Opera Ltd

OPRA

Market cap $1.73B

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.

OSLO, Norway, July 14, 2026  /PRNewswire/ -- Opera [NASDAQ: OPRA], the global browser and AI agent company, today announced that combined monthly active users (MAUs) of its Android and iOS browsers during the second quarter grew 66% in the UK and 40% in the US, year over year. The growth signals Opera's increasing popularity in the world's most competitive and high-value consumer markets.

Web browsers are boring businesses. Until last weekend, I had not been excited for a browser in a very long time. Opera Neon, Opera's agentic AI browser, was launched almost a year ago, but user growth only seems to be gaining traction now. After playing with Opera Neon for 30-odd minutes, I was very impressed with the look and feel of the browser. This encouraged me to dig deeper into Neon.

OSLO, Norway, June 10, 2026 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced that its Board of Directors has declared its next semi-annual cash dividend of $0.40 per share to holders of the company's ordinary shares and American Depositary Shares ("ADSs"), each representing one ordinary share, payable on or about July 14, 2026, to shareholders of record as of the close of business on July 7, 2026. Based on 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend would be approximately $35.8 million.

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

Revenue increased 23% year-over-year to $175.8 million, exceeding the guidance range Adjusted EBITDA was $42.0 million, representing a 24% margin and 30% year-over-year growth, also exceeding the guidance range Second quarter 2026 revenue guidance of 23 - 25% growth with adjusted EBITDA margin of 23% at the midpoint Raised full-year guidance to $727 - 740 million revenue (18 - 20% growth) with adjusted EBITDA of $170 - 174 million (23% margin) OSLO, Norway, April 28, 2026 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced financial results for the quarter ended March 31, 2026. "We are off to a very strong start in 2026, with first quarter revenue and adjusted EBITDA ahead of the high-end of our guidance and continued strong cash generation.

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.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.