$AMBC finally got around to reading the earnings press release. I am trying to find out why this caused the stock to get slammed? I can't find anything really negative here. What gives?
$AMBC $OSG This is the AI-Effect for this group, i got from an AI-Bot
Because they startet at july, the real effect will be shown in mid 3Q26. The bot calculated 4Q26 result is in the picture
$AMBC $OSG Coming Quarter 3Q26 is the turn-around in EPS
You can check this with an KI-Bot by yourself.
Result is in Picture and i made some links of sources for you:
https://www.fool.com/earnings/call-transcripts/2025/11/11/ambac-ambc-q3-2025-earnings-call-transcript/
https://finance.yahoo.com/quote/OSG/earnings/OSG-Q2-2026-earnings_call-662264.html
Because the special charges and legacy adjustments will have vanished, there will be no major deductions left to wipe out these profits.Why "Permanently" Positive?The significant shift starting in Q3 2027 is that the core company’s baseline earnings power (~$15M) will be high enough to comfortably cover the lowered holding expenses (~$7.5M)—even during seasonally slower periods like the summer quarter. From this point forward, the true earnings per share (GAAP EPS) will no longer be distorted by historical baggage and will accurately reflect the profitability of the new Octave Specialty Group.
$AMBC 3 Companies to beat the markets?
$AIG $AFL $OSG
https://finance.yahoo.com/markets/stocks/articles/3-insurance-stocks-insure-q2-170100893.html
During this evening's report, you will see that Everspan is growing; they have just hired three new directors.
Furthermore, you will see that, alongside ALCORE and ARMADA, the other subsidiaries are now also beginning to grow beyond the break-even point.
https://finance.yahoo.com/small-business/articles/everspan-group-expands-leadership-team-123000015.html
$OSG $AMBC After the earning call, OSG should move up
One of OSG Groups is ALCORE. You do not knew, what it is?
Alcor is a vibrant player in the global property and specialty market with an experienced team with a proven track record.
As part of the Octave Specialty Group with over 250 staff globally and annual gross premiums in excess of US$ 750 million, Alcor can offer S&P AA- rated Lloyd’s underwriting capacity for global property placements.
We handle a diverse range of occupancies and complex risks, tailoring solutions for our long-term clients and partners. Providing a truly global proposition from our offices in London, Bermuda and USA while operating as one team.
$AMBC In the next quarterly report, you will see, among other things, that Everspan’s combined ratio is below 100. If you wish, you can even use AI to adjust the Q1 figure to account for the one-off effect, resulting in a Q1 ratio of 95%.
Everspan is also expected to be profitable. That is just one detail you might not be aware of. Another point is that Armada offers insurance programs that can be taken out on a monthly basis, whereas competitors only offer them at the start of the year.
$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
