Magnite Stock Sinks 26%, Rebound Coming?

MGNI: Magnite logo
MGNI
Magnite

Magnite (MGNI) stock has fallen by 26.1% in less than a month, from $20.09 on 27th Oct, 2025 to $14.84 now. Should you buy this dip? Dip buying is a viable strategy for quality stocks that have a history of recovering from dips.

Dip buying is a viable strategy for quality stocks that have a history of recovering from dips. As it turns out, MGNI stock passes basic quality checks. Historically, the median return for the 12-month period following sharp dips was 13% , with median peak return reaching 51%. 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 -3.5%
3M -10.8%
6M -3.1%
12M 12.6%

 
Historical Dip-Wise Details
 
MGNI had 17 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 51% median peak return within 1 year of dip event
  • 168 days is the median time to peak return after a dip event
  • -32% median max drawdown within 1 year of dip event

30 Day Dip MGNI Subsequent Performance
Date MGNI SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     13% 51% -32% 168
10102025 -34% 1% -16% 15% -25% 17
3132025 -31% -8% 22% 120% -25% 168
8102023 -42% 2% 54% 98% -19% 341
3152023 -30% -4% 35% 84% -23% 120
9232022 -31% -12% 13% 137% -11% 293
7142022 -34% -8% 111% 114% -20% 364
5092022 -32% -12% 3% 51% -37% 284
1212022 -31% -6% -17% 16% -55% 67
11232021 -33% 8% -45% 0% -70% 1
3242021 -36% -0% -67% 8% -73% 8
3122020 -39% -24% 708% 915% -32% 336
3012018 -33% -4% 307% 303% 0% 365
11032017 -47% 4% 54% 96% -28% 294
8102017 -31% 0% -6% 8% -61% 34
3162017 -33% 5% -65% 7% -74% 54
8032016 -34% 4% -57% 6% -57% 6
5152014 -34% -1% 30% 49% -32% 286

 
Magnite 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) 6.3% Pass
Revenue Growth (3-Yr Avg) 7.7% Pass
Operating Cash Flow Margin (LTM) 31.7% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 4.2  
=> Cash To Interest Expense Ratio 24.1  

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

The Best Investors Think In Portfolios

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.