OCC Optical Cable Corporation Loading... : Bullish and Bearish Analyst Opinions

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18:30
Aug 19
thebigberbowski AI Infrastructure Research Author
The author asks a clarifying question about whether the parent was considering buying OCC.
The author asks a clarifying question about whether the parent was considering buying OCC, without expressing any directional view.
OCC
18:09
Aug 19
thebigberbowski AI Infrastructure Research Author
Buys the dip after unexplained drop
Author discloses adding to their position after the stock dropped 22% on no news.
OCC
HIGH
15:58
Aug 17
thebigberbowski AI Infrastructure Research Author
The author expresses appreciation for a tweet about OCC but provides no explicit position.
The author expresses appreciation for a tweet about OCC but provides no explicit position or directional call, so it is indexed as watch.
OCC
LOW
11:13
Aug 17
thebigberbowski AI Infrastructure Research Author
Notes difficulty comparing microcap to larger peers
Notes the company is a microcap, making it difficult to compare directly with larger optical peers.
OCC
LOW
10:10
Aug 17
thebigberbowski AI Infrastructure Research Author
Not yet time to sell OCC/RKLB
Existing OCC/RKLB positions are being held; the speaker explicitly says it is not time to sell yet, while noting current gains of +21% and +5%.
OCC
MED
06:47
Aug 17
thebigberbowski AI Infrastructure Research Author
The author is back in OCC after previously profiting from it.
The author is back in OCC after previously profiting from it, expressing renewed bullish positioning ahead of earnings.
OCC
06:47
Aug 17
thebigberbowski AI Infrastructure Research Author
The author is back in OCC after previously profiting from it.
The author is back in OCC after previously profiting from it, expressing a renewed long position based on past success.
OCC
21:09
Aug 16
thebigberbowski AI Infrastructure Research Author
Buy small-cap AI infra picks CIFR/OCC/PPIH
Buy CIFR, OCC, and PPIH as small-cap AI infrastructure candidates; the author offers these tickers as preferred names in response to a request for companies with strong revenue growth, growing TAM, and management skin in the game.
OCC
MED
18:51
Aug 16
thebigberbowski AI Infrastructure Research Author
AI demand and earnings drive inflection point
Believes the microcap is at an inflection point driven by AI server demand, strong Q2 earnings, and excess manufacturing capacity.
OCC
MED
15:41
Aug 14
mkfilko AI Photonics Trader
Notes recent strong price performance.
Author highlights recent strong price performance across multiple names, no current directional view stated.
OCC
LOW
15:06
Aug 14
thebigberbowski AI Infrastructure Research Author
The author notes OCC is flying but provides no position or forward-looking call.
The author notes OCC is flying but provides no position or forward-looking call, so it is indexed as watch.
OCC
LOW
12:57
Aug 09
mkfilko AI Photonics Trader
OCC held as top AI buildout beneficiary
Buy OCC; author discloses a current portfolio holding and argues the company is positioned as a major beneficiary of ongoing AI infrastructure buildout, though no specific data points are provided beyond the directional conviction.
OCC
MED
11:49
Aug 09
Author shares a third-party research piece on OCC as an AI/datacenter microcap opportunity.
Author shares a third-party research piece on OCC as an AI/datacenter microcap opportunity but does not state a personal position or explicit buy call.
OCC
LOW
09:50
Aug 09
thebigberbowski AI Infrastructure Research Author
OCC microcap inflection on AI data center wiring demand
Buy OCC, a $131M microcap fiber/wiring manufacturer at a potential inflection point: Q2 FY2026 showed 26.6% revenue growth, 42.4% gross profit surge, and a swing to profitability, driven by AI data center demand with excess capacity available to scale without major capex.
OCC 1ST
MED
13:49
Aug 07
Furukawa investment highlights OCC potential
Notes significant industry investment by Furukawa to double optical fiber cable production, highlighting potential positive implications for OCC.
OCC
MED
14:52
Aug 04
mkfilko AI Photonics Trader
OCC long on breakout, bullish MACD cross
Buy OCC on the material news catalyst and bullish breakout/retest with MACD cross; upside expected once volume confirms.
OCC
MED
14:52
Aug 04
mkfilko AI Photonics Trader
Author presents OCC as a free trade idea with bullish technical breakout and MACD cross.
Author presents OCC as a free trade idea with bullish technical breakout and MACD cross, expecting it to run higher on material news.
OCC
16:18
Jul 19
Buy OCC as a value-to-growth compounder trading at a reasonable 15x forward P/E.
Buy OCC as a value-to-growth compounder trading at a reasonable 15x forward P/E with an established market and customer base, offering better risk-adjusted returns than unprofitable high-multiple tech names.
OCC
MED
03:13
Jul 19
mkfilko AI Photonics Trader
Named in high-beta "really like" accumulation list during a sell-off.
Named in high-beta "really like" accumulation list during a sell-off; author expresses personal preference.
OCC
MED
13:50
Jul 09
OCC co-mentioned as a comparable pullback opportunity.
OCC co-mentioned as a comparable pullback opportunity; no independent thesis or catalyst provided for OCC itself.
OCC
LOW
02:29
Jul 09
Buy OCC as a cheap data center play on run-rate EPS vs.
Buy OCC as a cheap data center play on run-rate EPS vs. comps, with potential EPS inflection from capacity expansion and cost leverage control after Q2.
OCC
HIGH
20:05
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update.
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
OCC
LOW
18:57
Jun 10
Buy OCC as rising backlog (1.8x–3x historical multiplier to sales) supports Q3 EPS of ~26c.
Buy OCC as rising backlog (1.8x–3x historical multiplier to sales) supports Q3 EPS of ~26c on ~$26M revenue, with capacity expansion signaling continued demand acceleration.
OCC
HIGH
21:41
Jun 08
Buy OCC on inflection with low NOLs, scalable cost structure.
Buy OCC on inflection with low NOLs, scalable cost structure, and capacity expansion via Lightera partnership driving explosive EPS growth.
OCC
HIGH
18:57
Jun 08
Buy OCC as operating leverage below gross margin line could drive outsized EPS growth.
Buy OCC as operating leverage below gross margin line could drive outsized EPS growth — management indicated 50% revenue increase with minimal cost uplift; Q2 Lightera partnership appears to be inflecting revenue, and capacity expansion signals continued momentum.
OCC 1ST
MED
14:35
Jun 08
Author acknowledges a 60% gain in OCC but expresses dissatisfaction with management and lack.
Author acknowledges a 60% gain in OCC but expresses dissatisfaction with management and lack of high conviction, making it a past-tense exposure rather than a current long call.
OCC
LOW
17:07
Apr 24
TheValueist Founder, Atlas Peak Research
Long OCC as a micro-cap fiber optic cable maker benefiting from data center demand.
Long OCC as a micro-cap fiber optic cable maker benefiting from data center demand and a strategic partnership with Lightera, transitioning toward sustainable profitability.
OCC 1ST
HIGH
14:57
Mar 19
thebigberbowski AI Infrastructure Research Author
Urges risk awareness; many names may fail
Author warns many of the eight named optical/photonics names will not execute despite demand, urging risk-awareness rather than blanket bull cases; no specific short.
OCC
LOW
09:38
Mar 11
thebigberbowski AI Infrastructure Research Author
Assess debt, dilution, execution before buying
Cautionary note on these six names: debt, dilution, margin growth, and execution risks can hurt retail buyers; demand alone does not justify success.
OCC
LOW
13:30
Feb 06
Rob Hawking Global Head of Derivatives, Cboe Global Markets, Inc. CBOE Q4 FY25 call
CBOE's new event contract products depend on OCC's clearing readiness, indicating a collaborative partnership for new product launches.
OCC
HIGH

About OCC Analyst Coverage

Buzzberg tracks OCC (Optical Cable Corporation) across 7 sources. 11 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (37%). 30 total trade ideas tracked. Latest voices: thebigberbowski, mkfilko, tacticzh.