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Opera LimitedNasdaqGS:OPRA 株式レポート

時価総額 US$1.6b
株価
US$18.11
US$25.5
29.0% 割安 内在価値ディスカウント
1Y-4.2%
7D-6.2%
1D
ポートフォリオ価値
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Opera Limited

NasdaqGS:OPRA 株式レポート

時価総額:US$1.6b

Opera(OPRA)株式概要

オペラ・リミテッド(Opera Limited)はその子会社とともに、アイルランド、シンガポール、米国、および国際的にモバイルおよびPC用ウェブブラウザと関連製品・サービスを提供している。 詳細

OPRA ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長2/6
過去の実績4/6
財務の健全性6/6
配当金4/6

OPRA Community Fair Values

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Opera Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Opera
過去の株価
現在の株価US$18.11
52週高値US$21.06
52週安値US$11.71
ベータ1.24
1ヶ月の変化-3.36%
3ヶ月変化20.01%
1年変化-4.23%
3年間の変化-4.03%
5年間の変化75.83%
IPOからの変化38.14%

最新ニュース

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

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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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
分析記事 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
分析記事 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

株主還元

OPRAUS SoftwareUS 市場
7D-6.2%-11.4%-2.7%
1Y-4.2%-10.5%22.5%

業界別リターン: OPRA過去 1 年間で-10.5 % の収益を上げたUS Software業界を上回りました。

リターン対市場: OPRAは、過去 1 年間で22.5 % のリターンを上げたUS市場を下回りました。

価格変動

Is OPRA's price volatile compared to industry and market?
OPRA volatility
OPRA Average Weekly Movement5.4%
Software Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: OPRA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: OPRAの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1995605Lin Songwww.opera.com

オペラ社(Opera Limited)はその子会社とともに、アイルランド、シンガポール、米国、および国際的にモバイルおよびPC用ウェブブラウザと関連製品・サービスを提供している。Opera Oneブラウザ、Opera AI、Opera GX、生産性志向のユーザー向けに設計されたサブスクリプションベースのエージェント型AIブラウザOpera Neonなどの専用ブラウザを提供し、Web3やeコマースサービスも提供している。また、オンライン広告プラットフォームのOpera Ads、2Dゲーム開発プラットフォームのGameMaker、AIを活用したパーソナライズされたニュース発見・集約サービスのOpera Newsも運営している。オペラ・リミテッドは1995年に設立され、本社はノルウェーのオスロにある。オペラ・リミテッドは崑崙科技有限公司の子会社である。

Opera Limited 基礎のまとめ

Opera の収益と売上を時価総額と比較するとどうか。
OPRA 基礎統計学
時価総額US$1.63b
収益(TTM)US$114.79m
売上高(TTM)US$647.94m
14.1x
PER(株価収益率
2.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
OPRA 損益計算書(TTM)
収益US$647.94m
売上原価US$317.54m
売上総利益US$330.40m
その他の費用US$215.62m
収益US$114.79m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.28
グロス・マージン50.99%
純利益率17.72%
有利子負債/自己資本比率0%

OPRA の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.4%
現在の配当利回り
63%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/08 20:21
終値2026/06/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Opera Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
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Kai XiaoChina International Capital Corporation Limited
Ronald JoseyCitigroup Inc