OPRA's focus on high-ARPU Western markets/gaming users and new advertising verticals like travel, supports their robust advertising monetization prospects. This is on top of their new AI-driven query monetization opportunities, aided by the users' higher engagement with the native Opera AI assistant (and other LLMs). Despite recent melt-up, OPRA remains attractive at P/E of 13.65x and 3Y PEG of 0.64x, while offering an excellent upside potential upon further upgrading nearer to its peers at ~20.5x.
Opera Ltd (OPRA) delivered a double beat and raised guidance, reinforcing my strong buy rating. Q1 revenue grew 23% y/y to $175.7m, with ARPU up 25% and profitability metrics expanding. OPRA's cash flow surged, supporting a robust $280m buyback program and ongoing innovation.
Opera Limited Sponsored ADR (OPRA) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, OPRA's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,425 | $22,376.25 | $28,936.33 | $6,560.08 | 29.32% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 10,200 | $192,232.98 | $206,958 | $14,725.02 | 7.66% |
| YA Yinka Akinsola Blue Trust Inc. | 2,101 | $40,699.04 | $42,492.72 | $1,793.68 | 4.41% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 104,729 | $1.62M | $2.12M | $501,717.88 | 31.04% |
Kimberly Cappellano Private Wealth Asset Management LLC | 10 | $206 | $202.45 | -$3.55 | -1.72% |
| IT Services Industry | Information Technology Sector | Lin Song CEO | NASDAQ (NGS) Exchange | 68373M107 CUSIP |
| NO Country | 605 Employees | 7 Jul 2026 Last Dividend | - Last Split | 27 Jul 2018 IPO Date |
Opera Limited, established in 1995, stands as a prominent player in the software industry, offering an extensive range of web browsers for both mobile and PC platforms. Headquartered in Oslo, Norway, and operating under the parent company Kunlun Tech Limited, Opera has expanded its market reach globally, with significant operations in countries like Nigeria, Ireland, France, Germany, Spain, England, South Africa, and Kenya. The company's business is organized into two core segments: Browser and News, and Other, allowing it to cater to a wide array of digital needs and preferences. Opera's dedication to innovation and user experience is evident in its diversified product offering and its strategic international presence.
A collection of mobile browsers designed to enhance the browsing experience on smartphones. Each of these products caters to different user needs and preferences, offering features like data saving, gaming-focused browser capabilities, and user-friendly interfaces.
- **Opera for Computers and Opera GX**PC browsers that provide seamless browsing experiences on desktop systems. Opera GX is specifically tailored for gamers, featuring various gaming-related functionalities and customizations.
- **Apex Football**An offering that combines the excitement of football with the functionality of a browser, providing users with an immersive football experience.
- **Opera VPN Pro**A premium VPN service that ensures secure and private browsing, allowing users worldwide to access the web freely and without restrictions.
- **Opera News**An AI-powered news discovery and aggregation service, which personalizes content for users based on their reading preferences and habits.
- **Opera Crypto Browser**A browser tailored for the cryptocurrency community, offering integrated crypto wallet functionality and blockchain-related information directly in the browser interface, available for both PCs and mobile devices.
- **Browser-based cashback rewards**An innovative rewards program that provides users with cashback for purchases made through the browser, enhancing the online shopping experience.
- **GameMaker Studio**A powerful 2D gaming development platform owned by Opera, enabling developers to create games with ease and efficiency, and distribute them across various platforms.
- **GXC**A gaming portal that offers an array of browser-based games, fostering a community of gamers and providing a platform for game developers to showcase their creations.
- **Opera Ads**An online advertising platform that leverages the extensive user base of Opera’s browsers to deliver targeted and effective ad campaigns for businesses.