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Exclusive Content
Buyback Watch: KLA, Flutter, and Grab Move Fast as Their Stocks SwingBy Leo Miller. Article Posted: 3/31/2026. 
Key Points
- KLA has surged due to chip shortages, and the company just increased its buyback capacity in a big way.
- As prediction market fears hit FLUT, analysts are indicating that a huge recovery may be ahead.
- Regulatory issues are rattling GRAB, and the company now clearly sees value in its stock.
- Special Report: Elon Musk already made me a “wealthy man”
Despite vastly different recent performances, big names across semiconductors, entertainment, and e-commerce are signaling confidence in their outlooks through fresh buyback announcements. That includes two beaten-down stocks planning to spend hundreds of millions on repurchases in a relatively short period — a sign these companies see opportunity in their shares near current levels. Semi-Equipment Giant KLA Ups Buyback Capacity to $11 BillionKLA (NASDAQ: KLAC) has been one of the market’s largest large-cap winners recently, with shares up more than 100% over the past 52 weeks. The firm is one of the world’s top providers of semiconductor manufacturing equipment.
With supplies of leading-edge wafers and high-bandwidth memory constrained, equipment providers like KLA are likely to see robust demand going forward. After reporting 7% year-over-year (YOY) growth last quarter, KLA’s guidance implies an acceleration to 9% growth next quarter. Wall Street forecasts also show KLA’s revenue growth accelerating in each of the next five quarters. Further supporting the company’s outlook is the $7 billion share repurchase plan KLAC recently announced. Shares are down more than 10% from their 52-week high, and it is possible KLA viewed the market’s reaction to its last earnings report as overly harsh after the stock dropped 15% the following day. The company may therefore see current levels as a buying opportunity despite the stock’s long-term surge. This authorization adds to the company’s unused $3.94 billion in buyback capacity, bringing total capacity to just under $11 billion. That represents about 5.8% of the firm’s roughly $190 billion market capitalization, giving KLA substantial flexibility to repurchase shares. Down Over 55%, FLUT Announces 10-Week Buyback PlanBy contrast, shares of Flutter Entertainment (NYSE: FLUT) have fallen steeply over the past 52 weeks, down more than 55%. Flutter operates FanDuel, which — depending on the metric — holds the first or second-largest market share in the U.S. online sports betting market. DraftKings (NASDAQ: DKNG) is the only close rival. Many, however, view the rise of prediction markets in 2025 as a potential threat to Flutter’s traditional sports-betting business. In its most recent earnings report, the company said it did not believe prediction markets were having a meaningful impact on its business. At the same time, management acknowledged that handle growth, or betting-volume growth, was moderating — raising concerns that bettors might be shifting to other platforms. Ultimately, the company missed sales and adjusted EPS estimates by a wide margin, and the stock fell almost 14% after the report. Still, Flutter remains confident in its outlook and is expanding its own prediction-markets offering. Illustrating that confidence is the firm’s latest $250 million share repurchase arrangement. That amount equals roughly 1.4% of the firm’s approximately $17.5 billion market capitalization, but the company plans to execute the program over just 10 weeks. The compressed timeline suggests Flutter wants to repurchase shares quickly to take advantage of current prices. GRAB Sees “Dislocation” in Shares, Announces $400 Million BuybackGrab (NASDAQ: GRAB) is a dominant ride-hailing and food-delivery platform in Southeast Asia. Its share of the food-delivery market in the region rose to 55% in 2025, up from 53.8% in 2024. Despite that position, Grab is down over 20% in the past year and more than 40% from its 52-week high. Regulatory pressures have recently been a headwind. For example, reports indicate Indonesia, one of Grab’s largest markets, could take actions that materially hurt the business — including cutting the maximum commission Grab can charge on rides from 20% to 10%. Grab warns that "if adopted, any such changes would increase our costs, reduce our margins, and diminish our operational flexibility." Despite regulatory uncertainty, Grab’s guidance points to a strong year ahead: management projects 20% to 22% revenue growth in 2026 and expects adjusted EBITDA to rise 40% to 44%. Grab also plans to deploy $400 million in share buybacks over the next four months. That represents meaningful repurchase activity over a short period — roughly 2.7% of Grab’s approximately $14.6 billion market capitalization. Of that, $250 million will fund an accelerated repurchase program, indicating the company sees value at current prices. In its announcement, Grab said, "We view the current share price dislocation as a clear opportunity to enhance shareholder value." Could Regulators Help Turn FLUT’s Fortunes?KLAC, FLUT, and GRAB are all seeking to bolster shareholder confidence with these buyback moves. As the Senate considers a bill to ban sports betting on prediction markets, Flutter is an especially interesting name to watch. The MarketBeat consensus price target for FLUT sits near $227, implying more than 100% upside, while targets updated after the company’s last earnings report are significantly lower, near $183 — still implying roughly 80% upside. |
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