<- Go home

Added to YB: 2025-11-25

Pitch date: 2025-11-22

DSP [bullish]

Viant Technology Inc.

+18.46%

current return

Author Info

P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.

Company Info

Viant Technology Inc. operates as an advertising technology company. It provides ViantAI, an artificial intelligence product suite; Holistic, Omnichannel DSP, an integrated platform that manages omnichannel campaigns and access metrics; Household ID, which combines digital and personal identifiers into a normalized household profile; IRIS_ID, a content identifier that allows partners to share video-level data to power planning, targeting, and measurement solutions in ad-supported streaming media; and Viant Data Platform, which offers the ability to integrate first-party data with data from top third-party data providers in order to obtain key insights, reporting, and attribution opportunities.

Market Cap

$163.6M

Pitch Price

$9.86

Price Target

18.67 (+60%)

Dividend

N/A

EV/EBITDA

8.91

P/E

99.62

EV/Sales

0.80

Sector

Software

Category

growth

Show full summary:
LONG $DSP - 3Q25 ER Update

DSP (earnings): Q3 beat w/ +7% rev, +12% CXT, +9% EBITDA; underlying growth +19% rev/+22% CXT ex-political/merger impacts. CTV at 46% mix, Direct Access driving TAC improvement. Molson Coors 2026 win part of $250M pipeline. AI tools scaling. FY26 inflection w/ political headwinds gone. 1.1x FY26E sales, 6.4x EBITDA. PT $18.67 (+98%).

Read full article (9 min)