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Opera Tops 2025 Targets and Launches $300 Million Buyback as AI Browsers, MiniPay Fuel Growth

Story Highlights
  • Opera beat its 2025 revenue and profit guidance, with strong Q4 growth driven by advertising and query monetization.
  • The company launched a $300 million two-year buyback and issued 2026 guidance pointing to continued profitable expansion.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Opera Tops 2025 Targets and Launches $300 Million Buyback as AI Browsers, MiniPay Fuel Growth

Meet Samuel – Your Personal Investing Prophet

Opera ( (OPRA) ) has issued an announcement.

On February 26, 2026, Opera reported that its fourth-quarter 2025 revenue rose 22% year-over-year to $177.2 million, with adjusted EBITDA of $41.9 million and a 24% margin, both ahead of guidance. For full-year 2025, revenue climbed 28% to $614.8 million and adjusted EBITDA reached $142.5 million with a 23% margin, underpinned by strong growth in advertising and query revenue tied to e-commerce and user-intent monetization.

The company also unveiled a $300 million share repurchase program to be executed over two years, with pro rata buybacks from public shareholders and its majority owner, signaling confidence in its cash generation and complementing its recurring dividend strategy. Management framed 2025 as a year of “financial overperformance” and highlighted strategic advances, including the launch of two new AI-enhanced browsers and rapid expansion of the MiniPay wallet to 13 million activated accounts, moves that reinforce Opera’s bid to deepen user engagement and strengthen its position at the intersection of browsers, AI and digital finance.

Opera introduced 2026 guidance calling for full-year revenue of $720 million to $735 million, implying 17% to 20% growth over 2025 and adjusted EBITDA of $167 million to $172 million, maintaining margins around 23%. For the first quarter of 2026, the company projected revenue of $169 million to $172 million, representing 18% to 21% year-on-year growth, and adjusted EBITDA of $38 million to $40 million, suggesting continued disciplined scaling with strong profitability and cash conversion that may appeal to growth- and income-oriented investors.

The most recent analyst rating on (OPRA) stock is a Buy with a $24.00 price target. To see the full list of analyst forecasts on Opera stock, see the OPRA Stock Forecast page.

Spark’s Take on OPRA Stock

According to Spark, TipRanks’ AI Analyst, OPRA is a Neutral.

Opera’s overall stock score is driven by strong financial performance and positive earnings call highlights, including record revenue and strategic growth in AI and browser markets. However, technical analysis indicates bearish momentum, which tempers the overall score. Valuation is fair with an attractive dividend yield, adding to the stock’s appeal.

To see Spark’s full report on OPRA stock, click here.

More about Opera

Opera Limited is a Norway-based technology company best known for its web browsers, including Opera One, Opera GX and newer products like Air and Neon, which are tailored to different user segments and heavy internet users. The company is increasingly positioning itself as a browser- and AI-agent platform, integrating third-party large language models and its own agentic engine to deliver context-aware, privacy-focused AI experiences directly in the browser, while also expanding into fintech through its MiniPay wallet and partnerships such as its collaboration with Tether to broaden digital financial access in emerging markets.

Average Trading Volume: 652,588

Technical Sentiment Signal: Hold

Current Market Cap: $1.11B

See more insights into OPRA stock on TipRanks’ Stock Analysis page.

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