Opera Stock Surges 62% in a Year: Will the Uptrend Continue in 2025?

Core Insights - Opera Limited's (OPRA) shares have increased by 61.9% over the past 12 months, outperforming the Zacks Computer & Technology sector's growth of 29.4% and the Zacks Internet - Content industry's return of 12.3% [1] - The growth in OPRA shares is attributed to strong monetization of its browsers, growth of the Opera Ads platform, and successful product innovations like the Opera One browser [2] Financial Performance - For Q1 fiscal 2025, the Zacks Consensus Estimate for earnings is 21 cents per share, reflecting a year-over-year growth of 23.53% [6] - The revenue estimate for Q1 fiscal 2025 is $123.2 million, indicating a 20.94$551.15 million, suggesting a year-over-year growth of 16.22% [7] - The consensus for 2025 earnings is 95 cents per share, implying a 20.25% year-over-year increase [7] Product and Market Strategy - The Opera Ads platform has seen significant growth, enhancing the company's revenue by allowing targeted advertising solutions [3] - OPRA's flagship products include web browsers with AI integration and modular designs, with the recent launch of Opera One R2 featuring improved AI capabilities [4] - The Opera GX gaming browser has gained over 1.8 million net users in Q3 2024, with a 22% year-over-year increase in monthly active users, reaching 31.9 million [5] - The company is integrating AI-driven solutions into its products, positioning itself at the forefront of technology [5] Competitive Landscape - OPRA competes in the web browser market against major players like Google Chrome, Safari, Microsoft Edge, and Mozilla Firefox [9] - The company also faces competition in gaming browsers and AI integration from firms like C3.ai [10] - Opera differentiates itself with features such as a built-in VPN, ad blocker, and cryptocurrency wallet [10]