OCC Optical Cable Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
18:30
19 авг
19 авг
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.
18:09
19 авг
19 авг
Buys the dip after unexplained drop
Author discloses adding to their position after the stock dropped 22% on no news.
Выс.
15:58
17 авг
17 авг
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.
Низ.
11:13
17 авг
17 авг
Notes difficulty comparing microcap to larger peers
Notes the company is a microcap, making it difficult to compare directly with larger optical peers.
Низ.
10:10
17 авг
17 авг
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%.
Сред.
06:47
17 авг
17 авг
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.
06:47
17 авг
17 авг
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.
21:09
16 авг
16 авг
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.
Сред.
18:51
16 авг
16 авг
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.
Сред.
15:41
14 авг
14 авг
Notes recent strong price performance.
Author highlights recent strong price performance across multiple names, no current directional view stated.
Низ.
15:06
14 авг
14 авг
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.
Низ.
12:57
09 авг
09 авг
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.
Сред.
11:49
09 авг
09 авг
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.
Низ.
09:50
09 авг
09 авг
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.
Сред.
13:49
07 авг
07 авг
Furukawa investment highlights OCC potential
Notes significant industry investment by Furukawa to double optical fiber cable production, highlighting potential positive implications for OCC.
Сред.
14:52
04 авг
04 авг
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.
Сред.
14:52
04 авг
04 авг
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.
16:18
19 июл
19 июл
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.
Сред.
03:13
19 июл
19 июл
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.
Сред.
13:50
09 июл
09 июл
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.
Низ.
02:29
09 июл
09 июл
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.
Выс.
20:05
18 июн
18 июн
Автор указывает эти тикеры в личном списке отслеживания/фокус-листе вместе с обновлением.
Автор указывает эти тикеры в личном списке отслеживания/фокус-листе вместе с обновлением портфеля; к какому-либо конкретному названию не прилагается явных формулировок о позициях или направленных инвестиционных тезисов.
Низ.
18:57
10 июн
10 июн
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.
Выс.
21:41
08 июн
08 июн
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.
Выс.
18:57
08 июн
08 июн
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.
Сред.
14:35
08 июн
08 июн
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.
Низ.
17:07
24 апр
24 апр
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.
Выс.
14:57
19 мар
19 мар
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.
Низ.
09:38
11 мар
11 мар
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.
Низ.
13:30
06 фев
06 фев
CBOE's new event contract products depend on OCC's clearing readiness, indicating a collaborative partnership for new product launches.
Выс.
Об аналитическом покрытии OCC
Buzzberg отслеживает OCC (Optical Cable Corporation) в 7 источниках. Бычьих сигналов: 11, медвежьих: 0, от 7 аналитиков. Сентимент преимущественно бычий (37%). Всего отслеживается 30 торговых идей. Последние спикеры: thebigberbowski, mkfilko, tacticzh.