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OCOCC

Optical Cable Corporation

$OCC·$207M·Communication Equipment·Technology
$22.38-4.4%YTD+423.5%1Y+793.1%
Mentions · last 7 days
2026-06-05: 50 posts2026-06-06: 100 posts2026-06-07: 50 posts2026-06-08: 883 posts2026-06-09: 122 posts2026-06-10: 167 posts2026-06-11: 227 posts1,601+16%
Price updated 13m ago·X counts updated 21h ago
OCOCC
Optical Cable Corporation$OCC
$22.38-4.38%1.6k posts+16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OCC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-06-12

Catching its breath after a run — could pick back up or fade from here.

Optical-cable micro-cap up 793% in a year on a fiber-and-copper revival — today's 13% pullback is the digestion, not the top.

Optical Cable is a small-cap fiber and copper cable manufacturer for enterprise and military applications — the kind of micro-cap that quietly compounds backlog when the cycle turns. The stock has run nearly 9x in a year on that turn. Q2 revenue grew 26.6% YoY to $22.2M at 5.9% operating margin and EPS of $0.12 — these are real numbers, not story-stock metrics. At 206x trailing earnings the multiple looks expensive but reflects the inflection — and at a $207M market cap with the recent backlog-to-Q3-sales multiplier of 1.8-3x bulls cite, Q3 EPS in the $0.25 area is plausible. The structural advantage of not being held by index funds means OCC didn't sell off in the broader risk-off moves; it also means there's no automatic buyer below. Today's 13% pullback is the digestion after the 30% session that printed the all-time highs above $26. Zero insider activity in the window.

Agrees with X sentimentAligned with the bullish fiber-and-copper-revival framing — Q2 revenue +26.6% and rising backlog supports the inflection thesis, and the structural advantage of not being index-held is genuinely how this kind of micro-cap sustains a parabolic move. The 'EPS print in the 25-cent area' Q3 framing is consistent with the backlog math; today's 13% pullback after a 30% session is normal digestion, not the top.

What to watch: Sep 10 Q3 print — specifically backlog conversion to revenue, gross margin direction on the volume ramp, and any insider activity that begins. A clean Q3 print extends the move; any backlog miss in a name with no index buyer is the structural risk to watch.

On the calendar: 2026-09-10 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-06-11

Optical Cable Corporation has been on a vertical run, with posters citing a 160% to 170% rally from $10 to fresh all-time highs above $26 and a 30% session that still leaves the market cap under $240M. The fundamental case rests on a fiber-and-copper revival, a backlog-to-Q3 sales multiplier of roughly 1.8x to 3x implying an EPS print in the 25-cent area, and the structural advantage of not being held by index funds during broad selloffs. Traders are stacking the same setup pattern into NSYS as the next leg.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Optical Cable Corporation (OCC), including its subsidiaries, specializes in producing and distributing comprehensive fiber optic and copper solutions for data communication infrastructure. Its main focus is the enterprise sector, serving clients both within the United States and globally. OCC's product portfolio includes advanced fiber optic and hybrid cables, engineered to support high-capacity transmission of data, video, and voice. Additionally, they offer copper datacom cables, available in both unshielded and shielded twisted pair configurations. For fiber optic networks, the company supplies a wide array of connectivity components, ranging from wall-mounted, cabinet-mounted, and rack-mounted enclosures (including pre-terminated options) to various connectors, splice trays, jumpers, and convenient plug-and-play cassette modules. Pre-terminated fiber optic cable assemblies, adapters, and other essential accessories are also part of their offering. Their copper connectivity offerings cater to a multitude of environments such as equipment rooms, telecom closets, data centers, and workstations. This segment includes category-compliant patch panels, jacks, plugs, and patch cords, alongside faceplates, surface-mounted, distribution, and multimedia boxes. Copper rack-mount and wall-mount enclosures, cable assemblies, organizers, and various other wiring products complete this range. Furthermore, OCC provides complete management systems for network, data storage, and telecommunications infrastructure. These solutions, suitable for both enterprise and residential settings, encompass data cabinets, wall-mount enclosures, sophisticated horizontal and vertical cable management systems, and open-frame relay racks. The company also supplies specific datacom wiring products, including diverse enclosures, modules, and modular outlets designed for both individual homes and multi-unit residential buildings. Beyond standard offerings, OCC develops specialized fiber optic and copper datacom connectors, along with their associated systems and solutions, tailored for demanding applications such as military operations, harsh environmental conditions, and other unique requirements. Their products reach the market through a diverse network, including distributors, original equipment manufacturers (OEMs), value-added resellers (VARs), and direct sales to end-users. Established in 1983, Optical Cable Corporation maintains its corporate headquarters in Roanoke, Virginia.

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

Hyperscaler AI rack buildout is consuming 400G/800G optical transceivers and AI-capable networking switches faster than supply can scale — CSCO's blowout earnings and raised guidance confirm AI networking infrastructure as a multi-year capex cycle. LEO satellite direct-to-device (ASTS with SpaceX) is the second structural vector creating connectivity infrastructure demand.

See how Communication Equipment shapes $OCC

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $OCC's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+26.6%YTD
+51.1%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
Q1 2026Jun 8, 2026$0.12——
Q4 2025Mar 10, 2026$-0.05——
Q3 2025Dec 18, 2025$0.01——
Q2 2025Sep 11, 2025$0.04——
Next earningsThu, Sep 10

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$77.0M$77.0M – $77.0M$0.30$0.30 – $0.301
FY27$82.0M$82.0M – $82.0M$0.41$0.41 – $0.411

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.1.2×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.82%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.+90.8%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.+180.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $OCC is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (4 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
8-KShareholder voteApr 18-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
+ 9 other (3 earnings 8-Ks · 2 10-Qs · 1 SD · 1 proxy) in window

Recent news

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

Optical Cable Posts Q2 Earnings on 27% Sales Growth, Rising Backlogzacks.com·2d agoOptical Cable Corporation: Strong Earnings, But Hurdles Remainmarketbeat.com·3d agoOptical Cable Corporation (OCC) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoOptical Cable Q2 Earnings Call Highlightsmarketbeat.com·4d agoOptical Cable Shares Rise After Stronger Q2 Resultsbenzinga.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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