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    Opera’s Neon AI Browser Launch and Dividend Could Be A Game Changer For Opera (OPRA)

    Simply Wall St·12/25/2025 06:15:07
    語音播報
    • Opera Limited has opened public access to Opera Neon, its US$19.90-per-month AI-focused experimental browser, and declared a US$0.40 per-share semi-annual cash dividend, payable in January 2026 to shareholders of record as of early January.
    • The combination of a premium AI “agentic” browser offering top-tier models like Gemini 3 Pro and GPT‑5.1 and a sizable cash dividend highlights Opera’s push to monetize advanced AI tools while signaling confidence in its current cash generation.
    • We’ll now examine how opening Opera Neon beyond its “Founders” phase could reshape Opera’s investment narrative around AI-driven premium subscriptions.

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    Opera Investment Narrative Recap

    To own Opera today, you need to believe the company can turn its AI‑centric browsers and fintech products into durable, higher‑margin revenue streams while managing dependence on partners and regulation. The public launch of Opera Neon at US$19.90 per month directly tests the most important near term catalyst: whether AI power users will pay for a premium, agentic browser. It also sharpens a key risk around third party AI model costs, but does not fundamentally change Opera’s broader exposure to advertising and search cycles in the short term.

    Among recent announcements, the recurring US$0.40 per share semi annual dividend stands out alongside Neon’s rollout. A roughly US$35.9 million cash payout in early 2026 underlines Opera’s current cash generation and capital return stance while it experiments with higher ARPU AI products. For investors, the combination of income and a subscription‑based AI browser raises important questions about how sustainably Opera can balance shareholder returns with funding ongoing AI model access and infrastructure at scale.

    Yet even as the AI browser story gains momentum, investors should be aware of Opera’s reliance on third party AI models and what happens if licensing or compute costs...

    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 76% upside to its current price.

    Exploring Other Perspectives

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

    Eight fair value estimates from the Simply Wall St Community cluster between US$23 and about US$49.52, highlighting wide disagreement on Opera’s worth. As you weigh those views, remember that Opera’s AI Neon rollout ties future upside closely to paid adoption of an agentic browser that still depends on external AI providers for its core capabilities.

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

    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.

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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.