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OCOCC

Optical Cable Corporation

$OCC·$140M·Communication Equipment·Technology
$14.50-11.6%YTD+224.4%1Y+170.5%
Mentions · last 7 days
2026-07-10: 56 posts2026-07-11: 28 posts2026-07-12: 54 posts2026-07-13: 72 posts2026-07-14: 29 posts2026-07-15: 41 posts2026-07-16: 23 posts310+12%
Price updated 5h ago·X counts updated 4h ago
OCOCC
$OCCOptical Cable Corporation
$14.50-11.64%310 posts+12%
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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Optical Cable Corp up 267% YTD on AI-data-center fiber demand — nano-cap with real insider selling.

Optical Cable Corporation is a nano-cap fiber-optic and copper cable manufacturer — the specialty cabling business supplying data centers, telecom, and industrial customers. The stock is up 267% YTD on the AI-data-center-connectivity thesis.

  • Revenue grew 27% YoY last quarter with a 6% operating margin — the top-line acceleration is real; this is a genuine turnaround for a company that has struggled to grow for years.
  • Trades at 206x TTM earnings and 2.6x sales — extremely expensive multiple math; the equity is being priced on the AI-data-center-fiber narrative rather than trailing operational strength.
  • CEO Neil Wilkin's D-Return $410K on July 1 alongside subsequent S-Sale of $85K is meaningful insider distribution — combined with CFO Smith's ~$284K sale on July 10, that's a real cluster near the highs.
  • Small ~5.9M share float — the tape can move outsized on small volume; today's +2.4% is modest given the underlying volatility profile.
  • 52-week position 52nd percentile with position vs 200-day MA +72% — the tape has confirmed the momentum thesis but is now digesting the recent insider distribution cluster.

September 10 fiscal Q3 earnings is where the AI-data-center-fiber story either extends or corrects: revenue growth held above 25% plus a raised FY26 guide is what keeps the run alive; a modest print with unchanged guide plus more insider selling is where the +267% YTD gain gives back hard. Real nano-cap fiber-optics turnaround with real insider distribution pressure — the setup is genuinely two-sided.

Agrees with X sentimentThe bullish X take on OCC as 'one of the cheaper data-center plays' and the DCA at $16.70 framing is analytically fair on the momentum thesis. The unusual volume flag captures the tape action; the GLW rally comparison provides sector-context support. Where the crowd is thin: the insider distribution cluster is worth watching.

What to watch: Sept 10 Q3 earnings — need revenue growth held above 25% and a raised FY26 guide. A modest print with unchanged guide plus more insider selling is where +267% YTD gain gives back hard.

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 sentiment9 posts analyzed · as of 2026-07-15

Optical Cable Corp chatter is bullish AI-data-center accumulation. OCC is a nano-cap manufacturer of fiber-optic and copper cabling described as 'quietly undergoing a massive fundamental turnaround.' Two consecutive days of unusual volume flagged. Community members are DCA-ing at $16.70 after seeing GLW rally on similar dynamics. Bulls see it as 'one of the cheaper data-center plays on run-rate.' Community broadly long. Unrelated Circle National Trust regulatory approval by the OCC (Office of the Comptroller of the Currency) is minor cross-tag noise.

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.

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

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $OCC

Neutral — Manufactures fiber optic and copper cabling solutions for enterprise, industrial, and military data communications infrastructure; the hyperscaler 400G/800G AI rack networking buildout does not materially affect this business's near-term earnings.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%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.0.2×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.44%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.-8.3%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.+51.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-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.

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
+ 15 other (7 returns · 4 awards · 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
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
+ 6 other (2 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.

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In themes

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