• In February 2026, Tether announced the expansion of USDT and Tether Gold support within Opera’s MiniPay wallet on the Celo blockchain, highlighting millions of users across emerging markets and hundreds of millions of transactions, while Opera also guided full-year 2025 revenue to exceed US$608,000,000, over US$130,000,000 higher than 2024.
• The combination of MiniPay’s large, fast-growing self-custodial stablecoin user base and raised revenue expectations underscores Opera’s shift toward higher-traction fintech services in mobile-first regions.
• We’ll now examine how Opera’s raised 2025 revenue guidance, supported by MiniPay’s USDT-driven growth, could influence the company’s investment narrative.

Invest in the nuclear renaissance through our list of 87 elite nuclear energy infrastructure plays powering the global AI revolution.

What Is Opera's Investment Narrative?

For Opera to make sense in a portfolio, you need to believe its browser footprint can be monetized beyond advertising, particularly through AI-enhanced experiences and fintech rails like MiniPay. The latest Tether integration and the raised 2025 revenue guidance above US$608,000,000 reinforce that story, because they link concrete user traction in emerging markets with higher near term revenue expectations. That said, the share price is still down sharply over the past year, so the market does not appear to be treating MiniPay as a fully de-risked growth engine yet. Key short term catalysts now cluster around evidence that MiniPay usage can translate into sustainable, high margin economics, while the biggest risks remain execution in fintech, dividend coverage pressure given recent profit compression, and concentration in a few product bets.

However, there is one concern around Opera’s capital returns that investors should not overlook. Despite retreating, Opera's shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Eight Simply Wall St Community fair value estimates span roughly US$21.50 to just over US$52.60, underlining how far apart individual views can be. Set that against Opera’s emerging dependence on MiniPay and fintech execution, and you can see why it may be worth weighing several perspectives before deciding how much of the story you want to own. Explore 8 other fair value estimates on Opera - why the stock might be worth over 4x more than the current price!

Build Your Own Opera Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Opera research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Opera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Opera's overall financial health at a glance.

No Opportunity In Opera?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• We've uncovered the 14 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.
• Find 52 companies with promising cash flow potential yet trading below their fair value.
• Uncover the next big thing with 25 elite penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.