Viant Technology

DSP

Market cap $258M

Viant (DSP) remains a buy with a $14 FY 2026 target, offering 23% upside from current levels. Robust Q1 fundamentals: 25% YoY revenue growth, narrowing GAAP net loss, and 80% YoY surge in adjusted EBITDA to $9.8M. The rollout of Outcome, DSP's autonomous AI-powered ad tool, is a key catalyst, driving budget shifts from search/social to CTV.

The U.S. Demand Side Platform Market is Expected to Grow from $12.78 Billion in 2025 to $85.98 Billion by 2035, While Europe is Projected to Expand from $9.73 Billion to $66.75 Billion, Driven by AI-Driven Ad Optimization, Growing Connected TV Advertising, Retail Media Networks, and Increasing Adoption of Programmatic Advertising Across Digital Channels The U.S. Demand Side Platform Market is Expected to Grow from $12.78 Billion in 2025 to $85.98 Billion by 2035, While Europe is Projected to Expand from $9.73 Billion to $66.75 Billion, Driven by AI-Driven Ad Optimization, Growing Connected TV Advertising, Retail Media Networks, and Increasing Adoption of Programmatic Advertising Across Digital Channels

IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant today announced its enhanced Publisher Solutions, a centralized tool set that provides access to critical insights and monetization intelligence.

Western Digital Corporation delivered strong fiscal second-quarter results highlighted by robust revenue growth, record gross margins, and favorable pricing dynamics in a tightly supplied market. Nebius Group announced a landmark multi-year infrastructure agreement with a major AI hyperscaler, significantly expanding its contracted backlog and validating its platform at scale. Taiwan Semiconductor Manufacturing Company delivered strong fiscal fourth-quarter results and issued full-year revenue guidance that exceeded expectations, driven by accelerating AI-related demand.

IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant announced a partnership with Ad Fontes Media, becoming the only DSP to enable news reliability-based targeting within news inventory on CTV.

Viant Technology Inc. (DSP) Q1 2026 Earnings Call Transcript

Viant Technology NASDAQ: DSP reported record first-quarter 2026 results and said it expects growth to accelerate through the year, citing strong connected TV demand, new customer ramps, artificial intelligence products and its recently closed acquisition of TVision.

Viant Technology (DSP) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.03 per share a year ago.

IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its first quarter ended March 31, 2026. "Viant delivered record first quarter results, exceeding the high end of our guidance range across both the top and bottom lines for the quarter," said Tim Vanderhook, Co-Founder and CEO, Viant. "Our continued success is amplified by our recent landmark acquisition of TVision, which further transforms.

Viant Technology Inc. (NASDAQ:DSP) will release earnings for its first quarter after the closing bell on Monday, May 11.