Opera Limited

NasdaqGS:OPRA Voorraadrapport

Marktkapitalisatie: US$1.6b

Opera Beheer

Beheer criteriumcontroles 1/4

De CEO Opera is Lin Song, benoemd in Oct2025, heeft een ambtstermijn van minder dan een jaar. bezit rechtstreeks 0.21% van de aandelen van het bedrijf, ter waarde $ 3.33M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.6 jaar en 6.8 jaar.

Belangrijke informatie

Lin Song

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEOless than a year
Eigendom CEO0.2%
Management gemiddelde ambtstermijnless than a year
Gemiddelde ambtstermijn bestuur6.8yrs

Recente managementupdates

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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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

CEO

Lin Song (43 yo)

less than a year
Tenure

Mr. Lin Song serves as Chief Executive Officer at Opera Limited since October 10, 2025 and has been its Director since October 2022. Mr. Song served as Co-Chief Executive Officer at Opera Limited since Aug...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Yahui Zhou
Executive Chairman9.8yrsgeen gegevensgeen gegevens
Lin Song
CEO & Directorless than a yeargeen gegevens0.21%
$ 3.3m
Frode Jacobsen
Chief Financial Officer10.1yrsgeen gegevens0.13%
$ 2.0m
Matthew Wolfson
Head of Investor Relationsno datageen gegevensgeen gegevens
Aaron McParlan
General Counselno datageen gegevensgeen gegevens
Krystian Kolondra
Executive Vice President of Browsers & European Fintechno datageen gegevensgeen gegevens
Jorgen Arnesen
Executive Vice President of Mobileno datageen gegevensgeen gegevens
Per Wetterdal
Executive Vice President of Commercialno datageen gegevensgeen gegevens
0.6yrs
Gemiddelde duur
43yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van OPRA wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.6 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Yahui Zhou
Executive Chairman9.8yrsgeen gegevensgeen gegevens
Lin Song
CEO & Director3.6yrsgeen gegevens0.21%
$ 3.3m
Jian Liu
Independent Director6.8yrsgeen gegevensgeen gegevens
Lori Naess
Independent Director7.8yrsgeen gegevens0.00093%
$ 14.5k
Tian Jin
Director3.6yrsgeen gegevensgeen gegevens
Trond Knudsen
Independent Director7.8yrsgeen gegevens0.0014%
$ 21.7k
Xiaoling Qian
Director4.9yrsgeen gegevensgeen gegevens
6.8yrs
Gemiddelde duur
47yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van OPRA wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 20:30
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Opera Limited wordt gevolgd door 9 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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