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Opera: An Undervalued Small Cap

Apr. 24, 2023 9:00 AM ETOpera Limited (OPRA)16 Comments
Dair Sansyzbayev profile picture
Dair Sansyzbayev


  • Opera Limited has been able to deliver massive top line growth with solid margins, with almost no debt, which is impressive to me.
  • The company is in line with current trends in AI and is responding rapidly to the changing software world.
  • My valuation analysis suggests the stock is undervalued.

srdjan111/iStock via Getty Images

Investment thesis

Opera Limited (NASDAQ:OPRA) is a fast-growing software company that is competing in a very tough web browsing business mostly. The management is striving towards improving profitability, which I believe deserves the attention of long-term investors interested in software companies. I

This article was written by

Dair Sansyzbayev profile picture
I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under management (AUM). My expertise in finance allows me to provide valuable insights and recommendations to clients seeking to make informed investment decisions.I pride myself on my ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries. I am passionate about staying up-to-date on the latest developments and trends in the equity research industry, and I am always seeking to enhance my skills and knowledge through continuing education and professional development.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

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.

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Comments (16)

Timothy J Hayden profile picture
Chinese CEO and some directors. How does their compensation scheme compare to similar sized companies?
With the stock so closely held it will have an impact on the volatility of the stock. Dropping by 16% one day and up by 19% the next does suggest that the market is getting a little help.
RickinMiami profile picture
Great timing congrats!
I have been holding this for +1 yr now added recently. They have a large presence in African countries which is a good thing.
SS1000 profile picture
+6% when article was written. Down 16% yesterday, up 19% today.

If someone did manipulate that, I guess that's a textbook example of how to do it.
@SS1000 you could held it, short it, sell it, make profit from selling, from the puts and then bought it again, +19%...
Was there a ton of profit taking today or what? The stock is down more than 14% for no apparent reason...
Dair Sansyzbayev profile picture
@vedawilliams absolutely, earnings were stellar in the quarter
Why this massacre today?? I dont get it
@EricHan Came here to ask the same. Beat earnings -> strong positive outlook -> everyone sell off.
The trend line looks very very good compared to all other stocks in the market RIGHT NOW!! Going All in ~~
Dair Sansyzbayev profile picture
@TTT_Alan all in might be way too risky :)
@Dair Sansyzbayev What happened today??
Dair Sansyzbayev profile picture
@Mssk8r earnings were announced with solid beat both in revenue and eps terms with eps outpacing revenue.
atom profile picture
A bit of hype here. I've owned this one for a long time, and its major value has been to sell covered calls when enthusiasm for OPRA is high. Like now.
Wish I had not sold this one last fall.
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