Opera: A Cheaper Way to Play the AI Boom Than Nvidia
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Nvidia stock has surged due to booming AI demand, but is expensive at 97x earnings. Opera offers an alternative AI play.
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Opera recently beat earnings expectations and raised guidance. Its revenue grew 20% and earnings doubled.
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Opera is integrating AI chatbots into its browser. This could drive user growth and improved monetization.
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Opera is forecast for 84% annual earnings growth over the next 5 years, faster than Nvidia's 74%.
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Opera trades at a reasonable 19x earnings. If earnings grow 80% annually, the stock could surge 7x in 5 years.
