The S&P 500 has hit all-time highs in 2026. Despite the index being up 13% so far in 2026, there are many serious laggards with negative performance in the same S&P 500 index. Over 150 stocks were actually in the red year-to-date, but 10 of the S&P 500 stocks were actually down 40% to over 50% in the year-to-date review.
Oggonomics is looking over the S&P 500’s ten worst performing stocks in 2026 to see if there is actually some value left. Some drops may seem excessive at -40% to -50%, but some face serious ongoing business model threats in the years ahead.
This review has shown year-to-date performance, a reason for the weakness, and additional data that may give some insight to what could potentially help their shares. Be advised that this reporting is not a forecast for recovery by any means. References have been made to the consensus analyst price targets relative to current share prices, but some prices appear to not have adjusted to the realities of their own circumstances.
Oggonomics does not publish nor create any formal ratings and price targets for individual stocks. Investors need to do their own due diligence in determining what is really “value” versus “value traps.” The valuation conundrum can last for extended periods until they can turn fundamentals back in their favor — and many down and out companies never manage to get their former glory days back.
As of August 6, 2026, here are the ten worth stocks of the S&P 500 based on year-to-date performance.
Costar Group Inc. (CSGP) -55.2% YTD
At $30 it’s valued at 20-times expected earnings.
Consensus price target: $37
52-week range: $25.89 – $97.12.
CoStar provides online real estate marketplaces, information and analytics in the commercial and residential property markets. Its last earnings report looked good enough until it issued weaker guidance, and while the multifamily housing market shows signs of recovery it still faces oversupply and less than robust economic conditions. CoStar shares are actually up 2.7% over the last month despite at least four analyst downgrades in July.
Insulet Corp. (PODD) -53.9% YTD
At $133, it is valued at 19.2 times expected earnings, unless those ratios haven’t caught up to lower guidance.
Consensus price target: $197 (similarly to valuations, data may be too fresh)
52-week range: $126.40 – $354.88
Insulet is an insulin-pump maker. Its shares fell 20% on August 5 after beating Q2 estimates, but the lower FY26 growth guidance due to weaker retention among Type 2 diabetes customers was the catalyst. The move also triggered a wave of same-day downgrades (JPMorgan, Wells Fargo, Truist, Oppenheimer, BTIG) and target cuts as low as $144–$160.
Intuit Inc. (INTU) -52.15% YTD
At $327.94, intuit is valued at just 12 times expected earnings.
Consensus price target: $456.47 (+39%)
52-week range: $252.84 – $794.09
Intuit (INTU) is an online tax and financial platform with TurboTax, QuickBooks and Credit Karma. It is down from a $794 high after a weak tax-season revenue disclosure sparked class action suits and with ongoing AI-disruption fears around TurboTax and consulting-style work. It reports earnings in late-August, and analyst price targets are so dispersed you might wonder if they just forgot to update those targets based on embarrassing performance.
Trade Desk Inc. (TTD) -50.75% YTD
At $18.96, Trade Desk is valued at only 10-times expected earnings.
Consensus price target: $24.32
52-week range: $16.70 – $91.45
Trade Desk (TTD) has crashed as its Ad-tech DSP is viewed negatively in an AI-shifting world. This is the biggest gap of the year as it is actually down from a 52-week high of $91 to under $19 for nearly an 80% drop as analysts have slashed price targets time after time. Concerns continue around agency spend pulling back and Amazon’s ad-tech push. Please note that earnings are due in a day from this reporting date.
AppLovin (APP) -49.46% YTD
At $417.80, it was valued at 22.6-times earnings estimates if they are properly updated.
Consensus price target: $615.23 (may not be updated)
52-week range: $359.00 – $745.61
AppLovin is a former high-flyer that came back to earth as the AI ad platform and apps. It was one of 2026’s strongest performers until revenue slightly missed and guidance disappointed. More than 10 analysts slashed targets overnight (BofA to $430 from $705, Wells Fargo to $357 from $575).
Boston Scientific (BSX) -48.75% YTD
At $47.74, it is valued at less than 15-times expected earnings.
Consensus price target: $62.69
52-week range: $42.20 – $109.50
Boston Scientific offers medical devices like Watchman heart device and EP. It lowered its FY26 outlook on July 29 with softer Watchman demand despite beating Q2 estimates. Nearly every covering analyst trimmed targets down into the $50s–$60s.
Honeywell Aerospace (HONA) -44.3% YTD
At $203.64, it is valued at 24-times expected earnings.
Consensus price target: $260.50
52-week range: $192.03 – $297.50
Honeywell Aerospace (HONA) has only existed as an independent stock since its June 29, 2026 spin-off from Honeywell. That means its -44.3% YTD performance doesn’t look as clean as for existing stocks with longer track record. Its first standalone quarter reported on August 5 missed EPS estimates and it cut FY26 organic growth guidance to 4–5% from 7–9%. Analysts are new to this standalone coverage.
Lululemon Athletica (LULU) -40.7% YTD
At $123.51, Lululemon is valued at about 11.2-times earnings expectations.
Consensus price target: $127.73
52-week range: $104.44 – $225.98
Lululemon has been a problem stock for some time despite a historically strong brand. It slashed guidance in June with more competition at lower prices and a China PR misstep. It also had a leadership/proxy fight to contend with. Some analysts still maintain positive views despite price target cuts galore, but Truist rates it Sell.
Zoetis (ZTS) -41.0% YTD
At $74.39, it is valued at just 10.7-times expected earnings.
Consensus price target: $110.81
52-week range: $71.47 – $160.48
Zoetis is an animal-health drug leader, but it has lowered FY26 adjusted EPS guidance more than 10% under consensus earnings estimates. Competitive pressures and slowing demand in the pet care market remain of concern here. Most analysts slashed their price targets in June and July.
Accenture plc (ACN) -39.53% YTD
At $170.75, it is valued at 12-times earnings expectations.
Consensus price target: $179
52-week range: $118.15 – $291.09
Accenture is a leading global IT consulting outfit where investors worry about AI competition biting into its revenues. Its June earnings sent shares down sharply after a disappointing fiscal Q3 raised AI-disruption concerns over the consulting model. It has since announced a $9 billion M&A push and a $2 billion increase to its buyback program.
