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Monday's Featured Article
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksAuthor: Leo Miller. Date 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’s “Hidden” Company
CrowdStrike (NASDAQ: CRWD), Chewy (NYSE: CHWY), and Nutanix (NASDAQ: NTNX) are three stocks the market has recently turned on. All three are down at least 30% from their highs, as investors weigh a variety of factors. Amid the carnage, these companies are trying to restore confidence by announcing new buyback programs. Buyback announcements often signal that a company believes the market is undervaluing its stock. When a company repurchases its own shares, it is effectively investing in itself. While buybacks also reduce outstanding share counts—boosting per-share metrics—that is less likely to be the primary motivation when shares are down sharply. Examining CrowdStrike, Chewy, and Nutanix’s buybacks helps clarify how confident each company is about the road ahead. 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 fallen more than 30%. The largest concern for investors is whether artificial intelligence (AI) tools will 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 important. The tension for investors is whether incumbents like CrowdStrike will benefit from these trends or be disrupted by new tools. CrowdStrike has spent $150.6 million on buybacks in recent months and said it sees “a growing disconnect between our improving momentum fueled by AI tailwinds and our current valuation.” The company just authorized an additional $500 million program, bringing total buyback capacity to $1.5 billion—about 1.6% of its market capitalization. The authorization is relatively modest, but late 2025 into early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in buybacks. The added authorization suggests buybacks could continue. Overall, the company’s recent repurchases and its statement point to a notable degree of confidence, even as AI-driven concerns are unlikely to disappear in the near term. Chewy Triples Buyback Capacity as Pet Formations StallShares of e-commerce platform Chewy—focused on pet owners—have plunged more than 40% from their 52-week high. A key headwind is weak growth in net household formations, which measures whether pet ownership is rising. Near the end of 2025, the company said it expected formations to remain “flattish.” On its latest earnings call the company said it was not forecasting a significant rebound in this metric. Net household formations are critical for Chewy because they indicate whether the company’s addressable market is expanding, contracting, or staying flat. Chewy spent roughly $55 million on buybacks in each of the last two quarters as its share price fell, which left it with about $250 million in buyback capacity. Along with announcing an acquisition, the firm added a $500 million authorization, bringing total capacity to approximately $750 million—about 7% of its market capitalization. By roughly tripling its buyback capacity, Chewy has provided a clear signal of confidence in the business despite near-term demand headwinds. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in the computing infrastructure and virtualization space. Its software helps companies pool computing resources and allocate them efficiently, ensuring hardware is fully utilized instead of sitting idle. Nutanix competes with firms such as Broadcom (NASDAQ: AVGO), whose VMware platform is a market leader. Since acquiring VMware, Broadcom has raised prices sharply, prompting consternation among customers—an opening for Nutanix. Like many software companies, Nutanix has faced AI-driven fears that pressured its stock. The company also trimmed its revenue and free cash flow outlook on its most recent earnings call. Those cuts reflected longer server lead times for customers, which delayed revenue recognition because Nutanix’s 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, taking total capacity to $779 million—about 8.5% of the company’s market capitalization. Over the past 12 months, Nutanix increased buyback spending roughly 31% year over year to about $716 million. The new authorization allows the company to maintain that elevated pace, which is a positive sign. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong these names, CrowdStrike is particularly interesting. The company has become one of the dominant players in cybersecurity, yet it faces meaningful uncertainty. AI could make some security tasks easier to implement—potentially reducing demand for certain products—but it also creates new attack surfaces, such as AI agents, that need protection. Wall Street analysts remain generally bullish: the MarketBeat consensus price target near $505 implies roughly 30% upside for the stock. |
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