MBIA

MBI · NYSE

$4.42+$0.08 (+1.84%)TodayMarket closed · Oct 20, 7:00 PM ET

Prev close $4.34

MBI analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $6.83 (+54.5% upside)

Low: $6.14
Now: $4.42
High: $7.35

Upgrades and downgrades

The latest rating actions, newest first

MBI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Keefe, Bruyette & Woods	Aug 13, 2026	Maintains	Outperform	$7.50 → $7.00	61%
Keefe, Bruyette & Woods	Mar 19, 2026	Maintains	Outperform	$8.50 → $7.50	61%
Keefe, Bruyette & Woods	Nov 19, 2025	Maintains	Outperform	$8.00 → $8.50	65%

The case for and against

Updated Sep 26, 2024

Bull case

MBIA Inc. is strategically positioned for growth, particularly as bond insurance penetration in public finance is expected to increase, which may bolster the company's market presence. The company's historical ability to repurchase debt at discounts and improved financial liquidity suggest a favorable environment for accretive buybacks and discounted debt redemptions, enhancing its capital structure. Additionally, the favorable credit backdrop, coupled with potential premium valuations from asset sales and regulatory approvals for quicker capital release, indicates further positive momentum for the company's financial performance.

Bear case

MBIA's stock outlook is negatively impacted by its recent decision to issue a special dividend, which suggests a diminished residual value and reduced earnings from its investment portfolio. The ongoing strategic review to explore alternatives, including a potential sale of the company, introduces significant uncertainty, as any failure to effectively monetize its principal assets or secure regulatory approvals could exacerbate financial challenges. Additionally, the risk of deteriorating fiscal conditions and defaults in insured credit exposures further jeopardizes MBIA's financial stability and outlook.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.