Opera (OPRA) Panoramica del titolo
Opera Limited, insieme alle sue consociate, fornisce browser web per cellulari e PC e prodotti e servizi correlati in Irlanda, Singapore, Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
OPRA Community Fair Values
Create NarrativeSee what 58 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$26.29
FV
26.9% sottovalutato sconto intrinseco16.09%
Revenue growth p.a.
6
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3users have followed this narrative
Concorrenti di Opera Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$19.23 |
| Massimo di 52 settimane | US$21.06 |
| Minimo di 52 settimane | US$11.71 |
| Beta | 1.23 |
| Variazione di 1 mese | 3.28% |
| Variazione a 3 mesi | 16.12% |
| Variazione di 1 anno | 9.08% |
| Variazione a 3 anni | 10.71% |
| Variazione a 5 anni | 93.07% |
| Variazione dall'IPO | 46.68% |
Notizie e aggiornamenti recenti
Nuova 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
Aggiornamento 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.Recent updates
Nuova 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 AlphaAggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaRendimenti per gli azionisti
| OPRA | US Software | US Mercato | |
|---|---|---|---|
| 7D | -4.7% | 0.6% | -0.7% |
| 1Y | 9.1% | -21.6% | 17.3% |
Ritorno vs Industria: OPRA ha superato il US Software che ha restituito -21.6 % nell'ultimo anno.
Rendimento vs Mercato: OPRA ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.3 % nell'ultimo anno.
Volatilità dei prezzi
| OPRA volatility | |
|---|---|
| OPRA Average Weekly Movement | 5.6% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: OPRA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di OPRA è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1995 | 605 | Lin Song | www.opera.com |
Opera Limited, insieme alle sue controllate, fornisce browser web per cellulari e PC e prodotti e servizi correlati in Irlanda, Singapore, Stati Uniti e a livello internazionale. L'azienda offre browser specializzati, tra cui Opera One, Opera AI, Opera GX; Opera Neon, un browser agentic AI su abbonamento progettato per utenti orientati alla produttività; e offre servizi Web3 e di e-commerce. Opera gestisce anche Opera Ads, una piattaforma pubblicitaria online; GameMaker, una piattaforma di sviluppo di giochi 2D; e Opera News, un servizio di aggregazione e scoperta di notizie personalizzate e alimentate dall'intelligenza artificiale.
Opera Limited Riepilogo dei fondamenti
| OPRA statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.76b |
| Utili (TTM) | US$114.79m |
| Ricavi(TTM) | US$647.94m |
15.0x
Rapporto P/E2.7x
Rapporto P/SOPRA è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| OPRA Conto economico (TTM) | |
|---|---|
| Ricavi | US$647.94m |
| Costo del fatturato | US$317.54m |
| Profitto lordo | US$330.40m |
| Altre spese | US$215.62m |
| Utili | US$114.79m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.28 |
| Margine lordo | 50.99% |
| Margine di profitto netto | 17.72% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato OPRA nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.2%
Rendimento attuale del dividendo63%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/22 23:23 |
| Prezzo dell'azione a fine giornata | 2026/07/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Opera Limited è coperta da 8 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Kai Xiao | China International Capital Corporation Limited |
| Ronald Josey | Citigroup Inc |