Opera (NasdaqGS:OPRA): Valuation Check After Major AI Upgrade and Deeper Google Partnership
Opera (NasdaqGS:OPRA) just rolled out a major AI upgrade across its flagship browsers, tying deeper into Google Gemini to deliver faster, context aware assistance that could subtly reshape how its 80 million users browse and spend.
See our latest analysis for Opera.
Despite the headline grabbing AI upgrade and a deepening Google partnership, Opera’s recent momentum has cooled, with the 90 day share price return down sharply even as the three year total shareholder return remains strongly positive. This suggests long term believers are still well ahead.
If this AI push has you thinking about where else innovation could surprise, it might be worth exploring other high growth tech and AI stocks that could be setting up their next leg of growth.
With shares still trading well below analyst targets despite double digit revenue and profit growth, the key debate now is whether Opera is quietly undervalued or if the market is already pricing in its AI fueled future.
Most Popular Narrative Narrative: 45.8% Undervalued
Compared to Opera’s last close at $13.83, the most followed narrative anchors fair value much higher, implying substantial upside if its growth plan lands.
The upcoming launch and integration of Opera Neon, an AI-native browser designed as a productivity gateway for knowledge workers, positions Opera to capitalize on the workplace shift toward AI-powered workflows, with potential to increase both ARPU through premium subscriptions and overall revenue via higher engagement and differentiated advertising.
Curious how a steady climb in revenue, rising margins, and a disciplined future earnings multiple combine to justify that higher value tag? The narrative spells out the exact growth path, margin lift, and profitability curve that need to line up for this upside to materialize, and the assumptions behind them may surprise you.
Result: Fair Value of $25.50 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, if MiniPay faces tougher crypto regulation or AI licensing costs spike, Opera’s margin and growth trajectory could look very different.
Find out about the key risks to this Opera narrative.
Build Your Own Opera Narrative
If you see the story differently or want to stress test the numbers yourself, you can build a custom Opera narrative in just minutes: Do it your way.
A great starting point for your Opera research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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