Broadcom Stock Down 21%,Time to Buy?

AVGO: Broadcom logo
AVGO
Broadcom

Broadcom (AVGO) stock has fallen by 21.1% in less than a month, from $412.97 on 10th Dec, 2025 to $326.02 now. Should you buy this dip?

Dip buying is a viable strategy for quality stocks that have a history of recovering from dips. As it turns out, AVGO stock passes basic quality checks. Historically, the median return for the 12-month period following sharp dips was 119% , with median peak return reaching 153%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Below, we get into details of historical dips and subsequent returns.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 25.6%
3M 56.7%
6M 93.2%
12M 119.1%

 
Historical Dip-Wise Details
 
AVGO had 2 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 153% median peak return within 1 year of dip event
  • 298 days is the median time to peak return after a dip event
  • -14% median max drawdown within 1 year of dip event

30 Day Dip AVGO Subsequent Performance
Date AVGO SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     119% 153% -14% 298
4032025 -32% -12% 123% 169% -5% 251
3122020 -31% -24% 116% 136% -23% 344

 
Broadcom Passes Basic Financial Quality Checks

Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 28.0% Pass
Revenue Growth (3-Yr Avg) 24.0% Pass
Operating Cash Flow Margin (LTM) 42.4% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 6.8  
=> Cash To Interest Expense Ratio 3.2  

Not sure if you can take a call on AVGO stock? Consider portfolio approach

Portfolios Beat Stock Picking

Stocks soar and sink – the key is staying invested. A balanced portfolio keeps you in the market, boosts gains and reduces single stock risk

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.