$OSG

Analysts made several calls: Stifel initiated The Metals Royalty Company as buy, citing upside potential. Evercore ISI reiterated SpaceX and Nvidia as outperform, highlighting their partnership. CLSA upgraded Baozun to outperform, raising its target to $3.80. Bank of America raised Affirm's target to $104, reiterated Marvell and Tesla as buy, and noted Burlington's market share gains. Evercore ISI raised Amazon's target to $355. KBW initiated Octave Specialty Group as outperform. Argus upgraded

Octave Specialty Group (OSG) reported Q2 2026 revenue of $83.0 million, up 51% year over year, driven by its Insurance Distribution segment. Net loss attributable to shareholders was $14.4 million, and adjusted EBITDA was $3.7 million. Management raised 2026 distribution organic growth to 25%+ and adjusted EBITDA to $45 million, but lowered adjusted EPS guidance to $0.15-$0.20 and Everspan adjusted EBITDA to $6 million.

Octave Specialty Group (OSG) reported Q2 2026 adjusted loss of 4 cents per share, narrower than a year ago but worse than the Zacks estimate of a 1-cent loss. Revenues rose 51% to $83 million. Insurance Distribution revenue grew 77% to $58.4 million. Management raised 2026 Insurance Distribution outlook, while cutting Everspan EBITDA guidance to $6 million. The article also cites Q2 results for SIGI, AXS, and CINF.

OCTAVE SPECIALTY GROUP INC (OSG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Octave Specialty Group Reports Second Quarter 2026 Results • Insurance Distribution Segment ◦ Total revenue grew 77% to $58 million ◦ Organic revenue growth equaled 44% ◦ Ne t loss to Shareholders totaled $(4) million , compared to $(8) million in 2Q25 ◦ Adjusted EBI

Octave Specialty Group (OSG) is set to report Q2 2026 results on Aug. 6 after the close. Zacks expects revenue of $81 million, up 47.4% year over year, and a Q2 loss of 1 cent per share, improving 95.5%. The article cites OSG’s prior four-quarter earnings beats and discusses drivers such as premiums, fees, and investment income.

Overseas Shipholding Group CEO Sam Norton said the Trump emergency Jones Act waiver has benefited U.S. refiners more than consumers, citing rising 3:2:1 crack spreads from about 27% in early 2026 to ~45% in early June and 70%-75% recently. He noted foreign-flag tankers are doing domestic voyages while U.S.-flag ships stay idle. The waiver expires Aug. 16.