S&P 500 Movers | Winners: CCI, CRWD, PANW | Losers: BE, FIX, GL

SPYYTD+12.0%SPYYTD+12.0%QQQYTD+14.9%
Analyze SPY →

The S&P 500 declined 0.5% on Friday, October 23, while the Nasdaq-100 was flat and the Dow Jones Industrial Average dropped 1.2%. The S&P 500 is now down 0.5% over five trading days and down 1.0% over the past month.

Decliners outnumbered gainers 366 to 136 within the S&P 500. Crown Castle (CCI) gained 9.1% to lead the day, while Bloom Energy (BE) fell 11.2%, the weakest showing.

Photo by ArtsyBee on Pixabay

 
Friday’s S&P 500 Winners

The 10 S&P 500 stocks with the highest returns on Friday:
 

# Ticker Company Name 1-D
Returns
YTD
Returns
1 CCI Crown Castle 9.1% 0.5%
2 CRWD CrowdStrike 8.2% 119.8%
3 PANW Palo Alto Networks 7.2% 106.6%
4 SLB SLB 7.1% 40.5%
5 HAL Halliburton 5.2% 25.3%
6 APA APA 5.0% 118.3%
7 DDOG Datadog 4.6% 98.3%
8 DVN Devon Energy 4.5% 43.0%
9 TRGP Targa Resources 4.4% 66.3%
10 FANG Diamondback Energy 4.4% 39.2%

 
Friday’s S&P 500 Losers

And the 10 S&P 500 stocks with the lowest returns on Friday:
 

# Ticker Company Name 1-D
Returns
YTD
Returns
1 BE Bloom Energy -11.2% 122.5%
2 FIX Comfort Systems USA -9.3% 24.6%
3 GL Globe Life -8.1% 11.6%
4 T AT&T -8.0% -11.7%
5 TMUS T-Mobile US -7.7% -26.7%
6 CBRE CBRE -6.0% -23.3%
7 DECK Deckers Outdoor -4.9% -21.8%
8 MGM MGM Resorts International -4.9% -23.1%
9 LULU Lululemon Athletica -4.9% -52.4%
10 DG Dollar General -4.6% 1.9%

For A Few Names, Friday Extended A Monthly Trend

Bloom Energy (BE) appears on both the one-day and one-month losers lists. It fell 11.2% on Friday and is down 27.5% over the past month; excluding Friday, it had already lost 18.3% over the other sessions.

Comfort Systems USA (FIX) added to a longer slide: after Friday’s 9.3% decline, the stock is down 29.4% over the past month, and it was already down 22.2% before Friday.

The 9.1% gain in Crown Castle (CCI) on Friday was not a one-off: the stock is up 27.1% over the past month, and up 16.6% over the sessions before Friday.

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 HAS Hasbro 18.9% 46.5%
2 CRL Charles River Laboratories International 15.1% 73.1%
3 ROP Roper Technologies 14.5% -0.6%
4 ALLE Allegion 14.3% 13.7%
5 CRWD CrowdStrike 13.3% 119.8%
6 EFX Equifax 13.1% -15.2%
7 IT Gartner 12.1% -8.7%
8 HPQ HP 12.1% 56.8%
9 NOW ServiceNow 12.0% 3.8%
10 PANW Palo Alto Networks 11.3% 106.6%

 
Losers
 

# Ticker Company Name 1-W
Returns
YTD
Returns
1 FIX Comfort Systems USA -19.3% 24.6%
2 HWM Howmet Aerospace -15.9% -9.2%
3 FLEX FLEX -15.4% 26.7%
4 PWR Quanta Services -13.5% 29.6%
5 LRCX Lam Research -12.8% 34.8%
6 BE Bloom Energy -12.7% 122.5%
7 KLAC KLA -12.1% 20.3%
8 GEV GE Vernova -11.5% 24.9%
9 NRG NRG Energy -11.0% -41.5%
10 T AT&T -10.7% -11.7%

 
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 ACN Accenture 41.7% -3.8%
2 PTC PTC 41.0% 11.2%
3 HAS Hasbro 35.3% 46.5%
4 IT Gartner 28.4% -8.7%
5 CBOE Cboe Global Markets 27.2% 36.6%
6 CCI Crown Castle 27.1% 0.5%
7 INTU Intuit 24.5% -47.4%
8 CTSH Cognizant Technology Solutions 23.4% -13.5%
9 EFX Equifax 22.6% -15.2%
10 FDS FactSet Research Systems 22.1% 15.8%

 
Losers
 

# Ticker Company Name 1-M
Returns
YTD
Returns
1 FLEX FLEX -31.9% 26.7%
2 INTC Intel -31.7% 135.7%
3 STX Seagate Technology -30.4% 129.7%
4 SNDK SanDisk -29.4% 421.5%
5 FIX Comfort Systems USA -29.4% 24.6%
6 COHR Coherent -28.0% 13.4%
7 BE Bloom Energy -27.5% 122.5%
8 LRCX Lam Research -25.1% 34.8%
9 MOS Mosaic -24.7% -23.9%
10 WDC Western Digital -23.7% 99.7%

 

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.