Even if the stock market’s turbulence continues, there are a few names that have a track record of bucking a downtrend. Last week, the S & P 500 notched a loss of 1.4% as Treasury bond yields climbed. Despite Treasury Secretary Scott Bessent’s efforts to soothe the bond market with the announcement of a debt buyback program , investors remained on edge over the rising national debt and yields continued to rise. If the S & P 500’s recent drawdown ends up portending a bigger downturn, that doesn’t mean all stocks will suffer equally. CNBC Pro screened the last three years of S & P 500 performance to find the broad index’s worst days, sorting for stocks that tended to be positive in those sessions. From there, CNBC Pro looked for names that were up at least 50% of the time when the S & P 500 sees a big decline and with positive average and median performances during selected periods. CNBC Pro then pulled only the names with at least 5% more upside ahead based on consensus analyst price targets. Here’s the stocks that made the list, with data from FactSet: Kroger made the grade, rising nearly 70% of the time on days when the S & P 500 is down sharply. The grocer has dropped more than 7% in 2026, on track for its first losing year in four. But analysts anticipate a rebound ahead: Consensus price targets forecast a gain of more than 26%. KR 1Y mountain Kroger, 1-year chart Southern Company , meanwhile, rose in 63% of the sessions when the broad market index was down considerably. Notably, the utility stock had the highest median gain. Shares of Southern have added 2% in 2026, underperforming the S & P 500’s 12% advance. The typical analyst anticipates the stock will jump almost 10% over the next 12 months. Finally, Cboe Global Markets was positive 75% of the time when the S & P 500 fell significantly. The financial market technology stock has jumped almost 20% in 2026, on track for its fourth consecutive winning year. What’s more, the average analyst predicts the stock can rise another 6% over the next year. CNBC’s Nick Wells contributed reporting.
Bearproof stocks: These stocks have a history of holding up when the market struggles
Aug 23, 2026
