Viant Technology: A Decent Addition To A Concentrated Portfolio

Viant Technology Inc. is rated a Buy, with improving fundamentals and a favorable risk/reward profile despite an 80% share price decline since IPO. DSP's revenue grew at a 22% 3-year CAGR, with CTV spend now exceeding 50% of advertiser spend and driving sequential margin improvements. The company's strong cash position, minimal debt, and ongoing investments in AI and CTV position it for long-term profitability, though current margins remain thin.

Seeking Alpha • Sep 1, 2026

Viant Technology Eyes Enterprise Growth as AI Outcomes Gains Ad Spend

Viant Technology NASDAQ: DSP is gaining share in the programmatic advertising market as advertisers seek more data-driven tools for targeting, content relevance and campaign measurement, Co-Founder and CEO Tim Vanderhook said during a Canaccord discussion.

MarketBeat • Aug 13, 2026

These Analysts Boost Their Forecasts On Viant Technology After Strong Q2 Results

Viant Technology Inc (NASDAQ:DSP) on Monday posted better-than-expected earnings for the second quarter.

Benzinga • Aug 11, 2026

Viant Technology Q2 Earnings Call Highlights

Viant Technology NASDAQ: DSP reported record second-quarter results, with revenue and adjusted EBITDA exceeding the company's guidance as demand for connected television, proprietary data capabilities and AI-driven advertising tools increased.

MarketBeat • Aug 10, 2026

Viant Technology Inc. (DSP) Q2 2026 Earnings Call Transcript

Viant Technology Inc. (DSP) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 11, 2026

Viant Technology Announces Second Quarter 2026 Financial Results

IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (Nasdaq: DSP), a leader in AI-powered programmatic advertising, today reported financial results for its second quarter ended June 30, 2026. "Viant delivered record second-quarter results, exceeding the high end of our guidance range across both top and bottom lines," said Tim Vanderhook, Co-Founder and CEO of Viant. "As indicated by our strong financial performance, we believe Viant is entering into a new phase of accelerated growth, prope.

Business Wire • Aug 10, 2026

Viant Technology (DSP) Misses Q2 Earnings Estimates

Viant Technology (DSP) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.09 per share a year ago.

Zacks Investment Research • Aug 10, 2026

Viant Appoints Craig Abrahams to Board of Directors

IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant Technology Inc. (NASDAQ: DSP) today announced the appointment of Craig Abrahams to its board of directors, effective August 10, 2026.

Business Wire • Aug 10, 2026

Viant Named CTV Innovation Leader

IRVINE, Calif.--(BUSINESS WIRE)---- $DSP #AdTech--Viant Technology today announced that it has been selected as winner of the “CTV Innovation Award” by MarTech Breakthrough.

Business Wire • Aug 6, 2026

5 microcap software stocks expected to soar by triple digits as the companies' sales pop

These companies are all expected to show very rapid revenue growth through 2028.

Market Watch • Jul 30, 2026