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Saturday's Featured Story
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksReported by Leo Miller. Article Posted: 4/14/2026. 
Key Points
- CrowdStrike is down big, and the company is turning to a little used strategy: share repurchases
- As the pet industry slows down, Chewy is loading up on buyback capacity
- Nutanix takes on Broadcom in software, and with shares down over 50%, buyback are on the rise
- Special Report: Elon Musk: This Could Turn $100 into $100,000
CrowdStrike (NASDAQ: CRWD), Chewy (NYSE: CHWY), and Nutanix (NASDAQ: NTNX) are three names the market has turned on. All three are down roughly 30% from their highs, as investors weigh a variety of concerns. Amid the carnage, however, each firm has moved to bolster confidence by announcing new buyback programs. Buyback announcements often signal that a company believes the market is undervaluing its stock. When a company repurchases shares, it is essentially investing in itself. While buybacks also reduce outstanding share counts and can boost per-share metrics, that is less likely to be the primary motivation when shares have fallen significantly. Examining CrowdStrike, Chewy, and Nutanix’s buyback moves helps gauge how confident managements are about the outlook. CrowdStrike Signals That Buyback Spending Could See a Meaningful Shift
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Since hitting all-time highs in November 2025, CrowdStrike’s share price has plunged more than 30%. The main driver is investor concern that artificial intelligence (AI) tools could reshape the cybersecurity industry. Notably, Anthropic claims its new Mythos model can detect and exploit vulnerabilities more effectively than traditional systems. At the same time, AI in the hands of bad actors could make cybersecurity even more critical. Investors are wrestling with whether incumbents like CrowdStrike will benefit from these trends or face meaningful disruption from new tools. The company has spent $150.6 million on buybacks in recent months, saying it sees “a growing disconnect between our improving momentum fueled by AI tailwinds and our current valuation.” CrowdStrike also authorized an additional $500 million program, bringing total buyback capacity to $1.5 billion — roughly 1.6% of its market capitalization. That authorization is modest in size, but late 2025 to early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in repurchases. The additional authorization suggests management may continue buying shares. Overall, the recent buybacks and the company’s language point to a notable degree of confidence, even though AI-related concerns are unlikely to dissipate in the near term. Chewy Triples Buyback Capacity as Pet-Ownership Growth StallsShares of e-commerce platform Chewy, which serves pet owners, have tumbled more than 40% from their 52-week high. One factor weighing on the stock is a lack of growth in net household formations, a key measure of whether pet ownership is rising. Near the end of 2025, the company said it expected formations to be "remaining flattish." On its most recent earnings call, management said it was not forecasting a significant rebound in that metric. Net household formations matter for Chewy because they indicate whether the company’s addressable market is expanding, contracting, or staying the same. Chewy repurchased roughly $55 million of stock in each of the last two quarters as its share price declined. Based on prior disclosures, that left the firm with about $250 million in buyback capacity. Alongside announcing a new acquisition, Chewy added a $500 million authorization, bringing total capacity to roughly $750 million. For Chewy, that is meaningful — about 7% of its market capitalization. By effectively tripling its buyback capacity, management has signaled strong confidence in the business going forward. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in the computing infrastructure virtualization space. Its software lets companies pool computing resources and allocate them efficiently, helping ensure expensive hardware is fully utilized rather than sitting idle. Nutanix competes with players like Broadcom (NASDAQ: AVGO), whose VMware platform leads the industry. Since acquiring VMware, Broadcom has significantly increased prices, prompting customer consternation — a potential opening for Nutanix. Still, AI-driven worries have pressured Nutanix’s stock like others in the sector. The company lowered its revenue and free cash flow outlook on its latest earnings call. That downgrade stemmed from longer server lead times, which have affected Nutanix’s revenue timing because its software runs on that hardware. Shares are down more than 50% from their 52-week high. Nutanix announced a buyback authorization increase of $750 million, bringing total capacity to $779 million — about 8.5% of market capitalization. Over the last 12 months, Nutanix increased buyback spending 31% year over year to roughly $716 million. The new authorization gives the company flexibility to continue at a robust pace, which is a positive sign. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong these names, CrowdStrike may be the most interesting going forward. The company is one of the dominant players in cybersecurity but faces considerable uncertainty. AI could make some security tasks easier to implement — potentially a headwind — while also creating new attack surfaces, like AI agents, that require protection. Wall Street analysts remain generally bullish. The MarketBeat consensus price target near $505 implies almost 30% upside for the stock. |
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