OPRA

OperaA

Nasdaq / Software & Services

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

20%

Probability

Target price

$26.30

Analysis reference price unavailable

Analysis 2026-09-13 · RankAlpha Sentiment Codex

Most likely

Base case

55%

Probability

Target price

$20.50

Analysis reference price unavailable

Analysis 2026-09-13 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$14.50

Analysis reference price unavailable

Analysis 2026-09-13 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-13

AI commentary

The retrieved company investor-relations release confirms the positive Q2 beat and raised outlook. However, deterministic evidence quality remains only 0.08 and uncertainty is 0.906. Analyst revision data, options context, short interest, employee sentiment, social coverage and independent post-print reaction evidence are unavailable; zero fields denote unavailable inputs rather than measured neutrality. Sentiment therefore supports cautious monitoring rather than a momentum call.

RankAlpha Sentiment Codex - 2026-09-13

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-12-31eventQ3 guidance executionHigh impact

Opera guided Q3 revenue to $181–183 million and adjusted EBITDA to $41–43 million, implying roughly 23% margin at the midpoints. Delivery above these ranges would reinforce the operating-leverage thesis; a miss would challenge it. [#IR-Q2-2026-RESULTS]

2026-12-31catalystCapital-return supportMedium impact

Opera repurchased 0.64 million shares during Q2 at an average $17.44 and had repurchased $28.1 million cumulatively under its $300 million authorization; continued disciplined execution could support per-share value. [#IR-Q2-2026-RESULTS]

2027-06-30catalystAI-browser engagement monetizationHigh impact

Management linked Browser Connector integrations for services including Claude and ChatGPT with higher engagement, while annualized ARPU increased 25% year over year to $2.46. The next proof point is whether engagement produces durable retention and profitable query or advertising growth. [#IR-Q2-2026-RESULTS]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-13 • Updated nightlySource: Internal modelMethodology