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    Will Stronger AI-Driven Engagement and Higher Q4 Revenue Guidance Change Opera's (OPRA) Investment Narrative?

    Simply Wall St·02/17/2026 05:14:33
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    • Earlier this month, Opera Limited raised its fourth-quarter revenue outlook, saying Q4 revenue should exceed prior guidance as more users engage with its browser and AI-powered tools, which management highlighted as a key driver of monetization.
    • An interesting angle is how Opera’s growing role as a “gateway” for web content and AI utilities may be strengthening its ability to convert user activity into higher-value revenue streams.
    • Next, we’ll examine how Opera’s upgraded revenue outlook, underpinned by stronger AI-driven user engagement, could shape its existing investment narrative.

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    Opera Investment Narrative Recap

    To own Opera, you generally need to believe its browsers and AI features can deepen user engagement and translate that activity into durable, higher-value revenue, while the main risk remains its dependence on advertising and search partners in a market dominated by much larger ecosystem players. The raised Q4 revenue outlook reinforces the short term catalyst around AI-driven engagement rather than changing the core risk profile in a material way.

    The recent rollout of Opera AI across Opera One, Opera GX, and Opera Neon, powered by Google Gemini models for more than 80 million users, ties directly into this upgraded outlook by helping explain why engagement is improving. It also highlights a key tension in the story: AI features that support monetization rely heavily on third party models, which could affect Opera’s cost structure and bargaining power over time.

    Yet behind the stronger AI engagement, there is a risk investors should be aware of around Opera’s heavy reliance on a concentrated set of advertising and search partners...

    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 106% upside to its current price.

    Exploring Other Perspectives

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

    Some of the most optimistic analysts already expected Opera to lift revenue toward about US$878.1 million with earnings near US$155.8 million, and this latest AI engagement surprise could either reinforce their view or prompt a rethink of how much partner dependence and browser competition still shape the upside story.

    Explore 8 other fair value estimates on Opera - why the stock might be worth just $21.50!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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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.