Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users: Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users: Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers: Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey.  Matthew Paulson Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Special Report These 3 Beaten-Down Stocks Just Announced Massive Share BuybacksReported by Leo Miller. Article Posted: 3/24/2026. 
Key Points - Salesforce is acting quickly to buy back its stock, announcing a huge accelerated repurchase program.
- DocuSign's buyback capacity now exceeds 25% of its market capitalization with shares down nearly 50% from recent highs.
- As the memory shortage delivers blows to Qualcomm, the company just pushed its buyback authorization above $20 billion.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Stock buybacks are generally bullish for shareholders. In addition to signaling that management may view its stock as undervalued, repurchase programs reduce the number of shares outstanding and can boost earnings per share. Recently, Salesforce (NYSE: CRM), DocuSign (NASDAQ: DOCU), and Qualcomm (NASDAQ: QCOM)—three well-known names in the tech sector that have all suffered sizeable drawdowns this year—announced large buyback programs that should catch investors' attention. Your portfolio may look stable right now, but Weiss Ratings is warning that a wealth-destroying event is already unfolding, and most investors are completely unprepared. If your retirement depends on an IRA, 401(k), or blue-chip stocks, the stakes are too high to ignore. Millions were blindsided the first time this happened. Find out what the mainstream media is missing and the exact steps you should take to protect yourself now. See the full warning Having fallen at least 30% from their 52-week highs, their management teams are signaling confidence by authorizing substantial repurchases at prices they likely view as depressed and poised to recover. Salesforce Announces Record $25 Billion Accelerated Repurchase Salesforce has become one of the poster children of the so-called "SaaSpocalypse," with CRM shares down around 35% from their 52-week high. That shorthand refers to broad weakness across many Software-as-a-Service (SaaS) names, in part due to investor concerns that new artificial intelligence tools could reshape software economics. As AI makes coding easier, some worry customers could use AI to build applications that replicate Salesforce’s functionality, or that AI-native vendors could offer similar tools at lower cost and pressure pricing. Salesforce views AI as an enabler rather than a threat. Its AI add-on AgentForce recently hit $800 million in annual recurring revenue, a 169% year-over-year increase. Management remains confident and has put significant capital behind that view. The company announced its largest-ever $25 billion accelerated share repurchase (ASR), roughly 14% of its about $180 billion market capitalization. ASRs are among the fastest ways a firm can repurchase stock, so this move is a strong signal that Salesforce believes its shares are materially undervalued—a view echoed by many analysts. Analysts project nearly 44% potential upside for CRM over the next 12 months and rate the stock a consensus Moderate Buy; 27 of 39 covering analysts have assigned it a Buy. DocuSign Lifts Repurchase Authorization to $2.6 Billion DocuSign has faced similar AI-related questions as other software companies. The stock is down nearly 50% from its 52-week high, including a decline of about 30% so far in 2026. DOCU now trades at a forward price-to-earnings (P/E) ratio near 11x, only slightly above its all-time low multiple. Like many software names, the feared consequences of AI disruption haven't yet shown up materially in DocuSign's results. The company posted 8% sales growth in 2025, roughly in line with the prior two years, and expects similar growth this year with margins largely stable. Markets are forward-looking, however, and investors are weighing whether those results can be sustained. Still, DocuSign is voting with its cash. Alongside its latest earnings release—its 13th consecutive quarterly earnings beat dating to Q3 2023—the company increased its buyback authorization by $2 billion. That boost takes the total authorization to $2.6 billion, equal to roughly 28% of its roughly $9.5 billion market capitalization. The firm spent about $269 million on buybacks in the latest quarter, a 66% year-over-year increase. The new authorization suggests buyback activity could accelerate further, and analysts see more than 41% potential upside over the next 12 months. Qualcomm Boosts Buybacks as Memory Woes Weigh on Shares Shares of semiconductor giant Qualcomm are trading roughly 35% below their 52-week high. Qualcomm has had limited exposure to the AI data center megatrend, which has contributed to underperformance relative to many large-cap chip peers over recent years. Ironically, Qualcomm’s largest market is being squeezed by the AI buildout. In its latest quarter, handsets—essentially smartphones—accounted for about 64% of revenue. The company projects handset sales of roughly $6 billion in the next quarter, a 13% year-over-year decline. Smartphone makers are cutting orders because they cannot secure enough dynamic random-access memory (DRAM) to complete phones. Memory suppliers are reallocating DRAM capacity toward high bandwidth memory (HBM) to meet demand from AI systems. HBM often commands higher margins, leaving Qualcomm on the sidelines as customers prioritize memory for AI applications. Despite near-term headwinds, Qualcomm highlights growth opportunities in automotive and robotics. The company announced a $20 billion buyback authorization, bringing its total repurchase capacity to $22.1 billion—about 17% of its roughly $137 billion market cap. The buyback arrives at a timely moment; analysts forecast more than 29% potential upside over the next 12 months. When Shares Slide, Buybacks Speak Across Salesforce, DocuSign, and Qualcomm, the common thread is scale: each company is committing meaningful capital to repurchases after substantial price declines. Buybacks don't eliminate the risks that drove these selloffs, but they demonstrate management is willing to put real money behind the view that valuations are more attractive. Among the three, Salesforce's accelerated share repurchase is the most emphatic statement, signaling both urgency and conviction. The larger test will be execution: whether upcoming quarters' results convince the market that AI-related fears about legacy software are overstated. |
Post a Comment
Post a Comment