Three major companies are ramping up stock repurchases, signaling
strong confidence ahead. ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏
_You are receiving this email because you are subscribed to BEHIND THE
MARKETS. If you no longer wish to receive these emails,
please unsubscribe
[[link removed]] here._
_Prefer to view this content on our website? Click here.
[[link removed]]
_
-------------------------
Dear Fellow Investor,
THESE 3 COMPANIES JUST ANNOUNCED SUBSTANTIAL BUYBACKS
Stock buybacks don’t always grab headlines the way earnings beats or
blockbuster mergers do — but they should. When a company authorizes
a buyback, it’s making a clear, deliberate statement about how it
views its own value and its long-term prospects. And when multiple
companies announce large-scale repurchases in a short window, it’s
often a sign of growing confidence across sectors.
In simple terms, a buyback reduces the number of shares available on
the market. With fewer shares outstanding, each existing share
represents a larger percentage of the business. That alone can lift
share prices over time. But buybacks also serve as a public signal:
management believes the stock is undervalued or sees enough financial
strength ahead to allocate significant capital toward shareholders
rather than hoarding cash or prioritizing debt reduction.
Right now, several major companies are announcing massive repurchases
— from fast-growing tech-adjacent firms to established industrial
giants. And for investors, that combination of confidence, capital
return, and structural support can be a powerful mix.
Here are three companies leading the way with substantial new buyback
programs.
-------------------------
COMPANY: LYFT (SYM: LYFT)
BUYBACK: $750 MILLION
Lyft’s announcement may have surprised some investors who remember
the company’s years of cash burn and competitive pressure. But the
rideshare platform has quietly staged one of the strongest operational
rebounds in the mobility sector — and its leadership is signaling
just how confident they are in the trend.
Lyft increased its stock buyback authorization to $750 MILLION, a
major step for a company that, not long ago, was fighting to regain
profitability. According to Reuters, Lyft plans to deploy $500 MILLION
OF THAT AUTHORIZATION IN THE NEXT 12 MONTHS, with $200 MILLION
front-loaded into the next three months alone. That’s an aggressive
pace, and it underscores the company’s belief that its turnaround is
not only real but accelerating.
Operationally, Lyft is delivering impressive numbers. CEO David Risher
noted that Q1 MARKED THE COMPANY’S 16TH CONSECUTIVE QUARTER OF
DOUBLE-DIGIT YEAR-OVER-YEAR GROSS BOOKINGS GROWTH, a streak rarely
matched even among high-growth tech companies. And the final week of
March saw the highest weekly ride volume in Lyft’s history — a
milestone that set the tone for what management called the strongest
start to a year the company has ever recorded.
Behind the scenes, financials are improving just as rapidly. FREE CASH
FLOW MORE THAN DOUBLED YEAR OVER YEAR, reaching $280.7 MILLION in the
first quarter. On a trailing 12-month basis, free cash flow has now
reached nearly $1 BILLION — giving Lyft the financial firepower to
execute a buyback of this size without weakening its balance sheet.
The buyback also coincides with Lyft’s expansion into smaller U.S.
markets, diversifying its customer base beyond major metro areas. If
these growth trends continue, the current authorization could prove
only the beginning of a multi-stage capital return program. For now,
though, the takeaway is simple: Lyft believes its stock is
undervalued, and it’s willing to commit hundreds of millions of
dollars to that belief.
-------------------------
_Stansberry Research_
BLACK FRIDAY BRIEFING: A HISTORIC WARNING… AND A RARE OFFER
[[link removed]]
Whitney Tilson – the former hedge fund manager CNBC once dubbed "The
Prophet" – just unveiled a new breakthrough.
It's a proprietary stock-grading engine that can analyze thousands of
securities in real time... and uncover what even Wall Street's best
analysts miss.
It's so complex, Tilson says, not even an army of MIT quants could
replicate it.
Now, he's giving away one of his system's highest-rated stock ideas...
and the name might surprise you.
It's not Nvidia.
It's not Amazon.
It's not Palantir, Oracle, or any other AI darling in the headlines.
BUT IT JUST EARNED A NEAR-PERFECT SCORE IN TILSON'S SYSTEM.
[[link removed]]
This company is quietly partnering with major universities to roll out
a new "intelligence education" platform, and Tilson believes it could
be a much smarter way to play the AI boom.
AND JUST FOR A FEW DAYS — AS PART OF OUR ANNUAL BLACK FRIDAY EVENT -
YOU HAVE A RARE OPPORTUNITY TO ACCESS THE LATEST RESEARCH AT THE
LOWEST PRICE WE OFFER ALL YEAR.
[[link removed]]
To see the ticker symbol, and get a free demo of the system behind it
all WHILE CLAIMING YOUR BLACK FRIDAY SAVINGS BEFORE THE WINDOW
CLOSES...
CLICK HERE
[[link removed]]
-------------------------
COMPANY: GENERAL MOTORS (SYM: GM)
BUYBACK: $6 BILLION
General Motors is no stranger to buybacks — but even by its
standards, the scale of the company's recent capital returns is
remarkable. GM announced a new $6 BILLION SHARE REPURCHASE PROGRAM,
with $2 BILLION EXPECTED TO BE DEPLOYED BY Q2. On top of that, the
company also raised its quarterly dividend by 25%, bringing it to 15
cents per share.
This isn’t a one-off move. Since 2023, GM has unveiled a staggering
$16 BILLION in total share buyback authorizations, leading to the
retirement of over ONE BILLION OUTSTANDING SHARES. Few companies
outside the mega-cap tech giants have been as aggressive in shrinking
their float.
CFO Paul Jacobson highlighted why management feels comfortable
continuing at this pace. He emphasized the strength of GM’s balance
sheet, its ability to remain agile amid policy changes, and the
company’s unwavering commitment to delivering returns to
shareholders. According to CNBC, Jacobson said the new authorization
“continues a commitment to our capital allocation policy,”
signaling that this level of buyback activity is likely not an anomaly
but a new normal for the company.
The strategic timing is also notable. GM has been navigating major
transitions — from its electric-vehicle strategy to partnerships on
autonomous driving. Large buybacks during periods of industrial
transformation typically indicate that management sees long-term value
that the market may not yet be fully pricing in.
For existing shareholders, the message is simple: GM is confident
enough in its cash flow outlook to return billions to investors, even
while funding next-generation automotive technology. That combination
makes its repurchase plan particularly compelling.
-------------------------
_Brownstone Research_
LEGALLY "SKIM" $6,361 INTO YOUR ACCOUNT?
[[link removed]]
[skim codes]
[[link removed]]
A former hedge fund manager is now sharing his "Skim Codes" with
regular people.
They're not stocks. They're not crypto. They're 18-character codes
designed to profit from recent market conditions.
All you have to do is punch them into an ordinary brokerage account.
84% of these codes have given people the chance to generate cash
payouts so far… and his next code is going out any day now.
CLICK HERE TO SEE THE FULL BREAKDOWN
[[link removed]]
-------------------------
COMPANY: BLOCK (SYM: XYZ)
BUYBACK: $5 BILLION
Block — the parent company of Square, Cash App, and Afterpay —
announced one of its largest capital return initiatives ever: a $5
BILLION STOCK BUYBACK. The move accompanies an upbeat forecast that
outpaces Wall Street expectations.
Block now expects ADJUSTED EPS OF $5.50 BY 2028, compared with analyst
estimates of $4.76. For 2026, the company is projecting ADJUSTED EPS
OF $3.20, slightly above the current consensus. The forward-looking
confidence is especially meaningful given that the company has been
transitioning from a growth-at-all-costs model to a more disciplined,
profitability-focused strategy.
Evercore ISI analysts praised the clarity and strength of
management’s presentation. They noted that the detailed financial
roadmap was well thought out and firmly grounded in operational
improvements — describing the overall investor day as a “mic
drop” moment for CFO Amrita Ahuja. The praise reflects a broader
market view that Block’s leadership is effectively steering the
company into a new phase of mature, sustainable growth.
The buyback supports that narrative. When tech-leaning companies in
payments and financial services announce repurchase programs of this
size, it often reflects a belief that long-term margins will expand
and that their business models are reaching steady-state
profitability. For Block, it suggests management sees both
undervaluation and accelerating leverage from its ecosystem of
products.
-------------------------
_Trade Algo_
GET OUR TRADEGPT INSIGHT ALERTS FOR FREE TO INSTANTLY GAIN AN UNFAIR
ADVANTAGE IN THE STOCK MARKET
[[link removed]]
TradeGPT is a revolutionary new technology that uses LLM and
artificial intelligence to unlock AI-powered insights for options
trades...
...this allows you to make smart, data-driven trading decisions with
ease.
👉 CLICK HERE TO CLAIM YOUR FREE TRADEGPT ALERTS
[[link removed]]
-------------------------
_Are there any other stocks with recent buybacks that you're looking
into right now? What other sectors of the market are you currently
interested in? Hit "reply" to this email and let us know your
thoughts!_
[youtube button]
[[link removed]]
[facebook button]
[[link removed]]
[instagram button] [[link removed]]
Our mailing address is:
Behind the Markets, LLC
4260 NW 1st Avenue, Suite 55
Boca Raton, FL 33431
Copyright © 2023 Behind the Markets, LLC, All rights reserved.
You're receiving this email as part of your subscription to Behind the
Markets. For more information about our privacy practices, please
review our Privacy Policy
[[link removed]]
or our Legal Notices.
[[link removed]]
Unsubscribe
[[link removed]]invisiblelink
[[link removed]]