Opera’s Upward Revision Signals Robust Growth Trajectory

Opera Limited has issued a significantly upgraded forecast for its 2025 fiscal year, pointing to accelerating momentum. The browser specialist is capitalizing on enhanced user monetization while simultaneously expanding its footprint within the financial technology sector. A strategic emphasis on acquiring high-value users in Western markets is proving particularly effective.

Based on new preliminary calculations, the company now anticipates fourth-quarter 2025 revenue to surpass $170 million. This projection comfortably exceeds Opera's previous guidance range of $162 to $165 million. For the full fiscal year, this adjustment implies an estimated total revenue exceeding $608 million, representing a year-over-year growth rate of approximately 26 percent.

Profitability metrics are also outperforming initial plans. Adjusted EBITDA for the final quarter is expected to come in above $40.5 million. Company leadership cites an acceleration in advertising and search revenue as the primary catalyst. A key contributor was the addition of roughly two million users in Western markets, a demographic that generates a higher-than-average revenue per user (ARPU).

Strategic Advances in Crypto and Fintech

Alongside its core financial performance, Opera is deepening its cryptocurrency integration. A strengthened partnership with stablecoin provider Tether now enables the built-in MiniPay wallet to support USDT and Tether Gold on the Celo blockchain. This initiative aims to facilitate seamless transitions between local currencies and stablecoins, especially in emerging economies.

Should investors sell immediately? Or is it worth buying Opera?

Recent operational metrics underscore the scale of this strategy:
* More than 12.6 million wallets have been activated to date.
* In December 2025 alone, 300,000 users purchased USDT through the platform.
* The transfer volume for that month exceeded $96 million, spread across approximately 3.5 million transactions.

Market Reaction and Forward Calendar

The market responded positively to the updated guidance announced on February 2, with Opera's share price advancing as much as 17 percent intraday. The stock currently trades at $13.19. Despite this recent uptick, the share price remains down about 24 percent over the preceding twelve-month period.

The sustainability of this growth momentum will be a focal point for investors. Final audited results for the 2025 fiscal year are scheduled for release before market open on Thursday, February 26, 2026. This report will provide critical details on cost structures and initial guidance for fiscal 2026, offering a clearer picture of the company's long-term growth prospects.