Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Additional Reading from MarketBeat.com
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksAuthored by Leo Miller. 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’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. Amid the sell-off, these companies are trying to restore investor confidence by announcing new buyback programs. Buyback announcements often signal that a company believes the market is undervaluing its shares, since repurchasing stock is effectively an investment in the business. While buybacks can also reduce outstanding share counts and boost per-share metrics, that is less likely to be the primary motivation when shares have fallen materially. Examining the buyback moves from CrowdStrike, Chewy, and Nutanix helps shed light on how confident managements are about their prospects. CrowdStrike Signals That Buyback Spending Could See a Meaningful Shift
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
Since hitting all-time highs in November 2025, CrowdStrike’s share price has fallen more than 30%. The largest 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 much better than traditional systems. At the same time, AI tools in the hands of malicious actors could increase the importance of cybersecurity. Investors are wrestling with whether incumbents like CrowdStrike will benefit from these trends or whether their business models will be significantly disrupted by new tools. The company has spent $150.6 million on buybacks over 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 relatively modest, but late 2025 to early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in buybacks. The additional authorization suggests buyback activity could continue. Overall, recent repurchases and management’s statement indicate a meaningful level of confidence, though AI-driven concerns are unlikely to abate in the near term. Chewy Triples Buyback Capacity as Pet Formations StallShares of pet-focused e-commerce platform Chewy have tumbled more than 40% from their 52-week high. One headwind is a lack of growth in net household formations—a measure of whether pet ownership is rising. Near the end of 2025, the company said it expects formations to be "remaining flattish." On its latest earnings call the company said it was not forecasting a significant rebound in this 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, leaving about $250 million in buyback capacity. Alongside announcing an acquisition, the company has since added a $500 million authorization, bringing total capacity to about $750 million—roughly 7% of its market capitalization. By effectively tripling its buyback capacity, Chewy has sent a strong signal of confidence in its outlook. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapNutanix operates in the computing infrastructure virtualization space, with software that lets companies pool and allocate computing resources efficiently so hardware is better utilized rather than sitting idle. Nutanix competes with Broadcom (NASDAQ: AVGO), whose VMware platform is a market leader. Since acquiring VMware, Broadcom has raised prices sharply, prompting consternation among customers, which creates an opening for Nutanix. Like others in the software space, Nutanix has been pressured by AI-related fears and also lowered its revenue and free cash flow guidance during its most recent earnings call. The company said longer server lead times have shifted 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 the firm’s market capitalization. Over the past 12 months, Nutanix increased buyback spending by roughly 31% year over year to around $716 million. The new authorization gives the company the flexibility to continue that pace, which is a positive sign. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong these names, CrowdStrike stands out. It has become a dominant player in cybersecurity but faces real uncertainty: AI could both simplify security implementation and create new attack surfaces, such as AI agents, that require protection. Despite those risks, Wall Street analysts remain generally bullish. The MarketBeat consensus price target near $505 implies roughly 30% upside from current levels. |
Post a Comment
0Comments