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Opera’s AI-Powered Neon Launch and Cash Dividend Might Change The Case For Investing In Opera (OPRA)

Simply Wall St · 23h ago
  • Opera Limited recently opened public access to Opera Neon, its US$19.90-per-month, AI-centric experimental browser that gives subscribers access to top-tier models such as Gemini 3 Pro and GPT‑5.1, while also declaring a semi-annual cash dividend of US$0.40 per share payable in January 2026.
  • The combination of a paid, agentic browser built for AI power users and a sizable cash dividend highlights Opera’s push to create new subscription revenue while returning capital to shareholders.
  • We’ll now examine how opening Opera Neon to all subscribers, as an AI-agent browser for power users, reshapes Opera’s broader investment narrative.

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Opera Investment Narrative Recap

To own Opera today, you have to believe it can turn its niche in alternative browsers into a durable, higher-value ecosystem that monetizes AI and fintech without eroding profitability. The public launch of Opera Neon at US$19.90 per month may support that near term subscription growth catalyst, but it also magnifies the key risk around dependence on expensive third party AI models, which could pressure margins if costs rise faster than Neon’s adoption.

The newly declared US$0.40 per share semi-annual dividend, with an expected US$35.9 million payout in January 2026, is the most relevant update alongside Neon’s expansion, because it directly affects how much cash Opera retains to fund AI experiments like Neon while also signaling an ongoing commitment to shareholder returns at a time when the company is seeking to scale higher value, subscription-based revenue streams.

Yet while AI subscriptions and dividends may look appealing, investors should also be aware of the risk that Opera’s reliance on third party AI models 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 today.

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

Exploring Other Perspectives

OPRA 1-Year Stock Price Chart
OPRA 1-Year Stock Price Chart

Eight members of the Simply Wall St Community currently place Opera’s fair value between US$23 and about US$49.66, showing a wide span of expectations. Against that backdrop, the success or failure of Opera Neon as a paid AI browser could become a key swing factor for future earnings and your own view of Opera’s long term potential, so it is worth weighing several different scenarios before committing capital.

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

Build Your Own Opera Narrative

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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.