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OCOCC

Optical Cable Corporation

$OCC·$143M·Communication Equipment·Technology
$13.55-2.1%YTD+260.6%1Y+95.0%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 1 posts2026-08-23: 1 posts32-3%
Price updated 3d ago·X counts updated 7d ago
OCOCC
$OCCOptical Cable Corporation
$13.55-2.10%32 posts-3%
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 hypeAcceleratingAI verdict · as of 2026-08-31

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

Optical Cable — Q2 FY26 revenue +26.6% YoY to $22M, swung to $1.1M profit, Google's $3B Roanoke data-center directly benefits OCC's Roanoke fiber, +400% YoY.

Optical Cable Corporation is a Virginia-based (Roanoke) fiber-optic cable manufacturer — specialty commercial and industrial fiber for data centers, telecom, and government. The equity is a micro-cap AI-infrastructure play with a specific hyperscaler-adjacency catalyst.

  • Q2 fiscal 2026 EPS $0.12 (no consensus data) on revenue $22.2M — the specific quarter-over-quarter change is dramatic: Q1 fiscal 2026 revenue $16.4M (+4.4% YoY), Q4 fiscal 2025 $19.8M (+1.8%), Q3 $19.9M (+22.8%) — with the Q2 fiscal 2026 26.6% YoY growth and swing to profit signaling the specific inflection.
  • The specific AI-data-center catalyst: Google's $3B Roanoke data-center campus with three buildings ties directly to OCC's Roanoke fiber manufacturing footprint — the geographic-proximity and product-category fit is a specific hyperscaler-adjacency thesis, not a generic AI-play.
  • Fundamentals reflect the inflection: P/E 205.9 (elevated on recent EPS ramp), P/S 2.63, ROIC 5.6%, op margin 2.5%, EV/EBITDA 80.2, beta 0.59 — analyst FY26 revenue $77M vs FY27 $82M models continued growth.
  • Structural setup is specific small-float torque: 5.9M-share float (tiny), 3.4% of float traded 30-day, positioned 15.5% below 50-day but 28% above 200-day — a coiled setup on a name that has already run substantially.
  • Stock is +400% since a year-ago writeup per X posters — the AI-fiber-hyperscaler thesis has already been discovered by momentum-focused retail, so incremental upside now requires the specific fundamental print to keep up.

What extends the run is the Sept 10 Q3 fiscal 2026 print topping $0.20 EPS plus specific Google/hyperscaler contract disclosure — both ratify the fiber-into-AI-data-center thesis. What breaks it is a specific hyperscaler-capex-slowdown or a competitor (Corning, CommScope) winning a marquee data-center contract, either of which resets the small-cap-torque premium the current multiple reflects.

Agrees with X sentimentThe strongly bullish X take — Q2 FY26 net sales +26.6% YoY to $22.21M, gross profit +42.4%, swung to $1.10M net profit, AI/data-center wiring demand cited as primary driver, Google's $3B Roanoke data-center campus with 3 buildings ties directly to OCC's Roanoke fiber manufacturing, +400% since a year-ago writeup — captures the fiber-into-AI-data-center-hyperscaler-adjacency setup exactly.

What to watch: Sept 10 Q3 EPS above $0.20 plus a Google/hyperscaler contract disclosure extends the run; a hyperscaler-capex-slowdown or a Corning/CommScope marquee contract win resets the small-cap-torque premium.

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

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-14

Optical Cable Corp is strongly bullish. Q2 FY26 net sales +26.6% YoY to $22.21M, gross profit +42.4%, swung to $1.10M net profit. AI/data-center wiring demand cited as primary driver, Google's $3B Roanoke data-center campus with 3 buildings ties directly to OCC's Roanoke fiber manufacturing. +400% since a year-ago writeup.

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

AI networking — the Ethernet and InfiniBand infrastructure connecting GPU clusters — is the high-growth demand driver; CSCO's AI backlog and Arista's data center wins confirm the cycle. Traditional enterprise networking refresh is slower; AI infrastructure is where the incremental spending is.

What this means for $OCC

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Optical Cable Corporation (OCC), including its subsidiaries, specializes in prod.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+36.5%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·consensus EPS $0.20

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.0.9×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.-15.5%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.+28.2%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 today3.4% 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.β0.595-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
+ 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
+ 5 other (2 earnings 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

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

Brazilian Bank Itaú Wins Preliminary US Charter Approval to Serve Wealthy Clientspymnts.com·7d agoAI Financial Corporation Congratulates World Liberty Financial on OCC Preliminary Conditional Approval for National Trust Bankaccessnewswire.com·14d agoUS regulator rejects Dutch fintech Bunq's application for national bank charterreuters.com·24d ago2 Microcap Infrastructure Stocks to Watch With Strong Growth Driverszacks.com·40d agoCircle Jumps 13% on OCC Trust Bank Approval; Coinbase and Strategy Gain 5% as Bitcoin Bounces247wallst.com·52d ago

In themes

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

AI Photonics & Co-Packaged Optics

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