Since President Donald Trump returned to the White House, some stocks have fluctuated heavily in a few days. Trump is wary of our investors about market mobility plans, such as tariffs and federal spending cuts. The S&P 500 is set to record the worst 100 days of presidency since Richard Nixon’s second term in the 1970s. Under the hood, some names see the movement of the features. CNBC screened the S&P 500 to see which stocks have performed best and worst since Trump returned to his oval office in January. To do this, CNBC used the closure level since Friday before Trump took office. The worst-performing Deckers Outdoors dropped the S&P 500 with a 48% drop in this period. The Ugg and Hoka makers were hit as investors worried that Trump’s taxation plans on imports would hurt the company’s profits. Evercore analyst Jesalyn Wong told clients earlier this month that the majority of Deckers manufacturing is likely in China and Vietnam. Despite this rough patch, Wall Street is expecting a rebound. Typical analysts voted by LSEG have a buy rating and an average price target, with around 67% up. The 2025 Deck YTD Mountain Deckers was also one of Tesla’s most difficult hit names, stripping off about a third of its stock in 100 days. In addition to tariff concerns, the company faces protests against leaders of the controversial government efficiency initiative, CEO Elon Musk has supported Trump’s campaign. “When people’s cars are at risk of being locked or set fired, even those who support musks or indifferent people [toward] Baird analyst Ben Caro told CNBC last month. The majority of analysts surveyed by LSEG said they had stock purchase valuations. Airlines struggled to expect demand later this year, and some names have been able to defy the trend. Palantir surpasses the index in this time frame, with stocks rising more than 57%. That comes after last year’s buzzy defence technology name was already a top performer. Retail investors’ favourites look like the so-called Trump trade, which is isolated from stock tariff sales. Executives said they are looking at Musk and Trump’s government efficiency work. “I think Doge will bring meritocracy and transparency to the government, and that’s exactly what our commercial business is,” Palantir technology chief Shyam Sankar said in a February company revenue call. 2025 Pltr ytd Mountain Palantir But Wall Street is cautious after stock monsters run. According to LSEG, a typical analyst has a hold valuation with a price target that suggests that the stock could slip near 18% over the next year. Netflix is another top performer, with streamer stock jumping by over 28%. The company’s focus was little influenced by tariffs. After that rally, analysts aren’t seen that much of a reverse. While most analysts surveyed by LSEG have a buy rating, the average price target means that the stock could rise below 2% from next year. Elsewhere, some defensive names were one of the outperformers. Tobacco giant Philip Morris jumped 40%, while telecom inventory AT&T rose more than 20%. Both stocks purchase ratings from the majority of analysts voted by LSEG. A typical price target reflects nearly 2% for Philip Morris and about 3.6% for AT&T.
