Opera (NasdaqGS:OPRA): Evaluating Valuation Following Major AI Feature Launch Across Browsers

Opera (NasdaqGS:OPRA) just rolled out a wave of upgraded AI features across its Opera One, Opera GX, and Opera Neon browsers. The update brings advanced tools like voice input and file analysis to more than 80 million users.

See our latest analysis for Opera.

Opera’s push into advanced AI browsing comes after a challenging period for shareholders. While its new product features have sparked excitement, the share price has declined by 8% over the last month and 29% so far this year. This reflects shifting investor risk perceptions, despite strong momentum in previous years. Even so, Opera’s three-year total shareholder return stands out at over 230%, indicating that long-term investors have seen significant gains alongside the company’s evolving business strategy.

If Opera’s move in AI has you watching the software space, it might be the perfect time to check out other standout innovation stories with our See the full list for free.

Given the company’s new AI momentum and a sharp pullback in its share price, investors may wonder whether Opera is currently trading at a discount with upside potential or if the market is already pricing in future growth.

Most Popular Narrative: 47% Undervalued

Comparing the most popular narrative’s fair value to Opera’s last close of $13.51 reveals a significant valuation gap. This sets up some bold assumptions about future growth and profitability.

Rapid adoption and global expansion of MiniPay, Opera's stablecoin-based wallet (now at 9 million activated wallets, 250 million transactions), open substantial new monetization channels in emerging fintech and remittance markets. This creates additional revenue streams that diversify away from core browser advertising and search.

Read the complete narrative.

What is driving this huge disconnect between price and potential? The narrative relies on aggressive financial projections and a bet that Opera’s fintech innovations will radically reshape its profit picture. Find out which optimistic growth levers are powering this fair value call. These forecasts might surprise even seasoned tech investors.

Result: Fair Value of $25.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising regulatory hurdles for fintech and the inherent dependence on third-party AI models could quickly change Opera's growth outlook and margin potential.

Find out about the key risks to this Opera narrative.

Build Your Own Opera Narrative

If you see the story differently or want to dig into Opera’s numbers firsthand, you can shape your own outlook in just a few minutes—Do it your way

A great starting point for your Opera research is our analysis highlighting 4 key rewards and 1 important warning sign 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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