Where can it go, Opera?

AI Summary

Author reviews Opera's strong revenue, EBITDA, user growth, buybacks and free cash flow, likes the stock but flags skepticism about user base, dividend sustainability and Google partnership reliance.

OPRA — LONG The author likes Opera after screening Russell 2000 and international names, citing 23% revenue growth beating guidance, EBITDA of $36.3M at a 24% margin beating guidance, 28% monthly user growth, positive and growing free cash flow, and heavy share buybacks. The author's main concerns are skepticism about who actually uses Opera despite user growth, uncertainty over dividend sustainability, and reliance on the Google partnership. No specific price target or timeframe is given.

Revenue grew 23% beating guidance

Grew ebitda to 36.3 mil, 24% margin beating guidance

Grew monthly users by 28%

Cash flow positive, and growing free cash flow

Score 5

Comments 7

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u/QuirkyStop1173 Reddit r/ValueInvesting

Opera growth and buybacks look attractive despite doubts

The author likes Opera after screening Russell 2000 and international names, citing 23% revenue growth beating guidance, EBITDA of $36.3M at a 24% margin beating guidance, 28% monthly user growth, positive and growing free cash flow, and heavy share buybacks. The author's main concerns are skepticism about who actually uses Opera despite user growth, uncertainty over dividend sustainability, and reliance on the Google partnership. No specific price target or timeframe is given.

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Ideas

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