Opera 향후 성장
Future 기준 점검 2/6
Opera (는) 각각 연간 13.6% 및 12.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.7% 로 예상됩니다.
핵심 정보
13.6%
이익 성장률
13.11%
EPS 성장률
| Software 이익 성장 | 19.8% |
| 매출 성장률 | 12.7% |
| 향후 자기자본이익률 | 16.73% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 969 | 154 | 178 | 213 | 4 |
| 12/31/2027 | 850 | 133 | 161 | 171 | 7 |
| 12/31/2026 | 737 | 107 | 137 | 138 | 7 |
| 3/31/2026 | 648 | 115 | 126 | 144 | N/A |
| 12/31/2025 | 615 | 108 | 102 | 118 | N/A |
| 9/30/2025 | 583 | 81 | 86 | 99 | N/A |
| 6/30/2025 | 555 | 81 | 94 | 106 | N/A |
| 3/31/2025 | 521 | 84 | 78 | 90 | N/A |
| 12/31/2024 | 481 | 81 | 74 | 105 | N/A |
| 9/30/2024 | 448 | 160 | 78 | 109 | N/A |
| 6/30/2024 | 427 | 158 | 62 | 90 | N/A |
| 3/31/2024 | 412 | 153 | 61 | 88 | N/A |
| 12/31/2023 | 397 | 153 | 76 | 83 | N/A |
| 9/30/2023 | 380 | 67 | 74 | 81 | N/A |
| 6/30/2023 | 363 | 59 | 76 | 83 | N/A |
| 3/31/2023 | 347 | 40 | 59 | 69 | N/A |
| 12/31/2022 | 331 | 15 | 47 | 57 | N/A |
| 9/30/2022 | 307 | -117 | 40 | 50 | N/A |
| 6/30/2022 | 289 | -103 | 20 | 28 | N/A |
| 3/31/2022 | 271 | -53 | 28 | 33 | N/A |
| 12/31/2021 | 251 | -43 | 21 | 27 | N/A |
| 9/30/2021 | 229 | 99 | 22 | 28 | N/A |
| 6/30/2021 | 204 | 82 | 42 | 48 | N/A |
| 3/31/2021 | 177 | 51 | 39 | 49 | N/A |
| 12/31/2020 | 165 | 37 | 82 | 93 | N/A |
| 9/30/2020 | 87 | 11 | 42 | 56 | N/A |
| 6/30/2020 | 417 | 46 | 7 | 21 | N/A |
| 3/31/2020 | 423 | 33 | -15 | -2 | N/A |
| 12/31/2019 | 177 | 41 | N/A | -44 | N/A |
| 9/30/2019 | 255 | 47 | N/A | -13 | N/A |
| 6/30/2019 | 205 | 29 | N/A | 11 | N/A |
| 3/31/2019 | 183 | 33 | N/A | 38 | N/A |
| 12/31/2018 | 161 | 34 | N/A | 34 | N/A |
| 9/30/2018 | 161 | 25 | N/A | 32 | N/A |
| 6/30/2018 | 156 | 23 | N/A | N/A | N/A |
| 3/31/2018 | 143 | 13 | N/A | 27 | N/A |
| 12/31/2017 | 129 | 6 | N/A | 12 | N/A |
| 12/31/2016 | 107 | -16 | N/A | 1 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: OPRA 의 연간 예상 수익 증가율(13.6%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: OPRA 의 연간 수익(13.6%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: OPRA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: OPRA 의 수익(연간 12.7%)이 US 시장(연간 11.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: OPRA 의 수익(연간 12.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: OPRA의 자본 수익률은 3년 후 16.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 04:13 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Opera Limited는 9명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Kai Xiao | China International Capital Corporation Limited |
| Ronald Josey | Citigroup Inc |