Brazil’s Antitrust Watchdog Probes Microsoft (MSFT) following Opera’s Complaint
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 17 2025
0mins
Should l Buy OPRA?
Source: Yahoo Finance
Microsoft Investigation: Brazil's antitrust agency CADE has initiated an investigation into Microsoft following complaints from Opera regarding the default setting of Edge as the browser on Windows devices, which Opera claims hinders competition.
Market Position and AI Tools: As of June, Edge holds 11.52% of Brazil's desktop browser market, while Opera has 6.78%. Microsoft is also promoting its Jumpstart program for creating AI agents, amidst ongoing concerns about its competitive practices dating back to previous complaints against Internet Explorer.
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Analyst Views on OPRA
Wall Street analysts forecast OPRA stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 14.470
Low
23.00
Averages
26.75
High
33.00
Current: 14.470
Low
23.00
Averages
26.75
High
33.00
About OPRA
Opera Ltd is a Norway-based technology company that is engaged in the web browser development. The Company operates as provider of browser and integrated artificial intelligence (AI)-driven digital content discovery and recommendation platforms. The Company’s operations are comprised of search, advertising, technology licensing and other. The search revenue is generated when a user conducts a qualified search using an Opera search partner. The advertising revenue is comprised of industry-standard advertising units, predefined partner bookmarks, or speed dials, and subscriptions of various promoted services. Technology licensing and other revenues include revenues from device manufacturers and mobile communications operators. Licensing agreements include licensing of technology, related professional services, maintenance and support, as well as hosting services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Opera's Strong Performance Signals Undervalued Stock Potential
- Steady Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, while adjusted earnings per share rose by 17% to $1.12, indicating strong performance in its advertising business.
- Advertising Revenue Boost: With 65% of its revenue coming from advertising, Opera's revenue from intent-based queries grew by 16% year-over-year in Q4, highlighting significant market potential that could drive future growth.
- User Growth Strategy: The company added 2 million monthly active users in Western markets, and although total MAUs dropped from 296 million, the average revenue per user increased by 26% year-over-year, demonstrating effective targeting of higher-value users.
- Optimistic Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with analysts projecting a 25% jump in earnings per share, making the stock's current trading at 13 times earnings highly attractive compared to the Nasdaq-100's 31 times earnings.
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Opera Exceeds Growth Expectations with Positive Future Outlook
- Significant Revenue Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, demonstrating strong performance in its advertising business, with expectations for continued robust growth in the coming years.
- User Intent Query Revenue Surge: Revenue from user intent queries rose by 16% year-over-year in Q4, highlighting substantial growth potential as intent-based marketing boasts three times higher conversion rates, showcasing the company's competitive edge in the advertising market.
- User Base Expansion: Opera added 2 million monthly active users in Western markets last quarter, and although total monthly active users dropped from 296 million to 284 million, the average revenue per user increased by 26% year-over-year, indicating success in attracting higher-value users.
- Optimistic Future Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with adjusted EBITDA margins expected to remain stable, while analysts predict a 25% jump in earnings per share, making Opera's stock highly attractive at a current P/E ratio of just 13.
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Opera Reports Strong Q4 Earnings, Shares Surge 20.2%
- Earnings Highlights: Opera's Q4 revenue grew 22% year-over-year to $177.2 million, while adjusted EPS increased only 9% to $0.30, but the revenue beat expectations indicates strong market performance, likely driving future stock price increases.
- Future Outlook: Management forecasts revenue growth between 17% and 20% for the upcoming year, with stable adjusted EBITDA margins, which enhances investor confidence and may further propel stock price appreciation.
- Share Repurchase Program: Opera announced a $300 million share repurchase program, representing 22% of its market cap, a move that not only reflects the company's confidence in its value but also has the potential to boost EPS and enhance shareholder returns.
- User Growth Strategy: Despite a 3.8% year-over-year decline in total users to 284.3 million, Western user growth of 2 million to 60 million and a 26% year-over-year increase in ARPU to $2.49 indicate that the company's strategy to pivot towards higher-value users is paying off.
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Opera Limited Forecasts Strong Revenue Growth and Approves $300M Buyback, Shares Surge 20%
- Strong Financial Guidance: Opera forecasts full-year revenue between $720M and $735M, exceeding Bloomberg's consensus estimate of $690.3M, indicating robust market competitiveness and growth potential.
- Share Buyback Program: The company approved a $300M stock buyback plan to be executed over the next two years, aimed at enhancing shareholder returns and reflecting its strong balance sheet and operational model.
- Enhanced AI Capabilities: By integrating Google's latest Gemini models into its browsers, Opera significantly boosted its AI functionalities, enhancing user experience and potentially attracting more users.
- MiniPay Wallet Growth: The MiniPay wallet achieved 13 million activated users, demonstrating “explosive growth” that provides new momentum for the company's future revenue growth.
See More
Opera Set to Release Q4 Earnings on February 26
- Earnings Announcement: Opera is set to announce its Q4 earnings on February 26 before the market opens, with a consensus EPS estimate of $0.37, reflecting a 32.1% year-over-year increase, indicating a strengthening profitability that could positively impact stock prices.
- Revenue Growth Expectations: The consensus revenue estimate stands at $170 million, representing a 16.6% year-over-year growth, showcasing Opera's robust market expansion; exceeding this estimate could further bolster investor confidence.
- Historical Performance Review: Over the past two years, Opera has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating financial stability and reliability that may attract more investor interest.
- Positive Market Reaction: Following an upward revision of its Q4 revenue estimate, Opera's shares have risen, reflecting market optimism regarding its growth potential, especially after the rollout of AI-driven browser features, which could further enhance user growth and revenue.
See More
Dividend Stocks Gain Favor Amid Market Turbulence
- Market Safe Haven: Amid increasing market turbulence and uncertainty, many investors are turning to high dividend-yielding stocks, which typically possess strong free cash flows and reward shareholders with substantial dividends, thereby bolstering investor confidence.
- Analyst Ratings: Benzinga offers the latest analyst insights on high-yield stocks, allowing investors to visit the Analyst Stock Ratings page to access updated ratings on their favorite stocks, aiding them in making more informed investment decisions.
- High-Yield Stocks: In the information technology sector, HP Inc (NYSE:HPQ), Skyworks Solutions Inc (NASDAQ:SWKS), and Opera Ltd (NASDAQ:OPRA) are highlighted as three high-yield stocks attracting analyst attention, indicating their potential in the current market environment.
- Analyst Accuracy: Benzinga's database enables traders to sort ratings by analyst accuracy, providing a comprehensive tool for investors to identify the high-yield stocks that warrant attention, further driving market interest in these equities.
See More
Opera's Strong Performance Signals Undervalued Stock Potential
- Steady Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, while adjusted earnings per share rose by 17% to $1.12, indicating strong performance in its advertising business.
- Advertising Revenue Boost: With 65% of its revenue coming from advertising, Opera's revenue from intent-based queries grew by 16% year-over-year in Q4, highlighting significant market potential that could drive future growth.
- User Growth Strategy: The company added 2 million monthly active users in Western markets, and although total MAUs dropped from 296 million, the average revenue per user increased by 26% year-over-year, demonstrating effective targeting of higher-value users.
- Optimistic Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with analysts projecting a 25% jump in earnings per share, making the stock's current trading at 13 times earnings highly attractive compared to the Nasdaq-100's 31 times earnings.
See More
Opera Exceeds Growth Expectations with Positive Future Outlook
- Significant Revenue Growth: Opera's revenue increased by 28% in 2025, reaching nearly $615 million, demonstrating strong performance in its advertising business, with expectations for continued robust growth in the coming years.
- User Intent Query Revenue Surge: Revenue from user intent queries rose by 16% year-over-year in Q4, highlighting substantial growth potential as intent-based marketing boasts three times higher conversion rates, showcasing the company's competitive edge in the advertising market.
- User Base Expansion: Opera added 2 million monthly active users in Western markets last quarter, and although total monthly active users dropped from 296 million to 284 million, the average revenue per user increased by 26% year-over-year, indicating success in attracting higher-value users.
- Optimistic Future Outlook: Opera anticipates a revenue increase of 17% to 20% in 2026, with adjusted EBITDA margins expected to remain stable, while analysts predict a 25% jump in earnings per share, making Opera's stock highly attractive at a current P/E ratio of just 13.
See More
Opera Reports Strong Q4 Earnings, Shares Surge 20.2%
- Earnings Highlights: Opera's Q4 revenue grew 22% year-over-year to $177.2 million, while adjusted EPS increased only 9% to $0.30, but the revenue beat expectations indicates strong market performance, likely driving future stock price increases.
- Future Outlook: Management forecasts revenue growth between 17% and 20% for the upcoming year, with stable adjusted EBITDA margins, which enhances investor confidence and may further propel stock price appreciation.
- Share Repurchase Program: Opera announced a $300 million share repurchase program, representing 22% of its market cap, a move that not only reflects the company's confidence in its value but also has the potential to boost EPS and enhance shareholder returns.
- User Growth Strategy: Despite a 3.8% year-over-year decline in total users to 284.3 million, Western user growth of 2 million to 60 million and a 26% year-over-year increase in ARPU to $2.49 indicate that the company's strategy to pivot towards higher-value users is paying off.
See More
Opera Limited Forecasts Strong Revenue Growth and Approves $300M Buyback, Shares Surge 20%
- Strong Financial Guidance: Opera forecasts full-year revenue between $720M and $735M, exceeding Bloomberg's consensus estimate of $690.3M, indicating robust market competitiveness and growth potential.
- Share Buyback Program: The company approved a $300M stock buyback plan to be executed over the next two years, aimed at enhancing shareholder returns and reflecting its strong balance sheet and operational model.
- Enhanced AI Capabilities: By integrating Google's latest Gemini models into its browsers, Opera significantly boosted its AI functionalities, enhancing user experience and potentially attracting more users.
- MiniPay Wallet Growth: The MiniPay wallet achieved 13 million activated users, demonstrating “explosive growth” that provides new momentum for the company's future revenue growth.
See More
Opera Set to Release Q4 Earnings on February 26
- Earnings Announcement: Opera is set to announce its Q4 earnings on February 26 before the market opens, with a consensus EPS estimate of $0.37, reflecting a 32.1% year-over-year increase, indicating a strengthening profitability that could positively impact stock prices.
- Revenue Growth Expectations: The consensus revenue estimate stands at $170 million, representing a 16.6% year-over-year growth, showcasing Opera's robust market expansion; exceeding this estimate could further bolster investor confidence.
- Historical Performance Review: Over the past two years, Opera has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating financial stability and reliability that may attract more investor interest.
- Positive Market Reaction: Following an upward revision of its Q4 revenue estimate, Opera's shares have risen, reflecting market optimism regarding its growth potential, especially after the rollout of AI-driven browser features, which could further enhance user growth and revenue.
See More
Dividend Stocks Gain Favor Amid Market Turbulence
- Market Safe Haven: Amid increasing market turbulence and uncertainty, many investors are turning to high dividend-yielding stocks, which typically possess strong free cash flows and reward shareholders with substantial dividends, thereby bolstering investor confidence.
- Analyst Ratings: Benzinga offers the latest analyst insights on high-yield stocks, allowing investors to visit the Analyst Stock Ratings page to access updated ratings on their favorite stocks, aiding them in making more informed investment decisions.
- High-Yield Stocks: In the information technology sector, HP Inc (NYSE:HPQ), Skyworks Solutions Inc (NASDAQ:SWKS), and Opera Ltd (NASDAQ:OPRA) are highlighted as three high-yield stocks attracting analyst attention, indicating their potential in the current market environment.
- Analyst Accuracy: Benzinga's database enables traders to sort ratings by analyst accuracy, providing a comprehensive tool for investors to identify the high-yield stocks that warrant attention, further driving market interest in these equities.
See More
