Added to YB: 2025-05-06
Pitch date: 2025-05-03
OPRA [neutral]
Opera Limited
+6.22%
current return
Author Info
Company Info
Opera Limited, together with its subsidiaries, provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.
Market Cap
$1.6B
Pitch Price
$16.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.74
P/E
14.15
EV/Sales
2.26
Sector
Software
Category
growth
A Primer on Opera
OPRA (overview): Norwegian browser co. with 293M MAUs; 3% Q1'25 ad rev growth to $96M (2/3 of rev). Opera GX (34M MAUs) & AI-driven Opera One drive innovation. Aria AI & upcoming Browser Operator agent differentiate. E-commerce +100% YoY, 44% ARPU growth. Western market focus raised ARPU 37%. Google search deal through 2025. Strong AI infra (248 H100 GPUs).
Read full article (9 min)