Opera's Strong Performance Signals Undervalued Stock Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Should l Buy OPRA?
Source: Fool
- Steady Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, while adjusted earnings per share rose by 17% to $1.12, indicating strong performance in its advertising business.
- Advertising Revenue Boost: With 65% of its revenue coming from advertising, Opera's revenue from intent-based queries grew by 16% year-over-year in Q4, highlighting significant market potential that could drive future growth.
- User Growth Strategy: The company added 2 million monthly active users in Western markets, and although total MAUs dropped from 296 million, the average revenue per user increased by 26% year-over-year, demonstrating effective targeting of higher-value users.
- Optimistic Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with analysts projecting a 25% jump in earnings per share, making the stock's current trading at 13 times earnings highly attractive compared to the Nasdaq-100's 31 times earnings.
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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: 13.490
Low
23.00
Averages
26.75
High
33.00
Current: 13.490
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 Files Annual Report for FY 2025
- Annual Report Submission: On March 27, 2026, Opera Limited filed its annual report with the SEC for the fiscal year ending December 31, 2025, reflecting the company's ongoing commitment to compliance and transparency, which is crucial for maintaining investor trust.
- Financial Information Access: The annual report is accessible via Opera's investor relations website and the SEC's site, facilitating easy access to the latest financial data for investors and enhancing communication between the company and its shareholders.
- Free Report Provision: Opera will provide a hard copy of the annual report containing audited consolidated financial statements free of charge to shareholders and ADS holders upon request, demonstrating the company's commitment to shareholder rights and service.
- Company Background: Founded in 1995 and headquartered in Oslo, Norway, Opera focuses on delivering the best internet browsing experience, with hundreds of millions of users worldwide, showcasing its influence and innovation in the global browser market.
See More
Opera Limited Files Annual Report for FY 2025
- Annual Report Submission: On March 27, 2026, Opera Limited filed its annual report for the fiscal year ending December 31, 2025, with the SEC, reflecting the company's ongoing commitment to compliance and transparency for investor trust.
- Financial Information Access: The annual report is accessible via Opera's investor relations website and the SEC's site, indicating the company's dedication to providing timely financial information to shareholders and ADS holders, thereby enhancing investor relations.
- Free Report Provision: Opera will provide shareholders and ADS holders with a free hard copy of the annual report containing audited consolidated financial statements, further demonstrating the company's commitment to shareholder service and engagement.
- Company Background: Founded in 1995 and headquartered in Oslo, Norway, Opera is a leading global browser and AI agent company focused on enhancing user internet browsing experiences, with hundreds of millions of users, underscoring its significant market position.
See More
Opera and Celo Enhance Partnership Framework
- Partnership Framework Restructured: Opera and Celo have established a new commercial partnership framework based on the allocation of 160 million CELO, aimed at deepening the integration and distribution of stablecoins, thereby enhancing Opera's long-term interests and involvement in the Celo ecosystem.
- Significant User Growth: Since the launch of MiniPay in September 2023, Opera and Celo have facilitated over 420 million transactions across 66 countries, with over 14 million registered users, demonstrating MiniPay's strong growth potential in global financial payments.
- Market Expansion Plans: The two companies plan to conduct a roadshow in Latin America and Southeast Asia to drive grassroots adoption of the Mini App ecosystem, starting next month in Vietnam and the Philippines, further expanding their market influence.
- Strengthened Long-term Commitment: This three-year agreement transitions Opera from a distribution partner to a network stakeholder, indicating a strong commitment to the Celo ecosystem, which is expected to provide significant catalysts for future growth.
See More
Opera Deepens Partnership with Celo, Secures 160M CELO Grant
- Grant Allocation: Opera has secured a grant of 160 million CELO to deepen its partnership with Celo, which will enhance its role as a key stakeholder in the global financial ecosystem.
- User Growth: Since its launch, MiniPay has achieved over 14 million account registrations and 420 million transactions across 66 countries, demonstrating strong growth potential in everyday stablecoin payments.
- Market Expansion: Opera plans to conduct promotional activities in Latin America and Southeast Asia to drive grassroots adoption of MiniPay, further solidifying its influence in emerging markets.
- Technical Advantages: Celo's low-cost payment infrastructure and user-friendly features, such as fee abstraction and phone number mapping, have significantly facilitated user adoption and enhanced MiniPay's market competitiveness.
See More
Opera Exceeds Growth Expectations with Positive Future Outlook
- Significant Revenue Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, demonstrating strong performance in its advertising business, with expectations for continued robust growth in the coming years.
- User Intent Query Revenue Surge: Revenue from user intent queries rose by 16% year-over-year in Q4, highlighting substantial growth potential as intent-based marketing boasts three times higher conversion rates, showcasing the company's competitive edge in the advertising market.
- User Base Expansion: Opera added 2 million monthly active users in Western markets last quarter, and although total monthly active users dropped from 296 million to 284 million, the average revenue per user increased by 26% year-over-year, indicating success in attracting higher-value users.
- Optimistic Future Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with adjusted EBITDA margins expected to remain stable, while analysts predict a 25% jump in earnings per share, making Opera's stock highly attractive at a current P/E ratio of just 13.
See More
Opera's Strong Performance Signals Undervalued Stock Potential
- Steady Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, while adjusted earnings per share rose by 17% to $1.12, indicating strong performance in its advertising business.
- Advertising Revenue Boost: With 65% of its revenue coming from advertising, Opera's revenue from intent-based queries grew by 16% year-over-year in Q4, highlighting significant market potential that could drive future growth.
- User Growth Strategy: The company added 2 million monthly active users in Western markets, and although total MAUs dropped from 296 million, the average revenue per user increased by 26% year-over-year, demonstrating effective targeting of higher-value users.
- Optimistic Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with analysts projecting a 25% jump in earnings per share, making the stock's current trading at 13 times earnings highly attractive compared to the Nasdaq-100's 31 times earnings.
See More
Opera Files Annual Report for FY 2025
- Annual Report Submission: On March 27, 2026, Opera Limited filed its annual report with the SEC for the fiscal year ending December 31, 2025, reflecting the company's ongoing commitment to compliance and transparency, which is crucial for maintaining investor trust.
- Financial Information Access: The annual report is accessible via Opera's investor relations website and the SEC's site, facilitating easy access to the latest financial data for investors and enhancing communication between the company and its shareholders.
- Free Report Provision: Opera will provide a hard copy of the annual report containing audited consolidated financial statements free of charge to shareholders and ADS holders upon request, demonstrating the company's commitment to shareholder rights and service.
- Company Background: Founded in 1995 and headquartered in Oslo, Norway, Opera focuses on delivering the best internet browsing experience, with hundreds of millions of users worldwide, showcasing its influence and innovation in the global browser market.
See More
Opera Limited Files Annual Report for FY 2025
- Annual Report Submission: On March 27, 2026, Opera Limited filed its annual report for the fiscal year ending December 31, 2025, with the SEC, reflecting the company's ongoing commitment to compliance and transparency for investor trust.
- Financial Information Access: The annual report is accessible via Opera's investor relations website and the SEC's site, indicating the company's dedication to providing timely financial information to shareholders and ADS holders, thereby enhancing investor relations.
- Free Report Provision: Opera will provide shareholders and ADS holders with a free hard copy of the annual report containing audited consolidated financial statements, further demonstrating the company's commitment to shareholder service and engagement.
- Company Background: Founded in 1995 and headquartered in Oslo, Norway, Opera is a leading global browser and AI agent company focused on enhancing user internet browsing experiences, with hundreds of millions of users, underscoring its significant market position.
See More
Opera and Celo Enhance Partnership Framework
- Partnership Framework Restructured: Opera and Celo have established a new commercial partnership framework based on the allocation of 160 million CELO, aimed at deepening the integration and distribution of stablecoins, thereby enhancing Opera's long-term interests and involvement in the Celo ecosystem.
- Significant User Growth: Since the launch of MiniPay in September 2023, Opera and Celo have facilitated over 420 million transactions across 66 countries, with over 14 million registered users, demonstrating MiniPay's strong growth potential in global financial payments.
- Market Expansion Plans: The two companies plan to conduct a roadshow in Latin America and Southeast Asia to drive grassroots adoption of the Mini App ecosystem, starting next month in Vietnam and the Philippines, further expanding their market influence.
- Strengthened Long-term Commitment: This three-year agreement transitions Opera from a distribution partner to a network stakeholder, indicating a strong commitment to the Celo ecosystem, which is expected to provide significant catalysts for future growth.
See More
Opera Deepens Partnership with Celo, Secures 160M CELO Grant
- Grant Allocation: Opera has secured a grant of 160 million CELO to deepen its partnership with Celo, which will enhance its role as a key stakeholder in the global financial ecosystem.
- User Growth: Since its launch, MiniPay has achieved over 14 million account registrations and 420 million transactions across 66 countries, demonstrating strong growth potential in everyday stablecoin payments.
- Market Expansion: Opera plans to conduct promotional activities in Latin America and Southeast Asia to drive grassroots adoption of MiniPay, further solidifying its influence in emerging markets.
- Technical Advantages: Celo's low-cost payment infrastructure and user-friendly features, such as fee abstraction and phone number mapping, have significantly facilitated user adoption and enhanced MiniPay's market competitiveness.
See More
Opera Exceeds Growth Expectations with Positive Future Outlook
- Significant Revenue Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, demonstrating strong performance in its advertising business, with expectations for continued robust growth in the coming years.
- User Intent Query Revenue Surge: Revenue from user intent queries rose by 16% year-over-year in Q4, highlighting substantial growth potential as intent-based marketing boasts three times higher conversion rates, showcasing the company's competitive edge in the advertising market.
- User Base Expansion: Opera added 2 million monthly active users in Western markets last quarter, and although total monthly active users dropped from 296 million to 284 million, the average revenue per user increased by 26% year-over-year, indicating success in attracting higher-value users.
- Optimistic Future Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with adjusted EBITDA margins expected to remain stable, while analysts predict a 25% jump in earnings per share, making Opera's stock highly attractive at a current P/E ratio of just 13.
See More
Opera's Strong Performance Signals Undervalued Stock Potential
- Steady Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, while adjusted earnings per share rose by 17% to $1.12, indicating strong performance in its advertising business.
- Advertising Revenue Boost: With 65% of its revenue coming from advertising, Opera's revenue from intent-based queries grew by 16% year-over-year in Q4, highlighting significant market potential that could drive future growth.
- User Growth Strategy: The company added 2 million monthly active users in Western markets, and although total MAUs dropped from 296 million, the average revenue per user increased by 26% year-over-year, demonstrating effective targeting of higher-value users.
- Optimistic Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with analysts projecting a 25% jump in earnings per share, making the stock's current trading at 13 times earnings highly attractive compared to the Nasdaq-100's 31 times earnings.
See More
