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AMBC

Ambac Financial Group, Inc.

AMBC

NYSE·Financial Services·Insurance - Specialty·Mkt cap $397.4M

$8.29

-4.16%

P/E

-1.71

Mkt Cap

$397.4M

52-Wk Range

$5.99–$13.64

52-Week Range

$5.99 - $13.64

P/E

-1.71

Fwd P/E

124.41

Beta

0.87

Div Yield

0.00%

Avg Vol

860.7K

Shares Out

47.9M

Mkt Cap

$397.4M

Price action

Price chart

Down 27.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established market position with 30+ years of underwriting expertise and brand recognition
  • Diversified product portfolio spanning financial guarantees, derivatives, and specialty insurance
  • Global operational footprint across seven countries providing international risk management capabilities
  • Specialized underwriting capabilities in complex structured finance and municipal bond markets

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 11.3x vs Property & Casualty Insurance peers. Significant premium - requires sustained high growth to justify.

Growth

Turning profitable

Increased demand for credit enhancement in municipal bond markets and infrastructure financing

Value

Growth premium of 11.3x vs Property & Casualty Insurance peers. Significant premium - requires sustained high growth to justify.

Momentum

Stable

+0.4% over 3m

Quality

Excellent

Emerging growth company (28% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

LATEST RECAP

Most recent quarter reported revenue of $104.2M (+66% YoY). Reported EPS of -$0.13.

Reported EPS · last 4Q

Q1 26

-$0.13

Q4 25

-$0.82

Q3 25

-$2.35

Q2 25

-$1.54

Revenue trend · last 8Q

-249%

+16%

-3%

-9%

+66%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$51.0M

$66.3M

-$85.2M

$62.8M

$55.0M

$66.6M

$66.9M

$104.2M

Margins · last 8Q

Gross

Operating

Profit

-6.6%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How AMBC stacks vs Insurance - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.