Opera (NasdaqGS:OPRA): Assessing Valuation Following European iOS User Surge and Revenue Growth

Opera (NasdaqGS:OPRA) is seeing rapid momentum after launching Opera One for iOS. The introduction of enhanced features has supported drive a surge in daily active utilizers across Europe. This uptick is fueling both revenue and profitability gains.

See our latest analysis for Opera.

These recent product rollouts have come as Opera’s share price is still off its 2025 highs, with the stock down nearly 30% year-to-date. Even so, momentum around the company has not completely faded, given its impressive 210% total shareholder return over the last three years and ongoing wins such as the European iOS surge.

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With Opera’s shares still well below their highs, yet its fundamentals improving and growth accelerating, the huge question is whether investors are seeing at an undervalued tech company or if the surge is already baked in. Does this present a genuine acquireing opportunity, or has the market already priced in future growth?

Most Popular Narrative: 47.2% Undervalued

With Opera’s latest close at $13.46 and the most widely-followed fair value estimate at $25.50, the narrative signals there is a significant upside still on the table. The gap raises huge questions about what could propel Opera’s next relocate higher.

Rapid adoption and global expansion of MiniPay, Opera’s stablecoin-based wallet (now at 9 million activated wallets, 250 million transactions), open substantial new monetization channels in emerging fintech and remittance markets. This creates additional revenue streams that diversify away from core browser advertising and search.

Read the complete narrative.

Curious what growth drivers might justify such a huge valuation call? Find out which revenue engine and radical product bets underpin this bold price tarreceive. There is a twist to the forecasts that most investors will miss. Tempted to see what puts Opera’s narrative in a league of its own?

Result: Fair Value of $25.50 (UNDERVALUED)

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

However, uncertainties around global crypto regulation and the company’s reliance on third-party AI providers could quickly shift Opera’s growth and valuation outsee.

Find out about the key risks to this Opera narrative.

Build Your Own Opera Narrative

If the current narrative does not align with your considering or you enjoy crafting your own analysis, you can dive in and build your perspective in just a few minutes by selecting 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 applying an unbiased methodology and our articles are not intfinished to be financial advice. It does not constitute a recommfinishation to acquire or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focutilized 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.