Opera (NasdaqGS:OPRA) is rolling out access to Opera Neon, its new AI-powered browser aimed at power users. This release is attracting attention for how it uses agentic AI to automate browsing tasks and streamline workflows.
See our latest analysis for Opera.
The launch of Opera Neon comes after a year of sizable swings for Opera’s share price, with strong long-term total shareholder returns continuing to outshine recent pullbacks. Despite a short-term dip that saw the share price fall 12.5% over the past month, Opera’s 1-year total shareholder return is still up a healthy 20.9%. Over the past three years, total returns have rocketed an astonishing 395%, reflecting the market’s enthusiasm for Opera’s ongoing innovation and growth. Momentum looks choppy in the short term, but the bigger picture is one of outperformance, which puts a spotlight on both Opera’s risks and its potential upside.
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But is the market fully reflecting Opera’s potential with these advances? Alternatively, does the current price leave room for further upside? The question now is whether a real buying opportunity exists, or if future growth is already priced in.
With the last close at $16.89 and the narrative’s fair value at $25.50, followers see significant room for upside. The current price is far below what the most popular perspective suggests is justified, signaling bullish consensus around upcoming catalysts.
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. This presents potential to increase both ARPU through premium subscriptions and overall revenue via higher engagement and differentiated advertising.
Want to know what growth drivers could push Opera’s value to new highs? This narrative leans on high-impact earnings forecasts and ambitious profit margin expansion. Get the inside track on the bold financial projections shaping that striking price target. See which assumptions power this big valuation call.
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 cryptocurrencies and heavy reliance on third-party AI models could significantly dampen Opera’s ambitious growth expectations.
Find out about the key risks to this Opera narrative.
If you have a different perspective or prefer diving into the numbers firsthand, you can shape your own view in just a few minutes with 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.
Companies discussed in this article include OPRA.
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