11/05/2026 | Press release | Distributed by Public on 11/05/2026 03:47
On Wednesday, November 4, the S&P 500 climbed 1.6%, the Nasdaq-100 advanced 0.9% and the Dow Jones Industrial Average rallied 3.0%. The S&P 500 is now down 0.7% over five trading days and down 1.7% over the past month.
Gainers outnumbered decliners 2,808 to 1,309 within the Trefis coverage universe. The day's best return belonged to Cricut (CRCT) (+48.7%) and the worst to Nurix Therapeutics (NRIX) (-38.2%).
Wednesday's Market Winners
The 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the highest returns on Wednesday:
| # | Ticker | Company Name |
1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CRCT | Cricut | 48.7% | 87.3% |
| 2 | LYEL | Lyell Immunopharma | 43.3% | -49.9% |
| 3 | ADV | Advantage Solutions | 36.1% | n/a |
| 4 | TREE | LendingTree | 32.8% | -27.8% |
| 5 | KD | Kyndryl | 30.1% | -36.6% |
| 6 | OPRT | Oportun Financial | 29.6% | 145.9% |
| 7 | RYTM | Rhythm Pharmaceuticals | 28.0% | 3.4% |
| 8 | DFH | Dream Finders Homes | 26.8% | -25.1% |
| 9 | DUOL | Duolingo | 26.0% | -8.1% |
| 10 | ALIT | Alight | 26.0% | -67.3% |
Wednesday's Market Losers
And the 10 US-listed stocks in the Trefis coverage universe worth at least $300 million with the lowest returns on Wednesday:
| # | Ticker | Company Name |
1-D Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | NRIX | Nurix Therapeutics | -38.2% | -15.9% |
| 2 | ECG | Everus Construction | -29.3% | -6.8% |
| 3 | SNDX | Syndax Pharmaceuticals | -26.9% | -50.3% |
| 4 | DJT | Trump Media & Technology | -24.5% | -66.1% |
| 5 | FIS | Fidelity National Information Services | -23.7% | -53.8% |
| 6 | HUT | Hut 8 | -23.2% | 6.5% |
| 7 | KURA | Kura Oncology | -23.0% | -26.8% |
| 8 | TH | Target Hospitality | -22.1% | 40.9% |
| 9 | STRL | Sterling Infrastructure | -21.5% | -7.4% |
| 10 | MOD | Modine Manufacturing | -21.4% | -26.2% |
Which Of Wednesday's Movers Were Already On A Run?
Lyell Immunopharma (LYEL) appears on both the one-day and one-month winners lists. It rose 43.3% on Wednesday and is up 79.2% over the past month; excluding Wednesday, it had already gained 25.1% over the other sessions.
Sterling Infrastructure (STRL) added to a longer slide: after Wednesday's 21.5% decline, the stock is down 49.7% over the past month, and it was already down 35.9% before Wednesday.
The 21.4% decline in Modine Manufacturing (MOD) on Wednesday was not a one-off: the stock is down 48.1% over the past month, and down 33.9% over the sessions before Wednesday.
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 | ULH | Universal Logistics | 92.0% | 119.4% |
| 2 | GDYN | Grid Dynamics | 57.1% | 52.3% |
| 3 | ARRY | Array Technologies | 49.7% | -42.2% |
| 4 | CRCT | Cricut | 46.3% | 87.3% |
| 5 | TREE | LendingTree | 44.6% | -27.8% |
| 6 | FMC | FMC | 43.6% | -52.8% |
| 7 | CAPR | Capricor Therapeutics | 43.2% | n/a |
| 8 | UPBD | Upbound | 42.8% | 47.1% |
| 9 | EVER | EverQuote | 42.5% | 13.3% |
| 10 | LYEL | Lyell Immunopharma | 41.2% | -49.9% |
Losers
| # | Ticker | Company Name |
1-W Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | NRIX | Nurix Therapeutics | -41.5% | -15.9% |
| 2 | IOVA | Iovance Biotherapeutics | -41.3% | 218.7% |
| 3 | FRMI | Fermi | -39.7% | -77.2% |
| 4 | ABR | Arbor Realty Trust | -39.3% | -74.6% |
| 5 | INTC | Intel | -39.0% | 57.9% |
| 6 | OFRM | Once Upon a Farm PBC | -39.0% | n/a |
| 7 | GYRE | Gyre Therapeutics | -37.4% | -37.1% |
| 8 | MRVL | Marvell Technology | -36.5% | 88.4% |
| 9 | XMAX | XMAX | -36.1% | n/a |
| 10 | SOC | Sable Offshore | -35.3% | -78.0% |
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 | 139.0% | 68.1% |
| 2 | ULH | Universal Logistics | 93.0% | 119.4% |
| 3 | LQDA | Liquidia | 82.9% | 37.4% |
| 4 | LYEL | Lyell Immunopharma | 79.2% | -49.9% |
| 5 | GDYN | Grid Dynamics | 75.8% | 52.3% |
| 6 | BRZE | Braze | 75.0% | 34.4% |
| 7 | SGRY | Surgery Partners | 72.7% | 49.9% |
| 8 | TDOC | Teladoc Health | 68.1% | 38.6% |
| 9 | VRDN | Viridian Therapeutics | 59.5% | -6.6% |
| 10 | EVER | EverQuote | 57.8% | 13.3% |
Losers
| # | Ticker | Company Name |
1-M Returns |
YTD Returns |
|---|---|---|---|---|
| 1 | CIFR | Cipher Digital | -58.1% | -56.0% |
| 2 | FRMI | Fermi | -57.0% | -77.2% |
| 3 | AAOI | Applied Optoelectronics | -54.5% | 70.0% |
| 4 | IESC | IES | -50.5% | n/a |
| 5 | STRL | Sterling Infrastructure | -49.7% | -7.4% |
| 6 | FCEL | FuelCell Energy | -49.0% | 44.2% |
| 7 | ABR | Arbor Realty Trust | -48.7% | -74.6% |
| 8 | INTC | Intel | -48.2% | 57.9% |
| 9 | CBRS | Cerebras Systems | -48.1% | n/a |
| 10 | MOD | Modine Manufacturing | -48.1% | -26.2% |
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.