Opera Set to Announce Strong Q1 Earnings with Positive Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Source: seekingalpha
- 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.
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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: 18.790
Low
23.00
Averages
26.75
High
33.00
Current: 18.790
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.
Opera Declares $0.40 Semi-Annual Cash Dividend Per Share
- Dividend Announcement: Opera Limited has declared a semi-annual cash dividend of $0.40 per share, payable on July 14, 2026, to holders of ordinary shares and American Depositary Shares (ADSs), reflecting the company's commitment to shareholder returns.
- Total Dividend Amount: Based on 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend is expected to be approximately $35.8 million, indicating the company's robust performance in profitability and cash flow management.
- Record Date for Shareholders: The dividend will be paid to shareholders of record as of the close of business on July 7, 2026, ensuring that shareholders' rights are protected prior to the distribution of dividends.
- Impact of Buyback Program: The actual aggregate amount payable will be determined based on the number of shares outstanding on the record date and will reflect shares repurchased by Opera under its ongoing share repurchase program, demonstrating the company's strategic flexibility in capital management.
See More
Opera Declares $0.40 Semi-Annual Cash Dividend per Share
- Dividend Announcement: Opera Limited has declared a semi-annual cash dividend of $0.40 per share, payable on July 14, 2026, to holders of ordinary shares and American Depositary Shares (ADS), reflecting the company's commitment to shareholder returns.
- Total Dividend Amount: With 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend is expected to be approximately $35.8 million, showcasing the company's robust performance in profitability and cash flow management.
- Record Date for Shareholders: The record date for this dividend is set for July 7, 2026, ensuring that shareholders holding shares on this date will receive the dividend, which enhances investor confidence in the company's future growth prospects.
- Impact of Buyback Program: The actual dividend amount will be adjusted based on the number of shares outstanding on the record date, taking into account shares repurchased under the ongoing buyback program, further indicating the company's strategic flexibility in capital management.
See More
Analysis of US Value Stocks: Micron and Opera
- Micron's Growth Potential: Micron Technology's stock has surged 90% in 2026, currently trading at a P/E ratio of 26, which is below the Nasdaq-100's 34, indicating strong investment value amid soaring memory demand, with significant earnings growth expected ahead.
- Rising Memory Prices: Market research firm TrendForce forecasts that DRAM contract prices could rise by 58% to 63% sequentially in Q2, while NAND flash prices may jump by 70% to 75%, which will continue to drive revenue growth for Micron.
- Opera's User Growth: Opera's browsers are used by about 6% of global internet users, with Q1 revenue increasing 23% year-over-year to $176 million, and a 25% rise in annualized ARPU to $2.43, showcasing its strong profitability and market appeal.
- MiniPay Wallet Success: Opera's MiniPay stablecoin wallet activated 15 million wallets by March 2026, marking a 123% year-over-year increase, and the company has raised its 2026 revenue growth forecast to 19%, indicating ongoing expansion potential in the payments sector.
See More
Opera Reports Q1 2026 Earnings with Strong Guidance
- 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
Opera Reports 23% Revenue Growth in Q1 2026
- 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
Opera Reports Q1 2026 Earnings with Revenue Beat and Guidance
- 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
Opera Declares $0.40 Semi-Annual Cash Dividend Per Share
- Dividend Announcement: Opera Limited has declared a semi-annual cash dividend of $0.40 per share, payable on July 14, 2026, to holders of ordinary shares and American Depositary Shares (ADSs), reflecting the company's commitment to shareholder returns.
- Total Dividend Amount: Based on 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend is expected to be approximately $35.8 million, indicating the company's robust performance in profitability and cash flow management.
- Record Date for Shareholders: The dividend will be paid to shareholders of record as of the close of business on July 7, 2026, ensuring that shareholders' rights are protected prior to the distribution of dividends.
- Impact of Buyback Program: The actual aggregate amount payable will be determined based on the number of shares outstanding on the record date and will reflect shares repurchased by Opera under its ongoing share repurchase program, demonstrating the company's strategic flexibility in capital management.
See More
Opera Declares $0.40 Semi-Annual Cash Dividend per Share
- Dividend Announcement: Opera Limited has declared a semi-annual cash dividend of $0.40 per share, payable on July 14, 2026, to holders of ordinary shares and American Depositary Shares (ADS), reflecting the company's commitment to shareholder returns.
- Total Dividend Amount: With 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend is expected to be approximately $35.8 million, showcasing the company's robust performance in profitability and cash flow management.
- Record Date for Shareholders: The record date for this dividend is set for July 7, 2026, ensuring that shareholders holding shares on this date will receive the dividend, which enhances investor confidence in the company's future growth prospects.
- Impact of Buyback Program: The actual dividend amount will be adjusted based on the number of shares outstanding on the record date, taking into account shares repurchased under the ongoing buyback program, further indicating the company's strategic flexibility in capital management.
See More
Analysis of US Value Stocks: Micron and Opera
- Micron's Growth Potential: Micron Technology's stock has surged 90% in 2026, currently trading at a P/E ratio of 26, which is below the Nasdaq-100's 34, indicating strong investment value amid soaring memory demand, with significant earnings growth expected ahead.
- Rising Memory Prices: Market research firm TrendForce forecasts that DRAM contract prices could rise by 58% to 63% sequentially in Q2, while NAND flash prices may jump by 70% to 75%, which will continue to drive revenue growth for Micron.
- Opera's User Growth: Opera's browsers are used by about 6% of global internet users, with Q1 revenue increasing 23% year-over-year to $176 million, and a 25% rise in annualized ARPU to $2.43, showcasing its strong profitability and market appeal.
- MiniPay Wallet Success: Opera's MiniPay stablecoin wallet activated 15 million wallets by March 2026, marking a 123% year-over-year increase, and the company has raised its 2026 revenue growth forecast to 19%, indicating ongoing expansion potential in the payments sector.
See More
Opera Reports Q1 2026 Earnings with Strong Guidance
- 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
Opera Reports 23% Revenue Growth in Q1 2026
- 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
Opera Reports Q1 2026 Earnings with Revenue Beat and Guidance
- 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
