Opera Limited (OPRA): A Bull Case Theory
We came across a bullish thesis on Opera Limited on Shareholdersunite Essentials' Substack by Shareholders unite. In this article, we will summarize the bulls' thesis on OPRA. Opera Limited's share was trading at $18.17 as of June 24th. OPRA's trailing P/E was 19.54 according to Yahoo Finance.
A wide angle view of a bustling cityscape, capturing the potential of the consumer internet.
Opera (OPRA), a Norwegian browser innovator majority-owned by China's Kulun Tech, has built a compelling niche in a highly competitive market through constant innovation, product diversification, and a sharp focus on AI integration and user engagement. While much smaller than rivals, Opera has carved out a significant global presence, with over 293 million average monthly active users (MAUs) across its suite of products.
Flagship offerings include Opera One, a desktop browser redesigned around AI with the Aria assistant at its core; Opera GX, a gamer-focused browser with deep customization and high engagement; Opera Mini, a lightweight data-efficient browser thriving in emerging markets; and Opera Air, a mindfulness-centric product targeting Western audiences. Opera's strategy has emphasized early adoption of transformative technologies like AI and Web3, embedding features such as crypto wallets and stablecoin-based MiniPay directly into its platforms.
Aria, built on Opera's modular Composer AI engine, connects to multiple large language models (LLMs) and enables on-device local LLM use, supporting privacy and versatility. Opera is also developing the Browser Operator—an AI agent that automates web tasks on users' behalf. Meanwhile, Opera Gaming (via GameMaker and GX Games), Opera News (a personalized AI-driven content platform), and Opera Ads (a growing in-house advertising network) complement the core browser ecosystem.
Revenue growth has been driven by advertising, notably in e-commerce, and ARPU has surged due to a strategic pivot to high-monetization Western markets. Supported by major partners like Google, ASUS, and regional OEMs, Opera combines solid financials, shareholder returns, and expanding AI infrastructure, positioning it for sustained growth in browser-based digital ecosystems.
Previously, we covered a on Opera Limited by Welfare Capital in March 2025, which highlighted the company's strong browser business, Opera GX growth, and capital returns. The company's stock price has depreciated by approximately 1% since our coverage. This is because the thesis has yet to fully play out. Shareholdersunite shares a similar view but emphasizes Opera's AI and Web3 integration.
Opera Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held OPRA at the end of the first quarter, which was 16 in the previous quarter. While we acknowledge the risk and potential of OPRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
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