08/07/2026 | Press release | Distributed by Public on 08/07/2026 00:53
A handful of large companies hit new lows for the year, creating a stark contrast with the broader market's recent gains.
The pain on Thursday was concentrated in small pockets, with Diversified Support Services, Mortgage REITs, and Restaurants each placing two names on the 52-week-low list. In total, 25 stocks from the Russell 3000 are at their weakest price of the last year. The largest is AppLovin (APP), a company with a market value of about $113.3 billion that has seen its stock decline 35.7% over the last month. How can such significant weakness exist while the S&P 500 has returned +3.1% over the same period? The full list of names follows.
The Full List, Largest First
Here are all 25 names, sorted by market capitalization, with returns over four windows:
| Tickers |
Market Cap |
1D % Chg |
1W % Chg |
1M % Chg |
1Y % Chg |
|---|---|---|---|---|---|
| APP | $113.3 Bil | -19.7% | -16.9% | -35.7% | -11.2% |
| HONA | $49.6 Bil | -23.2% | -23.4% | -30.3% | n/a |
| PEG | $37.4 Bil | -0.7% | -3.2% | -7.7% | -12.1% |
| ROL | $17.7 Bil | -2.0% | -4.0% | -18.1% | -35.8% |
| RBA | $17.2 Bil | -3.1% | -15.8% | -16.6% | -14.7% |
| APTV | $9.9 Bil | -1.5% | -20.3% | -20.9% | -28.5% |
| CELH | $6.1 Bil | -18.5% | -19.0% | -22.3% | -44.4% |
| STWD | $5.8 Bil | -1.7% | -1.8% | -3.2% | -9.5% |
| GPI | $3.2 Bil | -2.4% | -8.7% | -8.1% | -35.2% |
| WING | $3.2 Bil | -5.8% | -13.2% | -26.4% | -65.3% |
| BXMT | $2.3 Bil | -0.7% | -7.5% | -18.7% | -18.9% |
| RUN | $2.2 Bil | -10.6% | -1.5% | -21.9% | -0.4% |
| ATS | $2.0 Bil | -26.5% | -23.4% | -24.6% | -32.2% |
| CPRI | $1.8 Bil | -6.4% | -5.6% | -16.2% | -17.6% |
| EMAT | $1.6 Bil | -1.5% | -39.1% | -50.1% | n/a |
| WLFC | $1.3 Bil | -2.0% | -11.9% | -71.0% | -57.1% |
| ARDX | $1.2 Bil | -0.8% | -3.4% | -10.3% | -5.1% |
| OI | $1.1 Bil | -5.0% | -3.4% | -25.4% | -45.4% |
| COLL | $0.9 Bil | -18.6% | -19.1% | -18.8% | -6.4% |
| ESRT | $0.8 Bil | -0.2% | -2.4% | -9.8% | -31.2% |
| GOOS | $0.8 Bil | -2.8% | -7.5% | -9.1% | -24.4% |
| AHCO | $0.8 Bil | -6.9% | -43.4% | -39.5% | -40.2% |
| PZZA | $0.8 Bil | -17.2% | -18.5% | -27.3% | -35.7% |
| LMB | $0.6 Bil | -3.6% | -31.4% | -37.9% | -64.3% |
| CCOI | $0.5 Bil | -15.2% | -17.6% | -11.7% | -75.4% |
Is a business growing while its stock hits a new low?
AppLovin (APP) stands out for the apparent disconnect between its business performance and its stock price. The company's revenue grew 60.6% over the last twelve months, and it currently trades at 25.6 times trailing earnings with a free cash flow yield of 4.0%. Another name on the list, Public Service Enterprise (PEG), also shows continued business expansion. Its revenue grew 12.7% over the last twelve months.
So is this a shopping list or a warning sign?
A 52-week-low list is a tool for discovery, not a set of instructions. A stock arrives here for a reason, and that reason can be a temporary mispricing or a permanent impairment of the business. The price is a signal, but it is not the story. The disciplined move is to investigate the fundamentals of the company itself before deciding if the market has created an opportunity or correctly identified a problem.
If any of these names tempt you, resist buying a price alone. Our Buy the Dip screen asks the follow-up question that matters: which marked-down stocks still have the growth and cash generation to recover.
Catching Falling Prices Is A Skill. Not Needing To Is A Strategy
Buying stocks at 52-week lows works brilliantly on the survivors and painfully on the rest, and nobody rings a bell to tell you which is which. The honest answer for most investors is to stop needing that call.
The Trefis High Quality (HQ) Portfolio holds roughly 30 businesses selected for the traits that make recoveries likely in the first place: consistent cash generation, strong margins, resilient balance sheets. It has a track record of outpacing a benchmark that combines the three major indices - the S&P 500, S&P Mid-cap, and Russell 2000. Watch the low list for information; let a disciplined basket do the buying.