Opera (ADR)
Builds specialized browsers and monetizes their global audiences through advertising and search partnerships.
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Profile
Builds mobile and PC browsers, gaming portals, content platforms, advertising services, and AI- and web3-enabled products. Advertising services and query-partner agreements are the principal revenue sources, while product development centers on specialized browser experiences.
Develops and distributes browser products for mobile and PC users, with Opera One as its flagship browser, Opera GX for gamers, and Opera Air built around mindfulness features. The platform also includes the subscription-based agentic-AI browser Opera Neon, Opera News content platforms, and Opera Gaming portals and development tools.
Advertising services and query-partner agreements supply the principal revenue streams across a global audience. Opera Ads connects the browser and content ecosystem to advertising services, while MiniPay and Opera AI extend the platform into web3 and AI-enabled products.
Operations sit within a Cayman holding company with principal activity including Opera Norway, and control is concentrated with Hong Kong Kunlun Tech Holding. That ownership structure supports Opera's Nasdaq controlled-company status and its use of related governance exemptions.
Company facts
Categories
Key statistics
Year to date +38.2% · Average volume (30d) 362.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Jan 13, 2026 | Goldman Sachs | Reiterate | Buy | $21.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026Q2 FY26 | $0.26 | $0.30 | +15.4% | $177.1M | $178.1M | +0.5% | −7.12% |
| Apr 28, 2026Q1 FY26 | $0.26 | $0.27 | +4.9% | $171.0M | $175.8M | +2.8% | −2.58% |
| Feb 26, 2026Q4 FY25 | $0.24 | $0.30 | +26.3% | $164.6M | $177.2M | +7.7% | +4.09% |
| Aug 19, 2025Q2 FY25 | $0.27 | $0.26 | −3.7% | $146.1M | $151.9M | +4.0% | −2.41% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $142.7M | $143.0M | $151.9M | $177.0M | $175.8M | $177.5M | |
| Gross profit | $92.0M | $92.1M | $99.3M | $76.5M | $111.0M | $74.0M | |
| Operating income | $21.1M | $18.1M | $22.4M | $29.5M | $30.4M | $29.1M | |
| Net income | $18.3M | $15.7M | $18.6M | $55.6M | $24.8M | $27.5M | |
| Diluted EPS | $0.20 | $0.17 | $0.20 | $0.61 | $0.27 | $0.30 | |
| Gross margin | 64.5% | 64.4% | 65.4% | 43.2% | 63.2% | 41.7% | |
| Operating margin | 14.8% | 12.7% | 14.7% | 16.6% | 17.3% | 16.4% |
Fiscal years (4-quarter sums)FY21 $251.0M · FY22 $331.0M · FY23 $396.8M · FY24 $480.6M · FY25 $614.6M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $145.2M · Total debt $8.0M · Total assets $1.16B · Shareholders' equity $1.01B
Dividends
Last raised to $0.40 from $0.39 in Jul 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 7, 2026 | Jul 7 | Jul 15 | $0.40 | |
| Jan 7, 2026 | Jan 7 | Jan 14 | $0.40 | |
| Jul 8, 2025 | Jul 8 | Jul 15 | $0.40 | raised from $0.39 |
| Jan 6, 2025 | Jan 6 | Jan 13 | $0.39 | |
| Jul 2, 2024 | Jul 2 | Jul 15 | $0.39 | |
| Jan 2, 2024 | Jan 3 | Jan 9 | $0.39 | |
| Jun 29, 2023 | Jun 30 | Jul 12 | $0.39 | |
| Jan 27, 2023 | Jan 30 | Feb 9 | $0.80 | special dividend |
Ownership
Shares outstanding 89.55M · Float 28.52M · 31.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Hong Kong Kunlun Tech Holding Limited | 61.08M | 68.00% | 13D | Mar 30, 2026 |
| Yahui Zhou · director, officer: Executive Chairman | 53.68M | 59.94% | Form 4 | Jun 30, 2026 |
| Toroso Investments, LLC | 2.46M | 2.75% | 13F | May 15, 2026 |
| American Century Companies Inc | 1.76M | 1.97% | 13F | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | 1.43M | 1.60% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 18, 2026 | Frode Jacobsen | officer: Chief Financial Officer | −44,400 | $18.52 |
| Jun 17, 2026 | Frode Jacobsen | officer: Chief Financial Officer | −25,600 | $18.88 |
| Jun 18, 2026 | Lin Song | director, officer: Chief Executive Officer | −44,400 | $18.52 |
| Jun 17, 2026 | Lin Song | director, officer: Chief Executive Officer | −25,600 | $18.88 |
Peers
- Alphabet Class A
Browser and advertising-platform overlap led by Chrome
- Apple
Browser overlap through Safari on Apple devices
- Microsoft
Browser and AI-browser overlap through Edge and Copilot
- Meta
Large advertising-platform overlap in audience extension
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Opera (ADR) | $19.50 | −0.81% | $1.76B | 14.2 | 14.8 | 2.6 | +17.2% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Apple | $320.07 | +0.15% | $4.70T | 36.6 | 34.7 | 10.1 | +16.4% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Median | 25.2 | 26.0 | 9.7 | +21.0% |