Opera Ltd

OPRA

Market cap $1.7B

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.

OSLO, Norway, April 16, 2026 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced that the company's first quarter 2026 financial results will be released before the market opens on Tuesday, April 28, 2026. The earnings release will be available on our investor relations website at investor.opera.com.

OSLO, Norway, April 16, 2026 /PRNewswire/ -- Opera [NASDAQ: OPRA] is once again redefining the relationship between browsers and artificial intelligence with the launch of Browser Connector. This new, free, feature in Opera One and Opera GX allows users to invite their favorite AI tools - like ChatGPT and Claude - directly into their live browsing sessions via MCP, providing the AI with full, real-time context of open tabs and active content.

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 turns the browser into an AI execution layer with MCP Connector. Powered by MCP Connector, Opera enables AI clients such as Claude, ChatGPT, Lovable, n8n and OpenClaw to connect directly to the browser and act within it.