Opera (OPRA) Resumen de Acciones
Opera Limited, junto con sus filiales, ofrece navegadores web para móviles y PC y productos y servicios relacionados en Irlanda, Singapur, Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
OPRA Community Fair Values
Create NarrativeSee what 68 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Opera
32.8% infravalorado descuento intrínseco
The Market Is Valuing a Browser While Opera Is Building an AI-Powered Internet Platform
View narrativeTH
Published 21 Jul
Competidores de Opera Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$17.68 |
| Máximo en las últimas 52 semanas | US$21.06 |
| Mínimo de 52 semanas | US$11.71 |
| Beta | 1.24 |
| Cambio en 1 mes | -11.38% |
| Variación en 3 meses | -0.51% |
| Cambio de 1 año | -10.16% |
| Variación en 3 años | 32.83% |
| Variación en 5 años | 92.59% |
| Variación desde la OPV | 34.86% |
Noticias y actualizaciones recientes
Nueva narrativa • Jul 21
The Market Is Valuing a Browser While Opera Is Building an AI-Powered Internet Platform
Most investors still think of Opera as simply a niche web browser. In reality, OPRA has evolved into a broader internet platform company with businesses spanning browsers, AI-powered productivity tools, digital advertising, gaming software, content discovery, and fintech initiatives.Seeking Alpha • Jul 14
Opera: AI-Driven Advertising/Query Monetization - Inflation Beating Yield & Rich Upsides
Summary 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. Significant insider selling and overbought technicals suggest waiting for a correction to the $16s, aligning with my fair value estimates while offering an expanded dividend yield of ~5%. Read the full article on Seeking AlphaRecent updates
Nueva narrativa • Jul 21
The Market Is Valuing a Browser While Opera Is Building an AI-Powered Internet Platform
Most investors still think of Opera as simply a niche web browser. In reality, OPRA has evolved into a broader internet platform company with businesses spanning browsers, AI-powered productivity tools, digital advertising, gaming software, content discovery, and fintech initiatives.Seeking Alpha • Jul 14
Opera: AI-Driven Advertising/Query Monetization - Inflation Beating Yield & Rich Upsides
Summary 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. Significant insider selling and overbought technicals suggest waiting for a correction to the $16s, aligning with my fair value estimates while offering an expanded dividend yield of ~5%. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 26
OPRA: Emerging Market Wallet Adoption Will Support Future Upside
Opera's analyst price target has shifted from $21.50 to $23.00. Analysts point to updated assumptions around revenue growth, discount rate, profit margin, and future P/E to support the new view.Actualización de narrativa • Feb 25
OPRA: Healthy Ad Auctions And Macro Backdrop Will Support Future Upside
Analysts have trimmed their Opera price target to $21.50 from $24.50, pointing to industry checks that suggest Q4 ad trends were supported by healthy budgets, stable auction conditions, and solid pricing per impression. Analyst Commentary Recent Street research around Opera highlights a mix of cautious valuation adjustments and recognition of supportive advertising trends in Q4.Actualización de narrativa • Feb 10
OPRA: AI Ad Auctions And Macro Tailwinds Will Support Future Upside
Analysts have trimmed their price target on Opera to US$21.50 from US$24.50, pointing to stable Q4 ad trends supported by favorable auction dynamics, solid pricing per ad impression, and healthy seasonal ad budgets. Analyst Commentary Recent Street commentary on Opera reflects a mix of optimism on current ad trends and a more cautious stance on how that translates into future returns for shareholders.Actualización de narrativa • Jan 27
OPRA: AI Monetization And Healthy Ad Auctions Will Support Future Upside
Narrative Update on Opera Analysts have reset their price target on Opera to US$21.50 from US$24.50, citing healthy macro conditions, solid ad auction dynamics, firm pricing per impression, and supportive seasonal ad budgets as key drivers for their updated view. Analyst Commentary Recent research on Opera highlights a mix of optimism around current ad trends and a more restrained stance on how much of that strength is already reflected in the share price.Actualización de narrativa • Jan 13
OPRA: AI Subscription Rollout Will Drive Future Browser Monetization Upside
Analysts now set their price target for Opera at $21.50, down from $23.00. This reflects a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a lower assumed future P/E multiple.Artículo de análisis • Dec 22
Opera (NASDAQ:OPRA) Has Affirmed Its Dividend Of $0.39
Opera Limited's ( NASDAQ:OPRA ) investors are due to receive a payment of $0.39 per share on 14th of January. The...Artículo de análisis • Sep 30
Opera Limited (NASDAQ:OPRA) Looks Just Right With A 26% Price Jump
Opera Limited ( NASDAQ:OPRA ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Artículo de análisis • Jul 04
Opera (NASDAQ:OPRA) Is Due To Pay A Dividend Of $0.39
Opera Limited's ( NASDAQ:OPRA ) investors are due to receive a payment of $0.39 per share on 15th of July. The dividend...Artículo de análisis • Jun 20
Opera's (NASDAQ:OPRA) Dividend Will Be $0.39
Opera Limited ( NASDAQ:OPRA ) has announced that it will pay a dividend of $0.39 per share on the 15th of July. This...Artículo de análisis • Jun 13
Should You Think About Buying Opera Limited (NASDAQ:OPRA) Now?
Opera Limited ( NASDAQ:OPRA ), is not the largest company out there, but it saw a significant share price rise of 38...Seeking Alpha • Apr 29
Opera: Fantastic Results Prove Bull Case Is Just Getting Started
Summary Opera recent updates show significant growth potential, driven by staggering growth in advertising revenue and increased adoption by high-value users. The valuation of Opera appears attractive, with strong revenue growth and market positioning justifying a positive outlook. Overall, the investment thesis supports a bullish rating on Opera, given its robust fundamentals and promising market opportunities. Read the full article on Seeking AlphaArtículo de análisis • Mar 25
Shareholders Should Be Pleased With Opera Limited's (NASDAQ:OPRA) Price
With a price-to-earnings (or "P/E") ratio of 20.2x Opera Limited ( NASDAQ:OPRA ) may be sending bearish signals at the...Artículo de análisis • Mar 02
Opera Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders might have noticed that Opera Limited ( NASDAQ:OPRA ) filed its full-year result this time last week. The...Seeking Alpha • Feb 27
Opera Stock Is Too Cheap--Here's Why I'm Buying
Summary Opera Limited's robust financial health, expanding user base, and innovative AI-driven products suggest significant growth potential despite market skepticism and competitive threats. Q4 revenue surged 38% year-over-year, driven by strong advertising and search revenue, with continued growth expected through 2025. Opera's expansion in high-value markets like North America and Europe boosts ARPU, while its gaming browser, Opera GX, shows impressive user and engagement growth. Despite potential risks from ad revenue dependency and AI competition, OPRA's strong balance sheet and cash flow growth position it as a potentially undervalued long-term investment. Read the full article on Seeking AlphaArtículo de análisis • Feb 18
Opera's (NASDAQ:OPRA) Returns On Capital Are Heading Higher
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Seeking Alpha • Jan 23
Opera: Executing Well, But Preferable To Re-Enter At Lower Levels (Rating Downgrade)
Summary Opera has trounced other international small-caps over the past year by 23x. OPRA's fundamentals are largely still intact, and it will still meet 'Rule of 40' even by 2026. OPRA is countering MAU decline, with exceptional ARPU growth, and refreshed high ARPU products such as Opera GX are playing a key role. However, bullish momentum is waning, the stock looks like one of the more overextended names in the international small-cap universe, and its forward EV/EBITDA valuations are also above average. Read the full article on Seeking AlphaArtículo de análisis • Dec 20
Opera (NASDAQ:OPRA) Has Affirmed Its Dividend Of $0.39
Opera Limited ( NASDAQ:OPRA ) has announced that it will pay a dividend of $0.39 per share on the 13th of January...Seeking Alpha • Dec 15
Opera Stock Is Even More Tempting Now
Summary I reiterate my "Buy" rating for Opera Limited, driven by strong financial performance, revenue growth, and strategic focus on high-value users and Western markets. Opera's Q3 FY2024 revenue rose 20% YoY to $123 million, with significant ARPU growth and robust performance in e-commerce and travel verticals. The company maintains a strong cash flow, enabling dividends and buybacks, with a forecasted 8% dividend yield and a 27% undervaluation relative to its fair value. Despite analyst skepticism, Opera's bullish guidance and growth in gaming, AI, and e-commerce sectors signal continued strong performance and potential for further upside. My valuation calculations say Opera is even more undervalued today than it was 2.5 months ago when I last wrote about it (despite the rally). Read the full article on Seeking AlphaArtículo de análisis • Nov 20
Improved Earnings Required Before Opera Limited (NASDAQ:OPRA) Stock's 28% Jump Looks Justified
Despite an already strong run, Opera Limited ( NASDAQ:OPRA ) shares have been powering on, with a gain of 28% in the...Rentabilidad de los accionistas
| OPRA | US Software | Mercado US | |
|---|---|---|---|
| 7D | -4.2% | -0.7% | -0.2% |
| 1Y | -10.2% | -9.0% | 14.8% |
Rentabilidad vs. Industria: Los resultados de OPRA fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -9% el año pasado.
Rentabilidad vs. Mercado: OPRA obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| OPRA volatility | |
|---|---|
| OPRA Average Weekly Movement | 5.9% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: OPRA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de OPRA (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1995 | 605 | Lin Song | www.opera.com |
Opera Limited, junto con sus filiales, proporciona navegadores web para móviles y PC y productos y servicios relacionados en Irlanda, Singapur, Estados Unidos e internacionalmente. La empresa ofrece navegadores especializados, como el navegador Opera One, Opera AI, Opera GX; Opera Neon, un navegador agentic AI por suscripción diseñado para usuarios orientados a la productividad; y ofrece servicios Web3 y de comercio electrónico. También opera Opera Ads, una plataforma de publicidad en línea; GameMaker, una plataforma de desarrollo de juegos en 2D; y Opera News, un servicio personalizado de descubrimiento y agregación de noticias basado en IA.
Resumen de fundamentos de Opera Limited
| Estadísticas fundamentales de OPRA | |
|---|---|
| Capitalización bursátil | US$1.63b |
| Beneficios(TTM) | US$126.66m |
| Ingresos (TTM) | US$682.99m |
12.4x
Ratio precio-beneficio (PE)2.3x
Ratio precio-ventas (PS)¿Está OPRA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de OPRA | |
|---|---|
| Ingresos | US$682.99m |
| Coste de los ingresos | US$338.58m |
| Beneficio bruto | US$344.41m |
| Otros gastos | US$217.75m |
| Beneficios | US$126.66m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.42 |
| Margen bruto | 50.43% |
| Margen de beneficio neto | 18.54% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado OPRA a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.5%
Rentabilidad actual por dividendo57%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 10:55 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Opera Limited está cubierta por 8 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Kai Xiao | China International Capital Corporation Limited |
| Ronald Josey | Citigroup Inc |