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Thursday's Bonus Story
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksAuthor: Leo Miller. Originally Published: 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’s $1 Quadrillion AI IPO
CrowdStrike (NASDAQ: CRWD), Chewy (NYSE: CHWY), and Nutanix (NASDAQ: NTNX) are three stocks the market has turned on. All three have fallen at least 30% from their highs, as investors weigh a variety of concerns. Amid the carnage, these companies are trying to restore confidence by announcing new buyback programs. Buyback announcements often signal that management believes the market is undervaluing the stock: when a company repurchases shares, it is effectively investing in itself. While buybacks also reduce outstanding share counts and can lift per-share metrics, that is less likely the primary motive when shares have fallen sharply. Examining CrowdStrike, Chewy, and Nutanix’s buyback moves helps gauge how confident their leadership is about the outlook. CrowdStrike Signals That Buyback Spending Could See a Meaningful Shift
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Since hitting an all-time high in November 2025, CrowdStrike’s share price has fallen more than 30%. One major driver is investor concern that artificial intelligence (AI) tools could reshape the cybersecurity industry. Notably, Anthropic claims its Mythos model can detect and exploit vulnerabilities more effectively than traditional systems. At the same time, AI tools in the hands of bad actors could make cybersecurity more important than ever. Investors are debating whether incumbents like CrowdStrike will benefit from AI tailwinds or be significantly disrupted by 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. Although the authorization is relatively modest, late 2025 to early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in repurchases. The additional authorization suggests buybacks could continue. Taken together, the company’s recent buybacks and its statement indicate meaningful confidence, though AI-related concerns are unlikely to fade in the near term. Chewy Triples Buyback Capacity as Pet Formations StallShares of e-commerce retailer Chewy, which caters to pet owners, have tumbled more than 40% from their 52-week high. One factor weighing on the stock is stagnant net household formations—a measure of whether pet ownership is rising. Near the end of 2025, the company said formations were likely to remain “flattish.” In its latest earnings call, Chewy 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 growing, shrinking, or staying the same. Chewy repurchased roughly $55 million of stock in each of the last two quarters as its share price fell. That activity, combined with prior statements, left the firm with about $250 million in buyback capacity. Alongside announcing an acquisition, Chewy added a $500 million authorization, bringing total capacity to roughly $750 million. For Chewy, that equals about 7% of its market capitalization. Essentially tripling its buyback capacity is a strong sign of management’s confidence going forward. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in infrastructure virtualization: its software lets companies pool computing resources and allocate them efficiently so hardware is fully utilized rather than sitting idle. Nutanix competes with firms such as Broadcom (NASDAQ: AVGO), whose VMware platform dominates the market. Since acquiring VMware, Broadcom has raised prices sharply, prompting customer consternation and creating an opening for competitors like Nutanix. However, AI-related fears have weighed on Nutanix’s stock, and the company lowered its revenue and free cash flow outlook during its most recent earnings call. That downgrade reflected longer server lead times for customers, which affected the timing of Nutanix’s revenue because its software runs on top of that hardware. Overall, 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 the firm’s market capitalization. Over the past 12 months, Nutanix increased buyback spending by 31% year over year to roughly $716 million. The new authorization should allow the company to continue repurchasing at a robust pace, a positive signal. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong these names, CrowdStrike is the most intriguing. The company has become one of the dominant players in cybersecurity but faces considerable uncertainty. AI could make some security tasks easier—potentially reducing demand for certain solutions—but it also creates new attack surfaces, such as AI agents, that need protection. Wall Street analysts remain generally optimistic: the MarketBeat consensus price target near $505 implies roughly 30% upside from current levels. |
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