Ambac Financial Group (AMBC)

$9.03 -0.05 (-0.55%)
Market Cap 395.62M
Revenue (ttm) 235.82M
Net Income (ttm) -556.45M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -235.96%
Debt to Equity Ratio 0.00
Volume 838,700
Avg Vol 852,022
Day's Range N/A - N/A
Shares Out 43.81M
Stochastic %K 40%
Beta 0.96
Analysts Strong Sell
Price Target $16.33

Company Profile

Octave Specialty Group, Inc. operates as a financial services holding company. It operates in two segments, Specialty Property and Casualty Insurance; and Insurance Distribution. The Specialty Property and Casualty Insurance segment provides specialty property and casualty program insurance with a focus on commercial and personal liability risks. The Insurance Distribution segment offers specialty property and casualty insurance distribution services, which include managing general agents, under...

Industry: Insurance - Specialty
Sector: Financial Services
Phone: 212 658 7470
Fax: 212 208 3414
Address:
One World Trade Center, 41st Floor, New York, United States
Gocker
Gocker Apr. 23 at 3:48 PM
$AMBC This is a good overview for OSG Octave former AMBC You need to know the following: - A de novo company (MGA) will reach its break-even point in an average of 18 months, after which it will generate profits for Octave. This means that the 14 MGAs from 2024 will be profitable from the beginning of 2026 until mid-2026, because not all MGAs started at the beginning of the year, but rather some launched during 2024. For the 17 MGAs from 2025, the year 2027 should be considered the profit zone. Synergies and cross-sales can accelerate this process. For these reasons, Octave has very high growth.
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Gocker
Gocker Apr. 22 at 8:30 AM
$AMBC here you see the mga plattform growth - all MGA can be bought from Octave
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Gocker
Gocker Apr. 22 at 8:26 AM
$AMBC Here is the Timeline of Acquisition of Non-Controlling Interest (NCI) - 10% of BEATS are done you see here the timeline and you must add the organic growth rate. More MGA = more EBITDA - Only Cirrata pro forma Reveneue estimate 2026 $150-175 million, estimate 2028 $325 million - Only Cirrata pro forma EBITDA etimate 2026 $37,5-43,75, estimate 28 $100 million
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Gocker
Gocker Apr. 10 at 5:52 PM
$AMBC Octave Specialty Group to Release First Quarter 2026 Results on May 6, 2026 https://www.businesswire.com/news/home/20260409264292/en/Octave-Specialty-Group-to-Release-First-Quarter-2026-Results-on-May-6-2026
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Gocker
Gocker Apr. 9 at 6:01 PM
$AMBC Octave Specialty Group Insiders Placed Bullish Bets Worth US$1.34M In the last twelve months, the biggest single purchase by an insider was when Independent Director Michael Price bought US$500K worth of shares at a price of US$6.54 per share. That means that an insider was happy to buy shares at above the current price of US$4.65. It's very possible they regret the purchase, but it's more likely they are bullish about the company. We always take careful note of the price insiders pay when purchasing shares. It is generally more encouraging if they paid above the current price, as it suggests they saw value, even at higher levels. full article 8d ago https://finance.yahoo.com/markets/stocks/articles/octave-specialty-group-insiders-placed-113101122.html
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Gocker
Gocker Apr. 8 at 7:05 PM
$AMBC Shareholder equity is $833 million and they have $68 million in cash.
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Gocker
Gocker Apr. 8 at 5:48 PM
$AMBC Insider have acquired together over 45k shares of OSG since 2nd april
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Gocker
Gocker Apr. 8 at 5:45 PM
$AMBC OSG has acquired additional minority interests from its subsidiaries under Cirrata.
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Gocker
Gocker Mar. 28 at 4:48 PM
$AMBC i think, a lot of firms do now need the internetinsurance, the it-insurance from OSG in 200 countries.
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Gocker
Gocker Mar. 17 at 5:44 PM
$AMBC Hey Stocktwits the ticker is wrong. It is now $OSG and it was $AMBC. How long does you need to change $AMBC to $OSG? Octave Specialty Group, Inc. (OSG) now was former AMBAC financial group
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Latest News on AMBC
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Gocker
Gocker Apr. 23 at 3:48 PM
$AMBC This is a good overview for OSG Octave former AMBC You need to know the following: - A de novo company (MGA) will reach its break-even point in an average of 18 months, after which it will generate profits for Octave. This means that the 14 MGAs from 2024 will be profitable from the beginning of 2026 until mid-2026, because not all MGAs started at the beginning of the year, but rather some launched during 2024. For the 17 MGAs from 2025, the year 2027 should be considered the profit zone. Synergies and cross-sales can accelerate this process. For these reasons, Octave has very high growth.
0 · Reply
Gocker
Gocker Apr. 22 at 8:30 AM
$AMBC here you see the mga plattform growth - all MGA can be bought from Octave
0 · Reply
Gocker
Gocker Apr. 22 at 8:26 AM
$AMBC Here is the Timeline of Acquisition of Non-Controlling Interest (NCI) - 10% of BEATS are done you see here the timeline and you must add the organic growth rate. More MGA = more EBITDA - Only Cirrata pro forma Reveneue estimate 2026 $150-175 million, estimate 2028 $325 million - Only Cirrata pro forma EBITDA etimate 2026 $37,5-43,75, estimate 28 $100 million
0 · Reply
Gocker
Gocker Apr. 10 at 5:52 PM
$AMBC Octave Specialty Group to Release First Quarter 2026 Results on May 6, 2026 https://www.businesswire.com/news/home/20260409264292/en/Octave-Specialty-Group-to-Release-First-Quarter-2026-Results-on-May-6-2026
0 · Reply
Gocker
Gocker Apr. 9 at 6:01 PM
$AMBC Octave Specialty Group Insiders Placed Bullish Bets Worth US$1.34M In the last twelve months, the biggest single purchase by an insider was when Independent Director Michael Price bought US$500K worth of shares at a price of US$6.54 per share. That means that an insider was happy to buy shares at above the current price of US$4.65. It's very possible they regret the purchase, but it's more likely they are bullish about the company. We always take careful note of the price insiders pay when purchasing shares. It is generally more encouraging if they paid above the current price, as it suggests they saw value, even at higher levels. full article 8d ago https://finance.yahoo.com/markets/stocks/articles/octave-specialty-group-insiders-placed-113101122.html
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Gocker
Gocker Apr. 8 at 7:05 PM
$AMBC Shareholder equity is $833 million and they have $68 million in cash.
0 · Reply
Gocker
Gocker Apr. 8 at 5:48 PM
$AMBC Insider have acquired together over 45k shares of OSG since 2nd april
1 · Reply
Gocker
Gocker Apr. 8 at 5:45 PM
$AMBC OSG has acquired additional minority interests from its subsidiaries under Cirrata.
1 · Reply
Gocker
Gocker Mar. 28 at 4:48 PM
$AMBC i think, a lot of firms do now need the internetinsurance, the it-insurance from OSG in 200 countries.
1 · Reply
Gocker
Gocker Mar. 17 at 5:44 PM
$AMBC Hey Stocktwits the ticker is wrong. It is now $OSG and it was $AMBC. How long does you need to change $AMBC to $OSG? Octave Specialty Group, Inc. (OSG) now was former AMBAC financial group
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Gocker
Gocker Mar. 13 at 11:03 AM
$AMBC Zacks.com featured highlights include Intuit, Goldman Sachs and Octave Specialty Octave Specialty Group Octave Specialty is a financial services holding company with two segments: Specialty Property & Casualty Insurance and Insurance Distribution. OSG’s expected earnings growth rate for the current year is 143.1%. Currently, the firm has a Zacks Rank #2. Goldman Sachs Goldman Sachs provides financial services to corporations, institutions, governments and individuals worldwide. Its expected earnings growth rate for the current year is 10.3%. GS currently has a Zacks Rank of #2. https://finance.yahoo.com/news/3-best-earnings-acceleration-stocks-200500861.html
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Gocker
Gocker Mar. 9 at 9:18 AM
$AMBC This year will Everspan increase his profit, from sold insurance from the past. This is called ,,IBNR". So what is a ,,IBNR"? An IBNR is an estimate of an amount, you could pay for ;;insurance but not reportet", so this had not happend. After a period of time, you can account amounts of the IBNR as a gain (profit). This will beginn now.
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Gocker
Gocker Feb. 26 at 5:59 PM
$AMBC Octave Specialty Group Q4 Earnings Call Highlights Key Points Octave completed its first full quarter as a standalone specialty-insurance platform, with insurance distribution revenue up 65% year-over-year (14% organic) and the ArmadaCare acquisition — described as recurring, high-margin A&H (EBITDA >40%) — integrating ahead of schedule to deepen A&H exposure. Despite a Q4 net loss of $30 million, adjusted EBITDA improved to $1.4 million and distribution adjusted EBITDA rose ~33%; management’s 2026 targets include at least 20% organic growth in insurance distribution, ~ $40 million distribution adjusted EBITDA, consolidated adjusted net income ≈ $0.50/share, and corporate adjusted expenses under $30 million. Octave is rolling out AI-driven underwriting (proprietary “Hammurabi” for medical stop-loss) to boost pricing and efficiency, while Everspan’s repositioning produced a Q4 combined ratio of 99.4% (below 100%) and is positioned for controlled growth in 2026. https://finance.yahoo.com/news/octave-specialty-group-q4-earnings-091817546.html
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Gocker
Gocker Feb. 26 at 5:13 PM
$TIPT i wait for the approval of the sale and the money. I invest now in $AMBC (it is now Octave Specialty Group, Inc. (OSG)) and the CEO said, the will have an positiv EBITDA of $0,50/share this year for the shareholder. I like this insurance story as i like the story from Tiptree. Link from the earning call https://seekingalpha.com/article/4874087-octave-specialty-group-inc-osg-q4-2025-earnings-call-transcript
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Gocker
Gocker Feb. 26 at 4:50 PM
$AMBC Octave Specialty Group, Inc. (OSG) Q4 2025 Earnings Call February 24, 2026 For our Insurance Distribution segment, we are expecting organic revenue growth of at least 20% and adjusted EBITDA of approximately $40 million for the full year 2026. For our Specialty Insurance segment, which includes Everspan, we expect gross written premiums of around $410 million and adjusted EBITDA of approximately $7.5 million for the full year 2026. Corporate adjusted expenses are expected to be below $30 million for the year. And on a consolidated basis, we expect to generate adjusted net income of around $0.50 per share for 2026. https://seekingalpha.com/article/4874087-octave-specialty-group-inc-osg-q4-2025-earnings-call-transcript One catalyst for this performance is the official launch of Hammurabi, our proprietary AI platform built specifically around the medical stop-loss business. We are also actively utilizing and developing data and AI tools across our platform, which we believe will help us to rapidly scale and differentiate our business model into the future.
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StocktwitsEarnings
StocktwitsEarnings Feb. 24 at 11:30 AM
$AMBC Q4 '25 Earnings Results & Recap Octave Specialty Group's total P&C premium production increased 15% to $303M for the quarter. Total revenue from continuing operations increased 3% to $67M, while net loss to shareholders from continuing operations rose to -$30M.
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Gocker
Gocker Feb. 24 at 11:11 AM
$AMBC A new AI company will be profitable in 2026 and, alongside Lemonade $LMND and Root $ROOT , is the next big thing in artificial intelligence and the future. Here's what you need to know. A month ago, they founded an AI company called Hammurabi. Designed to deliver efficiencies in the $40 billion medical stop loss market, Hammurabi's proprietary neuro-semiotic models apply advanced machine learning to predict employer health risk with speed and precision. The result is a dramatic reduction in standard market underwriting timelines—from days to minutes—while delivering accurate pricing and actionable insights for both employers and producers. Active in over 200 countries through Syndicate. OSG also includes the company Tarian, which offers internet damage insurance through Syndicate in over 200 countries. If you want to insure Root servers or Lemnode servers, you can do so here. Iternet and AI are the future. The company is now expected to be profitable in 2026 50 cents per share.
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Gocker
Gocker Feb. 18 at 9:04 PM
$AMBC https://finance.yahoo.com/news/hammurabi-division-xchange-benefits-unveils-133000749.html OSG has now AI
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Gocker
Gocker Feb. 5 at 7:59 PM
$AMBC You should check out Tarian from OSG. The firm operates in 200 countries through Syndicate 4242 for cyber insurance coverage and is one of the best firms in this segment. Their growth is also in China.
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Giletjaune
Giletjaune Feb. 5 at 6:14 PM
$AMBC Yeah, lots of it !
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CHenry18
CHenry18 Feb. 5 at 5:14 PM
$AMBC They should do a buyback
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Gocker
Gocker Jan. 29 at 4:07 PM
$AMBC By the way the OSG holding has enaugh cash, to buy back all shares at this price and the total equity of shareholders OSG is a littlebit less then 1 billion.
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