Can Opera (OPRA) Turn Gemini-Powered Browsing Into a More Profitable Monetization Engine?

• In early December 2025, Opera began rolling out new AI capabilities across its Opera One, Opera GX and Opera Neon browsers, integrating Google’s latest Gemini models to deliver faster, context-aware assistance, voice interaction and file analysis to more than 80 million users.
• An interesting angle is that these AI tools are tightly linked to Opera’s query monetization, potentially deepening how the browser converts user intent into e-commerce and service referrals.
• Next, we’ll examine how this deeper Google-Gemini integration and AI-powered browsing could influence Opera’s existing investment narrative and growth assumptions.

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Opera Investment Narrative Recap

To own Opera, you have to believe its AI centric browsers and fintech add ons can keep lifting user engagement and query monetization while offsetting a still crowded, partner dependent browser market. The Gemini integration looks additive to the near term catalyst of higher AI driven query revenue, but it also reinforces Opera’s reliance on big tech providers for core AI infrastructure, which remains one of the key risks to margins and differentiation.

Among recent announcements, Opera Neon’s rollout as an AI native productivity browser ties directly into this Gemini news, since both push the same thesis: deeper AI woven into everyday browsing to raise ARPU and expand beyond classic search. Together, Neon’s agentic workflows and the new Gemini powered side panel suggest Opera is trying to convert more on page intent into monetizable actions across e commerce, advertising and premium subscriptions, while still operating as a smaller player between much larger ecosystem browsers.

Yet while the upside of AI enhanced monetization is appealing, investors should be aware of how Opera’s dependence on third party AI providers could...

Read the full narrative on Opera (it's free!)

Opera's narrative projects $813.6 million revenue and $135.8 million earnings by 2028. This requires 13.6% yearly revenue growth and about a $55 million earnings increase from $80.6 million.

Uncover how Opera's forecasts yield a $25.50 fair value, a 83% upside to its current price.

Exploring Other Perspectives

Eight fair value estimates from the Simply Wall St Community range from about US$23 to US$49 per share, showing how far apart individual views can be. Against this wide spread, Opera’s heavier tilt toward AI driven query revenue growth also raises fresh questions about its exposure to advertising cycles and the durability of its new monetization channels, so it is worth comparing several of these perspectives side by side.

Explore 8 other fair value estimates on Opera - why the stock might be worth just $23.00!

Build Your Own Opera Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• Our free Opera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Opera's overall financial health at a glance.

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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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