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DSP

Viant Technology Inc.

DSP

NASDAQ·Technology·Software - Application·Mkt cap $896.4M

$13.66

+1.60%

P/E

36.21

Mkt Cap

$896.4M

52-Wk Range

$8.11–$14.80

52-Week Range

$8.11 - $14.80

P/E

36.21

Fwd P/E

78.04

Beta

1.13

Div Yield

0.00%

Avg Vol

273.9K

Shares Out

63.5M

Mkt Cap

$896.4M

Price action

Price chart

Up 32.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

6 reasons

  • Unified omnichannel DSP reducing campaign fragmentation and complexity
  • Proprietary identity resolution technology (Household ID, IRIS_ID) enabling privacy-compliant targeting
  • Integrated first-party and third-party data platform providing actionable insights
  • Advanced attribution and measurement capabilities (multi-touch, lift, ROAS, foot-traffic)
  • 25+ year industry tenure with established enterprise customer relationships
  • AI-powered optimization across planning, targeting, and measurement

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Revenue decline expected

Steady revenue growth (19% YoY)

Value

Extreme premium - high expectations embedded

Momentum

Strong

+13.0% over 3m

Quality

Strong

Excellent business quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 9, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of -$0.01 vs $0.03 consensus (-133.3% surprise). Revenue of $60.2M vs $59.6M expected (+0.9%).

EPS miss
Rev beat +0.9%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-133.3%

Revenue trend · last 8Q

+40%

+32%

+18%

+7%

+22%

+25%

+34%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$79.9M

$90.1M

$70.6M

$77.9M

$85.6M

$110.1M

$88.5M

$104.3M

Margins · last 8Q

Gross

7.6%

Operating

-42.0%

Profit

-1.8%

Wall Street consensus

6 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Citi · Aug 11, 2026

vs Industry

How DSP stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.