The market is having a solid year with the S&P 500 up about 16 percent, but not everyone is joining the party. About 200 stocks in the index are down for the year, and a dozen of them have been hit especially hard. These names include Fiserv $FI ( ▲ 0.33% ) , Trade Desk $TTD ( ▲ 1.78% ) , Deckers Outdoor $DECK ( ▲ 3.58% ) , Gartner $IT ( ▼ 1.0% ) , Lululemon $LULU ( ▲ 3.49% ) , Molina Healthcare $MOH ( ▲ 0.86% ) , Alexandria Real Estate $ARE ( ▼ 2.38% ) , Chipotle $CMG ( ▼ 0.62% ) , FactSet $FDS ( ▲ 4.2% ) , Charter Communications $CHTR ( ▲ 2.56% ) , Dow $DOW ( ▲ 0.39% ) , and Constellation Brands $STZ ( ▲ 3.14% ) .
Across the group, the average decline is roughly 50 percent year to date. Their valuations have collapsed with the basket now trading around 14 times next year’s earnings compared to 28 times a year ago. Some drops are tied to weak end markets, like Dow facing softer chemical demand. Others stem from company-specific issues. Fiserv $FI ( ▲ 0.33% ) had one of the worst earnings reactions of the year after cutting its sales growth outlook from 10 percent to about 4 percent, sending the stock down 44 percent in a single day.
Not every company on the list is permanently broken. Three names still carry above-average Buy ratings from analysts. Trade Desk $TTD ( ▲ 1.78% ) has 60 percent Buy ratings. Chipotle $CMG ( ▼ 0.62% ) has 73 percent. Constellation Brands $STZ ( ▲ 3.14% ) sits at 63 percent. Analyst sentiment doesn’t guarantee a turnaround, but it usually signals where fundamentals might improve first.
Constellation and Trade Desk both face earnings declines in 2025 with recoveries expected in 2026. That leaves Chipotle $CMG ( ▼ 0.62% ) as the clearest potential rebound story. The company is projected to grow earnings in both 2025 and 2026. Analysts point to improving fundamentals after a tough stretch where same-store sales were negative in the first half of 2025. Growth finally ticked back into positive territory with a 0.3 percent increase in the third quarter.
Chipotle’s new CEO, Scott Boatwright, is under pressure to boost comparable sales and keep the brand moving. He has already outlined new marketing initiatives and a faster menu innovation cycle for 2026. The average price target of about 43 dollars implies roughly 25 percent upside from recent levels. At about 30 times estimated 2027 earnings, the valuation is above the market but in line with Chipotle’s long-term trading history.
The broader market is cruising, but even rough years produce a few comeback candidates. Chipotle has the earnings growth, analyst support, and brand firepower to make it the standout rebound bet from 2025’s worst performers.