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Just For You
From CrowdStrike to Chewy, These Tanking Stocks Are Announcing BuybacksAuthored by 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 already made me a “wealthy man”
CrowdStrike (NASDAQ: CRWD), Chewy (NYSE: CHWY), and Nutanix (NASDAQ: NTNX) are three stocks the market has turned on. Each has tumbled at least 30% from its highs as investors weigh a variety of risks. Amid that weakness, these companies are trying to restore confidence by announcing new buyback programs. Buyback announcements often signal that a company believes its shares are undervalued. When a company repurchases stock, it is effectively investing in itself; buybacks also reduce outstanding share counts and can boost per-share metrics. When shares have fallen substantially, buybacks often reflect management’s view that the stock represents an attractive investment. Examining CrowdStrike, Chewy, and Nutanix’s buyback moves helps gauge how confident each company’s leadership is about the outlook. CrowdStrike Signals That Buyback Spending Could See a Meaningful Shift
Since its all-time high in November 2025, CrowdStrike’s shares have fallen more than 30%. The largest driver of the decline is investor concern that artificial intelligence (AI) tools could reshape the cybersecurity industry. Notably, Anthropic claims its Mythos model can detect and exploit vulnerabilities much better than traditional systems. At the same time, AI in the hands of malicious actors would increase the demand for cybersecurity solutions. The key question for investors is whether incumbents like CrowdStrike will benefit from heightened demand or be materially disrupted by new AI-driven approaches. 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 also authorized an additional $500 million program, bringing its total buyback capacity to $1.5 billion, roughly 1.6% of its market capitalization. That authorization is modest, but late 2025 through early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in repurchases. The additional authorization suggests management could continue buybacks, signaling a notable degree of confidence even as AI-related uncertainties persist. Chewy Triples Buyback Capacity as Pet Formations StallShares of e-commerce retailer Chewy, which serves pet owners, have plunged more than 40% from their 52-week high. One factor weighing on the stock is weak net household formations, a proxy for whether pet ownership is growing. Near the end of 2025 the company said it expected formations to remain "flattish." In its most recent earnings call, Chewy said it was not forecasting a material rebound in formations. Net household formations matter for Chewy because they indicate whether the company’s addressable market is expanding, shrinking, or staying flat. Chewy repurchased roughly $55 million in stock in each of the last two quarters as its shares declined. That activity left the firm with about $250 million in remaining buyback capacity. Alongside announcing an acquisition, Chewy added a $500 million authorization, lifting total capacity to about $750 million — roughly 7% of its market capitalization. By essentially tripling its available repurchase capacity, Chewy has sent a clear signal of management’s confidence in the company’s long-term prospects. Nutanix Ups Buyback Capacity to Over 8% of Its Market CapFinally, Nutanix operates in the computing infrastructure virtualization space, offering software that pools hardware resources and allocates them efficiently so servers don’t sit idle. Nutanix competes with platforms like VMware, now owned by Broadcom (NASDAQ: AVGO). Since acquiring VMware, Broadcom has raised prices, prompting customer pushback and creating an opportunity for rivals such as Nutanix. Despite that opportunity, the stock has been pressured by broader AI-related concerns. Nutanix also trimmed its revenue and free cash flow outlook on its latest earnings call, citing longer server lead times that delayed the timing of software deployments. Shares are down more than 50% from their 52-week high. Nutanix increased its buyback authorization by $750 million, bringing total capacity to $779 million, or about 8.5% of its market capitalization. Over the last 12 months, Nutanix boosted buyback spending roughly 31% year over year to about $716 million. The new authorization positions the company to continue at that elevated pace, which is a positive indicator for shareholders. Analysts Eye a Significant Recovery in CrowdStrike Amid AI FearsAmong the three, CrowdStrike stands out. It has become a dominant player in cybersecurity but faces significant uncertainty around how AI will reshape the industry. AI could both simplify security implementation and create new attack surfaces — for example, AI agents — that require protection. Despite the worries, Wall Street remains generally constructive: the MarketBeat consensus price target of about $505 implies nearly 30% upside from current levels. |
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