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Friday's Featured News
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksWritten by Leo Miller. First 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 against. All three are down roughly 30% from their highs, as investors weigh a variety of risks. Even so, these companies are attempting 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 its shares, it is essentially investing in itself. While buybacks also reduce outstanding share counts and can boost per-share metrics, that is less likely the primary motive when shares have fallen sharply. Looking more closely at CrowdStrike, Chewy, and Nutanix’s buybacks helps gauge how confident these companies are about their outlooks. CrowdStrike Signals That Buyback Spending Could Shift Meaningfully
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Since hitting all-time highs in November 2025, CrowdStrike’s share price has fallen more than 30%. A key driver is 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 be significantly disrupted by new tools. The company 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.” CrowdStrike also authorized an additional $500 million program, bringing total buyback capacity to $1.5 billion — roughly 1.6% of its market capitalization. The authorization is modest, but late 2025 to early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in buybacks, and the new authorization suggests that could continue. Overall, the recent repurchases and management’s comments point to a meaningful degree of confidence, though AI-driven concerns are unlikely to fade in the near term. Chewy Triples Buyback Capacity as Pet Formations StallShares of Chewy, the e-commerce platform for pet owners, have plunged more than 40% from their 52-week high. One factor weighing on the stock is a slowdown in net household formations — essentially whether pet ownership is rising. Near the end of 2025, the company said formations were expected to remain “flattish.” On its latest earnings call, Chewy 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 stable. Chewy spent about $55 million on buybacks in each of the last two quarters as its share price fell, leaving roughly $250 million in buyback capacity. Alongside announcing an acquisition, the firm added a $500 million authorization, bringing total capacity to about $750 million — roughly 7% of its market capitalization. Tripling its buyback capacity is a strong signal of confidence from management. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in computing infrastructure virtualization. Its software helps companies pool computing resources and allocate them efficiently so hardware is fully utilized rather than idle. Nutanix competes with Broadcom (NASDAQ: AVGO), whose VMware platform leads the market. Since acquiring VMware, Broadcom has raised prices significantly, prompting customer frustration, which creates an opportunity for Nutanix. Still, AI-related fears have pressured Nutanix’s stock like much of the software sector. The company also lowered its revenue and free cash flow outlook on its most recent earnings call, citing longer server lead times that are delaying revenue timing since its software runs on that hardware. Shares are down more than 50% from their 52-week high. Nutanix announced a $750 million increase in its repurchase authorization, bringing total capacity to $779 million — about 8.5% of the company’s market capitalization. Over the past 12 months, Nutanix increased its buyback spending by roughly 31% year over year to about $716 million. The new authorization allows the firm to maintain this elevated pace, which is a positive sign. Analysts See Significant Upside for CrowdStrike Despite AI FearsAmong these names, CrowdStrike stands out. The company is one of the dominant players in cybersecurity but faces uncertainty: AI could simplify security implementation or create new attack surfaces that require 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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