Opera (ADR)

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. » Altro su 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. » Altro su de.investing.com

Opera's board approved a cash dividend of $0.40 per share, payable around July 14, 2026 to shareholders of record on July 7, 2026. The dividend yield is 4.43% and the payment would amount to about $35.8 million based on 89,552,967 outstanding common shares. The distribution applies to common shares and ADS, appears sustainable given a 9% free-cash-flow yield and a "GREAT" financial health rating, and takes into account share buybacks under the current program. » Altro su de.investing.com