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This Week's Featured Article
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksAuthored 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 stocks the market has turned on. All three are down roughly 30% from their highs, with investors weighing a variety of factors. Amid the pullback, these companies are trying to inspire confidence by announcing fresh buyback programs. Buyback announcements often signal that a company believes the market is undervaluing its stock: when a company buys its own shares, it is essentially investing in itself. While buybacks also reduce outstanding share count and can boost per-share metrics, that is less likely the primary motivation when shares have fallen sharply. A closer look at CrowdStrike, Chewy, and Nutanix’s buyback moves helps gauge how confident each company is about its outlook. CrowdStrike Signals That Buyback Spending Could See a Meaningful Shift
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Since peaking in November 2025, CrowdStrike’s share price has fallen more than 30%. The biggest concern 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 tools in the hands of bad actors could make cybersecurity more important than ever. The key tension for investors is whether incumbents like CrowdStrike will benefit from this shift or be 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—about 1.6% of its market capitalization. That authorization is relatively modest, but late 2025 to early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in buybacks. The added authorization suggests the company could continue repurchasing shares. Overall, the recent buyback activity and the company’s statement point to a notable level of confidence, though AI-driven concerns are unlikely to abate in the near term. Chewy Triples Buyback Capacity as Pet Formations StallShares of e-commerce retailer Chewy, which serves pet owners, have fallen more than 40% from their 52-week high. One factor weighing on the stock is the lack of growth in net household formations, which measures changes in pet ownership. Near the end of 2025, the company said formations were expected to remain “flattish.” In its latest earnings call, Chewy said it was not forecasting a significant rebound in that metric. Net household formations are important for Chewy because they indicate whether its addressable market is growing, shrinking, or remaining steady. Chewy spent about $55 million on buybacks in each of the last two quarters as the share price fell. That left roughly $250 million in buyback capacity. Alongside announcing a new acquisition, the company added a $500 million authorization, bringing total capacity to about $750 million. For Chewy, that is material—approximately 7% of its market capitalization. By effectively tripling its buyback capacity, Chewy is sending a strong signal of confidence in its business and long-term prospects. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in computing infrastructure virtualization, providing software that lets companies pool and allocate computing resources efficiently so hardware is better utilized rather than sitting idle. Nutanix competes with players such as Broadcom (NASDAQ: AVGO), whose VMware platform is an industry leader. Since acquiring VMware, Broadcom has raised prices, causing frustration among customers and creating an opportunity for Nutanix. Still, AI-related fears have also pressured Nutanix’s stock. The company lowered its revenue and free cash flow outlook on its latest earnings call, citing longer server lead times that have delayed revenue recognition because Nutanix’s 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, taking 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 around $716 million. The new authorization gives the company scope to continue at a strong pace, which is a constructive signal. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong these names, CrowdStrike is perhaps the most interesting going forward. The company has become a dominant player in cybersecurity but faces meaningful uncertainty: AI can both simplify security implementation and create new attack surfaces—such as 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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