Regardless of the $1+bil BOA settlement, AGO's operating earnings are likely to sink when they announce in ~2wks. AGO really needs a credit rating upgrade to stabilize the pricing of their credit improvement products.
I wouldn't blame people for taking 25% profits within a month. That's a huge profit, and it makes sense to take some money off the table. Some people bought this for long term reward, some for short term trade. It is what it is. It's actually better to consolidate at this level for AGO before the next leg up.