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More Reading from MarketBeat Media
Buyback Watch: KLA, Flutter, and Grab Move Fast as Their Stocks Swing
Author: Leo Miller. Published: 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.
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Despite very different recent performances, large names across semiconductors, entertainment, and e-commerce are signaling confidence through new buyback programs. That includes two beaten-down stocks planning to spend hundreds of millions on repurchases over a relatively short period — a sign these companies see value in their shares near current levels.
Semi Equipment Giant KLA Ups Buyback Capacity to $11 Billion
KLA (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 leading providers of semiconductor manufacturing equipment.
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With supplies of leading-edge wafers and high-bandwidth memory constrained, equipment providers like KLA are likely to see robust demand. After posting 7% year-over-year (YOY) growth last quarter, KLA’s guidance implies an acceleration to 9% growth next quarter. Wall Street currently projects KLA’s revenue growth to accelerate each of the next five quarters.
Supporting that outlook is the $7 billion share repurchase plan KLA recently announced. The authorization arrives with shares more than 10% below their 52-week high. It’s possible the company believes the market overreacted to its last earnings report, when shares plunged 15% the following day — creating what management may view as a buying opportunity despite the stock’s longer-term gains.
This authorization adds to the company’s unused $3.94 billion in buyback capacity, bringing total capacity to just under $11 billion. That represents roughly 5.8% of the firm’s approximately $190 billion market capitalization, giving KLA substantial room to repurchase shares.
Down +50%, FLUT Announces 10-Week Buyback Plan
On the other side of the equation, shares of Flutter Entertainment (NYSE: FLUT) have taken a big hit over the past 52 weeks, down more than 55%. Flutter operates FanDuel, which — depending on the metric — holds the first or second-largest share of the U.S. online sports betting market. DraftKings (NASDAQ: DKNG) is the only competitor that rivals Flutter in market share. Many investors, however, view the rise of prediction markets in 2025 as a potential threat to Flutter’s traditional online sports-betting business.
In its last earnings report, the company said it did not believe prediction markets were materially affecting its business. At the same time, it acknowledged that handle growth (betting-volume growth) was moderating, which raised concerns that bettors might be shifting to other platforms. Flutter missed estimates on sales and adjusted EPS by a wide margin, and the stock fell nearly 14% after the report.
Still, Flutter remains confident in its outlook and is ramping up its own prediction-markets offering.
Demonstrating that confidence, the firm announced a $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 aims to buy back stock quickly to take advantage of current prices.
GRAB Sees “Dislocation” in Shares, Announces $400 Million Buyback
Grab (NASDAQ: GRAB) is a dominant ride-hailing and food-delivery platform in Southeast Asia. The firm’s share of the region’s food-delivery market rose to 55% in 2025, up from 53.8% in 2024. Despite that strength, Grab is down more than 20% over the past 52 weeks and more than 40% from its 52-week high.
Regulatory pressure has been a recent headwind. For example, reports indicate that Indonesia — one of Grab’s largest markets — could take actions that materially harm the business.
That could include cutting the maximum commission Grab can charge on rides from 20% to 10%. Grab cautioned that, “if adopted, any such changes would increase our costs, reduce our margins, and diminish our operational flexibility.”
Despite those risks, Grab’s guidance points to a strong year: management projects 20% to 22% revenue growth in 2026, with adjusted EBITDA expected to rise 40% to 44%.
Grab also plans to deploy $400 million in share buybacks over the next four months — about 2.7% of its roughly $14.6 billion market cap. Of that, $250 million will be used in an accelerated repurchase program, indicating management wants to buy back stock near current prices.
In its buyback 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?
KLA, FLUT, and GRAB are all attempting to bolster shareholder confidence with these buyback moves. Flutter is particularly notable given recent legislative activity: the Senate has introduced a bill to ban sports betting on prediction markets, which could materially affect the competitive landscape. The MarketBeat consensus price target on FLUT sits near $227, implying over 100% upside; targets updated after the company’s last earnings report are lower, near $183, which still implies roughly 80% upside.
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