Investment
The Motley Fool

These Were the 2 Worst-Performing Nasdaq-100 Stocks in June 2025

July 9, 2025
12:52 PM
2 min read
AI Enhanced
moneystockstechnologyconsumer discretionarymarket cyclesseasonal analysismarket

Key Takeaways

After climbing by 9% in May, the Nasdaq-100 continued to ascend in June, gaining 6. But not all stocks in the index notched wins last month. Of the Nasdaq-100 stocks that sank...

Article Overview

Quick insights and key information

Reading Time

2 min read

Estimated completion

Category

investment

Article classification

Published

July 9, 2025

12:52 PM

Source

The Motley Fool

Original publisher

Key Topics
moneystockstechnologyconsumer discretionarymarket cyclesseasonal analysismarket

After climbing by 9% in May, the Nasdaq-100 continued to ascend in June, gaining 6

But not all stocks in the index notched wins last month

Of the Nasdaq-100 stocks that sank lower, AppLovin (APP 2. 34%), which vides a platform that allows mobile app developers to monetize and enhance their apps through targeted advertising, and athletic apparel designer Lululemon Athletica (LULU -1. 14%) were at the bottom, plunging by 10. 9% and 25%, respectively

Image source: Getty Images

Why investors lost their love for AppLovin and Lululemon While AppLovin stock raced higher in May, a variety of factors led many investors to reconsider their positions last month

For one, investors had hoped that the index committee at S&P Dow Jones Indices would add AppLovin to the S&P 500 during its quarterly rebalancing of the index in June

Investors' hopes were dashed, however -- the stock was not chosen for inclusion

Perhaps the greater catalyst for the stock's decline, though, was a critical report that short-seller Culper Re issued

Identifying a variety of concerns, Culper Re began that report with the blistering assertion that AppLovin "blatantly misrepresented the scope of both its Chinese holders and its Chinese operations, posing not only risks to holders, but national security. " Meanwhile, Lululemon began last month on an inauspicious note when it reported its first-quarter fiscal 2025 results on June 5

While the company notched a couple of successes, including revenue and earnings per (EPS) growth, investors largely focused on management's downwardly revised forecast for fiscal 2025

Management now jects diluted EPS of $14. 78 for the year compared to the original forecast range of $14

Throughout the remainder of June, numerous analysts slashed their price targets on Lululemon stock, giving investors more motivation to exit their positions

Things haven't imved much in July Neither AppLovin nor Lululemon has recovered much from their June declines as of this writing, and it seems unly that they will in July

For the time being, spective holders may be better advised to watch both stocks from a distance

Bank of America is an advertising partner of Motley Fool Money

Scott Levine has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends AppLovin, Bank of America, and Lululemon Athletica Inc

The Motley Fool has a disclosure policy.