Opera Limited’s stock jumped 13.5% in the most recent session, driven by trading volume roughly 40% above its 30-day average. Approximately 12 million shares changed hands as investors responded to upbeat corporate guidance and strategic partnerships. The surge marked the largest one-day percentage gain for Opera since August 2025 and pushed the company’s market capitalization up by an estimated $450 million in a single trading day.

Opera forecast fourth-quarter revenue in excess of $170 million, surpassing its previous $162–165 million range, and expects adjusted EBITDA to top the high end of its $37.5–40.5 million guidance. If realized, full-year revenue will exceed $608 million—more than 26% growth over 2024—while full-year adjusted EBITDA should surpass $141 million. Management highlighted sequential net additions of 2 million high-ARPU Western users driving robust monetization in e-commerce, search and AI services.

Opera’s self-custodial wallet, MiniPay, integrated USDT and tokenized gold (XAU₮0), extending stablecoin access to over 12.6 million activated wallets and 3.64 million on-chain Celo users. In Q4 2025, on-chain users grew 50%, with 7 million phone-verified USDT wallets and 300,000 unique monthly USDT buyers—up 33% month-over-month. MiniPay facilitated more than 96 million USDT transfers and over $153 million in cross-border flows in December alone, underscoring demand in Africa, Latin America and Southeast Asia.

Opera deepened its collaboration with Tether by embedding USDT and XAU₮0 into MiniPay through partnerships with local fiat on-ramps such as Fonbank, Partna and Cashramp. Users added over $49 million in local currency to MiniPay wallets in December, linking Opera’s user network directly to Tether’s $186 billion stablecoin ecosystem. CEO Jørgen Arnesen noted that this integration converts Opera’s mobile reach into tangible financial services for millions of previously unbanked consumers.