 7 | SYK | Stryker | -19.1% | -21.3% |
| 8 | HWM | Howmet Aerospace | -19.0% | 12.2% |
| 9 | NCLH | Norwegian Cruise Line | -18.6% | -36.7% |
| 10 | WYNN | Wynn Resorts | -18.4% | -31.6% |
A large move is a starting point, not a conclusion.
The tables of largest movers earlier in this report are a map of market attention. They show where the day’s, week’s, and month’s most extreme price changes occurred. But a large percentage gain or loss is never an instruction to act. It is simply information. The disciplined next step is always the same: to look past the ticker and check the fundamentals of the business behind the move.
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.
Today’s Winner Is Tomorrow’s Loser Often Enough
The movers list is the most honest picture of single-stock risk the market prints each day: the same volatility that makes the winners column also fills the losers column, and no one reliably knows which side a stock lands on next.
That is the case for owning a disciplined basket instead of chasing the tape. The Trefis High Quality (HQ) Portfolio holds roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with 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. Watch the movers for information; let the portfolio do the compounding.