Opera Limited

Informe acción NasdaqGS:OPRA

Capitalización de mercado: US$1.6b

Opera Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Opera ha aumentado sus beneficios a una tasa media anual de 29.8%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 22.5% anual. Los ingresos han ido creciendo a una tasa media de 22.3% al año. La rentabilidad financiera de Opera es de 11.6%, y sus márgenes netos son de 17.7%.

Información clave

29.79%

Tasa de crecimiento de los beneficios

32.87%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos22.32%
Rentabilidad financiera11.61%
Margen neto17.72%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 05

Opera Ltd Q1: Couldn't Have Asked For A Better Report

Summary 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. Despite a slight MAU decline, efficient monetization and product enhancements position OPRA for continued growth and margin expansion. Read the full article on Seeking Alpha
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 Alpha
Artículo 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 Alpha
Artículo 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 Alpha
Artículo 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 Alpha
Artículo 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...
Seeking Alpha Oct 30

Opera Limited Stock Is The Ultimate 'Buy'

Summary Opera Limited presents strong fundamentals, promising expansion prospects, and a favorable valuation, making it a standout AI-related investment with medium-term growth potential. Opera Limited's fiscal Q3 2024 results reflected an outstanding financial and operational performance, supported by strategic growth initiatives and a focus on high-value users. Despite potential risks, the combination of Opera's market position and AI advancements offers a compelling investment opportunity. Investors should consider Opera Limited for its significant growth potential driven by AI-related developments and solid business fundamentals. Read the full article on Seeking Alpha
Artículo de análisis Oct 07

Returns On Capital Are Showing Encouraging Signs At Opera (NASDAQ:OPRA)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Seeking Alpha Sep 28

Opera: Rich Yields & High Growth Prospects - No Brainer Buy

Summary OPRA's robust capital appreciation and rich dividend yields justify the reiterated Buy rating, thanks to its inherent undervaluation and growing Free Cash Flow generation. The dip in its overall MAUs has been highly strategic as well, as observed in the growing user share from Western regions and higher ARPUs thus far. These developments have contributed to the growth flywheel across OPRA's advertising and search revenues, as the management raises its FY2024 guidance. Its discounted FWD PEG non GAAP ratio of 0.61x offers interested investors with a high growth prospect, pending the reversal in market sentiments. For now, investors may simply sit back and collect rich dividends prior its turnaround story. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Opera. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:OPRA Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 266481151790
31 Dec 256151081740
30 Sep 25583811610
30 Jun 25555811530
31 Mar 25521841410
31 Dec 24481811420
30 Sep 244481601320
30 Jun 244271581200
31 Mar 244121531200
31 Dec 233971531320
30 Sep 23380671160
30 Jun 23363591130
31 Mar 23347401120
31 Dec 22331151190
30 Sep 22307-1171180
30 Jun 22289-1031240
31 Mar 22271-531340
31 Dec 21251-431220
30 Sep 21229991040
30 Jun 2120482830
31 Mar 2117751570
31 Dec 2016537500
30 Sep 208711190
30 Jun 20417461300
31 Mar 20423331450
31 Dec 1917741660
30 Sep 1925547910
30 Jun 1920529590
31 Mar 1918333400
31 Dec 1816134310
30 Sep 1816125260
30 Jun 1815623180
31 Mar 1814313100
31 Dec 171296330
31 Dec 16107-1630

Ingresos de calidad: OPRA tiene una única gran ganancia de $34.4M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio (17.7%) de OPRA son superiores a los del año pasado (16.1%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lOPRA han crecido significativamente en un 29.8% al año.

Acelerando crecimiento: El crecimiento de los beneficios de OPRA en el último año (36.3%) supera su media de 5 años (29.8% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de OPRA en el último año (36.3%) superó al de la industria Software 11.7%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de OPRA (11.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 20:09
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 equipo de talla mundial 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 9 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.

AnalistaInstitución
Naved KhanB. Riley Securities, Inc.
Kai XiaoChina International Capital Corporation Limited
Ronald JoseyCitigroup Inc