Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at NaN× earnings vs its 9.6× historical median P/E.
Fair value ≈ $-127.21 · price $9.03 today
Fair value · 0% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$AMBC At its annual meeting of stockholders held on May 28, 2026, Octave Specialty Group, Inc. reported that approximately 81% of its outstanding common shares were represented, underscoring strong investor engagement in the company’s governance. Stockholders elected seven directors to terms expiring at the 2027 annual meeting, reaffirming the existing board slate and providing continuity in leadership.
Investors also approved on an advisory basis the compensation of the company’s named executive officers and ratified Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026. In addition, stockholders backed the company’s 2026 Incentive Compensation Plan, signaling support for the firm’s executive pay structures and performance-based incentive framework going forward.
$FUBO For those losing their nerve: at $OSG (formerly $AMBC), we have already surpassed our 2028 target—with written premiums exceeding $2 billion annually—and the key subsidiary is generating an EBIT of approximately $80 million for the holding company. As for FUBO TV, it is on the verge of entering profitability. OSG achieved this milestone this quarter, and I believe FUBO TV will manage to do the same this year. Below, you will find the image from Yahoo Finance once again.
$AMBC from today
Octave Specialty Group (OSG) price target increased by 12.86% to 15.54
https://www.msn.com/en-us/money/companies/octave-specialty-group-osg-price-target-increased-by-12-86-to-15-54/ar-AA23f5Kl
$AMBC OSG Octave Specialty Group has 45 MGA Programms
Every single MGA Programm will earn an EBITDA to Shareholders of $3 - 10 million.
This year is the focuy at a minimum of $40 million EBITDA for shareholders, and
this should rise up to $450 million in the next 10 years.
$AMBC Part 2/2
Here are the true growth drivers for this company—the factors that others aren't showing you:
- Niche markets: No one can replicate their model.
- Proprietary AI technology: They do not need to rely on third-party systems. All company operations are scheduled to be fully migrated to this platform by mid-2026.
- AI mitigates risk, which translates into higher profits.
- The use of brokers ensures a "pay-for-performance" model.
- The application of AI reduces costs, saves time, and boosts insurance sales volume.
- Everspan underwrites 10% of each insurance policy; this means that for every $13 million in profit generated, the company can underwrite an additional $130 million in new policies the following month. As a result, the company is able to achieve accelerated growth.
I made no picture of the facts from the earning call this time. Please you the old pictures from me and the link to the earning call.
https://www.investing.com/news/transcripts/earnings-call-transcript-octaves-q1-2026-shows-strong-growth-reduced-losses-93CH-4668523
$AMBC Part 1/2 I would like to invite you on a journey through the facts regarding this company—but first:
Let me tell you something. I detest lazy people—those who merely spout nonsense without offering any facts to substantiate their hypotheses, yet are quick to have others' posts deleted.
Quite simply, Stocktwits has so far failed to update the ticker symbol from the former AMBC to the current OSG.
This company has generated earnings and successfully executed a turnaround. Period!
You can verify this yourself by examining the changes in its equity. No "blah-blah"—no empty promises about where the share price will be tomorrow. I have already presented you with facts in the past. Prior to the earnings call, I stated that the company would surpass its 2028 target—specifically, $2 billion in written premiums—ahead of schedule. You can now read that very same information in the earnings call transcript: https://www.investing.com/news/transcripts/earnings-call-transcript-octaves-q1-2026-shows-strong-growth-reduced-losses-93CH-4668523
$AMBC Q1 '26 Earnings Results & Recap
AMBAC Financial Group Inc. reported total revenues of $104.17M for Q1 2026, increasing from $62.76M in Q1 2025, while net income attributable to shareholders was -$6.85M, an improvement from -$46.39M in the prior year.
$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.
$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
