Opera Limited (OPRA) AI Stock Analysis

Opera Limited provides web browsers for mobile and PC platforms, enhancing internet accessibility and user experience globally. Established in 1995, Opera operates through two primary segments: Browser and News, and Other. The company's mobile browser offerings include popular products like Opera Mini, Opera for Android and iOS, Opera GX Mobile, and Opera Touch. On PCs, Opera for Computers and Opera GX cater to diverse user preferences. In addition to browsers, Opera offers Opera News, an AI-driven personalized news delivery platform. The company also provides browser-based cashback rewards through Dify and operates digital advertising services including Opera Ads and Opera Ads Manager.

Opera increased its revenue from $251.0M in FY2021 to $616.7M in FY2025, recording a 5-year revenue CAGR of 30.2%. Annual revenue grew 28.3% in FY2025, while net income rose to $108.6M from $80.8M in FY2024. Gross margin declined from 94.5% in FY2021 to 43.1% in FY2025, while operating margin was 15.0% in FY2025. Over the trailing twelve months, revenue reached $683.0M with net margin at 18.6% and operating margin at 16.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 24.6% year-over-year, and quarterly earnings rose 76.5% year-over-year.

As of June 30, 2026, Opera held $145.2M in cash and short-term investments against total debt of $8.0M, resulting in net cash of $137.2M. The company had a current ratio of 2.05 and a debt-to-equity ratio of 0.01 on $1.01B of shareholders' equity. In FY2025, operating cash flow was $120.8M, free cash flow reached $115.2M, and capital expenditures were $5.6M. Cash distributions included $71.4M in dividends paid, while the share count decreased 20.9% over five years.

At $17.89 per share, Opera trades at a trailing price-to-earnings multiple of 12.9x, compared to 16.2x for the median of its US-listed Communication Services peers. Its enterprise value-to-EBITDA stands at 8.4x versus the peer median of 10.0x, while its price-to-sales multiple of 2.3x is higher than the peer median of 0.8x. Over the past year, Opera gained 14.6%, trailing the S&P 500 (SPY) return of 16.8%. Over a 5-year period, the stock gained 165.5%, outperforming the S&P 500 return of 83.0%.

Opera pays a forward annual dividend of $0.80 per share, representing a 4.47% dividend yield and a payout ratio of 70.8%. The dividend is paid on a semiannual schedule and has been paid for 4 consecutive years. The last ex-dividend date was July 7, 2026.

Wall Street analysts hold 6 Strong Buy ratings, 1 Buy rating, and zero Hold, Sell, or Strong Sell ratings on Opera. The mean price target is $26.29, which is 46.9% above the last close of $17.89. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $740.0M and EPS of $1.45. Opera beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Opera Limited (OPRA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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