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OCOCC

Optical Cable Corporation

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$OCC·$122M·Communication Equipment·Technology
$14.28+4.2%YTD+219.5%1Y+127.4%
Price updated 37m ago·X counts updated 16m ago
OCOCC
$OCCOptical Cable Corporation
$14.28+4.23%137 posts1.4×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $OCC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

137X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $OCC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 76% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-09

Optical Cable Corp bulls are lining up a strong Q3 print tomorrow with rising sales and profits on a thin float — a potential spike to $15-$20. Small-cap watchlists slot $OCC as a rising-sales optical-cables play tied to the same fiber-buildout thesis as $GLW.

Read what X is saying about $OCC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OCC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

Optical Cable is +206% YTD on the fiber-buildout thesis — Q3 revenue +27% YoY today, EPS beat 5%, bulls call a $15-20 spike.

Small-cap fiber-cable play riding the AI-data-center + telco fiber buildout narrative alongside GLW. Q3 earnings reported today (Sep 9): revenue $22.2M (+27% YoY), EPS $0.21 vs $0.20 est (+5% beat). The tape reaction and Q3 print confirm the thesis is intact.

  • Fundamentals: 205x TTM PE (small denominator distorts), 2.6x sales, 5.6% ROIC, -1.5% FCF yield (still cash-burning at scale), 33% gross margin, 2.5% op margin, 0.55 D/E — modest quality, growth on a small base.
  • Structural: 40% of 52-week range, +27% vs 200D MA, +206% YTD, +133% t12m — big run but not yet parabolic.
  • Insider tape: quiet. No filings in file.
  • Market cap $122M — very small; X bulls flag potential $15-20 spike on thin float.
  • 24/7 Wall St piece on FDIC/SVB (Aug 31) is unrelated background noise (not OCC-specific).
  • Comparison to GLW (Corning) is the useful cohort framing: same fiber-buildout tailwind, different scale.

Accelerating momentum play on a small-cap fiber-optic cable maker validated by today's Q3 beat. Dec 17 Q4 print is far away; near-term the retail-flow trajectory dominates.

Agrees with X sentimentX sentiment (rising sales/profits, potential $15-20 spike, GLW-cohort framing) matches my read. Same direction — Q3 print today confirms the thesis.

What to watch: Dec 17 Q4 print — needs to sustain 25%+ revenue growth; any 8-K on new large fiber-buildout contracts; competitive read-through from GLW/CIEN prints; whether the sub-100M float supports another leg higher.

On the calendar: Q4 fiscal 2026 earnings on 2026-12-17

Read the AI verdict on $OCC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures fiber optic and copper cabling solutions for enterprise, industrial, and military data communications infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $OCC.

Communication Equipment · Technology

AI-driven data-centre networking (400G/800G switches, optical interconnects) is the dominant capex theme; 5G infrastructure spending has plateaued outside of private-network deployments. Demand bifurcation favours AI-infra names over legacy telecom-equipment vendors.

What this means for $OCC

Neutral — Optical Cable Corporation; small-cap fibre cabling, limited AI-network exposure.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+23.5%YTD
+31.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
205.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 9, 2026$0.21$0.20+5.0%
Q1 2026Jun 8, 2026$0.12——
Q4 2025Mar 10, 2026$-0.05——
Q3 2025Dec 18, 2025$0.01——
Next earningsThu, Dec 17·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$22.2M+26.6%34.2%5.9%$0.12$-2.6M
Q1 FY26$16.4M+4.4%32.7%-1.2%$-0.04$1.0M
Q4 FY25$19.8M+1.8%31.9%1.4%$0.01$719K
Q3 FY25$19.9M+22.8%31.7%2.8%$0.04$-2.3M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$88.6M$88.6M – $88.6M$0.49$0.49 – $0.491
FY27$105.0M$105.0M – $105.0M$0.82$0.82 – $0.821

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.6.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Tracy G SmithCFO16.5K sh$283KSellJun 30Tracy G SmithCFO32 sh$704SellJun 30Neil D WilkinCEO4.1K sh$85KSellJun 29Craig H WeberDirector23.7K sh$470KSellJun 29Neil D WilkinCEO5.9K sh$122KSellJun 23Craig H WeberDirector739 sh$17KSellJun 22Craig H WeberDirector1.7K sh$38KSellJun 16Randall H FrazierDirector10.0K sh$210KSellJun 11Randall H FrazierDirector35.0K sh$866K
+ 13 other (7 returns · 4 awards · 2 inkinds) in window

See when $OCC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedMay 68-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
AI summary

Optical Cable Corporation entered into a new Business Loan Agreement with Freedom First Federal Credit Union on April 30, 2026, consisting of a $2,650,000 Promissory Note secured by a Deed of Trust on Virginia real estate. Simultaneously, OCC paid off its existing Virginia Real Estate Loan with Northeast Bank (maturing May 5, 2026, at Prime Rate, minimum 8.5% p.a.), terminating that prior facility. The new loan refinances OCC's real estate debt with a local credit union ahead of the prior loan's maturity. This is a material refinancing — replacing a floating-rate bank loan with a new $2.65M facility, potentially on more favorable terms, with direct balance sheet impact.

8-KShareholder voteApr 18-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
+ 4 other (2 10-Qs · 1 earnings 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Optical Cable Corporation (OCC) Q3 2026 Earnings Call Transcriptseekingalpha.com·1d agoOptical Cable Q3 Earnings Call Highlightsmarketbeat.com·1d agoOPTICAL CABLE CORPORATION REPORTS THIRD QUARTER OF FISCAL YEAR 2026 FINANCIAL RESULTSprnewswire.com·2d agoOPTICAL CABLE CORPORATION SCHEDULES CONFERENCE CALL TO DISCUSS THIRD QUARTER OF FISCAL YEAR 2026 RESULTSprnewswire.com·7d agoFDIC Prevails in $1.71 Billion Court Case Involving SVB Collapsepymnts.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Photonics & Co-Packaged Optics

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