Latest news with #OperaLimited
Yahoo
8 hours ago
- Business
- Yahoo
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. Connectez-vous pour accéder à votre portefeuille
Yahoo
2 days ago
- Business
- Yahoo
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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-06-2025
- Business
- Yahoo
Implied Volatility Surging for Opera Stock Options
Investors in Opera Limited OPRA need to pay close attention to the stock based on moves in the options market lately. That is because the July 18, 2025 $2.5 Call had some of the highest implied volatility of all equity options today. Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. Clearly, options traders are pricing in a big move for Opera shares, but what is the fundamental picture for the company? Currently, Opera is a Zacks Rank #5 (Strong Sell) in the Internet – Content industry that ranks in the Bottom 13% of our Zacks Industry Rank. Over the last 60 days, no analyst increased the earnings estimates for the current quarter, while one has dropped the estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 29 cents per share to 27 cents in that period. Given the way analysts feel about Opera right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Click to see the trades now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Opera Limited Sponsored ADR (OPRA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Opera Limited to Report Q1 Earnings: What's in Store for the Stock?
Opera Limited OPRA is set to report its first-quarter 2025 earnings results on April company anticipates first-quarter 2025 revenues between $130 million and $133 million, representing a 29% year-over-year growth. The Zacks Consensus Estimate for the same is pegged at $131.53 million, suggesting growth of 29.12% from the year-ago quarter's reported consensus mark for first-quarter earnings is pegged at 26 cents per share, unchanged over the past 30 days. This projection indicates a significant year-over-year increase of 52.94% from the year-ago quarter's reported Limited beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters and missed the remaining one, with the average positive surprise being 17.21%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Opera Limited Sponsored ADR price-eps-surprise | Opera Limited Sponsored ADR Quote Let's see how things have shaped up for the upcoming announcement. Opera Limited's first-quarter 2025 is expected to have benefited from the continued strength in its advertising business, which grew 38% year-over-year in the fourth quarter of 2024. This growth was driven by strong performance in e-commerce segments, and this momentum is likely to have carried over into the first quarter, supported by performance-based advertising models that attracted higher budgets from Limited is witnessing solid growth in Western markets, particularly across Europe and the U.S., driven by a surge in iOS downloads. This growth is largely attributed to rising user awareness and European regulatory shifts that favor greater browser competition. These factors are likely to have further strengthened the company's competitive position in the to be reported company's investments in AI technologies, particularly the integration of AI features into new browser versions like Opera R2 and Opera One, has enhanced user experience and engagement. These innovations are likely to have positively impacted user growth and monetization efforts for Opera Limited in the quarter under GX, the company's gaming browser, continues to be a key growth driver. The company saw 22% year-over-year increase in its user base to 33.9 million monthly active users in the fourth quarter of 2024. This strong user momentum, coupled with the browser's high monetization potential, is expected to have meaningfully contributed to revenue growth in the first quarter of rising operational expenses, which were up from 27.1% in the fourth quarter of 2024, could impact overall profitability in the to-be-reported quarter. According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the exact case Limited currently has an Earnings ESP of 0.00% and a Zacks Rank #1 (Strong-Buy). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings in their upcoming releases:Affirm AFRM currently has an Earnings ESP of +52.00% and a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks is set to report its fiscal third-quarter fiscal 2025 results on May 8. The Zacks Consensus Estimate for the third-quarter bottom line is pegged at a loss of 8 cents per share. The consensus estimate indicates year-over-year growth of 81.40%.StoneCo STNE currently has an Earnings ESP of +13.79% and a Zacks Rank # is scheduled to release its first-quarter 2025 results on May 08. The Zacks Consensus Estimate for first-quarter 2025 earnings is pegged at 29 cents per share, suggesting no change from the year-ago reported BIDU has an Earnings ESP of +8.67% and a Zacks Rank #2 at is set to report its first-quarter 2025 results on May 21. The Zacks Consensus Estimate for first-quarter 2025 earnings is pegged at $1.96 per share. The consensus estimate indicates a year-over-year decline of 28.99%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baidu, Inc. (BIDU) : Free Stock Analysis Report Opera Limited Sponsored ADR (OPRA) : Free Stock Analysis Report StoneCo Ltd. (STNE) : Free Stock Analysis Report Affirm Holdings, Inc. (AFRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
10-04-2025
- Business
- Yahoo
Opera Files Its 2024 Annual Report on Form 20-F
OSLO, Norway, April 10, 2025 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of the world's major browser developers and a leading internet consumer brand, today announced that its annual report on Form 20-F for the fiscal year ended December 31, 2024, has been filed with the U.S. Securities and Exchange Commission (the "SEC"). The annual report can be accessed on Opera's investor relations website at or the SEC's website at Opera will provide a hard copy of its annual report containing the audited consolidated financial statements, free of charge, to its shareholders and ADS holders upon requests directed to investor-relations@ or: Opera LimitedVitaminveien 40485 Oslo, NorwayAttn: Investor Relations About OperaOpera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across all devices. Hundreds of millions use the Opera web browsers for their unique and secure features on their mobile phones and desktop computers. Founded in 1995, and headquartered in Oslo, Norway, Opera is a public company listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download the Opera web browser and access other Opera products from Learn more about Opera at View original content to download multimedia: SOURCE Opera Limited Sign in to access your portfolio
