Opera Reports 23% Revenue Growth in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy OPRA?
Source: PRnewswire
- Significant Revenue Growth: Opera's Q1 revenue reached $175.8 million, marking a 23% year-over-year increase that exceeded expectations, reflecting robust growth in both advertising and query revenues, which enhances the company's competitive position in the market.
- Strong Adjusted EBITDA Performance: Adjusted EBITDA stood at $42 million with a 24% margin, representing a 30% year-over-year growth, which not only boosts profitability but also provides funding for future investments and expansion initiatives.
- Optimistic Future Outlook: The company raised its full-year revenue guidance for 2026 to between $727 million and $740 million, anticipating an 18% to 20% growth, demonstrating management's confidence in market demand and the effective execution of corporate strategy.
- Excellent Cash Flow Performance: Net cash flow from operating activities reached $42.1 million, equivalent to 100% of adjusted EBITDA, which not only strengthens the company's financial stability but also provides a solid foundation for shareholder returns.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy OPRA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on OPRA
Wall Street analysts forecast OPRA stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 17.230
Low
23.00
Averages
26.75
High
33.00
Current: 17.230
Low
23.00
Averages
26.75
High
33.00
About OPRA
Opera Ltd is a Norway-based technology company that is engaged in the web browser development. The Company operates as provider of browser and integrated artificial intelligence (AI)-driven digital content discovery and recommendation platforms. The Company’s operations are comprised of search, advertising, technology licensing and other. The search revenue is generated when a user conducts a qualified search using an Opera search partner. The advertising revenue is comprised of industry-standard advertising units, predefined partner bookmarks, or speed dials, and subscriptions of various promoted services. Technology licensing and other revenues include revenues from device manufacturers and mobile communications operators. Licensing agreements include licensing of technology, related professional services, maintenance and support, as well as hosting services.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Announcement: Opera (OPRA) is set to release its Q1 2023 earnings on April 28 before market open, with consensus EPS estimate at $0.31, reflecting a 14.8% year-over-year increase, and revenue expected at $171.04 million, up 19.8% year-over-year.
- Historical Performance: Over the past two years, Opera has beaten EPS estimates 38% of the time and has achieved a 100% success rate in beating revenue estimates, indicating strong reliability in financial forecasting.
- Estimate Revisions: In the last three months, EPS estimates have seen four upward revisions and one downward revision, while revenue estimates have experienced six upward revisions with no downward adjustments, showcasing growing market confidence in Opera's future performance.
- Investor Confidence: Opera's strong potential in AI-driven advertising and plans for a $300 million stock buyback further bolster investor confidence in the company's growth trajectory moving forward.
See More
- Strong Earnings Report: Opera's Q1 non-GAAP EPS of $0.34 exceeded expectations by $0.03, with revenue of $175.8 million reflecting a 23.2% year-over-year growth, surpassing market estimates by $4.76 million, indicating robust performance in AI-driven advertising and browser integration.
- Optimistic Future Outlook: The company guides for Q2 2026 revenue between $176 million and $178 million, projecting a year-over-year growth of 23% to 25%, demonstrating sustained market demand and growth potential, further solidifying its position in the industry.
- Full-Year Performance Expectations: Opera anticipates full-year 2026 revenue between $727 million and $740 million, with year-over-year growth expected at 18% to 20%, reflecting a stable growth trend under its advertising-driven business model.
- Adjusted EBITDA Projections: The company expects Q2 adjusted EBITDA to range from $40 million to $42 million, with full-year adjusted EBITDA projected at $170 million to $174 million, maintaining a 23% EBITDA margin, showcasing strong profitability and cost control capabilities.
See More
- Significant Revenue Growth: Opera's Q1 revenue reached $175.8 million, marking a 23% year-over-year increase that exceeded expectations, reflecting robust growth in both advertising and query revenues, which enhances the company's competitive position in the market.
- Strong Adjusted EBITDA Performance: Adjusted EBITDA stood at $42 million with a 24% margin, representing a 30% year-over-year growth, which not only boosts profitability but also provides funding for future investments and expansion initiatives.
- Optimistic Future Outlook: The company raised its full-year revenue guidance for 2026 to between $727 million and $740 million, anticipating an 18% to 20% growth, demonstrating management's confidence in market demand and the effective execution of corporate strategy.
- Excellent Cash Flow Performance: Net cash flow from operating activities reached $42.1 million, equivalent to 100% of adjusted EBITDA, which not only strengthens the company's financial stability but also provides a solid foundation for shareholder returns.
See More
- Earnings Highlights: Opera's Q1 2026 non-GAAP EPS of $0.27 missed expectations by $0.04; however, revenue of $175.8 million, representing a 23.2% year-over-year increase, exceeded forecasts by $4.76 million, indicating robust performance in its advertising segment.
- Future Guidance: The company projects Q2 2026 revenue between $176 million and $178 million, with year-over-year growth of 23% to 25%, while full-year revenue guidance is set at $727 million to $740 million, showcasing sustained growth potential.
- Adjusted EBITDA Outlook: Opera anticipates adjusted EBITDA of $40 million to $42 million for Q2, and $170 million to $174 million for the full year, maintaining a 23% adjusted EBITDA margin, reflecting stability in cost management and profitability.
- Buyback Initiative: Opera plans a $300 million stock buyback aimed at enhancing shareholder value and boosting market confidence, demonstrating the company's commitment to future growth and investor relations.
See More
- Earnings Release Schedule: Opera Limited will announce its Q1 2026 financial results before the market opens on April 28, showcasing the company's ongoing development in the global browser and AI agent sectors.
- Conference Call Details: Management will host a conference call at 8:00 AM ET on the same day to discuss the financial results, providing transparency and enhancing investor confidence, with multiple international dialing options available for listeners.
- Live Webcast Access: The conference call will be accessible via a live webcast on Opera's investor relations website, ensuring global investors can receive real-time updates on the company's latest developments, thereby improving engagement with stakeholders.
- Company Background Information: Founded in 1995 and headquartered in Oslo, Norway, Opera focuses on delivering a user-friendly internet browsing experience, boasting hundreds of millions of users, which underscores its significant position in technological innovation and market competition.
See More
- AI Tool Integration: Opera's newly launched Browser Connector feature allows users to integrate AI tools like ChatGPT and Claude directly into their browsing sessions in Opera One and Opera GX, providing real-time context of open tabs and content, thereby enhancing research efficiency and user experience.
- Empowerment of User Choice: This feature not only eliminates the cumbersome process users faced when utilizing external AI services but also reinforces Opera's commitment to user choice, ensuring that users are not locked into a single company's ecosystem but can freely combine the best tools for their needs.
- Technology Simplification: The Browser Connector simplifies the advanced MCP technology first introduced in Opera Neon, making it accessible to all users in Opera One and Opera GX, further advancing Opera's open strategy in the AI domain.
- Free Access: The Browser Connector is now available for free in the Early Bird mode of Opera One and Opera GX, where users can simply search for 'AI Services' in settings to install the feature and connect to ChatGPT or Claude to start using it effortlessly.
See More









