Should Opera’s (OPRA) AI Agent Expansion Signal a New Competitive Era for Its Premium Browser?

• Earlier this month, Opera announced the addition of the Opera Deep Research Agent (ODRA), its fourth AI-driven agent, to the premium Opera Neon browser, aiming to enhance deep research capabilities and streamline agent management through an upgraded architecture.
• With Opera Neon now supporting multiple advanced AI models and third-party tools, this move further positions Opera in the rapidly evolving AI-powered productivity browser market for subscription users.
• We'll look at how Opera's expanding agentic browser architecture and premium AI tools could affect its long-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Opera Investment Narrative Recap

For investors interested in Opera, the core thesis hinges on whether Opera Neon’s agentic, AI-powered browser ecosystem can drive meaningful subscription growth and higher-value user engagement in a market dominated by tech giants. The introduction of ODRA, a fourth AI agent in Neon, positions Opera to potentially enhance its differentiation, but it does not immediately change the urgency surrounding Opera’s need to mitigate rising third-party AI licensing and infrastructure costs, the most critical short-term risk, while boosting premium adoption remains the leading near-term catalyst.

Among recent announcements, the September 2025 launch of Opera Neon, the company’s flagship AI-native browser, is most relevant, as it laid the foundation for integrating AI agents like ODRA and directly aimed to accelerate Opera's push toward productivity-focused premium subscriptions.

In contrast, investors should also be aware of how dependence on external AI partners could impact Opera’s margins as...

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

Opera's outlook points to $813.6 million revenue and $135.8 million earnings by 2028. This is based on analysts forecasting a 13.6% annual revenue growth rate and a $55.2 million increase in earnings from the current $80.6 million.

Uncover how Opera's forecasts yield a $25.50 fair value, a 61% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community range from US$23 to US$48.05 per share. While many expect Opera’s AI-driven browser strategy to boost growth, reliance on third-party AI models could pressure profitability and guide future performance, so explore multiple viewpoints.

Explore 6 other fair value estimates on Opera - why the stock might be worth over 3x more than the current price!

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 1 important warning sign 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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