Opera: Richer Dividend Yields And Deep-Value Thesis Trigger Reiterated Buy
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Juxtaposed Ideas15K FollowersFollow5ShareSavePlay(14min)CommentsSummaryOPRA is an even Better Buy after the double digits meltdown, with the recent bottoming at $12s offering an improved margin of safety and a deep value entry.Advertising revenue growth, especially in e-commerce, drives top-line momentum, though margins face near-term pressure from increased inventory costs.OPRA trades at discounted FWD P/E of 11.73x and 2Y PEG non-GAAP ratio of 0.53x, with it triggering the rich forward dividend yields of 5.73%.My reiterated Buy rating is supported by the stock's attractive risk/reward profile, the promising consensus forward estimates, and the recovering technical indicators.Consensus projects 2Y CAGR of +14.6% in revenues and +22.1% in adj EPS growth, with it supporting a long-term upside potential to a bull-case long-term price target of $36. Getty Images I previously covered Opera Limited (NASDAQ:OPRA) in August 2025, discussing how its correction had turned out as expected, as the bulls continued to defend its floor at the $16s and its uptrend momentum since October 2022. DespiteThis article was written byJuxtaposed Ideas15K FollowersFollowI 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 GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.