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Opera Limited Stock Price

NasdaqGS:OPRA Community·US$1.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 175 Fair Values set on narratives written by author

OPRA Share Price Performance

US$18.48
1.28 (7.44%)
US$26.29
Fair Value
US$18.48
1.28 (7.44%)
29.7% undervalued intrinsic discount
US$26.29
Fair Value
Price US$18.48
TheTurntTomato US$26.29
AnalystConsensusTarget US$25.93
AnalystLowTarget US$23.00

OPRA Community Narratives

Fair Value
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Fair Value US$26.29 29.7% undervalued intrinsic discount

The Market Is Valuing a Browser While Opera Is Building an AI-Powered Internet Platform

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3users have followed this narrative
·
Fair Value US$25.5 27.5% undervalued intrinsic discount

AI And Fintech Expansion Will Unlock New Opportunities

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98users have followed this narrative
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Fair Value US$23 19.7% undervalued intrinsic discount

Strict Regulation And Rivals Will Curb Margins Yet Spark Potential

0users have liked this narrative
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8users have followed this narrative
US$23
19.7% undervalued intrinsic discount
Revenue
15.7% p.a.
Profit Margin
15.74%
Future PE
17.2x
Price in 2029
US$29.07
US$25.5
27.5% undervalued intrinsic discount
Revenue
13.62% p.a.
Profit Margin
16.69%
Future PE
21.72x
Price in 2028
US$31.83
US$32.11
42.5% undervalued intrinsic discount
Revenue
16.54% p.a.
Profit Margin
17.74%
Future PE
23.85x
Price in 2028
US$40.08

Trending Discussion

No trending discussion available.

Updated Narratives

OPRA logo

The Market Is Valuing a Browser While Opera Is Building an AI-Powered Internet Platform

Fair Value: US$26.29 29.7% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
OPRA logo

OPRA: Emerging Market Wallet Adoption Will Support Future Upside

Fair Value: US$23 19.7% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
OPRA logo

Accelerating Global Internet Penetration Will Expand Secure Fintech Ecosystems

Fair Value: US$32.11 42.5% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with flawless balance sheet and pays a dividend.

2 Risks
5 Rewards

Opera Limited Key Details

US$647.9m

Revenue

US$317.5m

Cost of Revenue

US$330.4m

Gross Profit

US$215.6m

Other Expenses

US$114.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.28
50.99%
17.72%
0%
View Full Analysis

About OPRA

Founded
1995
Employees
605
CEO
Lin Song
WebsiteView website
www.opera.com

Opera Limited, together with its subsidiaries, provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally. The company offers specialized browsers, including Opera One browser, Opera AI, Opera GX; Opera Neon, a subscription-based agentic AI browser designed for productivity-oriented users; and offers Web3 and e-commerce services. It also operates Opera Ads, an online advertising platform; GameMaker, a 2D gaming development platform; and Opera News, an AI-powered personalized news discovery and aggregation service. Opera Limited was founded in 1995 and is headquartered in Oslo, Norway. Opera Limited is a subsidiary of Kunlun Tech Co., Ltd.

Recent OPRA News & Updates

New Narrative 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

Recent updates

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