Opera (ADR)

At the Goldman Sachs Communacopia + Technology Conference, Opera presented a plan centered on browser traffic, AI orchestration and vertical monetization. Management is targeting revenue of $1 billion after roughly $700 million last year and considers EBITDA margins of 23–24% sustainable. E‑commerce grew strongly, exceeding $200 million on a quarterly basis, while products such as iOS, Opera GX, Neon and MiniPay were named as the main growth drivers. Opera emphasizes neutrality toward AI platforms, the integration of local models to reduce costs, and an active capital return program including share buybacks and dividends. » Plus sur de.investing.com

Opera reported Q2 2026 revenue of $178.1m (+25% YoY), slightly above consensus; adjusted diluted earnings per share were $0.26, narrowly missing estimates. Adjusted EBITDA reached a record $42.4m (margin 24%) and the company raised its full‑year guidance for revenue and adjusted EBITDA. Opera saw strong user growth (audience topped 700m), rising advertising revenue and continues to invest in AI features, e‑commerce tools and MiniPay; the stock fell moderately in pre‑market trading as investors focused on the EPS miss. » Plus sur de.investing.com

Opera reports significant gains in monthly active users in Q2: overall year‑over‑year growth in the UK +66% and in the US +40%. Opera One grew in the US by 50% on iOS and 30% on Android; in the UK iOS users rose 93% and Android users 50%. The user increase is boosting visibility in Europe (e.g., France +103% on iOS), supported by the EU‑DMA; the stock is up about 39% year‑to‑date and the company is valued at a price‑to‑earnings ratio (KGV) of 14.91. » Plus sur de.investing.com