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Opera (OPRA) Valuation Check After MiniPay Crypto Expansion And Upgraded 2025 Revenue Guidance

Simply Wall St·02/06/2026 03:11:42
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Opera (OPRA) is back on investors’ radar after two developments: expanded support for Tether’s USDT and Tether Gold in its MiniPay wallet, and higher revenue guidance for both fourth quarter 2025 and full year 2025.

See our latest analysis for Opera.

Despite the upbeat MiniPay and revenue guidance news, Opera’s share price has been under pressure. The 30 day share price return is 19.58% and the year to date share price return is 17.15%, while the 1 year total shareholder return of 36.94% contrasts sharply with a very large 3 year total shareholder return and a 5 year total shareholder return of 22.59%. This suggests that longer term momentum has cooled recently after earlier strength.

If this move in Opera has you thinking about where growth in digital finance might show up next, you can scan our list of 19 cryptocurrency and blockchain stocks and see what stands out.

With MiniPay usage climbing, revenue guidance set above prior ranges, and the share price still well below some intrinsic value estimates, the key question is whether Opera is still undervalued or whether the market is already pricing in the next leg of growth.

Most Popular Narrative: 53.8% Undervalued

Opera’s most followed narrative puts fair value at $25.50, well above the last close of $11.79, and anchors that gap in specific growth and margin assumptions.

The upcoming launch and integration of Opera Neon, an AI-native browser designed as a productivity gateway for knowledge workers, positions Opera to capitalize on the workplace shift toward AI-powered workflows, with potential to increase both ARPU through premium subscriptions and overall revenue via higher engagement and differentiated advertising.

Read the complete narrative. Read the complete narrative.

Curious how this story gets to that higher fair value? Revenue lines, margin profiles, and a future earnings multiple all have to line up. Want to see exactly how those moving parts are wired together in the full model?

Result: Fair Value of $25.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this hinges on crypto friendly regulation for MiniPay and manageable AI licensing costs; either of these factors could quickly weaken the current earnings and valuation case.

Find out about the key risks to this Opera narrative.

Build Your Own Opera Narrative

If you are not fully on board with this view or simply prefer to pull the levers yourself, you can test different assumptions and build a personalized Opera story in just a few minutes, then Do it your way.

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.

Looking for more investment ideas?

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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.