Market Movers | Winners: GKOS, ADT, BHC | Losers: IOVA, NOW, BXBL
The S&P 500 fell 0.3% on Thursday, October 29, while the Nasdaq-100 dropped 1.4% and the Dow Jones Industrial Average declined 0.3%. Over the past week the S&P 500 is up 0.7%, and over the past month it is up 0.9%.
Gainers outnumbered decliners 2,507 to 1,570 within the Trefis coverage universe. At the extremes, Glaukos (GKOS) gained 33.6% and Iovance Biotherapeutics (IOVA) fell 35.4%.
Thursday’s Market Winners
The 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the highest returns on Thursday:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | GKOS | Glaukos | 33.6% | 114.8% |
| 2 | ADT | ADT | 33.2% | 25.3% |
| 3 | BHC | Bausch Health Companies | 28.8% | 28.2% |
| 4 | PRCH | Porch | 28.2% | 128.8% |
| 5 | TDOC | Teladoc Health | 26.9% | 24.7% |
| 6 | CLMB | Climb Global Solutions | 26.3% | 62.8% |
| 7 | CROX | Crocs | 25.5% | 75.7% |
| 8 | MAX | MediaAlpha | 20.6% | 9.1% |
| 9 | UPBD | Upbound | 18.2% | 21.8% |
| 10 | FTAI | FTAI Aviation | 17.3% | 0.1% |
Thursday’s Market Losers
And the 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the lowest returns on Thursday:
| # | Ticker | Company Name | 1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | IOVA | Iovance Biotherapeutics | -35.4% | 250.2% |
| 2 | NOW | ServiceNow | -26.9% | -28.4% |
| 3 | BXBL | BOXABL | -26.6% | n/a |
| 4 | TWI | Titan International | -25.8% | -37.3% |
| 5 | ALNY | Alnylam Pharmaceuticals | -25.1% | -56.2% |
| 6 | SFM | Sprouts Farmers Market | -22.6% | -39.8% |
| 7 | FTNT | Fortinet | -20.1% | 75.2% |
| 8 | CMPR | Cimpress | -19.3% | -9.4% |
| 9 | ALKT | Alkami Technology | -18.3% | -45.0% |
| 10 | QUAD | Quad/Graphics | -18.1% | 27.4% |
For A Few Names, Thursday Extended A Monthly Trend
The 33.2% gain in ADT on Thursday was not a one-off: the stock is up 62.3% over the past month, and up 21.9% over the sessions before Thursday.
Bausch Health Companies (BHC) appears on both the one-day and one-month winners lists. It rose 28.8% on Thursday and is up 52.8% over the past month; excluding Thursday, it had already gained 18.7% over the other sessions.
BOXABL (BXBL) added to a longer slide: after Thursday’s 26.6% decline, the stock is down 41.9% over the past month, and it was already down 20.8% before Thursday.
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 | EAF | GrafTech International | 61.7% | -22.3% |
| 2 | QSI | Quantum-Si | 52.2% | 59.1% |
| 3 | SGRY | Surgery Partners | 46.0% | 50.2% |
| 4 | REPL | Replimune | 45.0% | n/a |
| 5 | ADT | ADT | 41.2% | 25.3% |
| 6 | PACB | Pacific Biosciences of California | 40.8% | 55.1% |
| 7 | PRME | Prime Medicine | 40.5% | 51.0% |
| 8 | TDOC | Teladoc Health | 38.1% | 24.7% |
| 9 | ENVX | Enovix | 37.6% | -52.0% |
| 10 | BHC | Bausch Health Companies | 37.3% | 28.2% |
Losers
| # | Ticker | Company Name | 1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | BCAX | Bicara Therapeutics | -44.7% | -42.2% |
| 2 | BXBL | BOXABL | -35.6% | n/a |
| 3 | ORIC | ORIC Pharmaceuticals | -34.0% | 9.9% |
| 4 | IOVA | Iovance Biotherapeutics | -32.4% | 250.2% |
| 5 | SFM | Sprouts Farmers Market | -30.3% | -39.8% |
| 6 | NOW | ServiceNow | -30.1% | -28.4% |
| 7 | TWI | Titan International | -28.4% | -37.3% |
| 8 | CMPR | Cimpress | -26.7% | -9.4% |
| 9 | INBX | Inhibrx Biosciences | -24.2% | -6.8% |
| 10 | ALNY | Alnylam Pharmaceuticals | -23.4% | -56.2% |
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 | BMBL | Bumble | 127.4% | 67.5% |
| 2 | NAUT | Nautilus Biotechnology | 121.1% | 61.0% |
| 3 | BRZE | Braze | 82.5% | 33.6% |
| 4 | PRME | Prime Medicine | 71.5% | 51.0% |
| 5 | SGRY | Surgery Partners | 67.3% | 50.2% |
| 6 | QSI | Quantum-Si | 63.6% | 59.1% |
| 7 | ADT | ADT | 62.3% | 25.3% |
| 8 | FIGS | FIGS | 55.6% | 89.8% |
| 9 | MYGN | Myriad Genetics | 54.8% | 8.5% |
| 10 | BHC | Bausch Health Companies | 52.8% | 28.2% |
Losers
| # | Ticker | Company Name | 1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | AVTX | Avalo Therapeutics | -51.5% | -59.0% |
| 2 | CIFR | Cipher Digital | -48.8% | -45.1% |
| 3 | BCAX | Bicara Therapeutics | -47.7% | -42.2% |
| 4 | AVBP | ArriVent BioPharma | -47.3% | -20.7% |
| 5 | FMC | FMC | -46.7% | -65.0% |
| 6 | SECZ | Securitize | -42.2% | n/a |
| 7 | BXBL | BOXABL | -41.9% | n/a |
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.