Opera Limited shares surged 13.5% in the most recent trading session, recording a trading volume 45% above its 30-day average. The uptick follows a series of upward revisions to earnings estimates over the past month, yet short-term technical indicators suggest that further price appreciation may be limited. Institutional buying accounted for 60% of the day’s volume, while short interest fell by 12% during the week. Investors are watching for confirmation of sustained demand before positioning for additional gains.

Opera’s self-custodial wallet MiniPay, built on the Celo blockchain, now supports both USDT and Tether Gold (XAU₮0), unlocking stablecoin access for over 12.6 million activated wallets. In Q4 2025, MiniPay saw on-chain user growth of 50%, taking its total to 3.64 million users and generating 350 million transactions to date. The platform processed 96 million USDT transfers and 3.5 million peer-to-peer payments in December alone. Local on-ramp partners facilitated $49 million of fiat deposits, driving a 33% month-over-month increase in unique USDT buyers. This expansion enhances Opera’s foothold in Africa, Latin America and Southeast Asia, positioning the company as a key player in digital payments.

Opera now expects Q4 revenue to top $170 million, outperforming its previous guidance range of $162–165 million, and driving full-year revenues above $608 million—a 26% increase year-over-year. Adjusted EBITDA for the quarter is projected to exceed the high end of the prior $37.5–40.5 million range, pushing full-year adjusted EBITDA past $141 million. Western markets delivered a 2 million sequential increase in high-ARPU users, bolstering ad-tech monetization and e-commerce partnerships. Management highlights the successful scaling of AI-powered browser features and commercial integrations as key drivers of both top-line and profit-margin expansion.