Opera Limited saw its shares jump by 13.5% in the most recent trading session, with daily trading volume rising approximately 70% above its 30-day average. This sudden spike marks the largest one-day percentage gain for the stock since June 2025 and follows a series of upward revisions to analyst earnings estimates. Despite the rally, short interest remains elevated at roughly 4.8% of the float, suggesting that bullish sentiment may be tempered by cautious positioning among hedge funds and institutional investors.

Opera’s self-custodial wallet, MiniPay, added support for USDT and tokenized gold (XAU₮0), leveraging the Celo blockchain to extend dollar-denominated savings to emerging markets. MiniPay now hosts over 12.6 million activated wallets, has processed 350 million transactions and attracted an estimated 3.64 million on-chain users. In Q4 2025 alone, on-chain users grew by 50%, with 7 million phone-verified USDT wallets and 300,000 unique buyers in December—a 33% increase month-over-month. Users conducted more than 96 million USDT transfers and 3.5 million peer-to-peer payments during that month.

Opera expects fourth-quarter revenue to exceed $170 million, surpassing prior guidance of $162–165 million, and full-year revenue to top $608 million, representing over 26% growth year-over-year. Adjusted EBITDA for the quarter is projected to beat the high end of the $37.5–40.5 million range, while full-year adjusted EBITDA is forecast to exceed $141 million. Sequentially, the high-ARPU Western user base grew by approximately 2 million, driving stronger monetization. The company attributes its outperformance to expanding e-commerce integrations and increasing AI-driven search and partner promotions.