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Opera (NasdaqGS:OPRA) Valuation Check After Recent Share Price Swings

Simply Wall St · 4d ago

Opera (NasdaqGS:OPRA) has attracted fresh attention after recent trading, with the stock last closing at $14.66. For investors, the key questions center on how its current valuation lines up with recent performance.

See our latest analysis for Opera.

Opera’s 6.16% 1 month share price return contrasts with a 13.20% 3 month share price decline, while its 3 year total shareholder return of about 3x suggests earlier momentum that has recently cooled.

If you are weighing Opera’s recent swings, it can help to see what else is on the move in tech, including high growth tech and AI stocks as potential ideas for further research.

With Opera trading at $14.66 and an indicated intrinsic discount of about 72%, the real question now is whether you are looking at an undervalued growth story or if the market already sees and prices in its future potential.

Most Popular Narrative: 42.5% Undervalued

With Opera last closing at $14.66 against a narrative fair value of $25.50, the current price sits well below that implied level.

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, with potential to increase both ARPU through premium subscriptions and overall revenue via higher engagement and differentiated advertising.

Read the complete narrative.

Curious what kind of revenue climb, margin lift and profit multiple could justify that gap to fair value? The full narrative lays out the math behind this earnings path, the assumed browser and fintech traction, and the valuation multiple it thinks the market might be willing to pay.

Result: Fair Value of $25.50 (UNDERVALUED)

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

However, this hinges on crypto regulation staying supportive for MiniPay and on Opera managing third party AI costs, which could otherwise pressure margins and growth hopes.

Find out about the key risks to this Opera narrative.

Build Your Own Opera Narrative

If you look at the numbers and reach a different conclusion, or simply prefer to test your own assumptions, you can build a personalized Opera thesis 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 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If Opera is on your radar, do not stop there. Use the Simply Wall St screener to line up a few more candidates worth your time.

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.