Opera Stock Surges on AI Integration and Fintech Momentum

Opera Limited (OPRA) is witnessing a significant rally, fueled by strategic advancements in artificial intelligence and financial technology. While the stock remains down for the year, a combination of strong quarterly results and positive analyst sentiment is driving a notable recovery.

The company's operational results for the third quarter of 2025 offer concrete support for the recent share price movement. Key financial metrics revealed substantial growth:
* Revenue increased by 23% year-over-year to $151.9 million.
* Query revenue, a critical segment, grew by 17% compared to the same period last year.
* Diluted earnings per share (EPS) came in at $0.21, with an adjusted figure of $0.30.

AI Features Reach Millions of Users

A major driver of Opera's current strategy is the aggressive integration of AI into its core browser products. An expanded partnership with Google has enabled the free rollout of enhanced browser AI features to more than 80 million users across the Opera One, Opera GX, and Opera Neon browsers.

The AI now appears as a sidebar, allowing for contextual interactions directly on web pages or with video content. Furthermore, the company's refined AI engine now delivers responses approximately 20% faster. The growing monetization of this technology is evident in the 17% year-over-year growth in query revenue last quarter.

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

Fintech Ambitions Target Massive User Base

Parallel to its AI push, Opera is making substantial strides in fintech through a deepened strategic partnership with the Celo Foundation. Their ambitious joint goal is to bring one billion people into the financial system by 2030. Central to this effort is MiniPay, a non-custodial stablecoin wallet built on the Celo blockchain.

MiniPay's adoption metrics are already impressive, with over 11 million activated wallets and more than 300 million processed transactions since its 2023 launch. The platform surpassed 10 million wallet activations in Q3 2025 alone, representing growth of 175% for that quarter. To further stimulate development, Opera and Celo plan a joint "Mini App Roadshow" in new Asian and South American markets in the first half of 2026.

Market Sentiment Shows a Divergence

Investor reaction to these developments presents a mixed picture. Opera's stock price experienced a tangible gain recently, buoyed by analyst upgrades and the rollout of new product features. However, a longer-term view reveals a persistent downward trend, with the equity still down 29% since the start of the year. The key question for investors is whether the recent positive catalysts possess enough strength to reverse the established negative trajectory.