I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOG either through stock ownership, options, or other derivatives. I wrote this articl ...

"We're at a point where AI can fundamentally change the way we use the internet and perform all sorts of tasks in the browser. Opera Neon brings this to our users' fingertips," said Henrik Lexow, Senior AI Product Director at Opera. "We see it as a collaborative platform to shape the next chapter of agentic browsing together with our community." Opera Neon's users can chat using the browser's native, fully integrated AI agent that allows them to search the web, get reliable answers and contextual informatio ...

Opera Limited’s (OPRA) shares have lost 15.3% in the past 3 months, underperforming the Zacks Computer and Technology sector’s decline of 6% and the Internet–Content industry’s rise of 0.8%.OPRA is facing challenges due to mounting cost pressures, with first-quarter operating expenses jumping 47% year over year. A steep 49% decline in the operating cash flow on a year-over-year basis raises concerns regarding near-term liquidity and capital efficiency.Opera has underperformed its peers, such as Perion Netwo ...

Shares of Opera (OPRA 1.01%) rose after the web browser operator saw a huge jump in revenue and issued upbeat guidance. While the stock is down year to date, its shares are up more than 20% over the past year.For those unfamiliar with Opera, the company operates a portfolio of web and mobile browsers that are designed to optimize speed and battery life. Its browsers have been particularly popular in emerging markets, although lately it has been more focused on adding higher-valued users from developed marke ...

I recently graduated from The University of Tampa with a degree in finance. My investment style is mainly fundamental, hoping to find companies with good growth prospects trading at low multiples. Additionally, my goal is to look for hidden gem companies that have solid balance sheets with great management. Since my last article , Opera (NASDAQ: OPRA ) shares have had a wild ride. The last few months have seen large fluctuations in the share price, with highs around the $22s and lows as far as the $12s. I'm ...

Financial Data and Key Metrics Changes - Revenue growth accelerated to 40% year over year in Q1 2025, up from 29% in Q4 2024, exceeding previous guidance of 28% to 31% [4][15] - Total revenue for Q1 2025 reached $143 million, with advertising revenue growing 63% and now representing two-thirds of total revenue [5][15] - Adjusted EBITDA was $32 million, with a margin of 23%, indicating increased profitability alongside revenue growth [6][15] Business Line Data and Key Metrics Changes - E-commerce was the fastest-growing vertical within advertising, achieving over 100% annualized growth, which offset typical seasonality [5][15] - Search revenue grew 8% year over year, indicating a slowdown compared to previous growth rates [5][32] - The user base remained stable at 293 million monthly active users (MAUs), with annualized ARPU increasing by 44% [7][15] Market Data and Key Metrics Changes - The U.S. market is experiencing greater uncertainty among advertisers, impacting growth potential [15][21] - The company has less exposure to U.S. e-commerce compared to competitors, suggesting significant growth opportunities ahead [22][63] Company Strategy and Development Direction - The company is focusing on high-value users and leveraging AI to optimize advertising and search revenue [6][10] - Opera is expanding its browser portfolio, including the introduction of AI-driven features, to enhance user experience and engagement [8][10] - The company aims to maintain aggressive growth in e-commerce while navigating macroeconomic challenges [21][63] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to grow despite a volatile macro environment, highlighting a strong track record of navigating challenges [13][21] - The company raised its full-year revenue guidance to DKK 567 million to DKK 582 million, reflecting confidence in continued growth [24][21] - Management noted that the advertising revenue is primarily performance-based, making it more resilient in uncertain economic conditions [22][67] Other Important Information - The company celebrated its 25th anniversary in 2025, emphasizing its long history of innovation and adaptation [13] - Opera has distributed $2.4 in dividends per share since January 2023, indicating a commitment to returning value to shareholders [21] Q&A Session Summary Question: Search growth during the quarter - Management acknowledged that the 8% growth in search revenue is a slowdown but attributed it to a shift towards intent-based advertising, which is driving overall advertising growth [32][34] Question: Decline in GX ARPU - Management noted that the decline in GX ARPU is partly seasonal and that the introduction of AI and high-intent advertising options is expected to benefit overall revenue [32][36] Question: Impact of currency on growth - Management indicated that the strong U.S. dollar has been a headwind, estimating that growth would have been 5 to 6 percentage points higher on a constant currency basis [38] Question: E-commerce growth and seasonality - Management confirmed that the rapid growth of e-commerce has offset typical seasonality, but acknowledged that seasonality will still be a factor as the business matures [41][44] Question: Concerns about MAU count - Management clarified that the focus is on high ARPU users rather than total MAU count, emphasizing revenue generation over user numbers [46][48] Question: U.S. antitrust actions and broader ecosystem - Management expressed that ongoing antitrust discussions could benefit Opera by increasing focus on competition and innovation in the browser market [49][52] Question: E-commerce opportunity and geographic exposure - Management highlighted that the e-commerce segment is growing rapidly and that the U.S. market still holds significant potential for future growth [56][58] Question: Gating factors for e-commerce growth - Management stated that attracting performance-focused advertisers is key to expanding e-commerce revenue, with a focus on larger retailers initially [61][64]

They want to make clear to investors that their browser is more functional than others in the space, namely Google's. That Opera's browsers are smarter, and thatOpera Limited (NASDAQ: OPRA ) came out with a very strong Q1 earnings report .Strong Investment PotentialMy Marketplace highlights a portfolio of undervalued investment opportunities - stocks with rapid growth potential, driven by top quality management, while these stocks are cheaply valued.I follow countless companies and select for you the most a ...

Schaeffer's Top 2025 pick Opera Ltd (NASDAQ:OPRA) is up 4.4% to trade at $16.21 today, after the Norway-based web browser reported a first-quarter earnings beat and hiked its 2025 fiscal-year forecast. The shares are heading for a fifth-straight win, tacking on 13.1% along the way. OPRA is still a ways off its Feb. 18, 18-month high of $22.50, but by clearing $16, the stock has 2024 resistance. Year-to-date, the security is still down 14.6%, but year-over-year, sports a 21% gain.Don't expect much in the way ...

INVESTOR PRESENTATION April 2025 SAFE HARBOR STATEMENT & DISCLAIMERS This presentation has been prepared by Opera Limited (the "Company") for investors, solely for informational purposes. This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include but are no ...

View all Key Company Metrics for Opera Limited here>>> Shares of Opera Limited have returned -4% over the past month versus the Zacks S&P 500 composite's -4.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. Revenue- Search: $46.59 million versus the two-analyst average estimate of $50.44 million. Revenue- Advertising: $95.61 million compared to the $80.19 million average estimate based on two analysts. Revenue- Technolog ...