Bearish stocks

Screening Filters

1. Region: United States (region: ['United States'])

   • Purpose: Limit results to U.S.-listed companies.
   • Rationale: The user asked specifically for “bearish stocks in the US stock market,” so restricting to U.S. companies ensures that all candidates trade in the U.S. market and are subject to U.S. regulations, reporting standards, and trading hours.

2. Exchange: NYSE, NASDAQ, AMEX (list_exchange: ['XNYS', 'XNAS', 'XASE'])

   • Purpose: Focus on major U.S. exchanges (NYSE, NASDAQ, AMEX).
   • Rationale: These exchanges list the most widely traded and better-regulated U.S. stocks. Limiting to them reduces illiquid, obscure, or OTC names and keeps the bearish candidates to more “mainstream” stocks where technical and price signals are more meaningful.

3. Market Cap ≥ $5B (market_cap: {'min': '5000000000'})

   • Purpose: Include only mid- to large-cap companies.
   • Rationale: Larger companies tend to have better liquidity, tighter spreads, and more reliable price trends. If you’re looking for “bearish stocks,” applying technical and trend analysis to larger caps is typically more robust and less distorted by one-off trades or very low volume. It filters out micro-caps and penny stocks that can appear “bearish” due to random volatility rather than a true trend.

4. Price Below 20-Day Moving Average (moving_average_relationship: ['PriceBelowMA20'])

   • Purpose: Capture short-term bearish momentum.
   • Rationale: When the current price is below the 20-day moving average, it suggests recent price action has been weak. This is a standard short-term bearish technical signal, indicating sellers are in control over the past few weeks.

5. Price Below 200-Day Moving Average (moving_average_relationship: ['PriceBelowMA200'])

   • Purpose: Identify longer-term downtrends or structurally weak charts.
   • Rationale: The 200-day moving average is a classic line separating long-term uptrends from downtrends. If the price is below the 200-day MA, the stock is generally considered to be in a longer-term bearish phase. Combining this with the 20-day condition means you’re finding stocks that are both short-term and long-term weak, not just experiencing a brief pullback in an uptrend.

6. Quarterly Price Change ≤ -25% (quarter_price_change_pct: {'max': '-25'})

   • Purpose: Target stocks that have significantly declined over the past quarter.
   • Rationale: A drop of 25% or more in three months is substantial and is typically associated with clear bearish sentiment, deteriorating fundamentals, negative news, or sector-wide weakness. This filter enforces that the bearish technical picture is confirmed by meaningful downside performance over a recent fundamental time frame (a quarter).

Why Results Match

• All results are U.S.-listed, sizable companies (≥ $5B market cap on major U.S. exchanges), directly aligning with “US stock market” and focusing on names where technical bearishness is more reliable and tradable.
• The combination of price below both the 20-day and 200-day moving averages flags stocks that are weak on both short- and long-term horizons—strong evidence of a bearish technical setup.
• The quarterly price decline of at least 25% ensures that the weakness is not just cosmetic but has translated into substantial recent losses, reinforcing a bearish trend rather than a mild correction.

Together, these filters systematically narrow the universe to U.S. stocks that are technically and performance-wise in clearly bearish territory.