• In June 2026, Opera’s MiniPay launched the MiniPay Card in collaboration with Visa and Gnosis Pay, enabling eligible users across Europe, Africa, Latin America and Southeast Asia to spend stablecoin balances via a digital Visa debit card at over 175 million merchant locations worldwide.
• By linking stablecoin wallets to Visa’s global network and integrating with Apple Pay and Google Pay, MiniPay is turning crypto-style digital dollars into everyday spending power in many high-growth and emerging markets.
• We’ll now look at how this MiniPay Card launch, especially its global stablecoin spending capability, influences Opera’s broader investment narrative.

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What Is Opera's Investment Narrative?

For Opera, the big picture you need to buy into is that the core browser and advertising business can keep compounding steadily, while side bets like AI features and MiniPay quietly expand the company’s addressable market. The MiniPay Card launch with Visa feels relevant here, because it nudges MiniPay from a simple stablecoin wallet toward a fuller payments experience in regions where Opera already has strong distribution. In the short term, I would not assume this card materially shifts the 2026 revenue guidance story on its own, but it does sharpen one of the more interesting upside catalysts: Opera’s ability to monetise its user base beyond ads. At the same time, it adds another execution and regulatory layer on top of existing risks like a relatively new management team and governance questions around board independence.

However, the bigger concern is whether Opera can manage payments complexity without distracting from its core browser economics. Opera's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Simply Wall St Community members see Opera’s fair value anywhere between US$23 and about US$60, across 5 separate models, which shows just how far apart private investors can be. When you set that spread against the emerging MiniPay catalyst and Opera’s still-evolving governance and execution risks, it becomes clear that you are weighing very different possible paths for the business. Exploring several of these viewpoints can help anchor where you sit on that spectrum.

Explore 5 other fair value estimates on Opera - why the stock might be worth just $23.00!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Opera research is our analysis highlighting 5 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.

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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.