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.
Opera Limited (OPRA) Q1 2026 Earnings Call Transcript
The Zacks Internet - Content industry participants like OPRA and SMWB are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.
OPRA demonstrates diversified growth prospects via AI-driven query monetization, e-commerce advertising, and fintech expansion, aided by the nascent Neon subscription opportunities. Management's FY2026 guidance targets strong revenue/adj EBITDA growth, albeit with potentially underwhelming adj EPS performance due to the elevated advertising costs. OPRA's sideways trading already triggers to the cheap P/E of ~10x, with the stock offering a potentially rich upside potential to my bull-case LTPT of $42.20.
Opera Limited (OPRA) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Opera's growth has exceeded expectations, driven primarily by better monetization of its web browser. The company is poised to deliver robust growth -- and could even exceed its guidance in 2026.
Opera Limited Sponsored ADR (OPRA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The consensus price target hints at a 76.9% upside potential for Opera Limited (OPRA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Opera Limited (OPRA) Q4 2025 Earnings Call Transcript
Opera Limited (OPRA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.