Track market-moving stories before they get noisy

OPRA demonstrates diversified growth prospects via AI-driven query monetization, e-commerce advertising, and fintech expansion, aided by the nascent Neon subscription opportunities. Management's FY2026 guidance targets strong revenue/adj EBITDA growth, albeit with potentially underwhelming adj EPS performance due to the elevated advertising costs. OPRA's sideways trading already triggers to the cheap P/E of ~10x, with the stock offering a potentially rich upside potential to my bull-case LTPT of $42.20.

Posted by Defense World Staff on Apr 14th, 2026

Opera Limited Sponsored ADR (NASDAQ:OPRA – Get Free Report) has received a consensus rating of “Buy” from the six analysts that are presently covering the firm, Marketbeat reports. One investment analyst has rated the stock with a hold recommendation, four have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $22.75.

A number of research analysts recently weighed in on the stock. The Goldman Sachs Group lowered their target price on shares of Opera from $24.50 to $21.50 and set a “buy” rating on the stock in a research note on Tuesday, January 13th. Zacks Research upgraded shares of Opera from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, March 10th. Weiss Ratings restated a “hold (c)” rating on shares of Opera in a research note on Friday, March 27th. Wall Street Zen upgraded shares of Opera from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, TD Cowen restated a “buy” rating on shares of Opera in a research note on Friday, March 13th.

Get Our Latest Analysis on OPRA

Opera Price Performance Shares of OPRA stock opened at $15.22 on Tuesday. Opera has a 1 year low of $11.71 and a 1 year high of $21.06. The firm has a fifty day moving average price of $14.01 and a 200-day moving average price of $14.44. The company has a market cap of $1.37 billion, a price-to-earnings ratio of 12.79 and a beta of 1.22.

Opera (NASDAQ:OPRA – Get Free Report) last issued its quarterly earnings data on Saturday, February 14th. The company reported $0.30 earnings per share (EPS) for the quarter. Opera had a net margin of 17.61% and a return on equity of 8.00%. The firm had revenue of $176.65 million during the quarter. Equities research analysts expect that Opera will post 0.81 EPS for the current year.

Institutional Inflows and Outflows A number of large investors have recently modified their holdings of the company. Harvey Capital Management Inc. lifted its stake in shares of Opera by 0.9% during the 4th quarter. Harvey Capital Management Inc. now owns 100,950 shares of the company’s stock valued at $1,429,000 after buying an additional 925 shares in the last quarter. Janney Montgomery Scott LLC lifted its stake in shares of Opera by 305.1% during the 4th quarter. Janney Montgomery Scott LLC now owns 91,016 shares of the company’s stock valued at $1,289,000 after buying an additional 68,549 shares in the last quarter. Handelsbanken Fonder AB purchased a new position in shares of Opera during the 4th quarter valued at $355,000. Quent Capital LLC purchased a new position in shares of Opera during the 4th quarter valued at $212,000. Finally, IFP Advisors Inc lifted its stake in shares of Opera by 127.0% during the 3rd quarter. IFP Advisors Inc now owns 11,350 shares of the company’s stock valued at $234,000 after buying an additional 6,350 shares in the last quarter. Hedge funds and other institutional investors own 10.21% of the company’s stock.

Opera Company Profile (Get Free Report)

Opera Limited (NASDAQ: OPRA) is a global software and internet services company best known for its cross-platform web browsers, including the flagship Opera Browser, Opera Mini for mobile devices and Opera GX designed for the gaming community. The company integrates features such as ad blocking, built-in VPN services and a cryptocurrency wallet into its desktop and mobile applications, aiming to deliver fast, secure and feature-rich browsing experiences to hundreds of millions of users worldwide.

Beyond its consumer-facing browsers, Opera operates Opera News, a personalized content and news aggregation platform with a strong presence in Africa and Asia, and Opera Ads, a digital advertising network that leverages user-behavior data to provide targeted ad placements across devices.

Featured Articles Five stocks we like better than Opera

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Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced that the company's first quarter 2026 financial results will be released before the market opens on Tuesday, April 28, 2026. The earnings release will be available on our investor relations website at investor.opera.com.

Management will host a conference call to discuss the first quarter 2026 financial results on the same day at 8:00 a.m. ET. Listeners may access the call by dialing the following numbers:

United States: +1 800-267-6316
Norway: +47 80-01-3780
International: +1 203-518-9783

Confirmation Code: OPRAQ126

A live webcast of the conference call can be accessed at investor.opera.com

About Opera

Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across devices. Hundreds of millions worldwide use Opera's mobile and desktop browsers for their speed, security, and unique features, enhanced with integrated AI that enables users to navigate and interact with the web in new transformative ways. Founded in 1995 and headquartered in Oslo, Norway, Opera is listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download Opera products from opera.com and learn more about Opera at investor.opera.com.

SOURCE Opera Limited

Also from this source

Posted by Defense World Staff on Apr 21st, 2026

Opera (NASDAQ:OPRA – Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Tuesday, April 28th. Analysts expect Opera to post earnings of $0.32 per share and revenue of $171.0410 million for the quarter. Individuals may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Tuesday, April 28, 2026 at 8:00 AM ET.

Opera (NASDAQ:OPRA – Get Free Report) last posted its quarterly earnings results on Saturday, February 14th. The company reported $0.30 EPS for the quarter. Opera had a net margin of 17.61% and a return on equity of 8.00%. The company had revenue of $176.65 million during the quarter. On average, analysts expect Opera to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Opera Stock Up 2.2% NASDAQ:OPRA opened at $17.50 on Tuesday. The company has a fifty day moving average of $14.42 and a 200 day moving average of $14.34. Opera has a 52 week low of $11.71 and a 52 week high of $21.06. The firm has a market capitalization of $1.57 billion, a P/E ratio of 14.71 and a beta of 1.22.

Analyst Ratings Changes A number of equities research analysts recently commented on the stock. The Goldman Sachs Group lowered their price target on shares of Opera from $24.50 to $21.50 and set a “buy” rating for the company in a report on Tuesday, January 13th. Wall Street Zen lowered shares of Opera from a “buy” rating to a “hold” rating in a report on Sunday. Weiss Ratings restated a “hold (c)” rating on shares of Opera in a report on Friday, March 27th. TD Cowen restated a “buy” rating on shares of Opera in a report on Friday, March 13th. Finally, Zacks Research upgraded shares of Opera from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $22.75.

Get Our Latest Stock Report on Opera

Institutional Inflows and Outflows Several institutional investors have recently added to or reduced their stakes in the stock. Harvey Capital Management Inc. raised its holdings in Opera by 0.9% in the 4th quarter. Harvey Capital Management Inc. now owns 100,950 shares of the company’s stock worth $1,429,000 after purchasing an additional 925 shares in the last quarter. State of Tennessee Department of Treasury bought a new position in Opera in the 2nd quarter worth $83,000. Caxton Associates LLP bought a new position in Opera in the 1st quarter worth $270,000. Goldman Sachs Group Inc. raised its holdings in Opera by 24.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 153,906 shares of the company’s stock worth $2,453,000 after purchasing an additional 30,662 shares in the last quarter. Finally, Janney Montgomery Scott LLC grew its position in shares of Opera by 305.1% in the 4th quarter. Janney Montgomery Scott LLC now owns 91,016 shares of the company’s stock worth $1,289,000 after buying an additional 68,549 shares during the period. 10.21% of the stock is currently owned by institutional investors.

About Opera (Get Free Report)

Opera Limited (NASDAQ: OPRA) is a global software and internet services company best known for its cross-platform web browsers, including the flagship Opera Browser, Opera Mini for mobile devices and Opera GX designed for the gaming community. The company integrates features such as ad blocking, built-in VPN services and a cryptocurrency wallet into its desktop and mobile applications, aiming to deliver fast, secure and feature-rich browsing experiences to hundreds of millions of users worldwide.

Beyond its consumer-facing browsers, Opera operates Opera News, a personalized content and news aggregation platform with a strong presence in Africa and Asia, and Opera Ads, a digital advertising network that leverages user-behavior data to provide targeted ad placements across devices.

Featured Stories Five stocks we like better than Opera

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Revenue increased 23% year-over-year to $175.8 million, exceeding the guidance range

Adjusted EBITDA was $42.0 million, representing a 24% margin and 30% year-over-year growth, also exceeding the guidance range

Second quarter 2026 revenue guidance of 23 - 25% growth with adjusted EBITDA margin of 23% at the midpoint

Raised full-year guidance to $727 - 740 million revenue (18 - 20% growth) with adjusted EBITDA of $170 - 174 million (23% margin)

, /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced financial results for the quarter ended March 31, 2026.

"We are off to a very strong start in 2026, with first quarter revenue and adjusted EBITDA ahead of the high-end of our guidance and continued strong cash generation. Our performance reflects solid execution across both advertising and query revenues which saw similar rates of growth during the quarter," said Lin Song, CEO.

"Beyond our solid financial execution, we achieved major product and strategic milestones this quarter. We continue to redefine the browser's role in the AI era; and with the launch of Browser Connector we have turned the browser into a live execution layer, allowing the user's AI platform of choice to access and read page content, understand open tabs, and even take screenshots to analyze images or graphs. Beyond the technical upgrade, this also reinforces Opera's long-standing advocacy for user choice over lock-in. MiniPay also continued its rapid growth trajectory, promoting a healthy partner ecosystem and an expanding set of services tailored for emerging markets," continued Mr. Song.

First Quarter 2026 Financial Highlights

Three Months Ended March 31,

In thousands, except percentages and per share amounts

2025

2026

% Change

Revenue

$

142,717

$

175,771

23

%

Operating profit

$

21,075

$

29,762

41

%

Operating margin

15

%

17

%

Net income

$

18,283

$

24,786

36

%

Net income margin

13

%

14

%

Adjusted net income (1)

$

24,154

$

31,176

29

%

Adjusted net income margin

17

%

18

%

Adjusted EBITDA (1)

$

32,259

$

41,998

30

%

Adjusted EBITDA margin

23

%

24

%

Diluted earnings per share

$

0.20

$

0.27

34

%

Adjusted diluted earnings per share (1)

$

0.27

$

0.34

28

%

Net cash flow from operating activities

$

15,945

$

42,145

164

%

As percentage of adjusted EBITDA

49

%

100

%

Free cash flow from operations (1)

$

12,026

$

35,506

195

%

As percentage of adjusted EBITDA

37

%

85

%

(1)

See the sections below titled "Non-IFRS Financial Measures" and "Reconciliations of Non-IFRS Financial Measures" for explanations and reconciliations of non-IFRS financial measures.

First Quarter 2026 and Recent Business Highlights

Advertising revenue grew 24% year-over-year to $117.0 million, representing 67% of total revenue. Advertising revenue was driven by continued strong momentum from e-commerce partners, which remained the fastest-growing vertical. Query revenue grew 23% year-over-year to $58.3 million, accounting for 33% of total revenue and benefiting from both strong search performance and the evolution of our broader opportunities to address user queries. Opera had 288 million average monthly active users ("MAUs") across all products and services in the quarter, with annualized average revenue per user ("ARPU") of $2.43, an increase of 25% versus the first quarter of 2025. During the quarter Opera added 4 million MAUs, with strong growth in PC browsers following the release of Opera One R3 with new built-in AI tools.  Opera GX had 35 million average MAUs in the quarter across PC and mobile, up 1 million from the prior quarter. MiniPay reached 15 million cumulative activated wallets as of March 2026, representing a 123% year-over-year increase. Net cash flow from operating activities was $42.1 million, representing 100% of adjusted EBITDA. At quarter-end, cash and cash equivalents totaled $141.9 million. A dividend of $0.40 per share under our semi-annual dividend program was paid in January, totaling $35.9 million. In March, we repurchased 1.14 million shares for a total spend of $17.0 million or an average of $14.88 per share, following the launch of our previously announced $300 million share repurchase program. This includes shares repurchased from the public and the according pro-rata shares repurchased, or agreed to be repurchased, from our majority shareholder, with a total cash outlay of $12.8 million in the quarter and the remainder $4.1 million to be included in our next settlement round with the majority shareholder. As of March 31, 2026, the number of shares outstanding was 89,552,967. First Quarter 2026 Financial Results

All comparisons in this section are relative to the first quarter of 2025 unless otherwise stated.

Revenue increased 23% to $175.8 million.

Advertising revenue increased 24% to $117.0 million. Query revenue increased 23% to $58.3 million. Other revenue was $0.5 million. Operating expenses increased 20% to $146.1 million.

The total amount of technology and platform fees, content cost and cost of inventory sold, all being costs of revenue, was $64.8 million, or 37% of revenue. Personnel expenses excluding share-based compensation increased 23% to $21.5 million. Share-based compensation expenses increased 7% to $6.4 million. Marketing and distribution expenses increased 13% to $38.5 million. Depreciation and amortization increased 17% to $5.2 million. All other operating expenses increased 10% to $9.6 million, driven mainly by higher hosting and other operating costs, partly offset by lower professional services expenses. Operating profit was $29.8 million, representing a 17% margin, compared to an operating profit of $21.1 million and a margin of 15% in the first quarter of 2025.

Net finance income was $0.1 million, reflecting net interest income of $0.7 million, largely offset by foreign exchange loss of $0.6 million.

Income tax expense was $5.1 million, corresponding to an effective tax rate of 17%, and representing 12% of adjusted EBITDA. This compares to income tax expense of $2.5 million in the first quarter of 2025, representing 8% of adjusted EBITDA.

Net income was $24.8 million, representing a 14% margin, compared to net income of $18.3 million and a margin of 13% in the first quarter of 2025.

Adjusted net income was $31.2 million, representing a 18% margin and an increase of 29% relative to $24.2 million and a 17% margin in the first quarter of 2025.

Adjusted EBITDA was $42.0 million, representing a 24% margin and an increase of 30% relative to $32.3 million and a 23% margin in the first quarter of 2025.

Diluted earnings per share was $0.27, whereas adjusted diluted earnings per share was $0.34.

Net cash flow from operating activities was $42.1 million, or 100% of adjusted EBITDA. Free cash flow from operations was $35.5 million, or 85% of adjusted EBITDA.

Business Outlook

Second Quarter 2026 Guidance

Full-Year 2026 Guidance

Revenue

$176 – 178 million

$727 – 740 million

Year-over-year revenue growth

23 – 25

%

18 – 20

%

Adjusted EBITDA (1)

$40 – 42 million

$170 – 174 million

Adjusted EBITDA margin (2)

23

%

23

%

(1)

See the section below titled "Non-IFRS Financial Measures" for explanations of non-IFRS financial measures.

(2)

The percentages shown for adjusted EBITDA margin have been calculated based on the midpoints of the revenue and adjusted EBITDA guidance.

"Our first quarter performance reflects the strong momentum in our business, with the resulting overperformance driving an incremental $4 million of revenue on top of the guidance range, with over 50% conversion to incremental adjusted EBITDA. The second quarter is shaping up in a similar way, allowing us to also raise our full-year expectations while still leaving room for later upside," said Frode Jacobsen, CFO.

"We remain focused on seizing our opportunities and advancing Opera's scale, however we take care to combine that with continued cost discipline and healthy profit expansion. We are pleased with our ability to return capital to shareholders through our recurring dividend and share repurchase programs," continued Mr. Jacobsen.

Conference Call and Webcast Information

Opera's management will host a conference call to discuss the first quarter 2026 financial results at 8:00 a.m. ET today. The live webcast of the conference call can be accessed at our investor relations website at investor.opera.com, along with the earnings press release and financial tables. Following the call, a replay will be available at the same website.

We also provide announcements on our investor relations website at investor.opera.com regarding our financial performance and other matters, including SEC filings, press releases, slide presentations, business blog posts and information on corporate governance.

Non-IFRS Financial Measures

In addition to financial measures presented in accordance with IFRS Accounting Standards, we use the non-IFRS performance measures adjusted net income, adjusted EBITDA, adjusted diluted earnings per share, as well as the non-IFRS liquidity measure free cash flow from operations, to manage our business, evaluate performance, support planning and decision-making, and allocate resources. The non-IFRS performance measures are intended to provide supplemental information by excluding items that we believe are not representative of core business operating performance. While free cash flow from operations does not represent residual cash available for discretionary uses, we believe that it provides useful supplemental information regarding our ability to generate cash from ongoing operations to fund investments, including acquisitions, and to support capital allocation decisions.

Adjusted net income is defined as net income adjusted to exclude (i) profit (loss) from discontinued operations, (ii) gain (loss) on investments in unconsolidated entities, (iii) non-recurring expenses, (iv) impairment of non-financial assets, (v) amortization of acquired intangible assets, (vi) share-based compensation expenses, and (vii) the income tax effect of these adjustments. Adjusted net income margin is calculated as adjusted net income divided by revenue. Adjusted diluted earnings per share is calculated as adjusted net income divided by the diluted weighted average number of shares outstanding.

Adjusted EBITDA is defined as net income adjusted to exclude (i) profit (loss) from discontinued operations, (ii) income tax expense, (iii) net finance income (expense), (iv) gain (loss) on long-term investments in unconsolidated entities, (v) non-recurring expenses, (vi) impairment of non-financial assets, (vii) depreciation and amortization, (viii) share-based compensation expenses, and (ix) other operating income. Adjusted EBITDA margin is calculated as adjusted EBITDA divided by revenue.

Free cash flow from operations is defined as net cash flows from (used in) operating activities less (i) purchases of fixed and intangible assets, (ii) development expenditure and (iii) payment of lease liabilities.

We believe these non-IFRS financial measures are useful to investors because they facilitate period-to-period comparisons of operating performance and are consistent with how management evaluates the business. These measures should not be considered in isolation or as substitutes for, or superior to, the financial information prepared in accordance with IFRS Accounting Standards. Our definitions of adjusted net income, adjusted EBITDA, adjusted diluted earnings per share and free cash flow from operations may differ from similarly-titled measures used by other companies. In addition, these measures may be limited in their usefulness because they do not present the full economic effects of certain items of income, expenses and cash flows. We address the limitations of these non-IFRS financial measures by providing reconciliations from the most closely comparable IFRS financial measures in the section titled "Reconciliations of Non-IFRS Financial Measures" included at the end of this earnings press release. Investors are encouraged to review these reconciliations and to consider non-IFRS financial measures together with our IFRS results.

Forward-Looking Statements

This press release contains statements of a forward-looking nature. These statements include, but are not limited to, statements relating to our expectations regarding our business, strategy, products, services, outlook and guidance. Forward-looking statements are based on management's current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by the forward-looking statements.

Important factors that could cause actual results to differ materially include, among others: (i) our ability to attract, retain, and engage users and to increase ARPU; (ii) changes in macroeconomic conditions, including inflationary pressures, interest rates, consumer and advertiser spending trends, and the effects of higher energy prices and market volatility; (iii) our ability to maintain and improve monetization from query and revenue-sharing arrangements, including dependence on major partners and changes in their commercial terms, policies, algorithms, or distribution mechanics; (iv) changes by platform providers (including mobile operating systems, browsers, app stores, and device manufacturers) that could affect distribution, product functionality, data access, attribution, or monetization; (v) competition in browsers, AI-enabled user experiences, digital advertising, and consumer internet products; (vi) the successful development, deployment, adoption, and monetization of new products and features, including AI initiatives, and the costs and risks associated with them; (vii) privacy, data protection, consumer protection, competition/antitrust, online safety, and other laws and regulations (including changes in interpretation, enforcement, or compliance obligations) and related litigation or regulatory inquiries; (viii) security incidents, service disruptions, outages, and failures of our or third parties' systems; (ix) our ability to manage operational, technical, and infrastructure costs, including hosting and distribution costs, and to scale effectively; (x) foreign currency exchange rate fluctuations and other market volatility; (xi) geopolitical events, including armed conflicts, sanctions, trade or shipping disruptions, or other instability in the Middle East and other regions, and their effects on energy prices, inflation, financial markets, supply chains, and broader economic conditions; (xii) our ability to attract and retain key personnel; and (xiii) other risks and uncertainties described under "Risk Factors" in our most recent Annual Report on Form 20-F and in our other filings and submissions with the U.S. Securities and Exchange Commission.

All information provided in this press release is as of the date hereof and is based on assumptions that the Company believes to be reasonable as of this date, and it undertakes no obligation to update any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that its expectations will turn out to be correct, and investors are cautioned that actual results may differ materially from the anticipated results.

About Opera

Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across devices. Hundreds of millions worldwide use Opera's mobile and desktop browsers for their speed, security, and unique features, enhanced with integrated AI that enables users to navigate and interact with the web in new transformative ways. Founded in 1995 and headquartered in Oslo, Norway, Opera is listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download Opera products from opera.com and learn more about Opera at investor.opera.com.

Opera Limited
Consolidated Statement of Operations
(In thousands, except per share amounts, unaudited)

Three Months Ended March 31,

2025

2026

Revenue

$

142,717

$

175,771

Other operating income

(17)

45

Operating expenses:

Technology and platform fees

(2,237)

(2,423)

Content cost

(922)

(1,478)

Cost of inventory sold

(47,534)

(60,854)

Personnel expenses excluding share-based compensation

(17,568)

(21,546)

Share-based compensation expenses

(6,000)

(6,407)

Marketing and distribution expenses

(34,204)

(38,517)

Credit loss expense

(160)

(440)

Depreciation and amortization

(4,434)

(5,205)

Impairment of non-financial assets

(733)

(670)

Other operating expenses

(7,833)

(8,515)

Total operating expenses

(121,626)

(146,055)

Operating profit

21,075

29,762

Share of net income (loss) of equity-accounted investees

(7)

(20)

Net finance income (expense):

Finance income

678

824

Finance expense

(120)

(116)

Net foreign exchange gain (loss)

(835)

(565)

Net finance income (expense)

(277)

143

Income before income taxes

20,791

29,886

Income tax expense

(2,508)

(5,100)

Net income attributable to Opera shareholders

$

18,283

$

24,786

Earnings per share:

Basic

$

0.20

$

0.27

Diluted

$

0.20

$

0.27

Weighted-average number of shares outstanding:

Basic

89,486

90,475

Diluted

90,188

91,143

Opera Limited
Consolidated Statement of Comprehensive Income
(In thousands, unaudited)

Three Months Ended March 31,

2025

2026

Net income

$

18,283

$

24,786

Other comprehensive income (loss):

Items that may be reclassified to the Statement of Operations:

Exchange differences on translation of foreign operations

1,153

141

Other comprehensive income (loss)

1,153

141

Total comprehensive income attributable to Opera shareholders

$

19,436

$

24,927

Opera Limited
Consolidated Statement of Financial Position
(In thousands, unaudited)

As of December 31,

As of March 31,

2025

2026

Assets:

Property and equipment

$

32,744

$

33,480

Goodwill

430,323

430,188

Intangible assets

98,898

111,062

Investment in OPay

294,600

294,600

Equity-accounted investments

4,016

5,246

Other non-current investments and financial assets

1,625

1,662

Deferred tax assets

1,585

1,608

Total non-current assets

863,792

877,845

Trade receivables

112,593

107,946

Other current receivables

7,033

6,493

Cash and cash equivalents

155,466

141,904

Other current assets

4,367

6,760

Total current assets

279,459

263,102

Total assets

$

1,143,251

$

1,140,948

Equity:

Share capital

$

18

$

18

Additional paid-in capital

576,046

540,168

Treasury shares

(238,815)

(255,789)

Retained earnings

674,735

705,706

Foreign currency translation reserve

(1,268)

(1,127)

Total equity attributable to Opera shareholders

1,010,716

988,975

Liabilities:

Non-current lease liabilities

4,544

4,004

Deferred tax liabilities

9,212

7,750

Other non-current liabilities

10

7

Total non-current liabilities

13,766

11,761

Trade and other payables

89,520

89,788

Current lease liabilities

3,866

4,861

Income tax payable

6,610

10,214

Deferred revenue

4,499

14,230

Other current liabilities

14,273

21,119

Total current liabilities

118,768

140,212

Total liabilities

132,535

151,973

Total equity and liabilities

$

1,143,251

$

1,140,948

Opera Limited
Consolidated Statement of Changes in Equity
(In thousands, except number of shares, unaudited)

For the three months ended March 31, 2025:

Number
of shares
outstanding

Share
capital

Additional
paid-in
capital

Treasury
shares

Retained
earnings

Foreign
currency
translation
reserve

Total equity
attributable
to Opera
shareholders

As of January 1, 2025

88,480,154

$

18

$

647,212

$

(238,815)

$

536,623

$

(4,938)

$

940,100

Net income

—

—

—

—

18,283

—

18,283

Other comprehensive income

—

—

—

—

—

1,153

1,153

Cost of equity awards, net of tax

—

—

—

—

5,434

—

5,434

Issuance of shares upon exercise of equity awards

1,020,700

—

—

—

—

—

—

Dividends

—

—

(35,395)

—

—

—

(35,395)

As of March 31, 2025

89,500,854

$

18

$

611,818

$

(238,815)

$

560,340

$

(3,786)

$

929,576

For the three months ended March 31, 2026:

Number
of shares
outstanding

Share
capital

Additional
paid-in
capital

Treasury
shares

Retained
earnings

Foreign
currency
translation
reserve

Total equity
attributable
to Opera
shareholders

As of January 1, 2026

89,648,056

$

18

$

576,046

$

(238,815)

$

674,735

$

(1,268)

$

1,010,716

Net income

—

—

—

—

24,786

—

24,786

Other comprehensive income

—

—

—

—

—

141

141

Cost of equity awards, net of tax

—

—

—

—

6,185

—

6,185

Issuance of shares upon exercise of equity awards

1,045,522

—

—

—

—

—

—

Share repurchases (1)

(1,140,611)

—

—

(16,975)

(16,975)

Dividends

—

—

(35,878)

—

—

—

(35,878)

As of March 31, 2026

89,552,967

$

18

$

540,168

$

(255,789)

$

705,706

$

(1,127)

$

988,975

(1)

Includes ADSs repurchased from the public market and ordinary shares repurchased or agreed to be repurchased from our majority shareholder on a pro rata basis under a share purchase agreement. Within the totals, 288,431 shares subject to a binding repurchase agreement with the majority shareholder have been reflected, corresponding to a redemption obligation of $4.1 million recognized in equity as of period-end, with delivery of the shares and cash settlement taking place in the subsequent quarter.

Opera Limited
Consolidated Statement of Cash Flows
(In thousands, unaudited)

Three Months Ended March 31,

2025

2026

Cash flows from operating activities:

Income before income taxes

$

20,791

$

29,886

Adjustments to reconcile income before income taxes to net cash flow from operating activities:

Net finance (income) expense

277

(143)

Share of net income (loss) of equity-accounted investees

7

20

Impairment of non-financial assets

733

670

Depreciation and amortization

4,434

5,205

Cost of equity awards

5,761

6,034

Other adjustments

(572)

(1,204)

Changes in working capital:

Trade and other receivables

(11,034)

5,523

Other current assets

437

(2,285)

Trade and other payables

(6,693)

343

Deferred revenue

(1,050)

(1,902)

Other liabilities

3,140

2,713

Income taxes paid

(286)

(2,714)

Net cash flow from operating activities

15,945

42,145

Cash flows from investing activities:

Purchase of equipment

(596)

(2,465)

Development expenditure

(2,231)

(2,882)

Investment in an associate

(1,250)

(1,250)

Interest received

678

824

Net cash flow used in investing activities

(3,399)

(5,772)

Cash flows from financing activities:

Share repurchases

—

(12,846)

Dividends paid

(35,395)

(35,878)

Payment of lease liabilities

(1,091)

(1,293)

Interest paid

(120)

(116)

Net cash flow used in financing activities

(36,606)

(50,133)

Net change in cash and cash equivalents

(24,060)

(13,759)

Cash and cash equivalents at beginning of period

126,797

155,466

Effect of exchange rate changes on cash and cash equivalents

809

197

Cash and cash equivalents at end of period

$

103,546

$

141,904

Opera Limited
Supplemental Financial Information
(In thousands, unaudited)

Revenue

The following table presents revenue disaggregated by type:

Three Months Ended March 31,

2025

2026

Advertising

$

94,626

$

116,992

Query

47,566

58,298

Other revenue

524

482

Total revenue

$

142,717

$

175,771

Share-based Compensation Expenses

The table below presents the amounts of share-based compensation expenses:

Three Months Ended March 31,

2025

2026

Cost of Opera-granted awards

$

(7,299)

$

(4,427)

Cost of parent-granted awards (1)

1,538

(1,606)

Total cost of equity awards

(5,761)

(6,034)

Social security contributions for Opera-granted awards

(240)

(373)

Total share-based compensation expenses

$

(6,000)

$

(6,407)

(1)

Kunlun, the majority shareholder of Opera, has granted equity awards to Opera employees as compensation for services provided to Opera. Opera does not have any obligation to settle the awards granted by Kunlun and such awards do not lead to dilution for Opera shareholders.

Other Operating Expenses

The table below presents the items of other operating expenses:

Three Months Ended March 31,

2025

2026

Hosting

$

(2,930)

$

(4,360)

Audit, legal and other advisory services

(2,202)

(405)

Software license fees

(838)

(927)

Rent and other office expenses

(631)

(626)

Travel

(498)

(485)

Other

(733)

(1,712)

Total other operating expenses

$

(7,833)

$

(8,515)

Opera Limited
Reconciliations of Non-IFRS Financial Measures
(In thousands, except per share amounts, unaudited)

The following table presents a reconciliation of net income to adjusted net income:

Three Months Ended March 31,

2025

2026

Net income

$

18,283

$

24,786

Add (deduct):

Share of net loss of equity-accounted investees

7

20

Impairment of non-financial assets

733

670

Amortization of acquired intangible assets

645

645

Share-based compensation expenses

6,000

6,407

Income tax effect on adjustments

(1,514)

(1,351)

Adjusted net income

$

24,154

$

31,176

Diluted weighted-average number of shares outstanding

90,188

91,143

Adjusted diluted earnings per share

$

0.27

$

0.34

The following table is a reconciliation of net income to adjusted EBITDA:

Three Months Ended March 31,

2025

2026

Net income

$

18,283

$

24,786

Add (deduct):

Income tax expense

2,508

5,100

Net finance (income) expense

277

(143)

Share of net loss of equity-accounted investees

7

20

Impairment of non-financial assets

733

670

Depreciation and amortization

4,434

5,205

Share-based compensation expenses

6,000

6,407

Other operating income

17

(45)

Adjusted EBITDA

$

32,259

$

41,998

The table below reconciles net cash flow from operating activities to free cash flow from operations:

Three Months Ended March 31,

2025

2026

Net cash flow from operating activities

$

15,945

$

42,145

Deduct:

Purchase of equipment

(596)

(2,465)

Development expenditure

(2,231)

(2,882)

Payment of lease liabilities

(1,091)

(1,293)

Free cash flow from operations

$

12,026

$

35,506

SOURCE Opera Limited

On April 28, 2026, Opera Ltd (OPRA) shares rose 5.3% to $17.81, continuing a positive trend that has seen the stock increase by 32.0% over the past month. The s

Opera Limited Sponsored ADR (OPRA - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, OPRA's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."

There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving average. Typically, a golden cross involves the 50-day and the 200-day moving averages, since bigger time periods tend to form stronger breakouts.

Golden crosses have three key stages that investors look out for. It starts with a downtrend in a stock's price that eventually bottoms out, followed by the stock's shorter moving average crossing over its longer moving average and triggering a trend reversal. The final stage is when a stock continues the upward climb to higher prices.

This kind of chart pattern is the opposite of a death cross, which is a technical event that suggests future bearish price movement.

Shares of OPRA have been moving higher over the past four weeks, up 25.8%. Plus, the company is currently a #3 (Hold) on the Zacks Rank, suggesting that OPRA could be poised for a breakout.

The bullish case solidifies once investors consider OPRA's positive earnings outlook. For the current quarter, no earnings estimate has been cut compared to 0 revisions higher in the past 60 days. The Zacks Consensus Estimate has increased too.

Investors may want to watch OPRA for more gains in the near future given the company's key technical level and positive earnings estimate revisions.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced that its Board of Directors has declared its next semi-annual cash dividend of $0.40 per share to holders of the company's ordinary shares and American Depositary Shares ("ADSs"), each representing one ordinary share, payable on or about July 14, 2026, to shareholders of record as of the close of business on July 7, 2026. Based on 89,552,967 ordinary shares outstanding as of March 31, 2026, the aggregate dividend would be approximately $35.8 million. The actual aggregate amount payable will be determined based on the number of shares outstanding on the record date and will reflect shares repurchased by Opera under its ongoing share repurchase program prior to that date. Dividends to be paid to the holders of ADSs through the depositary bank, The Bank of New York Mellon, will be subject to the terms of the deposit agreement.

About Opera

Opera is a user-centric and innovative software company focused on enabling the best possible internet browsing experience across devices. Hundreds of millions worldwide use Opera's mobile and desktop browsers for their speed, security, and unique features, enhanced with integrated AI that enables users to navigate and interact with the web in new transformative ways. Founded in 1995 and headquartered in Oslo, Norway, Opera is listed on the Nasdaq stock exchange under the ticker symbol "OPRA". Download Opera products from opera.com and learn more about Opera at investor.opera.com.

SOURCE Opera Limited

Also from this source

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Mach Natural Resources LP (MNR - Free Report) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry.

When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 47.40%, on average, in the last two quarters.

For the most recent quarter, Mach Natural Resources LP was expected to post earnings of $0.26 per share, but it reported $0.43 per share instead, representing a surprise of 65.38%. For the previous quarter, the consensus estimate was $0.34 per share, while it actually produced $0.44 per share, a surprise of 29.41%.

Price and EPS Surprise

For Mach Natural Resources LP, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Mach Natural Resources LP currently has an Earnings ESP of +16.92%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Here are three stocks with buy rank and strong income characteristics for investors to consider today, April 21:

Mach Natural Resources LP (MNR - Free Report) : This upstream oil and gas company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 60.8% over the last 60 days.

This Zacks Rank #1 company has a dividend yield of 16.6%, compared with the industry average of 0.0%.

Ecopetrol S.A. (EC - Free Report) : This integrated oil and gas company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 61.5% over the last 60 days.

This Zacks Rank #1 company has a dividend yield of 7.6%, compared with the industry average of 1.4%.

ZTO Express (Cayman) Inc. (ZTO - Free Report) : This company that provides express delivery and other value-added logistics services has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.2% over the last 60 days.

This Zacks Rank #1 company has a dividend yield of 3%, compared with the industry average of 0.0%.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Check out this week’s current list of Best Stocks to Buy Now.

Find more top income stocks with some of our great premium screens.

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Copyright 2026 Zacks Investment Research 101 N Wacker Drive, Floor 15, Chicago, IL 60606

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.70% per year. These returns cover a period from January 1, 1988 through April 6, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.

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Mach Natural Resources LP (MNR - Free Report) closed the last trading session at $13.79, gaining 0.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $20 indicates a 45% upside potential.

The average comprises seven short-term price targets ranging from a low of $14.00 to a high of $25.00, with a standard deviation of $3.42. While the lowest estimate indicates an increase of 1.5% from the current price level, the most optimistic estimate points to a 81.3% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in MNR. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in MNRAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 29.4%, as three estimates have moved higher while one has gone lower.

Moreover, MNR currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much MNR could gain, the direction of price movement it implies does appear to be a good guide.

OKLAHOMA CITY--(BUSINESS WIRE)--Q1 2026 Earnings Results for Mach Natural Resources.

Mach Natural Resources LP (MNR) Q1 2026 Earnings Call Transcript

Here are three stocks with buy rank and strong income characteristics for investors to consider today, May 18:

Mach Natural Resources LP (MNR - Free Report) : This oil and gas company witnessed the Zacks Consensus Estimate for its current year earnings increasing 49.5% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 14.7%, compared with the industry average of 0.0%.

Chicago Atlantic BDC, Inc. (LIEN - Free Report) : This business development company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.1% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 14%, compared with the industry average of 11.6%.

Okeanis Eco Tankers Corp. (ECO - Free Report) : This shipping company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 36.9% in the last 60 days.

This Zacks Rank #1 company has a dividend yield of 11.3%, compared with the industry average of 1.2%.

See the full list of top ranked stocks here.

Find more top income stocks with some of our great premium screens.

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Mach Natural Resources LP (MNR - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.

Mach Natural Resources LP is a member of our Oils-Energy group, which includes 238 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Mach Natural Resources LP is currently sporting a Zacks Rank of #2 (Buy).

Within the past quarter, the Zacks Consensus Estimate for MNR's full-year earnings has moved 44.3% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.

Based on the latest available data, MNR has gained about 33.7% so far this year. In comparison, Oils-Energy companies have returned an average of 32%. This means that Mach Natural Resources LP is outperforming the sector as a whole this year.

Another stock in the Oils-Energy sector, ProFrac Holding Corp. (ACDC - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 100.8%.

In ProFrac Holding Corp.'s case, the consensus EPS estimate for the current year increased 14.4% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Mach Natural Resources LP belongs to the Oil and Gas - Exploration and Production - United States industry, a group that includes 34 individual stocks and currently sits at #13 in the Zacks Industry Rank. On average, this group has gained an average of 31.6% so far this year, meaning that MNR is performing better in terms of year-to-date returns.

On the other hand, ProFrac Holding Corp. belongs to the Oil and Gas - Field Services industry. This 19-stock industry is currently ranked #196. The industry has moved +49.9% year to date.

Mach Natural Resources LP and ProFrac Holding Corp. could continue their solid performance, so investors interested in Oils-Energy stocks should continue to pay close attention to these stocks.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

Hamilton Insurance Group, Ltd. (HG - Free Report) : This insurance and reinsurance company has seen the Zacks Consensus Estimate for its current year earnings increasing 15.5% over the last 60 days.

Bread Financial Holdings, Inc. (BFH - Free Report) : This fintech company has seen the Zacks Consensus Estimate for its current year earnings increasing 13.9% over the last 60 days.

Ultra Clean Holdings, Inc. (UCTT - Free Report) : This semiconductor equipment and services company has seen the Zacks Consensus Estimate for its current year earnings increasing 23.7% over the last 60 days.

Sanmina Corporation (SANM - Free Report) : This industrial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.5% over the last 60 days.

Mach Natural Resources LP (MNR - Free Report) : This oil and gas company witnessed the Zacks Consensus has seen the Zacks Consensus Estimate for its current year earnings increasing 49.5% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Mach Natural Resources offers a 19% forward yield, direct natural gas price exposure, and trades at a sub-9x forward P/E and 4.3x EV/EBITDA. MNR's Permian assets are strategically positioned to benefit from surging AI-driven energy demand, supporting a bullish outlook on natural gas. I rate MNR a Buy with a $20 fair value, citing strong insider buying, cheap valuation, and robust asset positioning.

On May 18, 2026, Tractor Supply Co TSCO shares rose 3.8% to a current price of $31.72. Despite this uptick, TSCO has experienced significant volatility over the past year, with a 52-week range spanning from a low of $29.42 to a high of $63.99.

GF Value™ verdict: The current price is $31.72, compared to a GF Value™ of $56.28, indicating the stock is 43.6% undervalued.GF Score™: TSCO has a GF Score™ of 83/100, categorizing it as a strong investment opportunity.Most notable signal: There have been no insider transactions in the last 3 months, which may suggest a lack of confidence from insiders in the current valuation. Is TSCO Overvalued or Undervalued? Tractor Supply Co TSCO appears to be significantly undervalued according to the GF Value™ model, which estimates the intrinsic value of the stock at $56.28. This valuation suggests a substantial margin of safety of 43.6% compared to the current trading price of $31.72. The GF Valuation label indicates that TSCO is undervalued, presenting a potential investment opportunity for those looking for solid companies with favorable long-term prospects.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Despite the current undervaluation, it is essential to consider market conditions and the company's performance metrics, as fluctuations in the stock price can occur due to broader economic factors.

How Does TSCO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 15.6x 24.9x Forward P/E 14.9x - Currently, TSCO's P/E ratio of 15.6x is significantly below its 5-year median P/E of 24.9x, reflecting a discount of 38%. This analysis aligns with the GF Value™ verdict, indicating that the stock is undervalued relative to its historical valuation metrics.

What Does TSCO's GF Score™ Tell Us? Metric Rating GF Score™ 83/100 Financial Strength 6/10 Profitability 9/10 Growth 10/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 83/100 reflects a strong overall financial position for TSCO, particularly in profitability and growth, where it scored 9/10 and 10/10, respectively. However, the valuation score of 4/10 indicates that the stock may not be priced in line with its fundamental strengths. Additionally, the momentum rank of 2/10 suggests that TSCO has faced challenges in recent market performance, which may be a concern for short-term investors.

What Are Insiders Doing with TSCO Stock? In the last three months, there have been no insider transactions reported for Tractor Supply Co TSCO . This lack of activity from insiders may suggest that they are not taking advantage of the current pricing, which could indicate either a wait-and-see approach or a belief that the stock's value will not increase in the short term.

What This Means for Investors Based on the GF Value™ assessment, Tractor Supply Co TSCO is currently undervalued at a price of $31.72 compared to a GF Value™ of $56.28. This suggests potential upside for investors, though it is crucial to consider market dynamics and company performance before making investment decisions.

For the complete analysis, visit the Tractor Supply Co TSCO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is TSCO's GF Score™?

TSCO's GF Score™ is 83/100, indicating a strong position in terms of potential long-term returns based on key financial metrics.

Is TSCO overvalued or undervalued?

TSCO is currently undervalued, with a GF Value™ of $56.28 compared to its current price of $31.72, suggesting significant upside potential.

What is TSCO's P/E ratio?

TSCO's P/E (TTM) is 15.6x, which is 38% below its 5-year median P/E of 24.9x, further supporting the conclusion that the stock is undervalued.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

It has been about a month since the last earnings report for Tractor Supply (TSCO - Free Report) . Shares have lost about 18.7% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Tractor Supply due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.

Tractor Supply's Q1 Earnings Miss, Higher Comparable Sales AidTractor Supply reported first-quarter 2026 results, wherein the bottom and top lines missed the Zacks Consensus Estimate. While net sales increased from the year-ago period, earnings declined. It posted earnings of 31 cents per share, which lagged the Zacks Consensus Estimate of 34 cents. The bottom line dipped 7.2% from the figure reported in the prior-year quarter.

Net sales grew 3.6% year over year to $3.59 billion but came below the Zacks Consensus Estimate of $3.64 billion. The rise in sales can be attributed to store openings and, to a lesser extent, higher comparable store sales (comps). Comps edged up 0.5% year over year compared with the 0.9% drop registered in the prior-year’s first quarter. The improvement reflects a 1.6% rise in comparable average ticket, partly offset by a 1% dip in the comparable average transaction count.

Four out of the five product categories posted positive comps in the reported quarter, complemented by strength in big-ticket items. Companion animal performance was below the company’s average, indicating weak demand trends, category shifts and an unfavorable product mix. The company reported solid double-digit growth in digital sales.

Tractor Supply’s Costs & MarginsGross profit rose 3.6% year over year to $1.30 billion. The gross margin remained flat year over year at 36.2%, as effective product cost management and solid execution of an everyday low-price strategy were mitigated by elevated tariffs and delivery-related transportation costs. Our model predicted gross profit to increase 8.5% and the gross margin to expand 70 basis points (bps) to 35.9%.

Selling, general and administrative (SG&A) expenses, including depreciation and amortization, rose 6.1% to $1.07 billion from $1.01 billion in the first quarter of 2025. As a percentage of net sales, SG&A increased 70 bps to 29.7% from 29% in the year-ago quarter. This increase was owing to deleveraged fixed costs based on comps performance and an accelerated new store opening cadence, somewhat offset by a focus on productivity and cost control. Our model predicted SG&A expenses to increase 7.4% and, as a percentage of sales, this metric was anticipated to expand 50 bps to 26.1%.

Operating income for the quarter fell 6.3% year over year to $233.4 million. Meanwhile, the operating margin contracted 70 bps to 6.5%. We estimated operating income to drop 6.1% and the operating margin to fall 40 bps 6.8%.

TSCO’s Financial PositionTractor Supply ended the quarter with cash and cash equivalents of $224.3 million, long-term debt of $2.13 billion and total stockholders’ equity of $2.51 billion. In first-quarter 2026, net cash provided by operating activities was $91.1 million. In the same period, the company incurred capital expenditures of $202.6 million.

During first-quarter 2026, Tractor Supply returned $244.4 million to shareholders. This included the repurchase of 2.3 million shares of its common stock for $118 million and the payment of $244.4 million in quarterly cash dividends.

In the reported quarter, the company continued to expand its footprint by opening 40 Tractor Supply outlets, while closing one Petsense by Tractor Supply store.

Sneak Peek Into TSCO’s OutlookManagement reiterated guidance for 2026. The company still expects net sales growth of 4-6% and comps growth of 1-3%.

For 2026, the operating margin rate is projected between 9.3% and 9.6%. Net income is expected to be between $1.11 billion and $1.17 billion, with earnings per share anticipated to be $2.13-$2.23.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

VGM ScoresAt this time, Tractor Supply has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of B on the value side, putting it in the second quintile for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Tractor Supply has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

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Rural lifestyle retailer commemorates Military Appreciation Month with special Neighbor’s Club rewards for Hometown Heroes in May and summer savings through Memorial Day

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, is honoring America’s heroes all month long with special offers for Neighbor’s Club Hometown Heroes members and savings through Memorial Day.

May is recognized as Military Appreciation Month, as it includes Military Spouse Appreciation Day and Victory in Europe (VE) Day on the 8th, Armed Forces Day on the 16th and Memorial Day on the 25th. Tractor Supply is commemorating the observance by offering $5 in rewards to any military servicemember, veteran or first responder who verifies their Hometown Hero status with ID.me in May until May 31.

Additional Military Appreciation Month offers include a $5 reward for Hometown Heroes who spend $75 or more during any Thursday in May, and $5 in rewards for Hometown Heroes who spend $50 or more on Dumor or Retriever products all month long.

“During Military Appreciation Month, we believe it is vital to pause and recognize the Hometown Heroes who live and work alongside us,” said Colin Yankee, Executive Vice President, Chief Supply Chain Officer at Tractor Supply and former U.S. Army Captain. “We created the Hometown Heroes initiative to support our ongoing commitment to give back to those who serve. We hope to welcome many more veterans and military servicemembers to the program this month so we can in turn express our gratitude during every store visit.”

Tractor Supply has long supported military servicemembers, veterans and first responders through charitable giving, semiannual discounts, designated parking spots at stores and through the Company’s support of Team Members who are veterans. The Company and its Foundation launched Hometown Heroes in 2024 to bring this longstanding support for the selfless men and women who serve America under one banner.

Since its inception, the Tractor Supply Foundation has consistently introduced meaningful ways to demonstrate appreciation for our Hometown Heroes, including hands-on volunteer events and contributing more than $3 million through the Hometown Heroes initiative to organizations including Folds of Honor, K9s For Warriors, Farmer Veteran Coalition and Operation Homefront, among others.

The Neighbor’s Club Hometown Heroes benefit is another way Tractor Supply honors its commitment to community values and gratitude for service. The program is free to join and offers benefits every day. These include:

Top Tier Loyalty Status with 2% back every day Quarterly 5% off coupon 10% off on select Honoring Heroes Days which include: July 3 & 4 First Responders Day (October 28) Tractor Supply’s National Hometown Heroes Day (November 7) Veterans Day (November 11) To learn more about Neighbor’s Club Hometown Hero benefits, visit tractorsupply.com/neighborsclub.

While Memorial Day serves as a time to remember those who gave their lives for our country, it is also recognized as a day for families, friends and loved ones to gather in celebration of our great nation. Tractor Supply’s Memorial Day sale provides savings on everything necessary for summer gatherings, including grills and griddles, patriotic décor, apparel, summer toys and games, UTVs, kayaks and more. Tractor Supply stores will be open on Memorial Day from 8 a.m.-6 p.m. Find the full list of Memorial Day deals here.

About Tractor Supply Company

For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 296 on the Fortune 500. The Company’s more than 52,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve.

As part of the Company’s commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, and Allivet, a leading online pet and animal pharmacy, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer’s doorstep, Tractor Supply is here to serve and support Life Out Here.

As of March 28, 2026, the Company operated 2,435 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit www.tractorsupply.com and www.Petsense.com.

More News From Tractor Supply Company

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If you're not seeking dividend-paying stocks for your portfolio, you should consider doing so. Here's why:

Dividend-Paying Status

Average Annual Total Return, 1973-2025

Dividend growers and initiators

10.22%

Dividend payers

9.20%

No change in dividend policy

6.87%

Dividend non-payers

4.21%

Dividend shrinkers and eliminators

(0.96%)

Equal-weighted S&P 500 index

7.74%

Data source: Ned Davis Research and Hartford Funds.

See? Unbeknownst to many investors, dividend-paying stocks can be great wealth builders in your long-term portfolio. And here's one you might want to take a look at: Tractor Supply (TSCO +0.31%). The stock recently sported a dividend yield of 3% -- and, when you factor in the value of share buybacks, the total yield for shareholders was recently a hefty 5.2%. Better still, the company has been hiking its payout for 17 years in a row.

Image source: Getty Images.

Meet Tractor Supply Founded way back in 1938, Tractor Supply is focused on serving recreational farmers, ranchers, homeowners, gardeners, and pet owners, among others. It's the largest rural lifestyle retailer in the U.S., with 2,435 Tractor Supply stores in 49 states. It also encompasses more than 200 Petsense by Tractor Supply stores in 23 states, as well as Allivet, an online animal pharmacy.

Should you invest in Tractor Supply? The stock was a bit of a market darling for many years, but it has struggled lately. Its recently reported first quarter featured overall revenue up just 3.6% year over year, with earnings per share dipping 9%. Part of the problem has been weakness in its "companion animal product" category -- which includes pet foods and generates around a quarter of the company's overall revenue. The company is addressing its issues, in part by beefing up its fresh and frozen pet food offerings.

CEO Hal Lawton summarized the quarter:

We delivered solid performance across the majority of our business in the first quarter, supported by our needs-based model and ongoing customer engagement. We continued to gain market share in farm and ranch and had strong double-digit growth in digital sales. Performance was positive across four of our five product categories. While companion animal trailed the Company average, we are taking decisive actions to improve its performance. ... We remain confident in our outlook and our ability to drive continued market share gains as our customers remain engaged. The underlying health of Tractor Supply remains strong, supported by a loyal customer base, a differentiated business model and consistent execution.

Today's Change

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0.10

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30.86

Some research supports that view. For example, a 2026 report from Axiom Marketing found that gardening time and spending hit multi-year highs in 2025, with expectations for higher numbers in 2026.

It's true that Tractor Supply isn't performing as well as it might right now, but it's a sturdy and growing business with devoted customers, and plans to grow its revenue and earnings faster. (It's projecting revenue growth of 4% to 6% for 2026, for example.) The stock's recent forward-looking price-to-earnings (P/E) ratio of 15 is well below its five-year average of 22, suggesting that it's undervalued -- which is not surprising, given its drop of roughly 40% over the past three months.

Tractor Supply's solid dividend will reward patient believers while they wait for rosier results.

BRENTWOOD, Tenn.--(BUSINESS WIRE)-- #TSC--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the “Company”), today announced it has acquired the veterinary services business VIP Petcare (operating as VIP Petcare and PetVet) from PetIQ, a Bansk Group company. VIP Petcare is the largest provider of mobile veterinary care in the United States, operating community clinics in approximately 2,700 retail locations with national and regional retail partners, incl.

Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States (the “Company”), today announced it has acquired the veterinary services business VIP Petcare (operating as VIP Petcare and PetVet) from PetIQ, a Bansk Group company.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260528480785/en/

Tractor Supply Company today announced it has acquired the veterinary services business VIP Petcare.

VIP Petcare is the largest provider of mobile veterinary care in the United States, operating community clinics in approximately 2,700 retail locations with national and regional retail partners, including 1,700 Tractor Supply locations, across 39 states and serving more than one million pets annually. Bringing VIP Petcare’s veterinary services capabilities in-house strengthens Tractor Supply’s existing pet health platform.

Strategic Rationale

Enhances Tractor Supply’s position as the trusted destination for affordable, convenient pet care in underserved rural and exurban markets across America Creates a differentiated, end-to-end pet care offering spanning veterinary services, pharmacy, pet services and retail Combines VIP Petcare’s in-store veterinary clinics and 24/7 vet access and Allivet’s pharmacy capabilities, all anchored by Tractor Supply’s nationwide footprint, into a seamless omnichannel offering Increases customer engagement and enhances opportunities for the Company’s Neighbor’s Club loyalty program Unlocks long-term growth potential through integrated services, expanded pet care access including veterinarian telehealth and increased customer lifetime value in an asset-light manner “VIP Petcare has been a strong partner in helping us expand access to affordable pet care, and this acquisition builds on the unique combination of assets we have assembled across veterinary services, pet specialty, digital pharmacy and retail stores to better serve the millions of Tractor Supply customers who care for pets and animals, while continuing to support pet parents through VIP Petcare’s broader retail partner network. We believe this transaction strengthens our long-term competitive positioning while leveraging existing infrastructure and customer relationships in a capital-efficient manner,” said Hal Lawton, President and Chief Executive Officer of Tractor Supply. “By bringing together VIP Petcare’s leading veterinary services platform with Tractor Supply’s nationwide footprint, Neighbor’s Club loyalty program and Allivet’s digital pharmacy capabilities, we are creating meaningful opportunities to further leverage our pet care portfolio through a differentiated omnichannel offering. We are incredibly excited to welcome the VIP Petcare team to Tractor Supply as we build the future of pet care together.”

“We believe this transaction represents a great outcome for both PetIQ and Tractor Supply and an exciting next chapter for our Veterinary Services business. Tractor Supply is uniquely positioned to continue growing and investing in the Veterinary Services business, creating exciting long-term opportunities for our teams to continue delivering exceptional care to pets and families across the country,” said Camillo Pane, Chief Executive Officer of PetIQ.

“Tractor Supply has been our largest and most strategic retail partner for more than a decade, and the cultural and operational fit is exceptional,” said Ari Macerollo, Vice President and Head of Veterinary Services at VIP Petcare. “Joining Tractor Supply gives our veterinarians, field teams and pet parents an even stronger platform to continue delivering high-quality, affordable veterinary care to communities across the country through Tractor Supply locations and our broader network of retail partners.”

Founded in 1995 and headquartered in Eagle, Idaho, VIP Petcare has grown to become the largest provider of mobile veterinary care in the United States, hosting more than 60,000 community veterinary clinics annually and serving more than one million pets each year through a network of approximately 2,500 contracted veterinarians and 36 field offices across 39 states. Operating under the VIP Petcare and PetVet brands, the business runs 90-minute community clinics at host retail locations with walk-in and online pre-registration available, delivering essential preventive care, including vaccines, diagnostic testing, flea, tick and heartworm prevention, deworming, microchipping and nail trimming, at price points that are more than 50% less than a traditional veterinary visit.

Financial terms of the transaction were not disclosed. Centerview Partners served as financial advisor, and Sidley Austin served as legal counsel to Tractor Supply. William Blair served as financial advisor, and Davis Polk served as legal counsel to Bansk Group and PetIQ.

About Tractor Supply Company

For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 296 on the Fortune 500. The Company’s more than 52,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve.

As part of the Company’s commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, and Allivet, a leading online pet and animal pharmacy, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer’s doorstep, Tractor Supply is here to serve and support Life Out Here.

As of March 28, 2026, the Company operated 2,435 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit www.tractorsupply.com and www.Petsense.com.

Forward-Looking Statements

This press release contains forward-looking statements. The forward-looking statements included herein are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, which address activities, events, or developments that we expect or anticipate will or may occur in the future are forward-looking statements. Forward-looking statements are usually identified by or are associated with such words as “intend,” “plan,” “believe,” “estimate,” “expect,” “anticipate” and/or the negatives or variations of these terms or similar terminology. Such forward-looking statements include those that address activities, events or developments that the Company or its management believes or anticipates may occur in the future, including the anticipated benefits of the transaction, such as anticipated tax benefits, earnings enhancements and synergies. All forward-looking statements are based upon the Company’s current expectations, various assumptions, and data available from third parties. The Company’s expectations and assumptions are expressed in good faith, and the Company believes there is a reasonable basis for them. However, there can be no assurance that such forward-looking statements will materialize or prove to be correct as forward-looking statements are inherently subject to known and unknown risks, uncertainties and other factors which may cause actual future results to differ materially from the future results, performance or achievements expressed in or implied by such forward-looking statements. Numerous risks, uncertainties and other factors may cause actual results to differ materially from those set out in the forward-looking statements, including: the risk that we may be unable to successfully integrate the acquired business; the risk that anticipated benefits of the transaction, including expected synergies, growth opportunities and strategic objectives, may not be realized in the anticipated timeframe or at all; potential adverse effects on relationships with employees, customers and other business partners; risks relating to licenses, permits and other governmental authorizations associated with the acquired business; the diversion of management’s attention from ongoing business operations and opportunities and the other factors discussed in “Risk Factors” in the Company’s Annual Report on Form 10-K for the fiscal year ended December 27, 2025, subsequent Quarterly Reports on Form 10-Q and in the Company’s other filings with the Securities and Exchange Commission which are available at http://sec.gov. For any forward-looking statements contained in this or any other document, the Company claims the protection of the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and assumes no obligation to update publicly or revise any forward-looking statements in light of new information or future events.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260528480785/en/

Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, today announced a major, storewide expansion across its truck, tool and hardware categories, tailored to the needs of its shoppers. Led by the official launch of SKIL Power Tools and a complete, solutions-based reset of the electrical aisle, these initiatives strengthen Tractor Supply’s ability to equip project-driven customers looking to complete repairs, maintenance and home improvement jobs.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260601575275/en/

Tractor Supply Expands Truck, Tool and Hardware Assortment with Launch of SKIL Power Tools and Electrical Brands

These strategic investments combine accessible, high-performance power tools with a more intuitive, simplified shopping experience. By pairing professional-inspired tools with expanded electrical products from industry-leading brands, Tractor Supply is making it easier than ever for everyday DIYers, hobby farmers and contractors to find exactly what they need to get the job done in a single trip.

“We continue to see customers taking on more repair, maintenance and improvement projects themselves,” said Randall Dodds, Senior Vice President and General Merchandising Manager at Tractor Supply. “The addition of SKIL and the expansion of our electrical assortment reflect how Tractor Supply is evolving to better serve those project-driven customers with trusted brands, simplified shopping and solutions that fit the way they live and work.”

Performance Made Accessible with SKIL Power Tools

SKIL brings a 100-year legacy of proven performance rooted in real work. Built to handle tough conditions around the home or jobsite, the initial rollout includes over 30 tools and accessories in stores with an expanded assortment online. Key highlights of the lineup include the versatile flip drill, circular saw, impact driver and stapler, with an exclusive SKIL grease gun designed specifically for Tractor Supply customers scheduled to launch later this summer.

Designed with premium features at an affordable price, the SKIL brand delivers maximum convenience with universal USB-C charging and a single-battery system compatible across multiple tools. The assortment also has brushless motors for extended tool life and efficiency, all backed by a 5-year warranty for added confidence.

Project-Based Solutions in the Reimagined Electrical Aisle

Along with the new tools, Tractor Supply has completely refreshed its electrical aisle, adding 188 new SKUs from the nation’s top electrical, lighting and safety brands. The newly designed aisle is organized directly around how customers shop and work, bringing trusted national leaders like Klein Tools, Leviton, GE, Kidde and Coast together under one roof, balanced with Tractor Supply’s private label and exclusive offerings such as its Surge and JobSmart brands.

The updated layout covers complete project needs across electrical and wiring devices, testing tools, power cords, lighting solutions and fire preparedness. Built for real-world conditions, the category offers year-round essentials alongside critical seasonal solutions. Customers can easily find proper equipment for upcoming indoor and outdoor projects, storm preparedness, winter readiness and fire safety.

Gear Up for Father’s Day and Look Ahead to Tool Days

The truck and tool expansion arrives just in time for Father’s Day gifting as Tractor Supply offers a wide variety of tools, hardware and outdoor equipment perfect for every dad. To celebrate, all Tractor Supply locations will host an interactive, in-store Father’s Day event on Saturday, June 13, where families and children can visit their local store to color stickers and personalize a tackle box for dad.

The momentum will continue later this summer with Tractor Supply Tool Days. The highly anticipated seasonal event will showcase ultimate newness, hot deals and exclusive savings across all tool categories, highlighting the new SKIL Power Tools lineup.

To shop the new assortments, visit tractorsupply.com/tsc/brand/skil and tractorsupply.com/tsc/catalog/electrical.

About Tractor Supply Company

For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 296 on the Fortune 500. The Company’s more than 52,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve.

As part of the Company’s commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, Allivet, a leading online pet and animal pharmacy, and VIP Petcare, the largest provider of mobile veterinary care in the United States, in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer’s doorstep, Tractor Supply is here to serve and support Life Out Here.

As of March 28, 2026, the Company operated 2,435 Tractor Supply stores in 49 states and 206 Petsense by Tractor Supply stores in 23 states. For more information, visit www.tractorsupply.com and www.Petsense.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601575275/en/