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Viant Technology rated Buy despite 80% share drop, with strong revenue growth and AI investments.

Analyst Insights
01 Sep 2026, 19:11 WIB
Seeking Alpha
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Bullish
Viant Technology rated Buy despite 80% share drop, with strong revenue growth and AI investments.

Viant Technology Inc. (DSP) is rated a Buy due to improving fundamentals and a favorable risk/reward profile, despite its share price falling over 80% since its IPO. The company's demand-side platform (DSP) revenue grew at a 22% compound annual growth rate over three years, driven by connected TV (CTV) advertising now making up more than half of advertiser spend. Viant has a strong cash position, minimal debt, and is investing in AI and CTV to drive long-term profitability, although current profit margins remain thin. A discounted cash flow model suggests a 34% upside potential, with risks from competition and uncertain CTV economics, making the current price attractive for diversification in a portfolio.

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