Added to YB: 2025-06-27
Pitch date: 2025-05-11
OPRA [bullish]
Opera Limited
+4.41%
current return
Author Info
No bio for this author
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
$16.79
Price Target
25.00 (+43%)
Dividend
N/A
EV/EBITDA
12.74
P/E
14.15
EV/Sales
2.26
Sector
Software
Category
growth
Opera Limited - $OPRA
OPRA: AI-driven browser co +40% YoY Q1 revenue to $142.7M, 23% EBITDA margin. Opera GX (gaming) & AI assistant Aria driving 45% ARPU growth to $1.94. Trades ~13x fwd earnings despite 16 consecutive Rule of 40+ quarters. Risks: Big Tech competition, 70% insider ownership. $25 PT (50% upside), 5% dividend yield.
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