Opera Limited's stock remains a "Buy" due to strong growth in gaming, AI, and e-commerce sectors, despite a recent earnings miss. The firm's 29% YoY revenue growth, driven by a 38% surge in advertising revenue and a record-high ARPU, signals robust performance. Valuation metrics indicate significant upside potential, with a forward P/E ratio of 8.7x and a 30% implied equity value increase by FY2025.
BARCELONA, Spain , March 3, 2025 /PRNewswire/ -- The Norwegian browser company Opera [NASDAQ: OPRA] is today announcing the Browser Operator, a native AI agent that is able to perform browsing tasks for users, allowing them to focus on more exciting parts of their lives instead. The introduction of agentic browsing marks a major paradigm shift for browsers, and with today's preview, Opera is taking the lead on it.
Opera reported a stellar Q4'24 pre-market and guided higher than street expectations. Shares rose 12% during the day, but traded down to -2% toward the close. Opera's gaming browser and early AI assistant integration have proven successful. Financials are looking great, healthily growing revenue and margins. While many note the risks relating to Chinese majority owners, the benefits of this are rarely emphasized. From current levels, I expect around 50% upside.
The Opera stock price has pulled back in the last two consecutive weeks, erasing some of the gains made earlier this year. OPRA has dropped from $22.5 to $18 as investors remained concerns about its growth trajectory.
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.
OSLO, Norway , Feb. 25, 2025 /PRNewswire/ -- The Norwegian web browser Opera [NASDAQ: OPRA] is adding Discord, Slack, and Bluesky into the sidebar of its flagship browser, Opera One. These integrations come in response to community requests: Opera users voiced the need for more communication options within the browser sidebar.
OSLO, Norway , Feb. 14, 2025 /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), one of the world's major browser developers and a leading internet consumer brand, announced today that the company's fourth quarter 2024 financial results will be released before the market opens on Thursday, February 27, 2025. The earnings release will be available on the investor relations section of our website at investor.opera.com.
OSLO, Norway , Feb. 4, 2025 /PRNewswire/ -- The Norwegian browser maker Opera [NASDAQ: OPRA] is introducing Opera Air, the first browser built around the concept of mindfulness. Beyond being a powerful, secure, and fully functional browser, Opera Air is designed to make its users feel better while they browse the web.
In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down the drama with U.S. Steel (X 0.88%) and its attempts to find a buyer in the face of its deal with Nippon Steel (NPSC.Y) being challenged by the U.S. government, a standing offer from Cleveland Cliffs (CLF -2.38%), an activist investor pushing for a new CEO, and peers Nucor (NUE -0.19%) and Steel Dynamics (STLD -1.92%) better positioned for a cyclical steel market.
Opera Limited is emerging as a compelling investment opportunity, expanding into AI, gaming, and digital advertising markets. The company offers unique, niche-focused browsers, including AI-integrated and gaming-centric options, setting it apart from mass-market competitors. Opera's digital advertising business, leveraging first-party data for AI-driven ad placements, shows high user engagement and revenue potential.